Case study

EGS-plan

EGS-plan uses OpenProject to guide customers to success in terms of building planning and realization.

Template projects enable fast project work

EGS-plan is a planning office specialized in building services that support customers with sustainable energy concepts from planning to implementation and performance monitoring. Many projects follow a similar process, which is why EGS-plan works a lot with template projects in OpenProject, as these can be copied in seconds and adapted as required.

The feature of placeholder users in OpenProject is also a plus here: these are created once in the template project and can then be assigned when copying – depending on the availability and suitability of the employees.

When starting a new project, members are thus introduced to project structures that they are already familiar with and can get straight down to the actual work - with full concentration on the content. This makes project work highly efficient!

Integrations with Nextcloud and EGS-plan's own software MonKey

Project management needs to work fast and efficiently. Well-functioning integrations with other tools make day-to-day work much easier. Organizations like EGS-plan in particular, which regularly have to deal with very large amounts of data, benefit from integrations.

EGS-plan has been working with Nextcloud for years and therefore greatly appreciates the integration with OpenProject. Employees can quickly upload large amounts of data to Nextcloud, link it to OpenProject and access it again from there at any time.

Thanks to open source software, EGS-plan was also able to create and use its own integration with the MonKey software developed in-house. The MonKey software supports engineers in preparing data for technical monitoring and optimizing the operation of buildings. The idea behind this corresponds to a basic idea that can also be found in OpenProject: For successful work, information must flow together in a single place - providing a single source of truth.

Focus on the essentials thanks to clear role structures and the Share feature

EGS-plan has been working with OpenProject for three years and has successfully completed numerous projects. In most projects, there is only one to a maximum of five people involved, who generally have a basic member role. Access is kept to a minimum, which benefits everyone: Employees can concentrate on the essentials without inadvertently changing or deleting content at a higher level.

In the case of cross-departmental collaboration, project outsiders have read-only permissions, which means they are always informed about progress even without active involvement. With around 100 employees - who all have access to OpenProject - there are only three system administrators at EGS-plan with access to all projects and who handle user administration, for example.

OpenProject’s Share feature is also particularly valuable for EGS-plan. For example, external employees can also be given access to exactly the work packages they need. This is essential for compliance with data protection, which is a top priority for EGS-plan.

Efficient file management

EGS-plan handles large amounts of data on a daily basis, which can be accessed in a fast and secure way with the help of OpenProject’s Nextcloud integration.

Clear structures

OpenProject supported EGS-plan’s growth from 20 to 100 employees in the form of clear structures and easily repeatable project processes.

Regulated access

Most EGS-plan employees have a minimum level of editing permissions and reading permissions where appropriate. This simplifies work at project level and reduces risks at system level.

Maximum data protection

The GDPR and other data protection guidelines are a high priority at EGS-plan. With OpenProject, data protection is guaranteed and employees can concentrate on their actual work.

Nextcloud integration

Secure and efficient file management.

EGS-plan appreciates the Nextcloud integration of OpenProject. They can easily collaborate on big data and ensure that everyone is working on the same file.