Administrative automation for a renovation company thanks to TeamIA

In the constantly evolving real estate renovation sector, a dynamic company specializing in the acquisition and renovation of buildings for rental purposes is faced with considerable administrative challenges. With two managers and a dozen employees, but no dedicated administrative support, the company was looking for a solution to efficiently manage its operations while minimizing the time spent on administrative tasks. Visua was asked to propose a digital solution tailored to these specific needs.

The managers, already heavily involved in operational activities and worksites, found themselves overloaded with administrative tasks. Day-to-day management involved multiple challenges, including creating quotes and invoices, tracking the vehicle fleet, locating tooling and managing property rentals. The end of their accounting firm's digital quotation-invoicing tool exacerbated the situation, forcing them to temporarily revert to Excel-based management, ill-suited to their needs.

TeamIA responded to these challenges with a tailor-made database management solution:

• Integrated Management of Contacts and Worksites: Implementation of a system enabling easy conversion of quotations into invoices, with automatic e-mailing, thus optimizing the invoicing process.
• Fleet Manager with Notifications: A calendar-integrated tool for fleet management, including automatic reminders for technical and pollution checks, to reduce the risk of fines.
• Site survey tracking: Development of a specific tool for tracking site surveys, a crucial point in the construction industry.
• Tooling geolocation: Creation of a geolocation system for tooling via QR codes, enabling managers to find out where important equipment is in real time.
• Simplified rental management: Creation of a database dedicated to tenants and apartments, facilitating the generation and dispatch of receipts and other essential documents.

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The digital solution designed by TeamIA is fully accessible via smartphone, enabling managers to control their business directly from the field. What's more, the application even works off-net, synchronizing data as soon as a connection is available, which is crucial in areas with limited network coverage.

ROI and Financial Impact

The financial impact of this solution is comparable to hiring an assistant or secretary, but without the constraints of recruitment and personnel management. What's more, it frees up precious time for managers, who can concentrate on their core business.

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This business case illustrates how TeamIA, with its expertise in digital solutions, was able to meet the specific needs of a fast-growing renovation company. By adapting its tools to the unique challenges of the sector, Visua enabled this company to simplify its administrative management, reduce costs and increase operational efficiency, demonstrating the crucial importance of digitalization in the property renovation sector.

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