Company Overview & Context

DeRico Experts-Conseils is a firm specialized in real estate valuation and professional services, recognized for the rigor of its analyses and the complexity of the mandates it carries out for both institutional and private clients. The organization relies on a team of experienced professionals and promotes a culture of continuous improvement, particularly through the integration of technological solutions designed to support efficiency and service quality.

For several years, digital transformation has been an integral part of the company’s approach. DeRico notably uses monday.com to structure the management of its mandates and has invested in training its teams to fully leverage its technological environment.

Following a successful first collaboration in 2024, DeRico Experts-Conseils chose in 2025 to entrust Wisera with a mandate to further optimize its digital processes. The objective was not to rebuild the system from scratch, but rather to push operational performance, fluidity, and consistency even further in a context of growth and increasing operational complexity.

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Key Challenges Identified

• Further automate existing administrative and operational processes
• Reduce manual handling related to document management
• Accelerate validation and signature cycles
• Gain clearer, more actionable visibility into performance through structured dashboards and KPIs
• Improve integration between project management and accounting tools
• Strengthen process consistency and adoption of tools across all teams

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Solution Implemented by Wisera

Wisera supported DeRico Experts-Conseils through a progressive digital optimization approach focused on continuous improvement and value creation from existing systems. The solution implemented relies on an advanced use of monday.com, enhanced by targeted automations and integrations. The intervention enabled the intelligent automation of documents through dynamic templates, the implementation of a fast and secure electronic signature process, and the optimization of dashboards and performance indicators to provide a clear, real-time operational overview. An automated document storage system was also implemented within a secure environment, ensuring traceability and compliance. In addition, Wisera created a seamless integration between project management and the accounting software while supporting teams through tailored training sessions delivered both on-site and remotely, ensuring sustainable and consistent adoption of the new processes.

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Impact & Results

After several months of collaboration, DeRico Experts-Conseils now benefits from processes that are more fluid, faster, and better integrated. Automation has significantly reduced manual tasks, accelerated operational cycles, and minimized administrative friction.

Managers now have access to clear performance indicators to better oversee operations and support strategic decision-making. Teams have gained efficiency and are able to focus on higher-value activities, ultimately strengthening the overall performance of the organization.