PLANCO is focused on integrating new technologies into all business activities to simplify work and improve performance. Acquire, retain and transact with customers through automated channels. Optimize employee efficiency for greater customer satisfaction.
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How ?
We share our expertise to help companies make data-driven data-driven decisions with innovative technologies that increase profitability which increases profitability while focusing on what matters most.
Your business becomes more efficient through the automation of your systems.
Our team of passionate people love to solve problems in a friendly atmosphere.
Our experienced approach allows you to focus on the goal your organization wants to achieve.
As a partner in the sustainable implementation of your digital transformation, Planco efficiently assists companies in their development by improving their productivity through a better understanding and use of technology.
Happy customers
Users are the first ambassadors of the company of the company, they must understand the vision of the company of the company as well as the technological tools tools at their disposal. The performance of the organization depends on the efficiency of their work.
Regardless of the hierarchical position in the company, all users are aware of the performance issues and the ways to improve work processes. A good process must be documented, quantified, qualified and measured on a regular basis.
Technological tools perform automated tasks, transport data and tasks, transport data and serve the company as much for the the company for both the manager and the users. The right tools, in the right sequence and well configured allow increase efficiency and quick results and possible growth.
Major projects
Automated transactions
Optimization process projects
In capital gains
CRM / BMS / Insurer integration / Performance indicator
SimplAssur
Founded in 2016, Simplinsur is an insurance company serving clients across Canada. While it may be new to the industry, Simplinsur is already being recognized for its excellent property and casualty insurance products offered by five national mortgage brokers.
CRM / B2B / System integration / Process optimization / Sales channel
CTEQ
The Centre de transfert d’entreprise du Quebec (CTEQ) offers its services to Quebec entrepreneurs who are selling or taking over a business. Since its founding in 2014, this non-profit organization has supported more than 11,000 entrepreneurs across the province.
CRM / B2B / National Call center / Insurer integration / Performance indicator
SimplAssur
Shortly after its founding, insurance company Simplinsur (SimplAssur in Quebec) entrusted PLANCO with implementing a CMR for its Ontario and Quebec offices. Simplisur faced many challenges in the quest for peak productivity and tip-top operations. But in PLANCO.
CRM / B2B / System integration / Process optimization / Sales channel
CTEQ
The Centre de transfert d’entreprise du Quebec (CTEQ) offers its services to Quebec entrepreneurs who are selling or taking over a business. Since its founding in 2014, this non-profit organization has supported more than 11,000 entrepreneurs across the province.
CRM / B2B / National Call center / Insurer integration / Performance indicator
SimplAssur
Shortly after its founding, insurance company Simplinsur (SimplAssur in Quebec) entrusted PLANCO with implementing a CMR for its Ontario and Quebec offices. Simplisur faced many challenges in the quest for peak productivity and tip-top operations. But in PLANCO.
CRM / B2B / System integration / Process optimization / Change Management
CTEQ
The Centre de transfert d’entreprise du Quebec (CTEQ) offers its services to Quebec entrepreneurs who are selling or taking over a business. Since its founding in 2014, this non-profit organization has supported more than 11,000 entrepreneurs across the province
Where do we start ?
In some cases, our clients ask for an audit on processes, budget on technological elements or on a strategic vision that the client company should explore. At this stage, it is important to meet with stakeholders, champions, operations and especially management, to develop the best implementation strategy. As with any transformation project, stakeholder engagement is essential to fully understand the company’s vision, issues and risks. Then, prioritizing the elements based on their impacts and/or benefits is necessary to sequence and organize the deliverables and coordinate a delivery schedule.
What is process standardization ?
The term process standardization may sound simple, but it will involve documenting, developing, eliminating, negotiating and ultimately ensuring that all employees in an organization are able to understand expectations, work consistently and measure performance. Since almost all companies have a turnover issue, this documentation will allow for proper training for all.
This same standardization of processes will also considerably reduce the time required to put a new product, customer service or new sales channel into operation.
A company whose processes are well documented and implemented will be in a position to grow and face the market. With this same vision, a company whose processes are organized, documented and whose performance has been measured will allow for a better selection of technological systems and will bring value to your organization when it is resold. (Your company become more attractive to your competitors or potential buyers).
How is such a project set up ?
As we have the expertise and knowledge to carry out projects in all kinds of situations, we start all our work with a strategic vision of change. This is fed into a preparatory phase with the organization. Then we take care of all aspects of project management with the methodology desired by the client (Agile, project management by phase), i.e., dedicated resource management, supplier management, contract management, progress reports, steering committee, employee presentations, change management, we take care of all aspects of the project so that you can continue your activities.
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