A wholly owned subsidiary of Zoho Corporation Kurichi, Tamil Nadu contact@aardhraa.com

An IT consultancy

Eight products, one set of processes

Sales, finance, delivery, recruitment and employee administration each in their own place, with no view across them. Now eight Zoho products configured as one set of processes, from lead to opportunity to project to timesheet.

Use cases  ·  professional services

What changed

  • Lead to opportunity to project delivery as one chain, not three handovers
  • Recruitment, attendance, performance, leave, timesheets and travel on one employee record
  • Approvals, validations and role-based access set once and applied across every process
  • Dashboards that read across sales, finance, delivery and people

Author

Iswariya Mohan Iswariya MohanProject Manager
Zoho CRMZoho DeskZoho ProjectsZoho PeopleZoho RecruitZoho AnalyticsZoho Marketing AutomationZoho Books
SOURCE SYSTEMS BUILT AND RUN BY US WHERE IT GOES Prospects SALES 1 leads and enquiries Candidates RECRUITMENT 2 applications Employees SELF-SERVICE 3 timesheets, leave, travel ZOHO PLATFORM Zoho CRM, Marketing Automation 4 Lead to opportunity Campaigns Zoho Books 5 Financial transactions Billing Zoho Projects 6 Delivery and resourcing Timesheets Zoho Recruit, People 7 Hiring workflows Attendance and performance Leave and travel Zoho Desk 8 Support tickets Management ZOHO ANALYTICS 9 one view across every process Approvers WORKFLOW 10 approvals in the process they belong to Employees ALERTS 11 notifications on their own records Used by: Sales, Finance, Delivery, HR, Recruiters, Management
Leads, candidates and employees feed a Zoho platform where CRM and Marketing Automation handle sales, Books the finance, Projects the delivery, Recruit and People the employee cycle, and Desk the support, reporting through Analytics.

Where they started

A consultancy managing sales, financial transactions, project delivery, resource allocation, recruitment, attendance, performance, leave, timesheets and employee travel as separate processes. Each worked on its own terms, and anything that crossed two of them — a project’s profitability, a consultant’s utilisation — had to be assembled by hand.

What we built

Eight Zoho products configured as one set of processes rather than eight installations. Sales automation in CRM feeds delivery in Projects; Books carries the financial side; Recruit, People and Payroll run the employee cycle from a requisition through to attendance, performance, leave and travel.

The work that made it hold together was not the products but the configuration between them: workflows, approvals, validations, role-based access, notifications and reporting defined once and applied consistently, so a process that crosses departments does not change shape as it goes.

All work