Zoho One Optimization & Automation for a UK Technology Company
A London-based technology company with over 30 years of experience needed to improve its existing Zoho One environment to support more accurate financial reporting, inventory management, and delivery operations.
Although the company had migrated to Zoho two years earlier, several critical processes remained inefficient. Zoho Books was not functioning as required, profit margin calculations were inaccurate, and the dispatch team lacked clear visibility into products that needed reordering.
CRMOZ optimized the company's Zoho One ecosystem by improving financial calculations, developing custom Zoho Analytics dashboards, automating inventory reporting, and building a Zoho Creator application for delivery management.
Industry
Events
Service
Zoho One Optimization & Custom Development
Company size
85 employees
Country
UK
Business Challenge
The company needed to resolve several operational issues within its existing Zoho One environment while ensuring that everyday business processes could continue without disruption.
The main challenge was making Zoho Books work correctly with the company's financial calculations and connecting reporting, inventory management, and delivery operations into a more reliable workflow.
Key requirements included:
Correct profit margin calculations for individual products and sales orders.
Properly account for VAT in financial calculations.
Improve the reliability of Zoho Books.
Track business performance by customers, sales representatives, and products.
Develop custom dashboards for daily business reporting.
Identify products requiring replenishment.
Automate inventory reorder reporting for the dispatch department.
Reduce manual processes in package delivery.
Introduce digital signatures for delivered packages.
Solution
CRMOZ developed a custom business intelligence environment using Zoho Analytics.
The first step was connecting the two services used by the company. Data connectors were configured to bring information from both sources into the analytics environment.
CRMOZ then created the required data models, ensuring that information from the different systems was properly structured and could be analyzed together.
Based on the consolidated dataset, custom dashboards were developed to present the company's most important metrics and KPIs in a centralized interface.
Instead of manually combining information from multiple sources, management can use the dashboards to get a comprehensive view of business operations and identify information needed for operational and strategic decisions.
Key Features
Zoho One environment optimization
Custom Zoho Books configuration
Product-level profit margin calculations
Sales order margin calculations
VAT-aware financial logic
Custom Zoho Analytics dashboards
Advanced SQL reporting
Daily business performance tracking
Customer and salesperson analytics
Automated inventory reorder reports
Daily replenishment monitoring
Custom Zoho Creator delivery application
Zoho Books API integration
Results and Achievements
The project helped the company improve the accuracy and reliability of its financial processes while creating a more connected environment for business reporting, inventory management, and deliveries.
By optimizing existing Zoho applications rather than replacing the entire system, CRMOZ addressed critical operational issues and introduced new automation capabilities.
The completed solution delivered:
More accurate profit margin calculations for products and sales orders.
Correct VAT handling within the implemented calculation workflow.
Centralized financial and operational reporting.
Daily visibility into business performance.
23
4
Zoho Applications
Daily
Project Outcome
CRMOZ helped the company improve its existing Zoho One environment by resolving financial calculation issues, introducing custom business intelligence dashboards, automating replenishment reporting, and digitizing package delivery workflows.
The result is a more reliable and connected operational environment that supports financial accuracy, daily reporting, inventory visibility, and delivery management.
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