Why should your
organisation think about

digital transformation ?

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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Planco Services
Increase profitability

Governance
Lack of visibility
Poor governance leads to communication problems that prevent the rapid escalation of alerts and arbitration needs. If decision-makers are not able to make decisions based on clear, reliable and regular information, the project is in danger.
Business
Process or Lack of process
A project without clearly defined goals is likely to fail. If you don't have clear plans when building a house. Chances are, the construction crew won't know where to start, the site will be chaotic, and the house will fall apart before it's finished. The same is true for a project.
Technology
IT breakdown & system disruptions
What would happen if you lost all your customer data? It's a scary thought, isn’t it? Unfortunately, it doesn't stop there - imagine the worst-case scenario where there is no backup to restore from. The ramifications would be severe for any business that was hit by such an unfortunate event in its history! Trust us, we help companies avoid this everyday.
Performance
Project overuns
A late delivery can also cause a company to lose important business opportunities, so it's best not to risk delays on this point! PLANCO helps you avoid overruns, save valuable time and limit potential risks.
Customer contact center
Unforeseen circumstances
We help your team mitigate the risk. We advice companies on how to anticipate potential problems; give you the tools on how to look for warning signs before they happen, so that if something goes wrong, it won't affect the project as much or cause delays beyond what was expected.

How ?

We help automate your
business process

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.

IT Consulting firm

Your business becomes more efficient through the automation of your systems.

We love solving problems

Our team of passionate people love to solve problems in a friendly atmosphere.

20 years of experience

Our experienced approach allows you to focus on the goal your organization wants to achieve.

Our Mission

360 view of your business

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.

  • Acquire and retain new transactional volume of customers with new automated channels.
  • Optimize the efficiency of your employees on existing technology.
  • Increase customer satisfaction by reducing waiting time.
  • Facilitate the implementation of innovative technology.
+ 27

Happy customers

METHODOLOGY
Our working methods

Consult with your user base

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.

Inspect and document processes

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.

Enhance technology

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.

+ 50

Major projects

+ 150K

Automated transactions

+ 13

Optimization process projects

+ 75M$

In capital gains

Case studies
They trusted us

  2016                                  SimplAssur

Launching the Simplinsur insurance company

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.

  2016                                  CTEQ

Integration of a CRM into an existing platform

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.

  2015                                  SimplAssur

Implementation of a CRM for Simplinsur

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.

  2016                                  CTEQ

Integration of a CRM into an existing platform

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.

  2015                                  SimplAssur

Implementation of a CRM for Simplinsur

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.

  2015                                  CTEQ

Case study: Implantation a CRM for the 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

FAQ

Most frequently
asked questions

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.

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).

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.

OUR PARTNERS
They work with us