Starting point
The problem was in Excel
Every project at Belisol Eindhoven follows the same process: consultant, surveyor, work preparation, planning, installation, after-sales service. As the branch grew, this process became increasingly vulnerable. The entire planning and workflow was managed via Excel, and much of the knowledge was locked away in the minds of individual staff members.
Finding a suitable system proved difficult, as every window frame is unique. On paper, Salesforce and HubSpot seemed capable of handling everything, but they ran into difficulties with the exceptions inherent in a bespoke industry.
The choice
Looking for a system that grows with you
Van de Gevel was introduced to monday.com via a demo at industry peer Be Solar, which was also a client of Gorilla Services at the time. “It’s super simple, super practical. Basically, it’s Excel 3.0.”
Belisol Eindhoven chose Gorilla Services as its local partner and sounding board. The role was deliberately advisory: Belisol built the structure itself, whilst Gorilla Services provided guidance and advice where necessary.
“We started small, with two or three of our 45 employees. We literally copied an Excel tab, pasted it into monday.com, and said: this is it, and from now on we’re not working in Excel anymore.”
Approach
Start small, build up step by step
monday.com can be fully customised to meet the needs of the workplace. For example, the surveyor can now upload his photos directly from his mobile, rather than emailing them and printing them out. Thanks to small wins like this, acceptance and adoption came naturally.
Gorilla Services remained constantly present in the background:
- Advice on the layout
- Using new features on monday.com
- Making smart choices regarding, for example, the costs of AI
Challenges facing Belisol Eindhoven
Belisol Eindhoven’s objectives
Structure, control and a proprietary AI planning tool
Belisol Eindhoven does not keep hard figures on customer or employee satisfaction, but staff costs are demonstrably rising at a slower rate than turnover, and customer communication has become clearer.
Scheduling was the last task still managed in Excel. Thanks to monday.com’s open API, Belisol had a programmer build its own scheduling tool, working four hours a week. With the help of AI: “What used to take ten hours now takes just an hour.” The tool runs on monday.com, with an initial AI agent that assesses service requests.
Lessons learnt
- Let the system follow the process, not the other way round.
- Start small and prove the value before scaling up.
- Give staff ownership of their own part of the process.
- Define your partner’s role in advance: full-service support, or a strategic sounding board.
Impact in figures