Projects & Insights

Building a Supervised AI Ticket-Handling Agent for Healthcare Client Support

The client operates in healthcare administration, supporting medical scheme clients across areas including benefits and cover, claims, pre-authorisation, chronic medication, membership administration and new applications. The work formed part of a wider knowledge management and Zoho Desk implementat...

17/09/26 10:03
Connecting the Origination-to-Impact Lifecycle using Zoho

Bringing programme delivery, investor matching and impact measurement into one connected platform

We've recently worked with a client within the impact finance sector, supporting them to bring a complex operational lifecycle into one connected Zoho environment.


Their work involves supporting impact-dr...


14/08/26 12:19
Bridging the gap between Project Operations & Finance

A Johannesburg communications agency used Zoho Projects for delivery operations and Chase as their finance and billing platform. Chase held the authoritative job codes, billing categories, task type rules, and the timesheet records that fed monthly invoicing. Zoho Projects was where the delivery tea...
11/06/26 17:20
Pushing the Limits of Zoho Forms

In one of Both&’s recent projects, we were approached by a client operating in the luxury travel and property management space, curating a global portfolio of high-end properties through an international supplier network. As their business evolved, the imp...

04/05/26 17:05
Scaling Field Operations and Partner Workflows with Zoho

A fast-growing US-based provider of vehicle anti-theft solutions needed to scale its operations to support increasing demand across partner and direct channels. While the business had a strong product offering and partner network, its operational systems were not equipped to manage the full lifecycl...
23/03/26 13:43