Case Studies
From Spreadsheets to Real-Time Insight: Transforming Analytics for a Home, Health & Hospice Organization
In healthcare, timing and clarity are essential. For one growing Home, Health & Hospice organization, relying on manual Excel spreadsheets to track sales and operational performance was no longer sustainable or effective. Leadership needed faster answers, clearer...
Training Transformed: Syncing LearnUpon to Zoho CRM for Smarter Reporting
Industry: Human Resources Area of Expertise: Human Resources, Integrations Background The client we worked with on this project is a compliance agency that helps restaurants, bars, and other food/beverage establishments manage employee training and certification...
Digitizing the Stage: How a Theatre Company Transformed Their Audition Process
Industry: Theatre, Community/Professional Area of Expertise: One, Project Management Background Our client is a community theatre company, who runs multiple shows a year. Their audition process involves multiple steps, including form submissions, in-person auditions...
Transforming B2B Client Interaction with a Custom Zoho Creator Portal
Industry: Human Resources Area of Expertise: Custom App Development Background Our client is a compliance agency that helps restaurants, bars, and other food/beverage establishments manage employee training and certification requirements. This client came to us...
Enabling a Seamless Sync between Zoho Finance and Quickbooks
Industry: Financial Services Area of Expertise: Zoho Finance Suite Background Our client for this project was an accounting firm who used Zoho in combination with Quickbooks. In particular, they leveraged the Zoho Finance suite for monthly recurring accounting...
Streamlining Kit Estimates and Inventory Tracking with Zoho Suite
Industry: Construction Area of Expertise: Custom Apps Development Background Our client for this project rented products and tools in the form of “kits” that are packaged together. However, Zoho Inventory does not natively have the functionality to build an estimate...
Building a Comprehensive Rental Management System in Zoho
Industry: Construction Area of Expertise: Custom Apps Development Background The client manages several warehouses, providing rental services for scanners and construction tools to diverse businesses. Before coming to us, this client used Zoho Inventory to manage...
Seamless Document Management with Zoho Creator, CRM and Sign
Industry: Human Resources Area of Expertise: Custom App Development, CRM Sales Management, One Background Our client for this project was a coaching service. Part of their engagement seeking process is to send contracts to both clients and their respective...
Taking Paper Bookkeeping Online with Zoho Books
Industry: Entertainment Area of Expertise: Custom Apps Development Background Our client for this project wanted to clean up their reporting and bookkeeping processes. Their existing bookkeeping was based on filling out physical end-of-day forms to report their...
Improving Marketing Decisions With Zoho CRM and UTM Tracking
Industry: Health and Wellness Area of Expertise: Marketing Background Our client for this project was a Health and Wellness services company with several locations. Each of their locations had its own form on their website, enabling prospective clients to book a free...
Navigating Quickbooks Migrations with a Zoho Partner
At Nimbis, data analytics is one of our core areas of expertise, and we leverage it when migrating data from external applications to the Zoho suite. We specialize in seamless data imports from Quickbooks into Zoho Analytics, ensuring smooth transitions. We work...
Streamlining Client Communications with RingCentral Integration
Industry: Health and Wellness Area of Expertise: Marketing Background Our client for this project was a Laser Hair Removal company with several locations. They came to us seeking integration with RingCentral to automate several text messages and emails to remind...
Automating Purchase Order Error Management for Manufacturers with Zoho One
Industry: Retail Area of Expertise: Custom Apps Development Background For this project, our client was a manufacturer and retailer with a combination of B2B and B2C sales. This client operated entirely in house, doing all the needed sales, manufacturing, and...
B2B/B2C Inventory Automation with Zoho One
Industry: Retail Area of Expertise: Custom Apps Development Background For this project, our client was a manufacturer and retailer with a combination of B2B and B2C sales. These different sales funnels translated into different warehouse requirements in Zoho...
Using Zoho Creator and Zoho Books to Enable Mass Payments
Industry: Financial Services Area of Expertise: Custom App Development Background Our client for this project was an accounting firm who were avid users of Zoho Books. They had a subset of clients that paid them through ACH, paying in bulk for multiple services. They...