Functional Analysis to customize Zoho One for your business

OceanData digitize your business with the Zoho One platform.

Document and data management environments bring about a complex management that demands the time of several resources depending on the process of processing information related to transactional or operational documents.

The responsibility of each employee throughout the process is distributed, virtually, among various locations, functions or divisions. It can therefore be difficult to determine the extent and costs of such an environment. These environments present opportunities to be exploited to improve the efficiency of resources and costs to complete a transaction, an operation and comply with the regulations of the laws of your industry.

1

MANAGEMENT AND ADMINISTRATION

Several companies use a hybrid, non-integrated system for their management, consisting of accounting software and numerous Excel spreadsheets, developed by and for employees. This approach meets management needs, but is not suited to real-time information needs, resulting in organizational inefficiency costs.
This can put the business at risk due to inadequate service levels, excessively high product costs, or making strategic decisions based on sketchy or erroneous information.
2

INTEGRATED MANAGEMENT SYSTEM (ERP)

The adoption of digital technologies is essential to face global competition. The acquisition of an integrated management system (GIS, or in English ERP, Enterprise Resource Planning) should be understood as a strategic decision in the same way as the purchase of automated equipment. In addition, the acquisition and establishment that was not too long ago overpriced for small and medium-sized businesses is now affordable. Often seen as a computer system, GIS refers to a tool that manages planning and control in a single database. It is designed to meet all logistical needs aimed at optimizing internal and external resources, material and human, in order to meet customer needs and expectations. GIS, which have evolved enormously in recent years, are now able to meet the varied needs of different industries such as manufacturing, distribution or service. For configurable products, it is possible to eliminate human intervention in customizing shop drawings and programming machine tools.
In other words, an ERP is an integrated management system using a single database and allowing to obtain the information necessary for the good management of the company in real time. Such a tool allows the company and the its managers to stop being simple operators (downstream work, short-term vision, analysis of obsolete information and frequent crisis situations) to become strategic operators (upstream work, planning, control and analysis in real time) , which allows them to react quickly to short, medium and long term situations. A GIS contains all the functionalities needed to run a business. It's important to mention that not many companies will use all of these features. Given the interrelation of the different functions, it is important to perform a needs analysis before purchasing a GIS system. Some companies decide to take a specialized solution implementation approach. They will then implement several of the best solutions from different management fields (CRM, ATS, etc.), and integrate them into a whole. This approach makes it possible to acquire very advanced solutions in each of the management areas, but requires additional effort to integrate them into a coherent and efficient whole.
3

BUSINESS INTELLIGENCE

It is a system that aims to intelligently use the data contained in the various systems of a company to contribute to informed decision-making. The system is made up of data warehousing (data warehouse), data mining (data mining) and decision support systems; this component is presented in the form of a dashboard.
Although this technology has been around for a long time, the advent of Industry 4.0 will bring its share of benefits and complexities. The evolution of connectivity technologies should greatly facilitate the interrogation of different sources of information. The potential arrival of a multitude of new connected objects, on the other hand, will require a sharp exercise in data structuring.
4

PRODUCT CONFIGURATOR

A company that tries to differentiate itself from its competitors by offering personalized products needs technological assistance to handle customer requests as efficiently as with standard products. The product configurator is adapted to support this management need.
Like parametric 3D design, this tool aims to take the engineering rules of a product, which usually reside "in the head" of the design or estimation team, to transpose them into a configurator. product.
Thus, a seller can make a quote and automatically generate the sale price to inform the customer.
He will also be able to generate the manufacturing recipe which adjusts the manufacturing range and the nomenclature of the product to be manufactured according to the customer's choices.
If necessary, it will even be possible to generate a drawing or a photo of the personalized product.
A company that has a good command of its product configurator, and which applies the same rigor to the aspects of computer-aided design and manufacturing, can then process this type of order as efficiently and quickly as for its current products.

OceanData strives to demystify digital transformation by tailoring Zoho to your business needs.

Consulting Service. OceanData provides you with its technical expertise to facilitate the integration of your business software.

Zoho One deployment services

Technical. OceanData carries out your #data projects within Zoho cloud software, or supports your teams on technical points.

Training and support services

Dedicated Project Management. OceanData plays its popularizer role and tries to talk about Zoho One with simplicity.

Zoho Solution Diagnostic Step:

Planning: We work with you to identify the main challenges related to your environment to fully understand the business rules that govern your organization.

Data Collection: We use proven tools to map all elements of your environment, which will give your team insight into the basics, processes in place from people to each of the revenue channels.

Analysis: With this comprehensive data, our advisors thoroughly analyze your situation and identify opportunities for optimization and describe how it works in functional analysis to facilitate the automation of data processing and the development of your employees.

Solution diagnostic: We provide you with a list of recommendations to improve the productivity and efficiency of the resources allocated to each step of a process.

Our goal is to increase durability and decrease costs. It can be a specification, the process plans that govern your business, a description of the data tables to migrate, the features to develop in Zoho Creator to satisfy your processes.

I've been working with OceanData to customize Zoho CRM Plus for 2 years. It was an absolute pleasure to work with Bruno and his team. The project was delivered on time and in accordance with specifications. OceanData exceeded my expectations in every respect. I will work with them again in the future as well.

Christian G.General Manager of Graphic Communications

Thank you in collaboration, to set up our CRM system and to the continuous assistance of our learning in the use of this powerful tool. The team appreciates your efforts and will recommend your services. Thank you from all of us at SpotEv!

Colin D. HendryFounder-Founder & CSO at SpotEv Specialized in Innovative technologies for Cultural, tourism, hospitality sectors

Few people have the opportunity to report to a manager who is also a coach and mentor — but I did when I worked for Bruno.
I had the pleasure of working with Bruno at Ocean Data, collaborating on project teams.
I was always in awe of Bruno’s ability to command a room and get people on board with ideas — even people who were initially on completely different pages. No matter how tense a meeting, he made sure everyone left with a smile.
As a team member or a leader, Bruno earns my highest recommendation.

Akhil KhanijoMBA, Business Development Manager at Givex

Bruno is customer focused and will deliver a great solution for your needs.

Simon PouliotCommercial accounts manager, Heavy Duty sector