OBJECTIVE

To create an integrated system using Zoho Books and Zoho Projects to efficiently track construction projects, analyze finances, and improve operational processes.

CUSTOMER FEEDBACK

“CloudQ’s implementation of Zoho Books and Zoho Projects has significantly improved our operational efficiency. Real-time insights into project progress and financial performance have enabled better decision-making. The integration of payment and communication tools has enhanced our client experience.”

ABOUT CLOUDQ

CloudQ is one of the INC 5000 fastest growing private companies based in Alpharetta, GA. We specialize in cloud based technology implementation such as Salesforce. Our clients attribute us to our transparent, highly efficient, customer centric business model. We are the Crest consulting partner for cloud Based Technology in Salesforce.

www.cloudq.net

info@cloudq.net

US: +1 404 410 1441

India: +91 62829 56021

CHALLENGES

Data Migration: It was challenging to migrate 10 years of data from QuickBooks to Zoho Books within a week after QuickBooks withdrew from India.

System Transition: The absence of a dedicated project tracking system made the data migration process more complex.

Time Constraints: The tight timeline to ensure a smooth transition without disrupting the client‘s operations added pressure to the project.

APPROACH

A phased approach was used, starting with Zoho Books for accounting, followed by integration of Zoho Projects tailored to client needs. Additional integration with Razorpay and WhatsApp enabled streamlined payments and client communication.

BUSINESS BENEFITS

Efficiency Gains

Streamlined project tracking and financial processes reduced time spent on manual tasks.

Better Decision-Making

Real-time data insights supported improved planning and resource allocation.

Financial Accuracy

Robust tracking and reporting optimized financial management.

Improved Client Experience

Seamless payment and communication integrations enhanced client satisfaction.

CUSTOMER PROFILE

The client is a construction company based in Trivandrum, India, with over 14 years of experience. They specialize in residential and commercial projects and are known for their innovative designs and customer-centric services.