Increased workforce planning efficiency by 60%

A lightweight CRM and planning tool to efficiently manage construction site staffing.

Construction
CRM
Planning
The GTS Projects planning tool and CRM on two tablets

Challenge

What was the challenge?

GTS Projects, a specialist in technical staffing for construction sites, faced an operational hurdle. They were using a planning tool that was bloated with features they didn’t use and lacked core functionalities they really needed. Over time GTS Projects created internal processes to work around these limitations, but these solutions were not ideal and rather time-consuming.

Process

How did we help?

We started with the people doing the planning. In a requirements workshop, we mapped how GTS Projects staffs its sites today, and where the old tool got in the way.
Every need and every workaround went into one feature backlog. Nothing lost, nothing assumed.
A short tech analysis pointed to Retool on top of MongoDB Atlas: quick to build, easy to extend. Weekly check-ins kept GTS Projects in the loop, from the first screen to the last.
Requirements workshop board in Miro
Feature backlog in Notion
The planning tool built in Retool

Process

How did we help?

We started with the people doing the planning. In a requirements workshop, we mapped how GTS Projects staffs its sites today, and where the old tool got in the way.
Requirements workshop board in Miro
Every need and every workaround went into one feature backlog. Nothing lost, nothing assumed.
Feature backlog in Notion
A short tech analysis pointed to Retool on top of MongoDB Atlas: quick to build, easy to extend. Weekly check-ins kept GTS Projects in the loop, from the first screen to the last.
The planning tool built in Retool

Solution

What is the result?

We created a custom lightweight CRM and planning tool tailored to their specific needs to help them work more efficiently.

Some of the core features include:
  • A CRM to store information about their clients and construction sites
  • Rate card management for construction sites to automate invoicing
  • Detailed work and absence planning for employees
  • Integration with the M-Files document management platform to easily view documents related to customers or employees
  • Custom data export of planning for easier data entry in external systems
Kevin Van Eynde
"Our new planning tool has made a significant improvement to our day-to-day operations."
Kevin Van Eynde – Operational Manager
Client overview with contact persons in the CRM
Monthly work and absence planning per technician
Creating a rate card for a client
Client overview with contact persons in the CRM
Creating a rate card for a client
Client overview with contact persons in the CRM
Monthly work and absence planning per technician
Creating a rate card for a client

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