Furniture & Fittings Skill Council
Streamlining project execution, pipeline management, and accounting operations using the Zoho platform.
Operational & System Challenges
Furniture & Fittings Skill Council manages multiple training programs, partners, and stakeholders through project-based operations. As activities scaled, managing projects, customer pipelines, and financial data through manual and disconnected systems became increasingly difficult. The organization required a centralized, structured, and scalable Zoho-based solution while ensuring a smooth migration from Tally to Zoho Books without impacting ongoing operations.
Key Business Challenges
- Difficulty in managing projects, tasks, and subtasks efficiently across different beneficiaries and stakeholder segments.
- Lack of standardized project structures, impacting planning, execution, tracking, and governance.
- Challenges in managing multiple customer pipelines with defined checklists, stages, and proper data segregation.
- Complexities in migrating financial data from Tally to Zoho Books, including data accuracy, validation, and reporting consistency.
Zoho-Based Implementation
- Implemented Zoho Projects with a structured and scalable framework using fixed task templates, automated workflows, milestones, and role-based access to standardize project execution.
- Designed and deployed customized sales pipelines in Zoho CRM with defined stages, checklists, validations, and automated notifications to improve pipeline visibility and data segregation.
- Successfully executed end-to-end data migration from Tally to Zoho Books, covering master and transactional data with thorough validation and post-migration support.
Business Outcomes
Standardized and streamlined project execution across all programs.Improved visibility and control over multiple customer pipelines. Accurate and centralized financial data with reliable reporting in Zoho Books. Reduced manual effort and improved operational efficiency.Established a scalable Zoho ecosystem to support future growth.