Marquart Elektroplanung + Beratung AG

Planning office

«I am always amazed at how easy it is to invoice with Vertec.»

Roland Meyer, Head of Finance Marquart Elektroplanung + consulting AG

Company

Field of activity: Technical Planning and consulting in the fields of electrical engineering as well as safety and security
Location: Altstätten, Buchs SG, Chur, Root, Vaduz, Winterthur
Founded: 1990

Challenges

  • Integration of existing systems (e.g. Socrates and understrich) for project administration and address management
  • Representation of different locations and different legal entities
  • Uniform invoicing with existing accounting software

Benefits

  • Automated processes in project administration from project kickoff to invoicing and archiving
  • Simple invoicing with own input wizard (Wizard)
  • Dynamic headers and footers with location, division and responsible employee information

Vertec Services & CRM incl. all apps,
Budget & Phases, Business Intelligence, Purchases

20-50 Vertec User

An integrated solution for a diverse business

Marquart Elektroplanung + consulting AG and Marquart Sicherheit Security AG combine different fields of activity in one company. In order to efficiently manage the versatile work of its employees, Marquart uses software solutions from Vertec.  

«Thanks to vertec, we now have an integrated, unified system for customer relationship management, resource planning project management, invoicing and many other processes.»

Roland meyer, head of finance marquart elektroplanung + consulting ag

Common values despite diverse fields of activity: Marquart Elektroplanung + consulting AG and Marquart Sicherheit Security AG offer different services as legally independent public limited companies – while Marquart Elektroplanung + consulting covers services and consulting in the field of electrical engineering from classic electrical installations to complex building control systems, Marquart Sicherheit Security specializes in structural and technical security issues. What the two divisions have in common, however, is the corporate culture: “We put people first – both with our customers and with our own employees,” says Roland Meyer, Head of Finance at Marquart. “For this reason, good long-term relationships are more important to us than short-term success.”

With Vertec and the sales partner  Spektra netcom ag the company has also found a common denominator in terms of business administration. “Thanks to Vertec, we now have a unified system for customer relationship management, Resource Planning, project management, invoicing and many other processes,” says Meyer. Once entered, data goes through the entire life cycle of a project. “The information from the offer is also available to us automatically for invoicing and project completion.” This makes project administration considerably easier. Personnel administration and Resource Planning are also handled from a single source with Vertec.

«We can call up the absences of our 40 employees on a day-to-day basis in vertec. this greatly simplifies resource planning.»

Roland meyer, head of finance marquart elektroplanung + consulting ag

Vertec’s numerous evaluation options offer the company a wide range of options: “Important key KPI such as site sales or the profitability of individual areas and projects can be retrieved with just a few clicks,” says Meyer. “Vertec thus offers us a powerful tool for controlling and post-calculation.” The CFO uses the numerous reports that Vertec can easily create almost daily. They provide him with key Kpi on marketing measures, human resources or invoicing at a glance. Thanks to Vertec, the experienced business economist at FH, he is always in control of business-relevant figures.

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Roland Meyer
Roland Meyer
Head of Finance
Marquart Electrical Planning + consulting AG

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