The Challenge

Before working with Zenatta, HWR faced several ongoing challenges around report creation, custom logic, and system enhancements inside Zoho. Important business processes were either handled manually or were difficult to improve because the team did not have dedicated technical resources for SQL, Deluge, or deeper Zoho customization.

One major example was commission reporting. The necessary data already lived inside Zoho, but the reporting process still depended on manual Excel work. In addition, the team needed help refining inventory workflows, improving visibility into warehouse and consignment activity, and solving operational bottlenecks as the business evolved.

Why It Mattered

For a small distributor, efficiency matters. When reporting, inventory processes, and commissions depend on manual steps, the cost is not just time. It also affects visibility, consistency, and the team’s ability to make decisions quickly with confidence.

HWR needed a Zoho environment that could reduce dependence on spreadsheets, support more accurate reporting, and create practical workflows that a lean team could rely on every day. Without that, growth would continue to require too much manual administration.

The Zenatta Solution

Zenatta worked closely with HWR to improve how Zoho supported day-to-day operations. The work combined reporting enhancements, workflow development, process design, and ongoing support to help the team turn Zoho into a more useful system for operations and decision-making.

• Reporting & Analytics Improvements: Zenatta built and refined reports that gave HWR better visibility into live business data, including work related to inventory reporting, warehouse visibility, and commission reporting that previously required manual Excel preparation.
• Inventory, Books & Operational Workflow Support: Zenatta helped HWR improve processes tied to consignment inventory, stock adjustments, inbound visibility, back-order handling, bin tracking, and related workflows across Zoho Books and Zoho Inventory.
• Ongoing Technical Guidance & Enablement: Zenatta provided continued support for enhancements, troubleshooting, and implementation ideas, helping HWR solve problems that would have been difficult to address internally without SQL, Deluge, or Zoho development expertise.

“It is especially beneficial for a small business where we have to run lean and having a full time employee to do the same things we can obtain from Zenatta is a bit too cost intensive for us right now.” – Thomas Saur, President

Results

HWR saw clear improvements in efficiency and visibility after working with Zenatta. While the biggest gains were operational rather than flashy headline metrics, the value was evident in the reduction of manual work and the improvement in reporting quality.

• Time saved through workflows that reduced manual data entry and repetitive administrative work.
• Improved reporting with live Zoho-based data replacing time-consuming Excel-driven processes.
• Better operational visibility into inventory, warehouse, and commission-related processes.
• Stronger internal efficiency from tailored solutions built for a lean team without in-house development resources.

“George has been a tremendous asset for our team and continues to provide us with solutions and ideas, bringing our visions to implementation.”

– Thomas Saur, President