Case study: Leading Area Developer and Construction Company Use Legito to Automate Sales

Oct 4, 2022 | Case Studies, Success Stories

Case Study Leading Area Developer and Construction Company Use Legito to Automate Sales

Name:	BAM Wonen & AM
Industry:	Construction & Area Development
Office Locations:	Netherlands

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Key Improvements

Correct Financial Data, Fail Safe Process

Insight into Contract Status

Uniform Templates Created

Users

Background

This innovation project is a collaboration between different companies under the BAM umbrella. Legito is utilized in activities of area and property development (AM), and residential construction (BAM Wonen).

The passion of AM is creating and developing inspiring and sustainable living environments. As a committed area developer, we place social challenges at the heart of our development process. We focus on the themes of ‘Bold sustainability’, ‘Inclusivity’, ‘Healthy urban living and working’, ‘City and area maker’, and ‘Happy life’. Thus AM ensures quality of space and quality of life.

BAM Wonen stands for premium quality at the best price. We set the tone in the world of living with innovative, sustainable and distinctive products and services. Thanks to our knowledge, scale and integrated approach, we make pleasant living accessible to everyone.

Collaboration is what drives BAM Wonen. By listening carefully to the wishes and needs of our (future) residents, clients and partners, we guarantee top quality living. Everyone benefits from that. Today and tomorrow.

This project focusses on the automation of buyer contracts for consumer properties.

Background

This project focusses on the automation of buyer contracts for consumer properties.

Challenges

Management of document templates was time consuming, with multiple different versions and no automation. Contracts were sensitive to unsupervised editing, thus more checks and balances.
BAM wanted to connect their document templates to their multi-level approval process.
Integration with SAP, to avoid clerical errors and reduce checks and balances.
Digital signature integration required to simplify the process.

Challenges

Management of document templates was time consuming, with multiple different versions and no automation. Contracts were sensitive to unsupervised editing, thus more checks and balances.
BAM wanted to connect their document templates to their multi-level approval process.
Integration with SAP, to avoid clerical errors and reduce checks and balances.
Digital signature integration required to simplify the process.

Onboarding

- Agile development of the first template
- Training a project team dedicated to BAM
- Single-sign-on (SSO) integration
- Built an approval process

Onboarding

Agile development of the first template
Training a project team dedicated to BAM
Single-sign-on (SSO) integration
Built an approval process

Template Automation

First template covering all the options to sell houses was complex, taking several months to develop.
Development was carried out using an agile development model.
Use of “Internal Document” feature to prevent changes being made by unauthorized users.
Integration with SAP developed simultaneously.
The first template gave a solid base for the development of other templates, allowing for re-use of standardized building blocks.
Currently, 6 different complex templates are being used. The sub-templates below are used as building blocks for the main templates.

Template Automation

First template covering all the options to sell houses was complex, taking several months to develop.
Development was carried out using an agile development model.
Use of “Internal Document” feature to prevent changes being made by unauthorized users.
Integration with SAP developed simultaneously.
The first template gave a solid base for the development of other templates, allowing for re-use of standardized building blocks.
Currently, 6 different complex templates are being used. The sub-templates below are used as building blocks for the main templates.

Workflow Automation

Complex workflow with approvals from different internal departments, with an automated process of assigning the documents to relevant personnel for approval based on document content.
External partners can access specific shared project contracts and only fill in specific fields.
Real estate agents can automatically insert the latest building specific information in the contract.
Workflow automatically triggers Push API actions from Legito to SAP.

Workflow Automation

Complex workflow with approvals from different internal departments, with an automated process of assigning the documents to relevant personnel for approval based on document content.
External partners can access specific shared project contracts and only fill in specific fields.
Real estate agents can automatically insert the latest building specific information in the contract.
Workflow automatically triggers Push API actions from Legito to SAP.

Integration

SAP integration imports the data to the documents and pushes the data back to SAP after the document is digitally signed
Signed documents and customer data are pushed into SAP

Integration

SAP integration imports the data to the documents and also fills in the data to SAP after the document is digitally signed
Signed documents pushed into SAP

Results

Time savings across all contract processing
Up-to-date financial data included using SAP integration
Insight of current contract status
Control over contract content and enhanced compliance
Electronic signature introduction
Automatic upload of specific fields to SAP after signature

Results

- Time savings across all contract processing
- Up-to-date financial data included using SAP integration
- Insight of current contract status
- Control over contract content and enhanced compliance.
- Electronic signature introduction
- Automatic upload of specific fields to SAP after signature