Already established as an SME, but still got big plans? Choose a system for your SME right from the start that adapts exactly to your requirements and scales as your company grows.
The competitive pressure in small and medium-sized businesses is high: With Vertec, you can optimize your processes yet today and, thanks to the daily continuous improvement of the software, are reliably positioned for the requirements of tomorrow.
Important: In order to be able to react adequately to competitive pressure, you first need to know exactly about the profitability of your company. Vertec with its Business intelligence (bi) module provides you with the daily up-to-date key performance indicators.
With Vertec, your workflows are less prone to errors. Why? All data and processes are kept in one software. Potential sources of error, such as copying from one system to another, are eliminated.
Vertec’s ERP for SMEs provides a wide range of functions already out-of-the-box. Thus, Vertec becomes your daily companion for all tasks: from managing your customer base, to entering and invoicing services on projects to controlling. All in one system.
Furthermore, Vertec is:
ready to use as a SaaS solution in the Cloud Suite
also available as an On-Premises solution
easy to use, thanks to the logical structure of the software
self-contained and often expandable free of charge with additional features
ideal for project-oriented service providers from different industries
featuring a lively customer forum
a future-proof software with daily continuous improvement
ideally suited for SMEs with 20 or more employees
Get to know Vertec – and the most out of it
Fill out the form and take an individual tour in Vertec with Dario Valenti. Our ERP expert looks back on several years of experience in advising on process optimization for service companies by implementing ERP systems at SMEs.
ERP expert Dario Valenti
Competitiveness in SMEs instead of running blind
An ERP system optimally adapted to your processes not only offers numerous advantages for your SME, but also brings your business forward thanks to an overview of your profitability.
The end of fragmented systems
No more working with fragmented systems such as Word and Excel, locally stored data or multiple tools. Instead, a unified software solution that has it all in one single system keeps data and processes consistent.
Optimize processes, gain time
Vertec makes the day-to-day work of your SME a lot easier. Automate time-consuming routine tasks such as creation and sending invoices. More time for the jobs that really matter instead.
Make better decisions
When all data is centralized and up-to-date KPIs can be retrieved, transparency increases – thus management makes profound decisions faster.
Cost reduction and growth
As processes become leaner, the administrative workload is reduced and, on the long run, costs are reduced. At the same time, your company is better positioned to grow and tap into new markets or services.
Increased employee satisfaction
A system that works simply and intuitively allows employees find their way more quickly. This keeps the frustration level to a minimum. Employees gain more time for more strategic tasks instead of administrative monotony.
More than 1'300 customers use Vertec
As a Swiss software vendor, Vertec has been present on the market for over 25 years. More than 1'300 customers from Switzerland, Germany and Austria rely on the customizable CRM and ERP system for SMEs.
Vertec is ideally suited for project- and mandate-oriented service providers in the fields of management consulting, legal and engineering, IT companies and fiduciaries.
These include renowned and internationally operating companies such as Zühlke, E.ON inhouse Consulting GmbH or the law firms VISCHER and WalderWyss. The lawyers at Friedrich Graf von Westphalen and Rittershaus also rely on Vertec’s many years of experience in software development.
Dr. Christian Oetiker explains the benefits of Vertec
What are the requirements towards an ERP for SMEs?
For small and medium-sized companies (SMEs), there are requirements for an ERP system that go beyond traditional features:
Scalability and efficiency
The system needs to keep its costs (licensing, operating) under control, while at the same time being able to grow as the number of employees increases and the complexity increases. It also needs to make processes more efficient, reducing duplication and routine tasks. An ERP for SMEs also aims to provide up-to-date reporting, better accessibility, and clear and stringent processes.
Usability / user-friendliness
SMEs often do not have large IT departments, so an ERP should be as intuitive as possible so that employees can work with it quickly.
Flexibility and adaptability
An SME must be able to adapt its software to its work processes – without spending hours of individual programming. Openness to growth, changing structures, and new business models is essential.
