Communication Partners Inc. – Case Study

Executive Summary

Communication Partners Inc. is a custom communications firm, focusing solely on benefits and HR communications. They produce benefit guides and other print materials and videos, microsites, mobile apps, and digital media. CPI has 15 employees and is headquartered in San Diego.

The Challenge

We transitioned from Asana to Zoho in early 2021 because of the growth potential. However, without a dedicated person to handle the implementation, we were limited in knowledge and time. Our limitations were not allowing us to use Zoho to its fullest potential, particularly regarding integrations and building out flows specific to our company.

Kate Anawaty – Executive Vice President of Operations

Implementation

As mentioned above, with the transition from Asana to Zoho, the one task was transitioning their previous internal project management solution over to Zoho. As most of you know Zoho One includes a lot more than just Projects, so this implementation contained several applications to make their new workflow fit their business model.

Besides setting up Projects to match their flow with Asana, their previous internal communication was Slack. One of the implementations we did was setting up Project notifications inside Cliq. Whenever a task or comment was added to a Project, a Cliq notification would alert the proper team members or channel. Thus allowing an increased flow in productivity. Speaking of flow, this implementation was built through Zoho Flow.

Next, good project management requires good data. With Zoho Analytics the Zenatta team built out a few different dashboards for admin reporting on Task Updates, Hours Spent, and Project Summaries. All of these dashboards have various user filters set up to report on different metrics with proper filtering, allowing for easy dive downs of data.

zoho and wordpress

Lastly, the team created a Survey for client feedback that integrates with the CRM. This Survey links feedback records to the related company and contact. We used a survey instead of a form because answers may need to be updated which allows them to send a prepopulated survey.

Results

The Cliq/Projects integration has been of utmost importance during CPI’s busy season. Zenatta was able to refine team member’s notifications, reducing noise and helping us be more efficient. Additionally, the custom analytics dashboards will be very useful as we close out the year and assess hours spent per “bucket.”

Kate Anawaty – Executive Vice President of Operations

Billy

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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