{"id":2717,"date":"2023-08-06T13:10:13","date_gmt":"2023-08-06T13:10:13","guid":{"rendered":"https:\/\/digital2gether.com\/cases\/colliers\/"},"modified":"2026-02-05T13:16:25","modified_gmt":"2026-02-05T13:16:25","slug":"colliers","status":"publish","type":"cases","link":"https:\/\/digital2gether.com\/en\/cases\/colliers\/","title":{"rendered":"Digitalisation with a business focus"},"content":{"rendered":"\n
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What we truly value about working with you is your approach to tackling problems and questioning and analysing processes. You weigh up very carefully what the optimal solution actually is.<\/p>\nHenning Steinbach, Head of Digital Projects <\/cite><\/blockquote>\n\n\n\n

Our brief<\/h2>\n\n\n\n

Operating in more than 60 countries, Colliers drives success for its clients through first-class services across the entire real estate lifecycle. To ensure these high service standards continue, we work closely with Colliers\u2019 German Digital Projects team to digitalise business processes across multiple business lines and asset classes.<\/p>\n\n\n\n

Our client<\/h2>\n\n\n\n

Outstanding service excellence and deep market expertise make Colliers one of the leading real estate consultancies worldwide.<\/p>\n\n\n\n

From leasing and sales to development and management of commercial real estate, Colliers delivers premium solutions throughout the entire property lifecycle.<\/p>\n\n\n\n

To maintain these high standards, the Digital Projects team has built a state-of-the-art, cloud-based Salesforce platform for the efficient management of customer and market data.<\/p>\n\n\n\n

Our collaboration<\/h2>\n\n\n\n

Staying one step ahead through continuous development:<\/strong>
To ensure first-class service for customers and prospects, Salesforce is continuously extended to support new departments and business processes.<\/p>\n\n\n\n

At Colliers, this is driven by a strong team consisting of a project and product manager, business analysts, technical architects and developers.<\/p>\n\n\n\n

We support the team in its platform transformation, with a particular focus on requirements management, stakeholder communication and iterative process optimisation.<\/p>\n\n\n\n

Continuous optimisation of processes and UI<\/h2>\n\n\n\n

As a long-standing partner, we work with Colliers\u2019 Digital Projects unit to digitalise business processes across various business units and asset classes in two-week sprints.<\/p>\n\n\n\n

To analyse current processes, we conduct focused workshops with subject-matter experts and document workflows using structured process models.<\/p>\n\n\n\n

Once a deep understanding of existing processes and optimisation potential has been established, we collaborate with UI\/UX experts to design efficient target processes in Salesforce. Particular emphasis is placed on a sustainable Salesforce architecture and user-centric design. Planned changes are visualised and validated using mock-ups.\u00a0<\/p>\n\n\n\n

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During analysis, you always look at things through a technical lens and know exactly where the limits are. At the same time, you\u2019re able to explain complex topics in a very non-technical, user-friendly way.<\/p>\nHenning Steinbach, Head of Digital Projects<\/cite><\/blockquote>\n\n\n\n

Close alignment with key user groups allows us to continuously optimise new features and ensure that user requirements are fully met.<\/p>\n\n\n\n

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You bring users on board extremely well. They understand the planned features and support the implementation because they\u2019re involved early and understand the goal.<\/p>\nHenning Steinbach, Head of Digital Projects<\/cite><\/blockquote>\n\n\n\n

Complex requirements, efficiently implemented<\/h2>\n\n\n\n

A particular challenge in a recent project was the generation and automated delivery of expos\u00e9s and other sales documents. Two key questions arose:<\/p>\n\n\n\n

    \n
  1. How can we ensure that Salesforce data with complex population logic is displayed correctly in documents?<\/li>\n\n\n\n
  2. How can we maintain high design standards in automatically generated files?<\/li>\n<\/ol>\n\n\n\n

    Together, we conducted a detailed comparison of available document generation tools and validated them against these complex requirements.<\/p>\n\n\n\n

    After selecting the most suitable solution, we designed processes that enable fast and simple offer creation and automated sending directly from Salesforce.<\/p>\n\n\n\n

    To ensure successful adoption across different business units, we complemented live training sessions with short videos and handouts that users can access at any time. The combination of close collaboration with key users and multiple training formats has led to high user acceptance of the platform.<\/p>\n\n\n\n

    \n

    I\u2019m always delighted when a beautifully formatted, automatically generated email goes out to customers from Salesforce. That\u2019s when I know the users truly enjoy working with the new system.<\/p>\nHenning Steinbach, Head of Digital Projects<\/cite><\/blockquote>\n\n\n\n

    Key results<\/h2>\n\n\n\n
      \n
    • Design of intelligent processes for efficient matching of customer requirements and properties<\/li>\n\n\n\n
    • Rollout of the platform to new departments within the German market<\/li>\n\n\n\n
    • Development of industry-optimised screens for various business lines and asset classes<\/li>\n\n\n\n
    • Joint evaluation and further development of a tool for rapid generation and distribution of complex sales documents<\/li>\n\n\n\n
    • Enablement of the internal Salesforce unit<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      Together with the German Digital Projects team at Colliers, we digitalise business processes across different business lines and asset classes \u2013 ensuring the company\u2019s consistently high service quality.<\/p>\n","protected":false},"featured_media":2719,"template":"","class_list":["post-2717","cases","type-cases","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/digital2gether.com\/en\/wp-json\/wp\/v2\/cases\/2717","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/digital2gether.com\/en\/wp-json\/wp\/v2\/cases"}],"about":[{"href":"https:\/\/digital2gether.com\/en\/wp-json\/wp\/v2\/types\/cases"}],"version-history":[{"count":1,"href":"https:\/\/digital2gether.com\/en\/wp-json\/wp\/v2\/cases\/2717\/revisions"}],"predecessor-version":[{"id":2721,"href":"https:\/\/digital2gether.com\/en\/wp-json\/wp\/v2\/cases\/2717\/revisions\/2721"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/digital2gether.com\/en\/wp-json\/wp\/v2\/media\/2719"}],"wp:attachment":[{"href":"https:\/\/digital2gether.com\/en\/wp-json\/wp\/v2\/media?parent=2717"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}