The request was to propose a solution in ZOHO for the specialized management needs of a midstream oil and gas organization. Within the ZOHO Suite of apps but go beyond the traditional framework of a CRM optimized without the need for Sales/ Marketing, communication/ help desk, VoIP/ SMS/ team chat, or accounting/banking processes. The end goal was to model a system with a visual component to track identify, explore, extract, and production milestones, increase collaboration between staff at the office and out in the field and make informed business decisions with access to key metrics in the front end increases operational efficiencies, open access to data and help to streamline sales pipeline in the backend.

Deficiencies in As-Is CRM:

•  Absence of conditional logic settings and unable to scale workflows
•  No ability to add rich content to records
•  Inability to add field validation for basic data such as phone numbers, zip codes etc.
•  Disconnect in info flow throughout the organization or enterprise’s operations.
•  No real-time visibility into operational data to make proactive decisions.
•  Lack of access to business-critical applications via mobile interface
•  No interface for a simple search and filter
•  No way to track email conversations.

Project Plan:

Step 1
Recreate data taxonomy and entity relationships for data in ZOHO CRM

Step 2
Recreate in ZOHO the Opportunity Tracker built in Process.st. Implement milestone management using a dynamic drag-and-drop custom interface to update milestones. Change date range, type, and other important metrics within milestones. Provide status tracking – rollback and upstream updates.

Step 3
Create truly dynamic workflow to adapt to a fluid approval process. Apply appropriate data validations and overrides to workflows

Step 4
Set up ZOHO CRM, process and data for an organized dataset for users in the organization

Step 5
Extract, validate, merge, upload data from Process.st