Reference Story TECE

A suitable information management system has been established within TECE’s existing cloud strategy.

• Digitisation of over 10 million documents
• Access to documents anytime, anywhere
• Integration of SharePoint/M365 into SAP ERP and Salesforce

TECE – Close to you

As a globally active manufacturer of sanitary products and installation systems, TECE’s promise is “close to you.” For over 30 years, this independent family-owned company has remained close to people and markets. Its curiosity about the world of its customers leads to well-thought-out products and services – and will continue to drive innovation in the future. TECE’s core competence is simple to explain: bringing water into buildings and guiding it back out – with the company’s characteristic pioneering spirit.

TECE’s Requirements

TECE is an internationally oriented and dynamically growing company. As part of its existing cloud strategy, a suitable information management system was to be established. This system needed to integrate seamlessly with the leading applications CRM (Salesforce) and SAP ERP. The integration was expected to enable the complete, legally compliant, and transparent digitisation of all documents in the form of digital files. Among others, the following types of files were to be mapped: customer files, order files, supplier files, purchase order files, technical data sheets, standards, etc. Based on this, TECE aimed to fully digitise business processes, provide documents to customers, and optimise collaboration. The automation of procurement processes (procure-to-pay) was also within the scope of the project.

In line with TECE’s vision, the implemented DMS should further promote the internal “Share & Work Together” philosophy. Additionally, the legally compliant storage of documents according to the requirements of each respective country was a key aspect of the project.

TECE’s Digitalisation Strategy

To digitalise TECE’s internal administration and ensure the project’s success, a clear strategy was defined before the project began. The project started with its core: the migration of existing solutions – the document management system from d.velop towards SAP and Salesforce, as well as the file system towards SharePoint/M365. This was followed by the integration of SharePoint/M365 into SAP ERP and Salesforce, enabling the display of relevant files within the context of SAP and Salesforce processes. In the next step, an Azure-based middleware was implemented to ensure SAP connectivity. Finally, SharePoint/M365 was established as the platform for legally compliant, audit-proof archiving.

The Results

Following the successful implementation of the document management system, it became clear that not only were processes optimised, but isolated solutions were significantly reduced. Another key benefit is the company-wide, integrated use of strategically selected products.

• SAP = ERP
• Salesforce = CRM
• Information Management = SharePoint/O365 + ecspand

The greatest advantage for users is that, thanks to the introduction of d.velop documents for Microsoft 365, every employee can now access all relevant documents anytime and from anywhere. This enables TECE to provide information instantly. TECE is in the process of digitising over 10 million documents.

Solutions Implemented

• Office
• Outlook
• SharePoint
• O365
• Azure