How engineering firms find the right software solution

What does software need to be capable of for engineering firms?

The demands placed on modern engineering offices have increased immensely in recent years. It is sometimes not so easy to maintain an overview in the hectic project business. A tailor-made software solution helps engineers to keep their profitability in focus. Clear project controlling, a high degree of adaptability and a low administrative effort: software for engineers must meet many needs.

All important data centrally available

Engineering firms want a database containing all their project information. In engineer and planning firms, the order, quote and project usually form a single unit. Therefore, it is important that these data are also saved centrally in the software for engineering firms.

You want to control core topics such as office organisation, order processing and, of course, project management via the program? But you probably also want to integrate more extensive tasks. These include:

• Management of customer data such as contacts and companies (CRM)
• Budget calculation
• Service and time tracking for all employees

Depending on your customers and projects, a fee determination according to HOAI, the Honorary Regulations for Architects and engineers, is also helpful.

Simple project management for engineering firms

In the best case, a software for engineering offices already contains all the important control tools for efficient project management and controlling. The project leader has an overview of costs, hours worked and previous sales per customer and project. At the same time, the software can be used as a reporting system for incoming order reports, forecasts and order backlogs. The time-consuming maintenance in Excel lists is eliminated completely.

Mapping individual requirements

Of course, every office has individual wishes as to how certain processes should be mapped in the Software for engineers. Therefore, it makes sense not to choose a rigid industry solution, but a flexible solution that can be adapted to your own needs.

“Vertec is very flexible. You can tailor the software to your own wishes. Software the way we need it,” explains Vertec customer Marc Moser, Head of SafeT Swiss. For him, when choosing the right software, it was important that it is also intuitive to use. The training effort for the employees of his engineering office should be kept as low as possible.

Can the software grow with us?

The order situation is good and the engineering office continues to grow. The number of employees is increasing every year. What does this mean for the software? When choosing the software, you should therefore make sure that it is possible to provide enhancement to additional users for your company without much hours. You can order additional licenses from Vertec online at any time in the Customer Portal.