IN SUMMARY
To support its growth and deliver a more consistent client experience, Magalex wanted to replace its fragmented tools with an integrated management environment. Solulan deployed RapidStart CRM, RapidStart Project Management, and Microsoft Power Platform to centralize requests for quotations, automate follow-ups, and connect operations with QuickBooks financial data.
The Magalex Story
Magalex is a general contractor specializing in high-end residential construction in the Laurentians. Every project is custom-designed and involves numerous subcontractors and suppliers. This requires rigorous coordination from the estimating stage through to the project’s financial follow-up.
As the company grew, the increasing number of communications, documents, and tracking files made information harder to find and use. Magalex therefore sought a solution that could support its operations, provide a stronger framework for its projects, and give it a faster view of their progress.
After an initial custom-development attempt that only partially met its needs, Magalex wanted a more predictable approach: a clear roadmap, a controlled budget, and a platform that could evolve with the company.
The Challenge
The main challenge was not a lack of tools, but their fragmentation. Email was used for requests for quotations, Dropbox for document filing, Excel for budget tracking, and QuickBooks for accounting, with no continuity between these environments.
-
- Manual follow-ups that took up valuable time
- Limited visibility into the status of quotations
- Data that was difficult for management to consolidate
- A greater risk of oversights, delays, and budget variances
For a single project, the team may need to coordinate several trades and a large volume of communication with subcontractors and suppliers. Without an overall view, every follow-up takes longer, and decisions rely on information spread across multiple systems.
Why Magalex Chose Solulan
Solulan stood out for its structured approach, which took both Magalex’s immediate needs and its longer-term vision into account.
Solulan’s proposed approach quickly made the difference:
- A clear roadmap and a budget defined from the outset
- A solution tailored to construction industry processes
- A team able to understand the experience Magalex wanted to offer its clients
- A scalable platform supported by the Microsoft ecosystem
This comprehensive understanding made it possible to design a solution that went beyond digitizing existing tasks and improved information continuity throughout each project.
The Solution Implemented
The solution is built on complementary components that support the entire cycle, from client relationship management to financial control.
In practical terms, when a request for quotation is created, suppliers receive the relevant information from a centralized file. Follow-ups can be automated, responses are consolidated for comparison, and the selected amounts then feed into the project’s budget tracking.
- RapidStart CRM centralizes contacts, clients, opportunities, and communications.
- RapidStart Project Management structures requests for quotations, budgets, documents, and follow-ups.
- Microsoft Power Platform automates follow-ups, extracts information from emails and documents, and moves data between systems.
- QuickBooks remains the accounting source and supports comparison between planned budgets and actual expenses.
Information therefore follows the project from the quotation stage through financial tracking, reducing duplicate data entry and giving the team a shared view of the situation.
The Results
Since implementing RapidStart, Magalex has gained better visibility into its operations and spends less effort on manual coordination tasks.
Observed results
- Approximately 40% less time spent following up on quotations
- More than 25 suppliers and subcontractors coordinated for a single project
- All active projects tracked in a shared environment that brings together operational and financial information
- Better visibility into the progress of quotations and intervention priorities
- Faster identification of budget variances
- More consistent follow-ups with clients and partners
Beyond the operational gains, this structure enables management to make decisions faster, improve financial predictability, and reduce the risk of cost overruns. It also helps Magalex support a larger volume of projects without a proportional increase in administrative tasks, while delivering a more consistent client experience.
What Magalex Says
“We particularly appreciated the flexibility Solulan demonstrated throughout the engagement. Despite our evolving needs, the team adapted and supported us fully while respecting the budget established at the outset.”
“We are more proactive with our clients because we can quickly access the information we need. We felt that the team was genuinely committed to the success of our project.”
— Dominique Lalande, Président, Magalex
Would You Like to Achieve the Same Results?
If your quotations, budgets, and follow-ups are spread across multiple tools, Solulan can help you centralize your operations, automate repetitive tasks, and gain better visibility into your projects.
Talk to Solulan’s experts to learn how they can help you centralize your processes, improve financial tracking, and reduce the time spent on administrative tasks.
