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 - Comment(s)
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 - Comment(s)
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 - Comment(s)
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 - Comment(s)
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 - Comment(s)
Digitising Retail Credit Operations with Zoho Creator, Desk, and SalesIQ

A leading national electronics retailer in South Africa, operating a large network of premium retail stores, offers customers in-store credit financing for device purchases. To support this, the business needed to modernise and scale its credit application process, which involved multiple stakeholde...

23/03/26 12:03 - Comment(s)
ERP is no longer software. It's your Business Operating System.

Most mid-market businesses are still running like it's 1990. On-premise servers, Pastel, and VBA held together with hope. The tools got updated. The underlying logic didn't. The gap between the business you're running and the architecture you're running it on is where most operational drag hides.

The...

18/03/26 16:47 - Comment(s)
Scaling Zoho Across Regions: Aligning South Africa and UAE Payroll

As organisations expand across borders, HR systems often mature unevenly. One region may operate on a fully integrated digital platform, while another continues using local payroll software that sits outside the broader ecosystem. Over time, this creates fragmented employee experiences and reduced c...

27/02/26 13:06 - Comment(s)
Supporting an FMCG Distributor to Systemise Wholesale-to-Retail Operations

An established FMCG distribution facilitator approached us to help structure and formalise the second leg of their supply chain: wholesale to independent retail outlets.


The organisation operates across Gauteng and surrounding regions, enabling national brands to reach wholesalers and, from there, sm...


24/02/26 16:49 - Comment(s)
Zoho Tables vs Smartsheet | The Spreadsheet Evolution

For many teams, the spreadsheet remains one of the most familiar tools in daily work. It’s flexible, intuitive, and easy to pick up, which is why the grid-like structure still feels natural to many modern users managing everyday processes and data.

As Christian Gentle, Digital Engineer at Both& t...

04/02/26 09:44 - Comment(s)