ERP System for Construction-Related Services:
Smart Solutions for Planning & Consulting.
In architecture and engineering firms, efficiency in planning, reliability in project management, and clarity in documentation are key. With Haufe X360 as our ERP software, we connect data, processes, and teams—for transparent projects, reliable billing, and measurable success.
Why Construction-Related Services Need an Integrated ERP System.
Architectural and engineering firms, construction service providers, structural engineers, project managers, and MEP designers all face the same challenges: numerous concurrent projects, stringent requirements for verification and documentation, complex resource planning, and seamless billing.
Common problems:
- Project and resource planning in Excel, without real-time data
- No seamless connection between quotes, projects, and billing
- Significant effort required for time tracking, travel expenses, and other expenses
- Lack of transparency in budgets, capacity utilization, and forecasts
- Time-consuming documentation and record-keeping (plans, versions, HOAI, addenda)
Our solution: an ERP system for construction-related services that combines planning, management, billing, and documentation on a single platform.
Our approach: One solution for everything.
ERP Consulting & Implementation (Haufe X360)
- Analysis and Mapping of Office Processes (Business Development, Proposals, Projects, Billing)
- System design with roles, workflows, and industry-specific functions
- Interfaces to BIM, GAEB/AVA, DMS, e-signature, and project tools
Custom Software Development
- Extensions for change management, addenda, and review processes
- APIs for CAD/BIM systems, time tracking, procurement platforms, and DMS
- Dashboards for budget, capacity utilization, risk, and forecasting
External Accounting (Accounting as a Service)
- Accounting Directly in the ERP: Incoming Invoices, Payment Runs, Dunning, Monthly Closing
- DATEV export, cost centers/cost objects, controlling & BI reports
What Haufe X360 Makes Possible for Planning and Engineering Firms.
Phases (HOAI), Budgets, Milestones, Amendments
Capacity, Utilization, Vacation Planning
Mobile, project-based, with an approval workflow
Versions, Releases, Reviews, Logs
Pipeline, Cost Estimation, Handoff to the Project
Fees, Invoices (Flat Rate, Time and Materials, Milestones), KPIs, Forecasts
GDPR, GoBD, role-based access, hosting in Germany
Benefits only
The Benefits at a Glance
- Centralized Data
: All projects, clients, and documents in one system - Real-time
transparency: Budgets, progress, costs, and workload at a glance - Predictable Workload
Resource and time planning across teams and projects Accurate Billing
: Work reports, expenses, and milestones—audit-compliant- Seamless integration
: ERP software connects CRM, project management, DMS, and accounting Scalable & Secure
: Cloud-based, role-based, audit-compliant
This is how we work.
Your Project—
in Five Proven Phases
Why BOLD & EPIC Transform?
We combine in-depth industry knowledge with technical expertise to deliver solutions that truly make your day-to-day life easier.
- In-depth industry expertise in architecture, engineering firms, and project management
- Specialization in Haufe X360—ERP with in-depth industry expertise
- Technology + Accounting from a Single Source: Quick Results, Lower Costs
- Pragmatic solutions that truly streamline day-to-day office operations
Our Mini Case Studies:
This is how we achieve success.
No real-time view of budgets and capacity utilization.
Project Dashboard + Resource Planning + Mobile Time Tracking.
+20% planning accuracy, faster post-calculation.
Expenses and services were posted late.
Digital approvals, automated invoices, monthly payments.
Payments are received 3 weeks faster, with fewer follow-up inquiries.