Case Study – Optimizing Maintenance Management and Real Estate Audits with Cadulis
A company based in Eastern France, wishing to remain anonymous, specialized in real estate maintenance and technical audits (notably during sales or mandatory diagnostics), managed a large portfolio of major rental complexes. With 15 in-house technicians and numerous subcontractors, they were looking to modernize their processes. The adoption of Cadulis enabled them to transform their operations: scheduling, reporting, quality, communication—everything was thoroughly reviewed.
1. Context and Challenges
1.1 Company Profile
- Service area: the entire eastern part of France (urban, peri-urban, and rural areas).
- Staff: 15 in-house field agents, plus an external network of subcontractors.
- Activities:
- Real estate audits during sales or regulatory inspections (building condition, installations, compliance).
- Corrective and preventive maintenance on major rental complexes (condominiums, social landlords).
- Intervention tracking for social landlords and real estate agencies.
1.2 Issues Faced Before Transformation
| Issue | Negative Impact |
|---|---|
| Manual scheduling (Excel, paper) | Delays, overlaps, loss of visibility. |
| Poor route optimization | High fuel costs, technician fatigue. |
| Scattered communication | Lost information, duplicates, errors. |
| Audit reports entered manually | Delays, errors, customer dissatisfaction. |
| Poorly structured subcontractor tracking | Variable quality, difficult coordination. |
2. Industry Overview
In real estate, the trend is clear: professionals must adopt digital tools to centralize maintenance, ensure reliable audits, and increase responsiveness. Benchmarks show that maintenance and audit management software provide:
- Transparent tracking of interventions.
- Digital forms compliant with regulations.
- Fast, standardized reports to strengthen credibility with clients.
3. Implementation of Cadulis
3.1 Analysis and Configuration Phase
- Mapping of existing processes and lead times between audit, report, and maintenance.
- Gathering requirements from technicians, subcontractors, and managers.
- Cadulis configuration:
- Custom forms for real estate audits.
- Automated reports (PDF, Excel).
- Smart scheduling integrating location, skills, and time constraints.
3.2 Internal Organization
- Training in-house field agents on the mobile app.
- Integrating subcontractors to reduce phone and email exchanges.
- Centralized management via dashboard with key indicators.
4. Results and Benefits
| Aspect | Before Cadulis | After Cadulis |
|---|---|---|
| Scheduling | Lost hours, poorly managed contingencies | 25 to 30% time savings |
| Audit reports | Several days' delay | Sent within a few hours |
| Route optimization | Inefficient allocation | ~20% savings on travel |
| Compliance and quality | Risk of omissions and errors | More comprehensive audits, photo evidence |
| Customer satisfaction | Lack of transparency | Increased trust, faster response |
"Before, an audit took a whole day including writing the report. Now, everything is entered on site and validated the same day." – In-house technician
"Our subcontractors are more autonomous. They see everything in Cadulis, no unnecessary phone calls." – Maintenance manager
5. Limitations and Lessons Learned
- Adoption phase: need to train technicians in digital usage.
- Initial data: regular updates required to ensure relevant scheduling.
- Emergencies: exceptional interventions must always be managed with human flexibility.
6. Why Cadulis is Relevant in Real Estate
Cadulis proves to be particularly well-suited to this sector:
- Route optimization: essential in a large geographic area.
- Custom forms with photos and signatures: guarantees of transparency and compliance.
- Automated reports: reduced turnaround times and improved client relationships.
- Collaboration with subcontractors: increased fluidity and traceability.
7. Recommendations for Other Companies
- Formalize requirements (audits, maintenance, service areas).
- Centralize and secure core data.
- Gradually train teams.
- Monitor key indicators (lead times, costs, customer satisfaction).
- Adjust preventive maintenance frequency to balance costs and risks.
Conclusion
This case study demonstrates how Cadulis can transform the operations of a maintenance and real estate audit company. By optimizing scheduling, reducing administrative tasks, and improving transparency, the company became more agile and credible with its clients.
In a sector where responsiveness and reliability make all the difference, digitalization with Cadulis is a key strategic lever.
