From On-Premises to Cloud: How Libera AG Saves 25% Costs

Libera AG, a leading provider of pension fund advice and services, has taken a decisive step towards digitalization. Together with Vertec, they migrated their previous On-Premises system to the cloud. The main motivations for this move were cost efficiency and to future proof their software.

What impact did this change have on Libera AG, and how did the transition proceed? CFO, Claudio Ernst, gave insights into this in his talk at Vertec’s User Conference 2024. Watch the full video here:

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Starting point

Since 2012, Libera AG has relied on Vertec’s integrated CRM and ERP software, which it ran on its own servers. Vertec was used via Citrix. Any updates involved a lot of coordination between internal IT, the external IT service provider and Vertec.

Choosing the cloud

Libera decided to seize the opportunity and to migrate their systems to the Vertec Cloud Suite. Their goal was to simplify IT infrastructure, to cut costs and to minimize operational costs long term. Thanks to Vertec’s Cloud Suite, Libera’s internal processes were significantly optimized.  

A crucial advantage: Libera AG has saved around 25% of its IT costs by switching to the cloud. This significant saving not only stems from a reduced number of external service partners such as Swisscom, but also from reduced internal resources for maintenance and operation, hence doing away with third-party components such as Citrix. Instead of coordinating several service providers, Libera now has one point of contact: Vertec.

However, there were also concerns that the team had to navigate carefully beforehand: In particular, the location of the servers and data protection requirements were an important issue. Libera relies on Vertec’s ISO 27001-certified data centers to ensure that all data is handled securely and in compliance with Swiss data protection regulations.

A smooth transition

Thanks to close cooperation with Vertec, the transition to the cloud was almost seamless. “The transition was a quiet takeover,” says Ernst. There were no major disruptions to operations. Martina Andereggen, who is responsible for system housekeeping, was able to carry out the migration in parallel with day-to-day operations. The implementation was so well prepared that employees hardly noticed that they were now accessing the time tracking system via the cloud.

A  complete success

The switchover to the Vertec Cloud Suite has proven to be a great success for Libera AG. Employees can now access the system anytime, anywhere, without having to worry about servers or updates. Reducing complexity and communicating directly with Vertec has greatly simplified support.

“The employees hardly noticed that we moved to the cloud,” says Ernst. “This is a clear success for us, as we had no problems with acceptance. There was no resistance, and everyone is now working even more efficiently than before.”

Particularly outstanding are the impressive savings of costs by 25%, made possible by reducing the number of service providers, cutting down on coordination efforts, and streamlining operational processes. For Libera, this means not only lower internal operating costs, but also a more efficient use of resources and a noticeable reduction in workload.

Bottom line: a step into the future

The move from an On-Premises solution to the cloud CRM and ERP from Vertec marks a well thought-out and successful step into the future for Libera AG. The decision to switch from the old server structure to a cloud-based solution proved to be a winner, both financially and operationally.

For companies looking to simplify their IT infrastructure while increasing flexibility, moving to the cloud is an invest-ment that just pays off. Libera demonstrates how a well-planned cloud migration not only brings technical advantages, but also leads to significant improvements in business processes and cost reductions.

Would you like to make your IT infrastructure future-proof and efficient? Make the move to the cloud – simplify your processes, lower your costs and increase your flexibility. Contact us today to learn more about the Vertec Cloud Suite.

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