ISP und Partner AG

Engineering office

«Preparation of invoices exactly according to our settings. Content can be parameterized very flexibly.»

Urs Müller, Business Owner, Senior Project Manager ISP and Partner AG

Company

ISP und Partner AG is an independent engineering office for building automation with locations in Sursee and Bern. Since 2002, the team plans and coordinates monitoring, control, control and optimization systems for buildings, manufacturer-neutral and product-independent. The company is ISO 9001 certified and is involved in trade associations such as MeGA, SWK, GNi and Bauen digital Schweiz.
Location: Sursee, Bern

Challenges

  • Import of data from existing business solution
  • define a meaningful level of customizing
  • Short timeline: evaluation in October 2024 and change of business solution by year end

Benefits

  • Overview of all project data and history from day 1 Rollout Vertec
  • Functionalities tailored to our processes
  • Vertec will be available to all employees from 5 January 2025

Vertec Base Package, Budgeting Package, Resource Planning

1-20

Invoicing Processes Linked to Time and Attendance: How ISP and Partner AG Transformed into a New Era with Vertec

For more than two decades, ISP und Partner AG has stood for quality, precision and independent consulting in building automation. Comfort, safety, ergonomics and energy efficiency are not just buzzwords for the Swiss company, but daily demand.

But even successful companies come to a point at which mature structures can no longer keep up with the demands of the future.

When tried and tested becomes a brake

For many years, the engineers worked with an in-house solution based on Microsoft Access. It had served its purpose, but it relied heavily on the expertise of individuals. When the key know-how holder left the company, it became clear that the previous system was no longer sustainable in the long term.

That is why they were not looking for another in-house solution, but a professional business software that simplifies processes, relieves internal resources and sustainably strengthens the company.

Particularly important were:

  • modern expense recording for employees
  • the direct connection of time recording and invoicing
  • transparent project overviews
  • a future-proof cloud solution
  • high flexibility through meaningful customizing

The evaluation phase began in October 2024. The goal was sporting: By the New Year, the old system was to be replaced and Vertec was to be live.

Vertec in the Cloud Suite quickly ready to use

Just a few months later, on January 5, 2025, it was time to roll out Vertec for all employees.

a project with a tight time frame, clear expectations and high standards, which ushered in a more efficient day-to-day work.

From day one, ISP and Partner AG benefited from the import of existing data and a complete history of all project data. Nothing was lost – instead, transparent was created immediately.

At the same time, Vertec was adapted in such a way that the existing processes were optimally supported. Not overloaded, but focused. According to the principle: less is more.

Today, Vertec makes everyday work easier in many areas:

  • Hour recording
  • controlling
  • invoicing
  • Expense statement
  • fast creation of service lists
  • direct access to relevant data and information

The Wow Moment: Invoices exactly as desired

The team led by Urs Müller was particularly impressed with the creation of individual invoices: Content, structure and presentation could be adapted exactly to their own settings.

“Creating and sending our individualized and customer-specific invoices is a real game changer for us: What used to cost a lot of time and hours now works flexibly and efficiently,” says Urs Müller, business owner at ISP und Partner.

Partnership on an equal footing

In addition to the CRM and ERP software from Vertec itself, the personal collaboration was also convincing.

Fast support, high accessibility and solution-oriented support in project management made the difference.

For every requirement there was an idea. For every challenge there was a solution.

Conclusion

With Vertec, ISP und Partner AG has not only replaced a legacy software, but has created a viable cloud solution for many years to come.

Modern, clear, flexible. A solution that scales with the requirements of tomorrow and grows with the company.

Success Story Logo
Urs Müller
Urs Müller

Business Owner, Senior Project Manager

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