Reference Schüllermann und Partner AG

Schüllermann und Partner AG, with its five partner companies and more than 200 employees at 12 locations throughout Germany, serves a large number of clients from the private and public sectors, industry, small and medium-sized businesses and non-profit organizations. The company's services include the preparation and auditing of annual financial statements as well as tax and legal advice. In addition, the company provides business consulting services and supports its clients in the introduction of digital processes.

The success story at a glance

Requirements and goals

  • To provide professional digital support for customer relationship management
  • Establish a digital workplace on one platform, move away from stand-alone solutions and Excel organization, include the DATEV integration
  • Optimize processes, increase transparency while conforming to data protection
  • Enable targeted and analyzable marketing campaigns
  • Provide comprehensive usability while mobile

Benefits and advantages

  • More time for customers: processes are more efficient and consistent, and in part automated
  • Optimum cross-company cooperation thanks to the "Digital Workplace" - integrated available programmes and offering a common platform for sales, marketing and project management
  • Increased success in marketing campaigns thanks to target-group specific forms of address, clearer documentation and performance measuring with reports
  • All-in-one thanks to the DATEV integration – synchronization of master data and any associated relationships


Consulting/Tax/Auditing Services

Customer since



Supporting partner

itdesign GmbH, Tübingen
Read the full success story here Reference Report

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