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Case Study

Client Details:

Client Name:
Walnut  Advertising Pvt . Ltd.
Industry:
Advertisement/Marketing Agency

ZOHO Products Involved:

TechMagify Services Taken:

  • Configuration
  • Support
  • Training

Client Overview

The client is a multifaceted organization operating across diverse industries, including Pharma and FMCG. Their projects span multiple verticals, each with its unique workflows and stages. Managing these complex processes while maintaining efficiency and ensuring timely delivery has been a longstanding challenge.

Challenges Faced

With multiple stages and distinct workflows in their projects, the client found it difficult to standardize and track progress effectively. They also needed a robust system to monitor key aspects such as time spent on tasks, reworks, and milestone achievements. While they previously attempted to use Zoho Projects independently, they struggled with implementation, leading to inefficiencies in process management. The lack of proper training and tailored configurations further hindered their adoption of the platform.

Objectives

The client sought a comprehensive solution to streamline project management across verticals while catering to the specific needs of each industry. They aimed to:

  • Implement a scalable project management tool customized to their workflows.
  • Monitor and analyze the time spent on tasks, rework cycles, and milestone completion.
  • Provide role-specific training to empower their employees to use the platform efficiently.
  • Ensure long-term support to enhance adoption and resolve any challenges post-implementation.

Solution Provided by TechMagify

TechMagify stepped in to provide expert guidance and implement a tailored solution using Zoho Projects. Our approach involved:

  1. Customized Implementation: Configuring Zoho Projects to align with the client’s unique processes for each vertical, ensuring smooth adoption across diverse workflows.
  2. Role-Specific Training: Conducting in-depth training sessions for employees, tailored to their profiles and responsibilities, to enhance platform usability and efficiency.
  3. Comprehensive Support: Offering post-implementation assistance to address any queries, troubleshoot issues, and optimize platform usage over time.

Results and Benefits

The implementation of Zoho Projects enabled the client to gain greater visibility into their workflows, track task completion and rework metrics, and streamline project management processes. With a robust system in place, they could manage their milestones effectively and achieve better time management, driving efficiency across their verticals.

Conclusion

Through TechMagify’s professional guidance and tailored approach, the client successfully overcame their challenges and maximized the potential of Zoho Projects. This case highlights the importance of expert-led implementation and training to unlock the full capabilities of project management tools, enabling businesses to thrive in dynamic and complex environments.

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