STT Schoch Treuhand Team AG

fiduciary

STT Schoch Treuhand Team AG play button
4:24

«Compared to other applications, the adaptability has been noticed»

Karin Jäckli-Schoch, Member of the Board of Directors, Head of QA & infrastructure

Company

Field of activity: Fiduciary services for Sme and private individuals specialised in company formation, taxes, accounting, audits as well as succession and pension solutions
Modern employer with innovative concepts for employees and company management
Found: 1993
15 employees

Challenges

  • Central management of the customer base
  • Clear resource management
  • Office integration (Word, Excel)

Benefits

  • Use as an extended management information system (MIS)
  • Comprehensive mandate management including history and monitoring with regard to specific parameters (e.g. compliance with deadlines)
  • Timer-supported entering of working hours

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

1-20 Vertec User

Vertec a clear winner in a careful software evaluation

When implementation of a new performance software, STT tested the solutions of eight different vendors – and finally decided on Vertec. In addition to technical advantages, Vertec’s corporate philosophy was also decisive.

«Vertec could always be adapted to the internal processes»

Karin jäckli-schoch, member of the board of directors, head of qa & infrastructure

Schoch Treuhand Team AG (STT) is in many ways an unconventional trust office. While ties, titles, paragraphs and numbers shape the general mood in other offices, STT focuses on sportswear, first names and human values. STT’s mission statement and “Code of Morals” place honesty and credibility at the top of the list and define success through quality of life and independence.

However, STT does not only set high standards when it comes to its own ethical stance. Fiduciaries also expect performance software to meet extraordinary quality standards. Before implementation of a new business software, the company tested the solutions of eight different vendors against a detailed catalogue of requirements. In doing so, STT took into account not only technological but also process and business criteria. Finally, STT invited three vendors to present their solutions on-location based on concrete data.

The clear winner of the evaluation process was Vertec. “Vertec seemed to us to be the most modern and flexible solution in every respect,” said Roland Hitz, partner and managing Director of STT at the time. In addition to the technical advantages, Vertec’s high level of customer orientation also spoke to us – a value that STT employees also cherish in their contact with their customers.

«We still appreciate that we always get a quick response to requests for problem solutions»

Karin jäckli-schoch, member of the board of directors, head of qa & infrastructure

a brief implementation was enough to familiarize STT employees with the new software. Thanks to the clear user interface, they were able to understand entering their service type with Vertec after a training session lasting just under half a day. Vertec supporters were always there to answer any questions. For the then managing Managing Director, this support was also very valuable: “Such a solution-oriented collaboration is in line with our expectations of a professional and trusting partnership.”

Vertec also demonstrated its great adaptability when it came to integrating existing mandate management and other process foundations as part of ISO 9001 implementation and certification.

Success Story Logo
Karin Jäckli-Schoch
Karin Jäckli-Schoch

Member of the Board of Directors, Head of QA & infrastructure

Weitere Referenzen dieser Branche

Ferax Treuhand AG

Ferax Treuhand AG

fiduciary
Convisa AG

Convisa AG

Business, tax and legal advice
Gewerbe-Treuhand AG

Gewerbe-Treuhand AG

Provida AG

Provida AG

Fiduciary and auditing
TBO Treuhand AG

TBO Treuhand AG

Trusteeship
thv AG Treuhand und Beratung

thv AG Treuhand und Beratung

fiduciary
witreva treuhand- und revisionsgesellschaft ag

witreva treuhand- und revisionsgesellschaft ag

fiduciary
Tschanz Treuhand AG

Tschanz Treuhand AG

Trusteeship
Treuhand- und Revisionsgesellschaft Mattig-Suter und Partner

Treuhand- und Revisionsgesellschaft Mattig-Suter und Partner

fiduciary
Dietrich Treuhand AG

Dietrich Treuhand AG

Independent trust company
Vita Treuhand AG

Vita Treuhand AG

Trust company
Avanta Group AG

Avanta Group AG

Trusteeship
Agro Treuhand Solothurn-Baselland

Agro Treuhand Solothurn-Baselland

Trusteeship for agricultural holdings
AKTIV TREUHAND AG

AKTIV TREUHAND AG

Service companies
HMR Management & Treuhand AG

HMR Management & Treuhand AG

Trusted experts in the digital age
Hugentobler & Bühler, AG für Treuhand und Unternehmensberatung

Hugentobler & Bühler, AG für Treuhand und Unternehmensberatung

swiss finance leaders gmbh

swiss finance leaders gmbh

Trusteeship
Bitte wählen Sie Ihren Standort