This automation project goes beyond storing information in a uniform and intelligent manner.” Lindsy Vanaudenhaegen - Project officer , LRM

LRM, an investment company from Limburg, is growing rapidly. An increase in customers also means more information has to be kept in a structured manner. “At some point in your company’s development, you will lose the overview and you will have to start using software to manage all documents”, Theo Donné, CFO, says.

 

Automatic working processes

In cooperation with a consultant, LRM drew up specifications for a system that centralizes its project, record and commercial management. LRM used to have a file server on which all project documentation was stored. Cooperating, sharing contacts, searching the status of a dossier, performing analyses or collecting data for directors took a lot of effort and was very time-consuming.

Lindsy Vanaudenhaegen: “We wanted to have a better overview of how our resources are used: what are our risks, how much can we invest quickly, which resources do we have in the midterm, what are the ongoing dossiers. We used to have that information before, but we had to retrieve it from our documents manually.”

 

Information retrieved from IT systems

“We wanted very user-friendly software, and that was more feasible with Cegeka’s approach”, Lindsy Vanaudenhaegen says. To make that possible, the files are now stored in project sites in Microsoft SharePoint, and linked to structured information in Microsoft Dynamics CRM. The CRM software does more than just store data.

“We also use it to launch working processes, employees receive automatic alerts when deadlines are approaching, you can request different custom reports, version history is saved for important reports, etc.”, Sven Vanoirbeek, project manager at Cegeka, says. “Because everyone is now working in the same way, our company has become more professional.”

 

Highly convenient

“This automation project goes beyond storing information in a uniform and intelligent manner”, Lindsy Vanaudenhaegen says. “We mainly wanted to have a better overview of how our resources are used: what are our risks, how much can we invest quickly, which resources do we have in the midterm, what are the ongoing dossiers.

LRM can retrieve such information directly from its IT systems now, thanks to custom reports. “We are able to work in a more focused and accurate manner, since our investment managers and other employees can request the status of dossiers at any time”, Lindsy Vanaudenhaegen says. Cegeka has ensured that all information will appear on screen in no more than four clicks.