Uggerly Installation & WorkPoint 365

Uggerly Installation Replaced 6.000 Excel Files With WorkPoint 365 – Implementation of WorkPoint 365 Document & Case Management Solution in Microsoft 365 by Danish WorkPoint partner Simplitize

Uggerly Installation is more than 100 years old. The company was founded in 1913 and has ever since been characterized by entrepreneurship and a passion for quality craftsmanship within plumbing and electric installations.

Today the company has around 325 employees and is especially strong within the service- and enterprise market. Uggerly Installation has a long history of cooperation with Denmark’s largest housing company HusCompagniet that builds 1,400 houses a year in Denmark and Sweden.

Michael Seerup, Head of administration at Uggerly Installation, explains the business of being a supplier to a company that builds 4 houses a day,

“You obviously have to have a flawless process where everything is systemized, when you build that many houses, HusCompagniet has their own project management system “Let’s Build” from where all assignments and timetables are being pushed to us. We need to ensure that we have all components and our technicians ready on the construction site on the assigned dates, and also provide feedback to HusCompagniet with progress on every house”.

Business Issue/Challenge

With many processes, numerous roles, a lot of coordination and 7-8 Excel-files per house, Uggerly Installation needed to digitalize the handling of every single house-project.

The main challenges were:

• How do we digitalize our process with handling 750 building projects a year?
• With very tight timeslots to deliver material and perform the job, how can we ensure, that all necessary components and kits are ordered and delivered on time?
• How can we enhance collaboration with the client and support teamwork internally?

The Solution:

• Document & Case Management with WorkPoint 365

“We started out by mapping all our process and the various roles involved to find out where we were headed and how to get there. Based upon this, the architecture was made with the help of our WorkPoint Partner Simplitize, as the integration WorkPoint 365 to Microsoft is unique. We chose to build our Document-, Case- and Project Management in WorkPoint 365. WorkPoint 365 on top of SharePoint forms the backend while WorkPoint Express bridges our activities from SharePoint to Microsoft 365”.

• Power Apps

While WorkPoint 365 is the engine, Michael has used the Power Platform to build customized apps that are tailored to the needs of the employees in the field.

“Our men can order all plumbing and electronic components on their phones and archive it directly on the case”. According to system architect Jesper Kjærsgaard from Simplitize, Michael is quite skilled:

“Michael has really understood to explore the possibilities and has built a solution that supports their business objectives”.

• Overview and collaboration

The integration with HusCompagniets “Let’s build” creates better collaboration and a minimum of errors. Internally, information is pushed directly to employees, and they are able to search for data and get lists ensuring follow-up.

Outcomes and benefits

Michael is continuously exploring new possibilities with his solution and is about to build an HR-solution. Of benefits accomplished, he highlights the following:

• All critical business processes have been digitalized
• Digitalized ordering and approval of components
• Case management with total overview of 1.100 cases
• Integration to Power Apps, Let’s Build by HusCompagniet and the ERP-system
• The automated process means less dependence on individuals
• All data is made available anywhere, anytime
• Improved collaboration with the customer with the integration to their system

Background

When you have a tight timeslot to do all electric installations and plumbing in a house, there are many elements to control. Handling more than 750 building projects every year means a lot of coordination, a lot of excel files and a high involvement from the employees to ensure quality results every time.

The need to digitalize the process has continuously been growing and Michael Seerup at Uggerly Installation explored the market to find the right Document and Case Management system.

“We found that WorkPoint 365 is the basic system we need to structure and save all our data in order to be able to present relevant data to employees where and whenever they need it”.

Contact For More Information

Hans Ulrik Madsen

Director of Partner Development

hum@workpoint.dk +45 21320075

Jesper Kjærsgaard

System Architect

jesper@simplitize.dk +45 41413102