HWB Gruppe

Business consultancy

«Our internal processes can be easily and comprehensively mapped in Vertec.»

Helmut Bauer, Diploma in Business Administration and Managing DirectorManaging Director HWB Group

Company

Fields of activity:

  • Financing
  • Increase in enterprise value
  • M&A across all industries + digital
  • Succession

Locations: Hamburg, Kiel, Lübeck

Challenges

  • Reproduction of process flows in Vertec
  • Efficient and simple event organization
  • Mapping Role and relationships between contacts and companies

Benefits

  • High parametrizability of the software
  • Centralized customer management with connection to Microsoft Office
  • Comprehensive analysis and reporting

Vertec Services & CRM incl. all apps,
Budget & Phases, Business Intelligence, Resource Planning

20-50 Vertec User

A trained eye for individual measures

For the HWB Group, every assignment is different: The consultants look at the situation of their clients individually and look for suitable solutions with professional and human competence. With Vertec’s business software, HWB can map and manage its service types easily and efficiently.

«Vertec is an ideal platform to centrally manage customer information and project management.»

Helmut bauer, diploma in business administration and managing director managing director

It is often difficult to keep an overview in a complex business environment. This is particularly true in situations that are not part of the day-to-day business of entrepreneurs, such as the provision of additional liquidity or restructuring measures, but also fundamental strategic decisions or succession arrangements. The HWB Group supports entrepreneurs facing such complex challenges.

«Our internal processes can be easily and comprehensively mapped in vertec.»

Katrin neef, graduate in business administration and authorized signatory hwb

In complex projects, there are no standard solutions. “Our finance and economic experts therefore approach each task individually and have an open view of what really helps the client,” says Helmut Bauer, graduate in business administration and managing Director at HWB: “We have the courage to be honest and also put forward measures for discussion that may cause irritation at first.”

In its own company, HWB uses Vertec’s integrated business software. “Vertec combines comprehensive customer relationship management with all the features of modern project management,” says Katrin Neef, a graduate in business administration and authorized signatory at HWB. This enables consultants, Management Team and secretarial employees to handle different processes and tasks in the same system.

This is a major advantage not only for the planning and execution of cases, but also for controlling. Vertec is also a valuable help when it comes to organising events. “With Vertec, we can plan and organise our client events in a time-saving and efficient manner,” says Neef. The centralised customer administration, which provides reliable data on all ordering parties and contacts, pays off at all times.

Vertec’s flexibility makes it a good fit for HWB – literally: “I am impressed by how well Vertec was able to adapt to our structures during the implementation,” says Neef. “With its numerous settings and interfaces, Vertec extension is the ideal solution for our company.” Thanks to its high degree of parameterization, the software will also be able to easily track the development company’s development in the future. “This means that Vertec is exactly in line with the philosophy we cultivate for our customers,” says Neef. “It can always offer the solutions that are best suited to the current up to date situation.”

«We were impressed by the professional consulting and the rapid implementation of vertec.»

Katrin neef, graduate in business administration and authorized signatory hwb
Success Story Logo
Helmut Bauer
Helmut Bauer
Diploma in Business Administration and Managing Director
HWB Group

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