Executive Summary
A multidisciplinary firm, unified on Zoho One
DEC Enviro is a multidisciplinary firm specialising in environmental engineering, geotechniques, materials engineering, hydro-geology, and building science. After scanning the market for several months, the company selected Zoho and, with the help of Consultant Partner KG CRM Solutions LLP, implemented 70+ licenses spanning Zoho Creator, Zoho CRM, Zoho Projects, Zoho WorkDrive, Zoho Campaign, Zoho Invoice, and Zoho Writer for the company and its support team.
For every type of technical report, KG CRM Solutions built a custom application in Zoho Creator — Tech Reports — to handle the full business process for building construction, collecting all necessary information and running workflows and schedules according to the client’s requirements.
The Challenge
Expensive third-party tools, paper reports, and scattered data
The client held a large volume of data from its building-construction business and was using third-party applications and paper to manage it. Manual reports and many different users managing the business made the setup costly, and the company faced numerous challenges juggling multiple third-party applications.
“They wanted to automate and save all their business scenarios under one roof so that all information was saved in a database, with automation such as emailing customers, creating reports, saving construction-related documents, and generating reports of users.”
Pain Points
- Third-party applications proved expensive
- Paper-based and manual reporting processes
- Many users and customers difficult to manage
- Data scattered across multiple platforms
- No automation for email, reports, or document storage
Requirements
- All business scenarios automated under one roof
- A central database for construction data
- Custom reports for geotechnical, visiting & QC work
- On-site capture of images and videos
- Task, document, and user management in one place
The Solution
A custom Tech Reports app on the Zoho One platform
The client adopted Zoho One with KG CRM Solutions LLP, automating the business across Zoho Creator, CRM, Writer, WorkDrive, and Projects. KG CRM migrated all data into Zoho CRM, Projects, Creator, Writer, and WorkDrive, then set up workflows and functions to fulfil the client’s needs.
Tech Reports Application (French)
A complete Tech Reports application, built in French, where the client manages all construction-related data and users through purpose-built Zoho Creator forms.
Report Forms by Type
Different Creator forms let users save reports for geotechniques, visiting reports, on-site quality-control reports, and more.
On-Site Media Capture
Construction data — including images and videos of the work captured by users and technicians — is saved directly in the Tech Reports app.
Zoho Writer Collaboration
Zoho Writer enhanced collaboration with seamless document sharing and real-time editing, enabling a paperless environment that reduced operational costs.
Zoho Projects
Zoho Projects manages tasks and sub-tasks with time tracking and detailed reporting, keeping construction work organised and on schedule.
Zoho WorkDrive
Zoho WorkDrive securely stores and shares images, videos, and documents related to the construction business across the team.
Implementation
From brief to live platform
One more Happy Client
Results
Faster processing, fewer errors, real-time visibility
After implementing the Zoho applications, DEC Enviro saw significant improvements in its construction business. All data was processed more quickly and with fewer errors, leading to improved customer satisfaction. Customisable reports gave real-time visibility into status, and merging different users into one application allowed the team to respond quickly to customer inquiries. The automated workflow system reduced the workload on users, freeing them to focus on more complex tasks.
By using Zoho One to build a custom construction management system, DEC Enviro automated its business processes and improved efficiency. The application provided real-time visibility into the status of each customer, reducing delays and errors and enabling the company to process work more quickly — leading to improved customer satisfaction and, ultimately, higher revenue.