I do my job as if I have nothing to be embarrassed by.
Daniel Mozga
Financial Advisor

Daniel started to work as a financial consultant because of a situation that could have happened to anyone – he injured his finger during soccer. Unfortunately, the insurance company only paid him ½ of the insurance payment. When Daniel got back in touch with the insurance company to point out the discrepancy, thankfully they paid him the rest of his money. This experience inspired him to start his own company so he could be a consultant to people who need help in this field.

Problem

As Daniel’s company gained momentum, so too did his business, resulting in an influx of clients and contracts. As a result, organization and coordination became much more difficult, and he discovered that many of the tasks of running his business involved writing on paper. The main disadvantage is that paper documents cannot be shared online.

Solution

Management digitalization and online records of business cases has made a real difference in Daniel's company. By switching to an online environment, they increased their efficiency and saved hours of work. With Apu's virtual project manager, they know the status of all their contracts. If any contract has some issues, Daniel immediately sees where to intervene and how to resolve the situation before it's too late.

How does the online management work?

  • meeting with a client and arranging the Private Financial Audit
  • discussing the client's needs and selecting the appropriate financial (or insurance) product(s)
  • connecting ApuTime with CRM tool (Raynet)
  • the progress is controlled digitally
  1. Registration of a new client
  2. Automatic creation of a contract in ApuTime where new project is made
  3. Sub-tasks of the project are immediately automatically assigned to the relevant solver
  4. In the application, the solver starts working on the task at the specific time
  5. Checking the project's status
  • Project's supervision
    Thanks to ApuTime, Daniel doesn't need to care about contract priorities, their deadlines, etc. ApuTime keeps track of everything.
  • Time saving, maximum efficiency
    As ApuTime manages what needs to be done, when it needs to be done, and who should do it, Daniel can instead dedicate his time to his customers. 
  • Reports 24/7
    With ApuTime he can monitor the status of every contract in real-time and make decisions based on current information.
  • It has a system
    Thanks to correctly defined processes and drawn in process maps, common errors are  eliminated. Each contract follows a defined template.
  • Access from anywhere
    The ApuTime mobile application serves for an even faster and more accessible platform. An overview of business cases is available anytime and from anywhere.

Streamline your workflow and organization

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We are changing the world

We have succeeded in increasing the efficiency of many companies in the course of our company’s history. Martin Planka, CEO of SOLARplan, is one of these innovative entrepreneurs who wants to lead their business more effectively.
#optimization #resources #zerotimewaste
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“Thanks to ApuTime, our net incomes are growing steadily and we also have time and space dedicated to our relations with partners and personal growth.”
Martin Planka
CEO of SOLARplan

Let’s have a look at ApuTime in practice

Starting with process mapping, using Gantt.AI™ to process management and immediate response to changes.

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FAQ

How can ApuTime help your business?
What is unique about ApuTime?
How does the initial consultation work?
How is the onboarding and induction process being implemented?
What permissions do the project managers/users have?
Is it possible to change mapped processes?
What happens after I have mapped processes and the new order is placed?
What if someone is prevented from working on their task?
Can I get ApuTime for free?
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