LEOMA GmbH

«Ich habe noch nie ein ‘Das geht nicht‘ gehört. Irgendwie findet sich immer ein Weg.»

Stefanie Wolfhard, Kaufmännische Leitung, LEOMA GmbH

The management consultancy offers a wide range of services: from CE conformity and the deployment of external representatives to approval procedures according to BImSchG and life cycle assessment to training and legal cadastre.

Location: Mülheim an der Ruhr, Germany

Challenges

• Hardly any overview of relevant company KPIs
• Too many different systems in use
• Unclear project assignments
• Lack of transparency of services and times
• Worked time not tracked – revenue loss

Benefits

• Noticeable efficiency gains

• Overview and transparency instead of guesswork and blind flight

• Real time evaluations and figures

• Vertec as a complete solution precisely adapted to LEOMA's needs

Vertec Leistung & CRM inkl. aller Apps,
Budget & Teilprojekt
 

20-50 User

From Excel marathon to real-time evaluation: How LEOMA GmbH gained new efficiency with Vertec

When LEOMA GmbH was founded in 1999, the two managing partners not only laid the foundation for a successful engineering firm and a specialized management consultancy. They also shaped a clear philosophy: highest technical expertise, in-depth industry knowledge and tailor-made solutions for complex challenges.

More than 20 years later, LEOMA GmbH is a team of experts recognized throughout Europe. But even the best specialists reach their limits at some point – especially when outdated processes take up more and more time and energy.

The Challenge: Excel-Based Growth

As the company grew, so did the number of projects, evaluations, and customers. But working with Word and Excel became increasingly a bottleneck – and ultimately a risk.

The consequences:

• Weeks-long processing of figures from different systems
• Unclear project assignments
• Lack of transparent about services and times
• entered field services – and thus noticeable revenue losses

«At some point it became clear to us that this had to be done better!»

The Turning Point: Vertec as a Tailor-Made Solution

The decision fell on Vertec – a flexible PSA software system specially developed for project-oriented service providers. The decisive factors were the fair price of the on-premises solution, the individual support and the ability to adapt the software exactly to their own requirements.

Instead of changing everything immediately, LEOMA deliberately opted for a step-by-step approach:

«In the beginning, people preferred the complete range. today, thanks to vertec project management, we know that it is wiser to choose the right features. This keeps everything lean, functional and manageable.»

Measurable Results: From Weeks to Seconds

Today, evaluations that used to take weeks can be run in seconds at the push of a button.

The advantages at a glance:

• Recorded time is assigned directly to projects
• Time spent can be entered to the minute – even on mobile devices via app
• Ad-hoc evaluations of holidays, overtime, sales or project status are possible at any time
• Quoting and invoicing processes are significantly more efficient

«We particularly appreciate the convenient overview of all values – from sales figures to travel times.»

And the little “wow moments” are also present: “If employees without IT experience can adapt lists themselves or add new fields to evaluations – that’s just brilliant,” adds Dr. Höser.

Collaboration at eye-level

LEOMA describes the partnership with Vertec as open, solution-oriented and cooperative. Particularly positive are highlighted:

• fast, competent support
• openness to new ideas
• the possibility of individual adjustments

Stefanie Wolfhard, who mainly supported the changeover to Vertec, sums it up:

«I’ve never heard a “This is not possible’. Somehow, there was always a way.»

Conclusion: More clarity, less workload

LEOMA GmbH has successfully mastered the step from Excel to modern business PSA software. Today, the company not only gains time for relevant jobs, but also transparency and room for maneuver. In the end, a clear competitive advantage that really pays off.

And the best part is that with Vertec you stay future-proof. The solution simply scales – just like your own company.