Re:cap Global Investors AG
Case Study
Sector
Renewable Energies
Location
Zug, Switzerland
System
AMAGNO On Premise
Business Areas
Human Resources
Accounting
etc.
Document types
Post
Email and General Document Management
Deadline Management
Payment Transactions
Interfaces
DATEV
With an international network of top-class, experienced experts, Re:cap analyses and implements high-level, valuable renewable energy projects. After acquiring their projects, Re:cap Global Investors AG ensures optimal long-term performance of the solar parks and wind farms for their investors.
Re:cap Global Investors AG (Switzerland) together with FP Lux Investments S.A. SICAV (Luxembourg) an investment partnership, have been using AMAGNO to centralise their archiving and invoice processing since 2015. A DATEV interface was also setup to transfer account records.
Re:cap Global Investors AG
Sector | Renewable Energies |
Location | Zug, Switzerland |
System | AMAGNO On Premise |
Business Areas | Human Resources Accounting etc. |
Document types | Post Email and General Document Management Deadline Management Payment Transactions |
Interfaces | DATEV |
Re:cap Global Investors AG
Case Study
With an international network of top-class, experienced experts, Re:cap analyses and implements high-level, valuable renewable energy projects. After acquiring their projects, Re:cap Global Investors AG ensures optimal long-term performance of the solar parks and wind farms for their investors.
Re:cap Global Investors AG (Switzerland) together with FP Lux Investments S.A. SICAV (Luxembourg) an investment partnership, have been using AMAGNO to centralise their archiving and invoice processing since 2015. A DATEV interface was also setup to transfer account records
‘AMAGNO is currently used by around 60 employees from 15 different divisions (Tax Consultants, Commercial and Technical Staff, Auditors, etc.). We used to have to send documents by post to our Tax Consultant (Navilux Steuerberatungsgesellschaft mbH in Dresden) covered in comments and post-its about booking invoices to DATEV. Now we do all of this seamlessly in AMAGNO.’
Thomas Staudinger, Managing Director – Re:cap Global Investors AG
REQUIREMENTS
Re:cap was looking for an EDMS that could take care of data management for several divisions across various locations, as well as documentation for many different projects. The EDMS had to be easy to use by a range of users, and avoid media disruption. The Document Management System had to include a Permissions Management Concept, as well as cross- company workflows for email, documents and deadline management. An interface to DATEV was included to make it a complete end-to-end solution: starting with incoming post and email, right through to payment transactions and invoice posting.
IMPLEMENTATION
Re:cap Global Investors AG decided to use a DMS to carry out their digitization project. What originally began with a mapping of financial workflows, gradually extended to other areas of the company and implementation spread quickly to cover post, email, document management, deadline management and all invoice workflows. Re:cap manages wind farms and solar parks across Europe so previously it was very difficult to have an overview. Thanks to AMAGNO, all invoices, receipts and relevant documents are now stored centrally in full legal compliance and financial data transferred to DATEV. AMAGNO has allowed complex processes to be optimized and help their employees to achieve more in their projects.
AMAGNO SCORES HIGH
In addition to the classic functions of digital document management (e.g. central storage and archiving of documents, fast search in more than 100 file formats and version management), the agile workflow with its digital stamps and freely definable fields was particularly convincing. This offers the great added value of cross-location cooperation, especially in the asset management area.
Tax office employees’ access AMAGNO’s digital invoices, and enter all the necessary information required to post the relevant invoice (for example, general ledger account, costs, and invoice amounts). This information is automatically exported to DATEV, where a final inspection is performed.
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