Confidentiality is managed on paper
Visitors sign a register, NDAs are signed again each visit, and nobody can search who was on site when.
Sectors
Studios and event businesses, running on something other than spreadsheets.
Zoho implementation for production studios, broadcast and event businesses — visitor and NDA compliance, quote extraction, approvals and billing.
These businesses are project-shaped, confidential by default and quoted bespoke every time. The systems most of them run are a register at reception and a spreadsheet in planning.
What we hear
What media and events businesses arrive with.
Every quote is built by hand
Event and production planning lives in a spreadsheet that works, and rebuilding it in a new system is a fight nobody wants.
Approvals happen in email
Multi-level sign-off on a quote leaves no trail, so the audit question is answered from memory.
What we build
What a media and events platform usually contains.
Digital visitor management with e-signed NDAs
Tablet registration, one-time electronic NDA signing, repeat-visitor identification, check-in and check-out, and centralised history across locations — delivered for a post-production studio.
Quote extraction from the spreadsheet you already use
AI and OCR reading approved quote data from existing Excel and PDF files, validated, routed through multi-level approval and pushed into Zoho Books — built for a broadcast services client who kept their planning process.
Approval trails that survive an audit
Every level recorded, with the document that was approved attached to the decision.
Management reporting across locations
Dashboards covering visitor activity or quote-to-cash, depending on which side of the business you are running.
Products this usually involves
Zoho CreatorZoho SignZoho BooksZoho Analytics
Proof
Work in this sector.
media and events
Quotes read out of Excel, pushed into Books
Event planning ran on Excel and worked. Rather than replace it, we read approved quote data out of it, validated it, routed it through approval and pushed it into Zoho Books.
CreatorBooks
media and events
Visitor registers replaced with signed, searchable records
Visitors signed a paper register and an NDA on every visit. Now registration is on a tablet, the NDA is signed electronically once, and the history is searchable across locations.
CreatorSignAnalytics
Questions
Asked most often in media and events.
Can we keep planning in Excel?
Yes, and sometimes you should. We have used AI and OCR to read approved data out of an existing Excel process rather than replacing a process that worked.
Can NDAs be signed once rather than every visit?
That is exactly what we built for a post-production studio: one-time electronic signing with repeat-visitor identification.
Can reporting span several locations?
Yes — centralised visitor history with analytics across sites is part of that same build.
Tell us what you need Zoho to do.
Describe the problem and we will come back with a ballpark scope and timeline.