Central database & variety of roles
All relevant data (CRM, quotations, time tracking, resource planning and project controlling) should be merged in one system – this creates transparency. At the same time, different roles (management, project management, accounting, sales) must be considered for their individual insights.
Extensions and the choice of operating mode
Modern SMEs need interfaces to relevant tools and platforms such as accounting and document management systems. Vertec offers an ever-growing number of important extensions and is offered in both Cloud Suite and On-Premises operations.
Security and Compliance
Vertec stands for a high level of security in the handling of data and is ISO 27001 certified at all three locations. Our hosters in Cloud Suite also meet this standard. Furthermore, Vertec holds the certifications ISO 9001 (quality management) and ISO 14001 (environmental management).
How can an ERP for SMEs be successfully implemented?
Analysis and goals
First, it should be clarified which objectives are being pursued (e.g. process standardization, better KPI management, digital time tracking, replacement of legacy software). At the same time, it should be documented what the current situation is like and which processes need to be optimized or should be maintained.
Involvement of employees and decision-makers
Acceptance by all employees is a key success factor. In addition, it is important to involve stakeholders in decision-making processes as early as possible and take everyone’s needs into account – this increases the willingness to change.
Gradual implementation
Implementing everything all at once is often a risky procedure. SMEs benefit more from a gradual implementation by feature or field of use such as time tracking, project management or invoicing. Doing so, the workload and risk remain manageable.
Planning data migration & extensions neatly
Existing data must be processed and migrated, and interfaces to existing systems must be established reliably. But what data is really needed in the future, and what can be disregarded? The implementation of new software in SMEs means not only questioning existing processes, but also existing data volumes.
Change Management and Training
To further increase acceptance in the team, employees need regular training and support. A good change management ensures that new processes lived by the company. Clear communication about goals, benefits and progress is important.
Continuous improvement
After the go-live, the work Vertec does is not over. It is important to check regularly: Are the goals being achieved? Are there new requirements? An ERP in an SME must grow with the company for sustainable corporate success. Vertec is further developed every day and customer feedback is gladly being considered. For example, the Vertec Forum serves this purpose, in which customers can enter into a direct exchange with Vertec and other customers.
Conclusion
Implementing an SME in an SME can certainly leverage business – if the approach is right and done with a clear focus, realistic goals and good employee involvement.
Vertec, which is specifically designed to meet the requirements of SMEs with 20 or more employees who work on a project or mandate basis, maps the processes of your SME individually and keeps the focus on profitability.
Digitalization of your company does not just remain a technical project, but becomes a strategic and sustainable growth engine.
Try Vertec for 30 days in your desired configuration without any obligation.
Vertec brings all the features for a structured management of a customer database. However, the business software for service providers can manage much more than contact details and customer addresses: Maintain customer relationships and appointments, create offers that are closely linked to your project planning and use sales pipelines to increase your sales. With full text search, content stored in Vertec, including emails, can be searched by any authorized person. A complete overview is available on the feature page.
Yes, Outlook calendar entries can be used for recording services directly in Vertec. The Outlook App detects when an appointment is created or clicked and opens a “+ New service” button. Project, phase and service type can then be selected.
From service and expense recording to post-calculation, costing and controlling: With Vertec you are optimally positioned as a project- or mandate-oriented service company. With the Business Intelligence module, you can even visualize data directly in the Vertec interface.
Just how it should be: When the order situation is good, many projects are active at the same time while staff works under full load. Correct? A well-working resource planning of your team across all the projects is a prerequisite for efficient and successful project management.
Soon it will be vacation time. But, what projects are Mrs. Feller and Mr. Keller actually working on at the moment and in the coming months?
And wait, do they still have capacity left for a number of tasks that have come up with the onboarding of the recent new customers? Who would actually be available for substitution, if one of them falls ill?
Plan your resources in the best possible way
With Vertec, you get answers to important questions like these right at the touch of a button, while ensuring optimal personnel management. Plan your employees ahead on projects and have availability and overload all at a glance in Vertec.
