Bachert Unternehmensberatung GmbH & Co. KG

«Even without extensive customization, Vertec already covered many of the typical requirements that we previously had to coordinate via several tools.»

Bianca Helmecke, Project Management, Bachert Unternehmensberatung GmbH & Co. KG

With a team of more than 50 permanent, high-calibre consultants, Bachert & Partner has proven expertise in transformation projects for owner-managed companies, subsidiaries of corporate groups and private equity companies.

Locations:

Cologne, Frankfurt, Stuttgart and Munich, Germany
Vienna, Austria

Challenges

• More frequent change of project manager
• The hourly logic (with us on a daily basis, therefore difficulties during vacations or working hours)

Benefits

• Everything

Vertec Base Package, Budgeting Package, Resource Planning

50-100 User

From the software jungle to the smart process landscape – how Bachert Unternehmensberatung redesigned its operating model.

Until 2019, bachert&partner used a classic tool landscape: Excel, specialized applications and individual solutions, which have grown along with many years of experience.

Each system provided valuable services – but together they did not form an integrated whole. Data was distributed, processes ran side by side, and there was no centralized structure that efficiently linked all processes.

The motto was more than a new software: bachert&partner wanted to connect processes and create a clear, expandable system for future developments.

Vertec’s comprehensive CRM

Looking for a suitable solution for consultants, they came across Vertec.

From the outset, Vertec’s specialization in consulting companies and its smart CRM system, which enables efficient and transparent mapping of relationships between, for example, banks and customers, was particularly impressive.

Even in the first demo, the clear and understandable user interface stood out.

“Even without extensive customization, Vertec already covered many of the typical requirements that we previously had to coordinate using several tools,” recalls Bianca Helmecke, project manager at Bachert.

Make mobile work easier with the Phone App

Everyday life quickly showed how much the way they work with Vertec has improved. The phone app in particular made their day-to-day work easier for the consultants: Services and outlays can be entered quickly and easily on the go – immediately after the customer appointment, without detours and without additional rework in the office. At the same time, today’s data can be updated on a daily basis, which are needed for evaluations, reports or as a basis for decision-making.

Fast and solution-oriented support

What we particularly appreciate at Bachert is that when adjustments are needed at short notice or small changes have to be implemented, Vertec Support reacts quickly and in a solution-oriented manner. This provides security – especially in the dynamic daily consulting environment.

An important insight from the software introduction remained: Vertec’s high adaptability is a great strength that should be used wisely.

“Especially at the beginning, we wanted to design a lot of things individually, because so much is technically possible. Over time, we have learned to focus more on standards,” says Bianca Helmecke. This also keeps processes lean and helps us keep performance in view.

Benefits for Consultants with Vertec

Nevertheless, today Bachert is working with a system that

• Connects processes instead of fragmenting them
• Makes information centrally available
• Clearly structured processes
• Creates room for more focus

More focus means that the team led by Bianca Helmecke can once again focus more on what really matters in a consultant’s day-to-day life – the successful consulting of their own customers.