Time is gold – for your consultancy firm

You’re probably familiar with it. You’ve hired a consultancy firm to develop your new IT solution. The consultant starts with a blank whiteboard and begins drawing a lot of boxes and lines on the board. Many workshops later, the consultant comes back with the result of your collective efforts – a solution specification. And now the “real” work can begin with setting up the solution. To ensure the consultant is on the right track, you may be presented with a series of prototypes along the way in the project. It’s right out of the book and the classic way of running IT projects.

The problem, however, is that the consultancy method is both time-consuming, expensive, and places great demands on your company. Often, the solution also does not turn out quite as you had hoped. This is often due to solutions being backward-looking. When customers are involved in the project from the first boxes and lines being drawn on the whiteboard, it’s only natural to start from their current system and current workflows. And how could you do otherwise – when you don’t know the new system? So often, you end up with a copy of your old system without embracing all the new possibilities and benefits that the new system offers.

It must be possible to do it smarter, you might think, and yes it can – it can be done both smarter and better – and at a fraction of the cost.

Standard solutions in Microsoft 365

At Simplitize, we have organized the solutions. We have configured a range of standard solutions in WorkPoint and Microsoft 365. The standard solutions are designed to cover 90% of the company’s needs from the start. We customize the remaining 10% to fit your specific needs. We call this “one fit one”. With the standard solutions, you skip the boxes and lines on the whiteboard and get a standard solution based on best practices in project management, customers, employees, contracts, cases, suppliers, and/or quality.

The benefits of the standard solution path are obvious:

1. Get off to the right start – you shorten the internal clarification process and ensure the final result – all at a fraction of the cost of a similar solution.

2. Short delivery time – you get started quickly. The standard solution is configured and installed on your Microsoft 365 tenant in under 30 days.

3. Security & peace of mind throughout the process – you get no surprises or hidden costs. You know what you get and what it costs. Well-defined and transparent solution and delivery concept.

4. Easy to customize – the standard solution can be used as it is or as a good starting point for a more complex business solution.

5. Future-proof platform – possibility to grow in the solution. Start in one corner and expand and add on with additional business modules and features.

What’s not to like 😊

Read more about our standard solutions in Microsoft 365 and learn how we can deliver a standard “one fit one” solution for your company.

You can also read more about our standard business solutions here:

• Project Management
• Case Management
• Contract Management
• HR Management
• CRM – Sales Management
• Supplier Management
• QMS Management System
• NIS2-compliance

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When technicians are on a task, all documents are available in the digital technician folder on a tablet. Updates are sent directly back to the office, where administrative work has become simpler and more precise.

Dansk Installations Teknik Nyhus handles tasks within plumbing and ventilation in standard houses and terraced houses. The company covers Funen, Jutland, and parts of Zealand. For the company’s technicians and administrative staff, there are many details to keep track of.

Easy for the technicians 

One of the crucial criteria for Dansk Installations Teknik Nyhus when they were looking for a solution was that it should be easy for the technicians.

“It’s not enough that it works on a PC for us in the office. It should be easy for everyone to work with. Simplitize introduced us to a case management system based on WorkPoint, which allowed the technicians to work in a Power App. It suited our company very well and convinced us,” says Dorte Mehl.

Virtual collaboration and ongoing development

The focus has been on getting the essentials in place and building from there. Except for a single kickoff meeting, the collaboration has been virtual.

“I thought, can it really be done, they are quite far from us, but it has just worked really well with Teams. We started with what we would at least need, and then we have continuously expanded with things from our wishlist. It works well for us that it’s an ongoing process and that we have an open line to Simplitize. There’s always a quick response when I reach out, and we’re ready for the next step,” Dorte Mehl describes the collaboration.

Improved communication between office and technicians

Today, the office knows in real-time everything happening on individual cases, strengthening collaboration with quick overviews.

“The communication between technicians and the office has greatly improved because we stay updated. It’s also much easier for technicians, even with extra tasks, as they can quickly access all necessary information electronically,” says Dorte Mehl.

Simple archiving and data retrieval

Double entries are a thing of the past, and an integration between WorkPoint and Dansk Installations Teknik Nyhus’ ERP solution means all projects are created with necessary master data directly from the ERP solution. Documents are stored correctly and easy to find.

“We can handle cases more easily. Drag-and-drop and a good folder structure make it simple and intuitive to archive and retrieve documents. With all the inputs we receive from technicians, we’ve also received great help from Simplitize to pull lists. It provides a really good overview, and we always know where we stand with tasks,” concludes Dorte Mehl.

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