Blog categorized as Case Studies

Telecommunications Provider | Zoho CRM and Projects implementation

This case study outlines the implementation of new Zoho CRM and Zoho Projects instances for a telecommunications services provider already working within the Zoho ecosystem. Following a structured discovery and design phase, the project was delivered in phases to establish a clean, greenfield CRM an...

13/01/26 16:01

Digitising People Operations

A leading South African cloud communications provider offering unified communications and collaboration services sought to modernise its HR and Partner Enablement operations. Previously, these processes relied heavily on manual documentation and spreadsheets, creating inefficiencies and limiting vis...

23/10/25 11:58

Integrating Zoho Projects with Chase Software

This case study explores the implementation of Zoho Projects and Zoho Analytics across two distinct business units within a communications group, designed to strengthen project visibility, task management, and workload distribution. Each instance was configured with pre-populated project templates, ...

21/10/25 10:51

Rapid Zoho Desk Implementation for Forex Trading House

A regulated Forex Trading House offering forex, digital assets, OTC trading, and alternative investments was experiencing increasing challenges in managing a high volume of client queries. The absence of a centralised support platform hindered SLA compliance, slowed response times, and limited ...

16/09/25 09:41

Software Platform Fit and Delivery Alignment for Continuous Improvement

Based in Cape Town, a growing Financial Services Provider, operating within the insurance space, sought to re-evaluate its internal technology platforms, team structure, and system delivery model. The goal was to identify gaps in operational alignment, team capability, and platform fit to inform a s...

07/08/25 16:13