Offconsult's path to process optimization with advanced software integration

Revolutionizing the real estate industry: Offconsult increases efficiency and project transparency through innovative software integration with monday.com, MOCO and Make.

Tools

monday.com

MOCO

Make

Company size

< 50

Work

IT consulting, workflow & process optimization, MOCO integration in monday.com, optimization of resource management

Initial situation

Offconsult, a leading consulting, interior design and planning company, has been providing comprehensive services in the real estate sector for over 20 years. Through their experience, they know the complexity of the industry and the need for efficient project management. The aim was to use monday.com as an integrated tool from sales to project management to project completion. In addition, it should now be possible to book times for the planned tasks directly on monday.com. Another wish was to enable seamless integration between the back office, particularly in the area of invoicing and employee time management. This should make things easier for employees and increase the efficiency of the entire company. This should also provide comprehensive insight into the resource overview.

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Solution

To achieve these goals, monday.com and MOCO were fully integrated. Contact and company data were synchronized and repetitive work steps were automated or made more efficient. Projects and sub-projects can now be created in monday.com. With just one click, an offer can be created in MOCO, which is available directly in monday.com as a PDF. In addition, newly created projects on monday.com can be transferred directly to MOCO. This allows employees to allocate their working time directly to the respective project. In total, we have introduced 16 of these advanced automations to make our customers' processes more efficient with Make process automation software. In order to give Offconsult an overview of the available resources, a comprehensive resource overview was also created in monday.com, which summarizes all projects and also takes vacation and absences into account through integration with MOCO. ‍

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Customer Benefits

By seamlessly merging monday.com and MOCO, Offconsult was able to raise its work efficiency to a new level. The seamless workflow now guarantees optimal collaboration between all parties involved. Thanks to the newly implemented resource planning, Offconsult is able to deploy its employees in a targeted manner. In addition, a clear project overview now provides a quick overview of the progress of all projects.

Significant increase in work efficiency through advanced automation with Make.

Better project overview and resource allocation through integrated overviews.

Easy creation and administration of offers directly from the project management software.

Standardised and simplified time management for all employees.

Testimonial

“Thanks to the implementation of monday.com and MOCO by Blinno GmbH, we were able to significantly optimize our internal processes and procedures, and since using monday.com, our administrative tasks have also been fun again. Blinno combines a charming start-up character with a highly professional team that specializes in comprehensive app development services. Blinno was a pleasure working with from start to finish. In summary, we can say that with Blinno, we have gained a valuable, competent and long-term support partner.”