Operational performance for the skilled trades

Operational excellence, cost optimization and digital systems as the key to success

Increased performance in Craft

Processes in the skilled trades can be implemented faster, easier and more efficiently through clever design and the use of digital tools. On the one hand, this makes it possible to get by with fewer staff and, on the other, to increase productivity. Ultimately, optimized processes lay the foundation for profitable work and healthy growth.

We support you in establishing fast, simple (digital) processes to generate sustainable profits, even in hectic day-to-day operations.

Typical challenges in everyday life

Many challenges in day-to-day trade are caused by inefficient information flows or manual processes.

Material

  • Long search for parts in the warehouse
  • Time-consuming manual reordering of parts
  • Employees drive unproductively back and forth between customer, warehouse and dealer to procure material
  • Expensive express purchasing of parts that are normally in stock (B and C parts)
  • Many suppliers with complex coordination

Customer satisfaction

  • Customer receives no feedback after request
  • Long time until order confirmation
  • Employees appear later than announced or not at all
  • Next possible date is too far in the future
  • Unsatisfactory quality

Office

  • Manual invoicing
  • Time-consuming organization of appointments on the phone
  • Customer does not pay invoice
  • Liquidity reserve in the account is running low
  • Transparency of orders, employee hours per order and materials used not available
  • Wages paid too late to own employees
  • Many non-value-adding office activities (finance, accounting, secretarial, etc.)

Building site

  • Employees are not well trained
  • Discussions with customers and other trades about work steps already completed
  • Order was not implemented on schedule
  • Employees have too little or too much to do
  • Recruiting new employees is difficult

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Our solutions for your challenges

We support companies from the development and implementation of growth strategies to the optimization of processes and the possible sale of the company.

Introduction of a warehouse management system (WMS)

A warehouse management system is used to manage warehouse stocks and provides an overview of which material is in which location and in what quantity. In addition to raw materials, tools and finished goods can also be managed.

Automatic material reordering

Minimum stock levels for consumables can be defined in conjunction with the WMS. Material is categorized in an ABC analysis and C-parts with a low value and regular consumption (e.g. screws) are automatically reordered by the system as soon as a minimum stock level is not reached.

Purchasing optimization

Material is often purchased from the same supplier over a long period of time without renegotiating the conditions. Particularly for growing companies, a supplier comparison and price negotiations can help to reduce purchasing costs as the purchase volume increases.

Use of factoring

Assignment of invoices to external factoring companies that collect the money from the customer. The invoice is typically sold for a discount of a few percent.

Post-calculation of orders and controlling

A comparison of the planned contract costs with the actual costs helps to create transparency - were more working hours spent than previously estimated? If so, why? Recording and analyzing the background helps on the one hand to become more efficient and improve processes and on the other hand to price similar orders correctly.

Requesting advance payments and issuing interim invoices

Many trade companies do not expect a down payment and issue the entire invoice upon completion of the order. Financing costs are incurred, especially for expensive material orders, as the supplier would prefer to be paid immediately but the customer has not yet paid. With an invoice management tool, interim invoices and down payments can be issued consistently and managed easily.

Use order management program

An order management program enables the semi-automated creation of quotations and invoices, as well as order approval directly on site at the customer's premises via tablet. Many tools also enable the administration of invoices and receivables management.

Communicate digitally with customers

Customer Relationship Management (CRM) systems can be used to store customer and order data, enabling transparent and partially automated communication with the customer. WhatsApp, for example, can be used as a communication channel to organize many issues more efficiently, such as requesting a quote, arranging an on-site appointment, etc.

Use of optimized route and employee scheduling

If all orders and the locations where they are to be carried out are known, an efficient route can be calculated using route optimization. Based on the requirements in the order and the available employees and their qualifications, an optimal team composition is created for the completion of the orders.

Introduce/upgrade ERP system

Introduction of a central system for the most important components of your daily business, such as order management, merchandise management, tool management and mobile time recording. An ERP system can integrate many of these areas and thus be used as a central system for the complete management of the business.

Document construction progress digitally

Each construction phase should be digitally documented by your employees. In the event of complications with other trades, it can be proven that the work has been completed properly and on schedule. The progress of the project can be recorded by taking pictures and videos with mobile devices and automated storage in the customer order within the CRM system.

Outsourcing of payroll accounting

After obtaining comparative offers from accountants/tax consultants and comparing them with the actual employee costs, a decision can be made as to whether it makes sense to deploy the employees who have been responsible for payroll accounting for other activities and outsource payroll accounting.

Introduction of employee time accounts to cushion capacity peaks

Workload peaks are caused by seasonality, increased order intake due to marketing campaigns, sick leave or larger orders. By using time accounts, employees can build up overtime in times of high workload, which can then be "worked off" in the form of vacation days in times of less work. It is important that health and safety regulations are adhered to.

Education and training materials

Digital training materials such as e-learning and training videos help to pre-qualify new employees for a task and facilitate learning in practice. In combination with a practical training program that illustrates the content already explained, new employees quickly become capable of acting in day-to-day business.

Typical project process

As standard, our projects to improve operational performance are divided into three consecutive and self-contained phases.

Preliminary project

We get to know your company and understand your ambitions and challenges. We then work with you to draw up a catalog of options and measures. Ideally, this is done together with a team from your workforce.

Validation

The options and measures are prioritized. The expected impact, costs and feasibility are taken into account. Another important factor is the availability of internal resources, which

Implementation

We also tackle issues ourselves and work with you to address them. We focus on pragmatic solutions that increase customer satisfaction and promote operational efficiency

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Moving more together

Contact us, we look forward to getting to know you and mastering exciting challenges together.

Office

Agnesstraße 64, 80797 Munich

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