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Tech Magify LLP

Case Study

Client Details:

Client Name:
Edifice Consultants Pvt Ltd
Industry:
Consulting

ZOHO Products Involved:

TechMagify Services Taken:

1. Configuration  2. Support  3.Training

    Client Overview

    Edifice Consultants Pvt Ltd required a comprehensive project management solution to efficiently manage their list of projects, assign users, track time spent on tasks, monitor employee attendance, and manage leaves and compensatory offs. Their unique leave policy required a system to account for overtime and deductions while ensuring approvals for compensatory offs were processed accurately. Additionally, they sought a solution to monitor project profitability, enabling better budgeting and planning. To address these needs, we implemented Zoho Projects and Zoho People, configuring them to align with the organization's hierarchy and workflow requirements.

    Executive Summary

     Edifice Consultants Pvt Ltd is a leading consultancy firm specializing in architecture and design. Managing a workforce of over 200 employees, they faced challenges in streamlining project assignments, time tracking, and employee leave policies. Their existing manual tracking methods led to inefficiencies, inaccuracies, and difficulty in maintaining approvals for compensatory offs. Moreover, they required a structured approach to monitor project budgets and profitability to optimize resource allocation.

    Problem Statement and Key Challenges

    Edifice Consultants Pvt Ltd faced the following challenges:
    • Project Management: Difficulty in managing and tracking multiple projects efficiently.
    • Time & Attendance Tracking: Lack of a structured system to track employee work hours and leave policies.
    • Compensatory Off Management: A need for automated approvals and tracking of extra working hours for fair compensation or deductions.
    • Budgeting & Budget Adherance: Inefficiencies in tracking project budgets and analysing deviations.

    Evaluation of the Problem

    To resolve these challenges, Edifice Consultants Pvt Ltd sought a unified solution that would integrate project management with HR functions while allowing for real-time monitoring of project performance. A structured approval system for compensatory offs and a detailed role-based permission structure were also essential requirements. The solution needed to ensure seamless tracking of attendance, overtime calculations, and budget analysis for assessment of deviations from budget.

    Proposed Solution(s)

    We proposed the implementation of Zoho Projects and Zoho People, along with additional custom solutions built using Zoho Creator. The key features included:

    • Zoho Projects for project tracking, task assignments, and real-time timesheet monitoring.
    • Zoho People for leave management, attendance tracking, and compensatory off approvals.
    • Custom Workflows in Zoho Creator to align with the company's compensatory off policies.
    • Budgeting Tools integrated within Zoho Projects to monitor and analyze project budget adherence & analysis of deviations.

    Implementation

    The implementation process was carried out in the following steps:

    • Project Configuration: Setting up Zoho Projects to align with company workflows, project assignments, and hierarchy-based permissions.
    • People Configuration: Defining user roles and configuring Zoho People to streamline attendance and leave policies.
    • Attendance & Leave Management: Implementing automated tracking and approval systems for overtime and compensatory offs.
    • Budgeting & Deviations therefrom: Creating structured workflows to calculate project costs and assess cost deviations.
    • Training & Support: Conducting training sessions to ensure smooth adoption and providing ongoing support for optimization.

    Conclusion

    Following the successful implementation of Zoho Projects and Zoho People, Edifice Consultants Pvt Ltd achieved:
    • Improved Project Management: Real-time tracking of projects and efficient task assignments.
    • Streamlined Time & Attendance Tracking: Automated attendance monitoring and policy-driven leave approvals.
    • Accurate Compensatory Off Management: Automated calculations for overtime and leave deductions with an approval-based process.
    • Enhanced Budgeting & Deviation Analysis: Better financial tracking, enabling improved decision-making for project budgets
    This transformation has significantly optimized operational efficiency for Edifice Consultants Pvt Ltd, ensuring improved project planning, better resource allocation and project budget adherence..

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