Osian Infotech
Replacing Excel-driven sales, HR, and payroll operations with a centralized and scalable Zoho ecosystem.
Excel-Dependent Operations Limiting Growth
Osian Infotech was managing sales, HR, and payroll operations entirely through Excel sheets. As the organization scaled, this approach led to data duplication, lack of real-time visibility, and operational inefficiencies. A centralized and automated system was required to streamline sales tracking, employee management, and salary processing.
Key Operational Challenges
- 1. Sales and salary data managed across multiple Excel sheets, resulting in errors and duplication.
- 2. Difficulty in tracking real-time deal status and managing timely follow-ups.
- 3. No structured sales pipeline or centralized inquiry management system.
- 4. Absence of a defined hiring and recruitment workflow.
- 5. Manual salary calculations making payroll processing time-consuming and error-prone.
Centralized Zoho-Based Framework
- 1. Implemented Zoho CRM to manage inquiries, sales pipeline, follow-ups, and deal closure in one system.
- 2. Configured Zoho Projects for task and project tracking, aligned with development-centric workflows.
- 3. Implemented Zoho Recruit to define and standardize the hiring and recruitment process.
- 4. Deployed Zoho People to manage employee records, attendance, and HR workflows.
- 5. Integrated Zoho Payroll for automated, accurate salary calculation and processing.
Measured Outcomes
Osian Infotech successfully transitioned from Excel-based operations to a centralized Zoho ecosystem. The implementation improved visibility into sales pipelines, standardized HR and hiring processes, reduced manual errors in payroll, and significantly enhanced overall productivity and data accuracy.