A 30+ year-old financial firm specializing in accounting, auditing, and taxation was at a pivotal point in its digital journey. With a growing team of financial professionals and an expanding client base, the firm faced increasing challenges in managing workflows, maintaining data accuracy, and ensuring smooth collaboration.

Initially relying heavily on spreadsheets, the firm found them increasingly unreliable and inefficient as operations scaled. Manual processes caused delays, especially in job assignments and approvals, while fragmented data made tracking and auditing difficult. The team needed a solution that could:

•Replace spreadsheets with a more structured system

•Enable access from mobile devices

•Manage data securely

•Automate job assignment and approval processes

The firm adopted Zoho Creator, a low-code development platform, to build custom internal applications. The platform allowed them to:

•Assign tasks to clerks

•Track process status in real-time

•Access client information from anywhere

•Automate multi-level approvals

Within months, they developed and deployed a tailored app that integrated across departments, digitized paper trails, and improved team collaboration. The platform’s mobile capabilities meant decision-makers could approve work on the go, making operations more agile and responsive.

•₹300,000 saved in operational costs

•Zero errors in process flows

•Full mobile access to client data and tasks

•Seamless internal collaboration

•Customized reports for data-driven decision-making

This transformation not only enhanced productivity but also gave the firm a competitive edge. The flexibility of low-code allowed continuous enhancements without needing full-scale developer involvement.

With a vision to expand further, the firm plans to automate additional processes and enhance client communication using the same platform.