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Fired Up! Culture – Case Study

Executive Summary

Fired Up! Culture’s mission is to equip and build leadership capacity through Talent Management-focused consulting services that provide relevant and timely resources for our clients. Our leadership development and change management processes are used by a diverse client base around the world. We have had the privilege of shaping the philosophies, practices and skills of thousands of dynamic leaders, managers and teams. Our tools have been successfully used by hundreds of organizations and their team members. Our coaching, consulting and facilitation services provide the focus and insight needed to drive lasting change.
We are a team of 10 distributed across the United States.

Chris Ihrig – Vice President, Fired Up! Culture

The Challenge

Fired Up! Culture was facing significant barriers to progress due to outdated systems, processes, and technology. Their operational approach was heavily reliant on manual tasks without a clear, scalable process in place. This lack of efficiency and definition became a growing concern as they sought to expand their reach and enhance collaboration among their team members. Despite their small size, their ambition to serve a widening client base demanded a transformation in managing their operations.

Zenatta’s team has been there every step: weaving their technical expertise with their immense knowledge of the Zoho platform to set us up with exactly what we need.

Implementation

1. Consolidation of Survey Modules:

  • Objective: Streamline the management of various surveys that Fired Up! Culture had previously mapped to different modules.
  • Action: We restructured these disparate modules into a single, integrated module. This approach not only simplified the interface but also made it easier to manage and analyze survey data.

2. Implementation of Layout Rules and Client Scripts:

  • Objective: Enhance the user interface and automate processes to improve efficiency and user experience.
  • Action: With the newly consolidated module, we implemented custom layout rules. These rules dynamically adjust the interface based on specific criteria, ensuring a tailored and efficient user experience. Additionally, client scripts were deployed to automate the population of reminder dates, reducing manual input and potential for error.

3. Migration and Optimization of Existing Processes:

  • Objective: Preserve valuable data and processes while upgrading the system to a more streamlined and efficient framework.
  • Action: We meticulously migrated all existing processes, data, and functionalities into the new, unified module. This step ensured a seamless transition, preserving the integrity of Fired Up! Culture’s operations while introducing significant improvements.

4. Enhancement of Operational Efficiency and Collaboration:

  • Result: The implementation of these measures by Zenatta significantly enhanced Fired Up! Culture’s operational efficiency. It enabled a smoother, more collaborative environment for the team, aligning with the organization’s growth and scaling needs.

Results

Through these targeted actions, the Zenatta team not only addressed the immediate challenges faced by Fired Up! Culture but also laid a foundation for future scalability and efficiency. The consolidation of survey modules into a singular, well-organized system, coupled with the strategic use of layout rules and client scripts, transformed the company’s approach to data management and customer engagement. This comprehensive overhaul, guided by Zenatta’s expertise in leveraging Zoho’s capabilities, marks a pivotal step in Fired Up! Culture’s journey towards achieving its mission with greater impact and efficiency.

The team at Zenatta has been instrumental in shaping our business. From designing our CRM infrastructure to developing technical capabilities around engaging marketing campaigns, the Zenatta team empowers us to punch above our weight. Zoho is ingrained throughout the operation of our business, enabling us to fill our sales pipeline better, close new business deals faster, and ultimately, serve our customer base more effectively so we can fulfill our mission as an organization.

The team is super knowledgeable. Whenever I have a question or need something completed, I can rely on the team to follow through and be accountable.

Chris Ihrig – Vice President, Fired Up! Culture

Billy Bates

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

Consultant

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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