OEV Online Dienste GmbH

«What we appreciate the most about working with Vertec is that experts are quick to reach and just available for our needs»

Field of activity: OEV Online Dienste GmbH is a joint venture of the group of public insurers in association with the savings banks. As an independent company, OEV operates freely on the market. At the same time, it is a central service provider for public insurers.

Locations: Dusseldorf and Berlin, both Germany

Challenges

• Complexity through many individual solutions
• Extensive workload for data maintenance
• No end-to-end processes
• No central database, multiple entries

Benefits

• quick evaluations and overview
• high adaptability and expandability
• Increased efficiency in daily work
• Good personal cooperation with Vertec
     

Vertec Services & CRM incl. all apps, Budget & Phases, Purchases, Resource Planning

123 Users

From Excel solutions to clear structures and quick evaluations

When OEV introduced its first business software with Vertec in 2020, the step was a real milestone. Until then, all relevant data and processes had been maintained in Excel and various individual systems and only later manually merged. With Vertec, the company opted for a solution that was not only to bring order to processes and evaluations, but also to unite several specialist areas.

High expectations, many things to consider

From the beginning, it was clear that the implementation of Vertec would not be a small project. Many departments had their own requirements that had to be taken into account. In addition, teething problems first appeared during individual adjustments.

Paving the way: from stand-alone solutions to integrated systems

In spite of these challenges, the vision remained clear: a leading system for the entire economic “figures” was needed. By mid-2025, 123 users are working with Vertec – all on a flexible Cloud Suite. Invoices can now be generated with just a few clicks, data is quickly available, and project managers have an overview at all times.

Vertec makes the difference – customizable and yet close to standard

OEV particularly appreciates the high degree of flexibility that Vertec provides. At the same time, however, the implementation has also shown that one should not go too far beyond standard.

«It is important to meet a good balance in terms of customizing. There is a high chance you benefit a lot from Vertecs flexibility, but you just shouldn't overdo it.»

The easy expandability of the Vertec CRM and ERP software also provides customer benefits: Many components and modules, such as Resource Planning, can be booked and used instantly via the Vertec Customer Portal.

Efficiency and a good overview in everyday life

Vertec has replaced the stand-alone solutions at OEV. All data and information are continuously available on a daily basis in just one software environment. Project leaders benefit from quick evaluations and clear overviews, features can be easily adapted internally, while the Vertec Resource Planning module provides additional transparency.

Personal, fast, direct – working with Vertec

OEV particularly highlights the close contact with the Vertec team:

«What we appreciate the most about working with Vertec is that experts are quick to reach and just available for our needs. And should we get stuck somehow, Vertec support is around quickly.»

"We still have contact with our former project manager, who even remembers our special cases," adds Ms. Felber with a smile.

Conclusion

With Vertec, OEV has mastered the leap from stand-alone solutions and Excel spreadsheets to a future-proof business software. Vertec forms the software foundation that speeds up processes and makes everyday work noticeably easier.