Testimonials
Expertbâtiment
For more than twenty-five years, the Expertbâtiment Group has established itself as a recognized leader in the field of specialized services in building expertise, sustainability and health. With a multidisciplinary team, the company benefits from in-depth expertise in engineering and environmental analysis, as well as energy efficiency.
In addition to its main activities, Expertbâtiment is engaged in the development of related projects, as evidenced by the creation of its sustainable agriculture program, AIR, born from a project associated with their internal laboratory.
By adopting a global approach, Expertbâtiment successfully meets the challenges to offer healthy, safe and sustainable buildings, thus demonstrating its committed mission.
Challenges
Going back about three years, Expertbâtiment was relying on a combination of standalone tools to support its complex business operations. Their overall challenge stemmed from using a basic accounting software nearing end of life along with disconnected systems that lacked reporting and data-sharing capabilities—none of which were meeting their evolving operational needs.
With an expanding client base, a specialized multi-service offer, and a growing and mobile team of experts, Expertbâtiment was looking for a modern scaleable solution to replace their outdated software.
Their specific requirements extended beyond typical accounting and distribution functionalities, and also focused on managing projects, appointments, multi-companies, and expense accounts within an integrated solution. Their current standalone systems were falling short in various aspects:
- Limited basic accounting functionality
- No drill-down features
- Lack of invoice payment tracking
- Inadequate reporting capabilities requiring Excel support
- Restricted oversight on appointments
- Inability to track service employees on the road
- No access to real-time data
Solution
In 2021, Expertbâtiment conducted a thorough evaluation process that compared several modern ERP systems against their unique combination of requirements. The Acumatica Cloud ERP solution was ultimately selected for its scaleability, powerful reporting capabilities, adaptability to the scope of services, and accessibility.
The ACCEO ERP team offered advanced expertise throughout the planning, configuration, and integration stages of the ERP system implementation, as well as during user training. The team also provided guidance on the specialized modules that would address, among others, the client’s diverse service offer and their need to access accounting data in real time. This approach enabled them to customize the Acumatica Cloud ERP system to create the optimal solution that provided the client with:
- Multi-company integrated solution
- Scaleable solution with unlimited users to accommodate future growth
- Advanced accounting functionalities
- Field services module to manage appointments and employees on the road
- Advanced financial and accounting reporting capabilities
- Mobile service management for real-time visibility on activities
- Centralized database providing real-time information across all business activities
- Complete project management tool including task progress, tracking, budgeting, billing, etc.
Results
Expertbâtiment has seen significant improvement the efficiency of most of their services. They have successfully automated low value-added tasks, eliminated redundancies, and improved processes by leveraging powerful data-sharing capabilities. In addition, the company has also gained the comprehensive overview on their business activities that they were previously lacking.
The company specifically reports that employee adoption of the software is close to 100%, driven primarily by the solution’s user-friendliness, flexibility, and the gains in efficiency that it delivers.
In addition, users are extremely satisfied with the quality of service provided by ACCEO technical support specialists. Prompt response time, quick prioritization of issues, and detailed information on the resolution are some of the indicators that contribute to the high level of user satisfaction.
“Our operations are complex, and we work with many government programs that all function differently from one another. The ACCEO ERP team easily overcame these challenges, and the implementation of the Acumatica Cloud ERP solution went very smoothly.” – Manon Sénéchal, Finance Director, Expert Bâtiment
Is it time to replace your ERP software?
Tell us about your project. For our team, it is an opportunity to contribute to the success of a local company and to undertake a winning partnership.
Contact our ACCEO ERP team to learn more about the Acumatica platform.