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Executive Summary

SFIR Consulting, a leading provider of customized bookkeeping services and accounting system migration solutions, partnered with Amazing Business Results (ABR) to develop a custom application using Zoho Creator. SFIR Consulting understands that most customers don’t like to handle accounting-related tasks and aims to ease their process by automating manual processes. These processes reduce the customer time invested in various tasks related to the accounting field. The app aimed to streamline client onboarding, enhance data accuracy with AI-driven OCR, and automate business income calculations. The solution resulted in improved operational efficiency, accurate data handling, and a better customer experience.
Introduction
SFIR Consulting specializes in providing customized bookkeeping services and accounting system migration solutions tailored to their clients’ needs. To enhance their client onboarding process, improve accuracy, and streamline integration with their CRM system, SFIR Consulting sought a custom application that could leverage AI and advanced validation techniques.
Amazing Business Results, a Premium Zoho Partner, was engaged to develop this custom application using Zoho Creator. The objective was to create a user-friendly, secure, and efficient platform that would meet the needs of both SFIR Consulting and their clients.
The Challenge

SFIR Consulting faced several challenges in their data collection and processing workflows:

– Manual Data Entry: Extracting and entering client information from various documents manually was time-consuming and prone to errors.

– CRM Integration: Ensuring seamless integration with their existing CRM system to maintain accurate and up-to-date client records.

– Income Calculation: Automating the calculation of business income based on user inputs.

– Data Validation: Implementing robust validation mechanisms to ensure the accuracy of the information provided by users.

– Interconnected Data Management: Efficiently managing interconnected data and providing filtered views as needed.

Finding a Solution
Amazing Business Results proposed the development of a custom application using Zoho Creator. The solution aimed to address the challenges by providing the following features:
  • - AI-Driven OCR Integration: Implementing an AI model trained to automatically extract and populate fields such as name, date of birth, identification number, and address from client documents.
  • - CRM Integration: Seamless integration with Zoho CRM to create entries in a custom module.
  • - Business Income Calculation: Automated calculation of business income based on user inputs.
  • - Data Validation: Robust validation mechanisms to ensure the accuracy of the information provided by users.
  • - Interconnected Data Management: Storing interconnected data using lookups and providing filters for efficient data management.
Implementation and Results
Implementation Process
  • - Requirement Analysis: Detailed meetings with SFIR Consulting to understand their workflows, data handling needs, and integration requirements. ABR conducted workshops to gather requirements and create a project roadmap.
  • - Design and Development: Using Zoho Creator’s low-code platform, ABR designed and developed the custom application. Key features included AI-driven OCR, CRM integration, automated income calculation, data validation, and interconnected data management.
  • - Testing and Deployment: Extensive testing was conducted to ensure the application’s functionality, security, and usability. After successful testing, the application was deployed for use by SFIR Consulting.
  • - Training and Support: ABR provided training sessions for SFIR Consulting staff and ongoing support to ensure smooth operation and address any issues.
Results
  • - Improved Efficiency: The AI-driven OCR significantly reduced the time required for data entry, allowing staff to focus on higher-value tasks.
  • - Accurate Data Handling: The AI model ensured accurate extraction and population of data fields from client documents, reducing manual errors.
  • - Seamless CRM Integration: Integration with Zoho CRM ensured that client data was always up-to-date and accurately reflected in the CRM system.
  • - Automated Calculations: The automated business income calculation feature provided accurate and quick results based on user inputs.
  • - Enhanced Data Validation: Robust validation mechanisms ensured that the information provided by users was accurate and reliable.
  • - Efficient Data Management: Interconnected data was managed efficiently using lookups, with filters enabling easy access to specific information as needed.
Key Features of the SFIR Consulting Creator App
AI-Driven OCR Integration
  • - Automated Data Extraction: The AI model extracts data from client documents, populating fields such as name, date of birth, identification number, and address.
  • - Enhanced Accuracy: Training the AI model with various document formats ensured high accuracy in data extraction.
CRM Integration
  • - Custom Module Entries: Seamless creation of entries in a custom module within Zoho CRM.
  • - Real-Time Sync: Ensuring real-time data synchronization between the application and CRM.
Business Income Calculation
  • - Automated Calculations: Automatic calculation of business income based on user-provided data.
  • - Quick Results: Instant calculation and display of income results.
Data Validation
  • - Robust Validation Mechanisms: Ensuring all user-provided information is accurate and complete.
  • - Error Notifications: Immediate alerts for incorrect or missing information.
Interconnected Data Management
  • - Lookups and Filters: Efficient management of interconnected data with the ability to filter and view specific data sets.
  • - Organized Data Storage: Structuring data to enable easy retrieval and analysis.

Conclusion

The custom application developed by Amazing Business Results using Zoho Creator has transformed the way SFIR Consulting handles client onboarding. The integration of AI-driven OCR, seamless CRM integration, automated business income calculation, and robust data validation has significantly improved operational efficiency and data accuracy. With this solution, SFIR Consulting can continue to provide high-quality services to their clients while optimizing their internal processes.

By leveraging the power of Zoho Creator, Amazing Business Results has helped SFIR Consulting achieve their goals and improve their operational workflows.

Partner Bio:

Lior Izik, owner and founder of Amazing Business Results, is a Zoho Premium Partner, a Certified Zoho Developer and a Zoho Apps Trainer who knows the system inside and out.

For over 15 years, he’s built hundreds of CRM systems for his clients to help them automate their processes, save money and manage their businesses with less stress.

When you work with Lior, you get his business skill set and a Zoho Partner who can help you find the best software solution to manage and grow your business successfully.

Amazing Business Results Offers:
  • Zoho apps customization and architecture for small to mid-size businesses
  • Zoho training sessions
  • Weekly interactive webinars to answer clients’ questions
  • Updates on Zoho’s new features and services
  • A YouTube channel with hundreds of videos related to Zoho and its features.

With Amazing Business Results as your Zoho consultant partner, you get the most out of Zoho and the confidence of working with someone who can answer all your questions and find solutions to your business problem.

Looking to automate your business and have the best CRM in the world? Searching for a partner to take you to the next level? Click on the button below and connect with us today!

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