What is Atelier ArtWood's business and main challenges?
At Atelier ArtWood, we master all forms of wood construction: we assemble ecological wood-frame houses, build extensions, do exterior joinery, flat roofs, various types of exterior and interior fittings, as well as carpentry and roofing work. Our teams operate in Gironde and Landes in France.
We work mainly with:
- The final customer on residential projects (external arrangement and small extensions).
- The project manager or the architectural studio following a request for a quote. Then we take care of the realization and the installation at the customer's location.
The big organizational difference between the two is the management of the relationship with the customer.
What were the issues you identified before choosing Clovis?
Historically, we use Toltech for invoicing but for the operational follow-up of construction projects we had a multitude of discussions on several channels (emails, whats app, sms, etc.)
This made it difficult for us to manage tasks related to multiple projects. We needed to simplify our communication channels, make it easy to share all documents, and be able to add note taking and tasks, in real time, while in the field.
How did you proceed to set Clovis up?
When we started the company, there were two of us. We took advantage of the lockdown to improve our processes by deploying Clovis. We started by setting up access rights, the document tree and projects.
Then we recruited new staff, which led us to refine our configuration of access rights to documents associated with those new users. It was at this point that we created project templates that could be duplicated in one click.
Since then, we’ve been organizing regular meetings with our users to improve our current use and processes in Clovis. No need to mention the help of the Clovis team, who give us good advice daily.
Deployment to users in few steps:
- Getting to know the document management system (Plan Box and EDM) to centralize all our documents and avoid the multitude of online storage services.
- Setting up a planning and assigning tasks on projects to have a global view of all tasks in planning and Gantt views.
- Interaction and tracking of tasks in mobility to allow our teams in the field to know in real time what needs to be done.
- Deployment of the internal messaging system (in progress) to facilitate the follow-up of exchanges and to have an exhaustive history.
What is the typology of Clovis users at Atelier ArtWood?
We are two administrators (me and my partner) and we have access to all the data in our account. We also have two team leaders who manage three workers each, and they use Clovis in the field. In this case, they only have access to the projects they are working on.
We also make sure to centralize our business documents (quotes, invoices, technical documents, etc.) directly in the project folders.
We have started to give guest access to certain customers so that they can access the project steps and related documents. So far, the feedback is very positive!
What are the results you have obtained thanks to Clovis so far?
We save an incredible amount of time by simplifying our daily routine!
There are no more oversights and the centralization of our informations relieves us of a considerable administrative burden.
The paperless objective has been reached and the digital transition dynamic has been engaged.