The past and present of IDEA thanks to EXACT, our ERP system

Committed to continuous improvement, in this case, at a procedural level for the correct transfer of information across different departments of the company, we found the solution that is currently solving all these problems. The tool we are using to exploit our organisational potential is ERP EXACT.

Using Excel to manage departments and their respective tasks was commonplace. Given the amount of information stored in spreadsheets, its organisation, management and consultation had become increasingly tedious…

There was no connection and streamlining between contracting, project management and administration, the client database was divided between sales and accounting, following leads had become an excessively manual task, the marketing department demanded an active flow of information from all departments, and management insisted that each area be agile in filtering and analysing key data and information.

These problems have now become a competitive advantage in the organisation, as the use of this ERP software also implies the digital transformation of a company.

Today, we are able to anticipate problems that may arise in the commercial activity and plan solutions in advance, as well as strengthen the departments to provide better results.

Success Story Webinar: “The past and present of IDEA thanks to EXACT”

Would you like to know how we at IDEA digitalised our processes with the help of our CEO? Don’t miss this webinar organised by Exact in which our CEO, Emilio Sánchez, explained live the past and present of IDEA thanks to this great tool.

Success Story by Emilio Sánchez, CEO of IDEA

Benefits from working with EXACT:

Optimisation of management processes: it improves the performance (efficiency and effectiveness) of the organisation by centralising information, increasing its quality and availability in real time.
Improved data: centralisation of information, increased quality and real-time availability accelerates response time.
Data security: all the information in a single database with protected and restricted access per user, thus helping each user perform their tasks.
Modularity and Scalability: using an ERP system should never slow down the growth of the company, so it must have tools that cover current needs, but that can be deployed or introduced as the company grows..
Tailored to real needs: an ERP system is implemented according to the needs of the company.
Greater control and traceability: any interaction is recorded, thus facilitating comprehensive monitoring.
Task automation: periodic scheduled tasks can be created, which helps minimise resource allocation and focus on more productive tasks.

This back office ERP has helped us improve overall efficiency by integrating the company’s value chain (employees, clients, distributors, suppliers, etc.) with its online and desktop platforms.

It is a powerful tool that gives IDEA the possibility to merge all the data and information in a single cloud, in order to make it easier to find and help the different departments, by means of a series of software:

CRM software: removes potential barriers between sales, marketing, finance and other departments when dealing with clients.
HRM software: helps the HR department, which needs fast and efficient personnel management to improve its performance.
Project management: facilitates organisational control, a real-time view of the workflow, as well as recording projects and their outcome.