The Baumit company has a long-term leading position in the construction industry. The company’s products are used by masters in large construction companies and also for home use. The number of clients and specific constructions is large, so the volume of processes and data is also extensive. For their efficient processing, it was necessary to introduce a sophisticated and clear system. Baumit, therefore, decided in 2017 to modernize this area in cooperation with our company EEA, part of BiQ Group.
Digitization: the way to efficient processes
The client asked us to streamline internal company processes. One of the goals was to integrate different information into one transparent system. Baumit employees now efficiently evaluate the data and further work with it. The leading solution was the use of digitization of all procedures. Above all, it was about managing contacts, monitoring processes and visits to construction objects, managing complaints and marketing support for customers. We digitized all the mentioned areas, thanks to which sales managers saved a lot of time and could focus on performance.
We mentioned managing contacts. The client wanted to integrate the contacts of all clients, business partners, and employees into one system. Another requirement was the record of objects on which the Baumit company works, especially from the point of view of another business opportunity. It was also necessary to track objects, mark them on the map and create a map location. Another important area was the registration of the claim, its assessment, online editing and creation of documents.
A big plus is the management of complaints and the simplification of their process. In the system, it is now possible to record a complaint, assign it to a given product, assess it, and register it according to the Law on Complaints.
Atlassian Jira Software: A Practical Process Overview Tool
Our developers chose Atlassian Jira Software as the most suitable management system for individual company processes. It was an efficient solution for managing company processes and their digitization. It is suitable not only for development teams but also for those that provide support and operations (HR, financial department, etc.). Thanks to Jira, it was possible to digitize all the necessary processes, which are now interconnected and synchronized with external systems.
Thanks to Jira, the marketing budget can be divided into different regions and groups. The system then calculates how many funds have already been invoiced and how much remains until the budget is fulfilled.
New sales management and geolocation of objects
As for managing the visits of business managers, through the data in Jira, regional managers can plan their visits, record the visits that have already been made and then evaluate them. The system allows them to easily organize documentation, track specific business opportunities, and report on the objects. Thanks to our application, the GeoData for Jira – map location, it is possible to search for particular objects directly on the map, whether in the field or from the office.
“We value the advantage of connecting individual data and the possibility of obtaining quick outputs the most. In this way, we do not lose an up-to-date overview of what is happening; we reduce the number of duplicates. Colleagues from individual sales teams know more about each other’s work, especially if someone manages a building in another sales region,” said Katarína Senderáková, marketing manager at Baumit.
Thanks to objects’ geolocation, managers can determine where the number of buildings accumulates or skews or where there are unknown buildings.
Digitization of processes helped to use data efficiently
The Baumit company gradually switched to managing internal processes through the Jira system, which has been implemented continuously since 2019. This change helped the client to make its internal work processes more transparent, improve its management, and streamline the overview and evaluation of individual reporting, statistics and graphs.
“The transition to Jira Software helped us consolidate all important data in one place and, at the same time, connect it to our external systems. Everything takes place online, and everything is also connected so that the data is used efficiently and correctly, which is necessary today if the company wants to achieve long-term positive results and a healthy working environment,” said Katarína Senderáková.