Everything started with the development of a vision for the future and a plan in which we identified and analysed our bottlenecks and improvement opportunities. Then we scrutinised and reinvented our business processes using Deloitte as a sounding board.
Once we had a clear view of where we wanted to go as an organisation in terms of IT architecture, we mapped out a roadmap for our digital transformation. The implementation of the new technology landscape took place in three phases with a focus on three major building blocks: Salesforce Real Estate Accelerator, construction planning & project management and accounting system.
In the first phase, we focused on centralising customer information and supplier data. We laid the foundations for project and sales follow-up by setting up a project and site structure. After a few months, the sales department and administration already started working in Salesforce.
In the second phase, the emphasis was placed on the planning of our construction projects and joinery. In addition to automatically scheduling the teams for a new construction project, there was a need for strong visual planning, so that the automatic planning could easily be adjusted by the project planner where necessary.
The third phase was all about replacing the old accounting system. During the summer of 2021, we teamed up with Deloitte to find the best fit between our business needs and a new accounting package. After an independent analysis, the choice fell on Exact Online. Our condition was an optimal user experience for our finance department.
This became possible thanks to automation and an integration between Salesforce and Exact Online. Deloitte took care of the design of the new accounting package, with the project team managing the implementation and ensuring the necessary integration between both systems. This included master data, analytical data, billing, and intra-group transactions. Through feedback, we have also enriched the 360° view of the customer in the CRM with financial data. Incoming invoices are today processed digitally via OCR scanning and a digital approval process, using the wider Exact ecosystem. Trays with paper invoices have now completely disappeared from our desks.