Success Story: Planning investments at LEONHARD KURZ

LEONHARD KURZ Stiftung & Co. KG has switched from Excel-based investment planning to a modern planning tool in the SAP system. In the success story, you will learn which factors were important and what the decisive arguments were for the changeover. Many employees in purchasing and controlling departments are familiar with planning and controlling investments in Excel. However, only a few still consider such - often self-built - solutions to be up-to-date and are looking for new, efficient and user-friendly solutions, preferably directly based on SAP. LEONHARD KURZ is no exception.

Doris Noll

Head of Controlling, LEONHARD KURZ Stiftung & Co. KG

"We switched from error-prone planning with Excel sheets to modern planning with AGIMENDO.invest."

Accounting department

Financial Accounting, LEONHARD KURZ Stiftung & Co. KG

"The prefabricated investment plan is very flexible and we were able to define it specifically for our needs."

Doris Noll

Head of Controlling, LEONHARD KURZ Stiftung & Co. KG

"Our IT department immediately had great confidence in the AGIMENDO team and was happy to stay completely out of it. Within two days, the system was already live."

IT department

LEONHARD KURZ Stiftung & Co. KG

"Adaptions we requested were implemented in a very short time. AGIMENDO.invest becomes a very flexible tool after a short time."

User needs and requirements

Through years of further development, AGIMENDO.invest speaks the language of the users - this was very important to LEONHARD KURZ during the search. Initially, many employees are convinced that their workflows are too company-specific. LEONHARD KURZ once again proved them wrong. Conclusion: AGIMENDO.invest is flexible enough to realise 80% of investment planning and control processes in the standard and 20% in the individual implementation.

Implementation and commissioning

Together with the business departments, IT departments are the important partners in the implementation - from the demo to the evaluation to the implementation, AGIMENDO.invest involves all important stakeholders in the processes. The IT department of LEONHARD KURZ was convinced by the smooth implementation of AGIMENDO.invest. The add-on is simply implemented via a transport request and off you go. Afterwards, the department can work in it almost independently and IT has more free resources in the long run.

Important in the daily work: Individuality in the processes

After the add-on has been installed, it is decided which fields are needed in the application forms, who has which authorisations, what the approval workflow looks like and which years are planned. This also determines which fields must be filled in and which are optional.

All investments under control at all times

At LEONHARD KURZ, employees enter their investment applications decentrally and quite simply in the browser, while the controlling department maintains an overview in a special cockpit. No matter what type of investment is involved. In addition, the data is then updated directly into the ERP system.

The bottom line: a reliable solution that business and IT are very satisfied with.

With AGIMENDO.invest, LEONHARD KURZ benefits from the advantages of standard software - namely a favourable price and quick implementation in the system - and can still set all important parameters individually.