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How SüdLeasing effectively improved its sales processes by digitizing complex business processes

Together with Holisticon, SüdLeasing tackled the modernization of one of its core processes: the calculation of framework parameters for leasing contracts was digitalized, centralized and made much more efficient using a web-based application.

modernization
digital products
software architecture

About SüdLeasing

Over 50 years of financing experience

SüdLeasing is one of the largest manufacturer-independent leasing companies in Germany and is part of the renowned LBBW Group. Its extensive service portfolio includes the financing of business equipment in various sectors, from construction machinery such as cranes and excavators to machinery and equipment, information technology and waste disposal technology.

www.suedleasing.de

Calculating leasing offers for customers of this size is complex and is influenced by a large number of dynamic parameters. The experts from the sales department and external sales partners relied on individual tools before the start of the project - a standardized, digital process did not yet exist.

This was accompanied by a high level of effort for the preparation of individual offers and a certain susceptibility to errors. In addition, a manual approval process for the bids hampered the speed of processing.

Our task: centralization and increased efficiency

SüdLeasing recognized early on that a comprehensive IT strategy and modern, digital processes would be important factors in remaining competitive and holding its own on the market in the long term. The need to move from manual processes and Excel-based calculations to a more efficient and precise solution was particularly evident in the area of leasing offers.

With our expertise in the digitalization of complex business processes, we developed an individual solution that standardizes and centralizes various sales processes and integrates them into the existing system landscape.

Procedure: from requirements engineering to seamless integration

  • Detailed requirements engineering at the beginning, in close coordination with the specialist departments and sales, laid the foundation for our project.
  • All requirements and key parameters for calculating the leasing offers were recorded and the current internal processes for preparing and approving offers were comprehensively analyzed.
  • Building on this, we were able to develop new, more efficient processes that converge in a digital application and are available centrally to both internal sales employees and external sales partners.

On a technological level, the development team relied on Java and Spring Boot in line with the company's new IT strategy, which provided a robust and scalable basis for the web application. The use of open source technologies also meant that there were no additional license costs. The seamless integration into SüdLeasing's existing system landscape, including the CRM system, was also successfully implemented.

We got to know Holisticon as software architecture experts who think strategically about technology and also keep an eye on things like maintainability, security and integration with other systems.

Christian Dußler, Product Owner, SüdLeasing

Modern technology requires modern working methods

In order to use new technologies as effectively as possible, the digitalization of processes also requires an organizational change at company level. To ensure that the IT team can react dynamically to changes and remain flexible, we implemented suitable agile working methods.

However, one-size-fits-all solutions rarely fit all use cases, especially when using agile frameworks, where they are more likely to lead to failure than success. This is why we developed a customized agile process together with the development team.

FALCON: a decisive step into the digital future

With the implementation of FALCON, SüdLeasing was able to take its sales organization a decisive step into the future:

1

Quotations can be prepared more quickly and precise calculations can be carried out.

2

Susceptibility to errors and manual effort have been greatly reduced as the software application incorporates dynamic parameters and automatically ensures compliance with specifications, such as defined margins.

3

The automated digital approval process further increases efficiency and the connection to the company CRM ensures seamless processing of customer data.

Holisticon Keyvisual-Muster

Our multidisciplinary team from the areas of software architecture, development, design and agile coaching accompanied SüdLeasing with passion and expertise to successfully initiate the modernization in all aspects.

The implementation of FALCON was an important step into a new digital age for SüdLeasing. Holisticon's comprehensive expertise in understanding complex problems and finding suitable solutions provided us with optimal support.

Christel Krause, Business Analyst, SüdLeasing
Säulendiagramm der Entwicklung der Leads, die von der Südleasing bearbeitet werden konnten von 2020 bis 2023. Die Anzahl steigt stetig an.
Südleasing is able to continuously increase the number of processed offers.

FALCON marked the start of our collaboration, and since then we have been able to continue to support and accompany SüdLeasing on its journey as a long-standing partner. Thanks to extensive integration into the overall process, around 30,000 calculations are now carried out in FALCON every year. The next step is to transfer the application to a cloud-based infrastructure. And SüdLeasing continues to push ahead with modernization: Following the digitalization of many processes, the automation of sub-processes is now on the agenda. This will enable the partially automated processing of contracts in the new business process, for example.

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