Fiduciary company
«Thanks to Vertec, we now have much more evaluation options at management level.»
Philippe Keller, CEO, Avanta Group AG
The specialists of Avanta Group AG solve complex tasks in the areas of accounting, audit, HR, insurance, tax and legal. By offering these core disciplines out of a single source with an entrepreneurial mindset, Avanta Group AG creates sustainable added value for its customers across all areas.
Locations: Zurich and Zug, Switzerland
Managed by Vertec sales partner: Lean Business AG
Vertec Base Package, Budgeting Package
I think the flexibility of the tool is extremely important. It has a good connection to other tools that we also have in use. And it really gave us the opportunity to migrate all the existing solutions that we had to Vertec.
I think it is a very trusting and personal bond that we have built over the years. The people at Lean Business understand what we need from Vertec and are willing and able to implement it accordingly.
We have certainly become more efficient, but we have also sought to have a tool with which we can develop more evaluation options. We have developed these partly with Vertec, partly as key measures with Lean Business, and partly ourselves. And we are certainly now much closer to the possibility of seeing directly in real time where we stand, how we are developing and where there might be new challenges in individual projects.
For us, it is extremely important to be able to set up a large number of companies under one client. We already have a number of companies ourselves, and employees can now open and post projects directly with the respective legal entity. This makes it much easier: We no longer have to issue internal invoices throughout the Avanta Group, which has made things much easier.
That we can work very flexibly – across all locations and across all legal entities.
I think the evaluation tools are very good. But the quick enter of services also works very well. For example, for those who are not familiar with this, there is a kind of stopwatch function that you can start. Even if you let the project run longer, as soon as you complete the recording, the clock stops, and that actually works great.
In particular, metrics tools that were developed with us at the beginning and which, to be fair – some of them by Vertec itself – were applied into the general releases at a later stage, because we saw that Vertec can also use this for other customers. And I think that’s a very sensible process.
Disclaimer: The video has been transcribed and texts edited.