TG Technical Services – Zoho One Migration, Finance, & Inventory Optimization Case Study
Industry: Industrial Safety Equipment & Gas Monitoring |
Location: Lee’s Summit, Missouri (Kansas City Area) |
Team Size: 7
Apps: Zoho CRM, Books, Expense, Inventory
Executive Summary
TG Technical Services is a Kansas City–based distributor and service center specializing in industrial gas monitors, protective suits, and respiratory equipment. With a team of five full-time and two part-time employees, the business conducts nearly all revenue (99%) from gas monitor sales, service, and rentals.
Seeking a dependable, all-in-one platform to replace Odoo—which had been implemented poorly and caused major operational strain—TG Technical Services partnered with Zenatta to rebuild their ecosystem inside Zoho One the right way.
The Challenge
Before working with Zenatta, TG Technical Services relied on Odoo. While the software had potential, the implementation was deeply flawed. Financial data was inaccurate, emails could not be sent from the system, and inventory was consistently unreliable.
“We spend an obscene amount of time in the background working on things we never did in QuickBooks. The financials were inaccurate, emails couldn’t be sent, and inventory was constantly off. We needed a platform that worked — and a partner who actually knew how to implement it.” – William Kimmell, Owner
Why It Mattered
The company required a platform that felt familiar, stable, and scalable. Zoho Books’ similarity to QuickBooks made Zoho One a natural choice, but past frustrations with Odoo’s implementation team highlighted a critical issue: TG Technical Services needed an expert integrator to avoid repeating systemic problems and to build a long-term, reliable foundation.
The Zenatta Solution
Zenatta partnered closely with TG Technical Services to design a complete Zoho One environment that replaced fragmented workflows and introduced reliable quoting, finance, inventory, and shipping processes.
- CRM & Quoting Improvements:
Zenatta discovered limitations in Zoho Books’ quoting tool—specifically its inability to calculate shipping. To solve this:
- Integrated UPS for real-time shipping calculations.
- Shifted quoting operations into Zoho CRM for speed and reliability.
- Improved accuracy and reduced manual calculation errors.
- Financial Accuracy in Zoho Books:
- Rebuilt Books from the ground up with clean, accurate financial data.
- Set up tax, payment, and notification automations.
- Ensured Books became a dependable financial hub from day one.
- Inventory Rebuild & Rental Visibility:
- Implemented Zoho Inventory with proper product tracking structures.
- Corrected ongoing inventory discrepancies caused by Odoo.
- Prepared the system for upcoming rental-tracking workflows.
- Consistent, High-Quality Support:
- Zenatta provided ongoing implementation, consulting, and troubleshooting.
- Created a clear roadmap for go-live and long-term scalability.
“George and Zenatta have been incredible. George can answer any question and always has a solution. He is thorough, always follows up, and I cannot say enough good things about him.” – William Kimmell, Owner
Results
Although TG Technical Services is not fully live on Zoho yet, major issues from Odoo have already been eliminated. The team now has a clean, accurate financial system, reliable quoting processes, and a fully structured implementation plan.
- Accurate financials and improved accounting confidence.
- Reliable quoting with automated UPS shipping calculations.
- Inventory rebuilt to support rentals and service operations.
- Clear roadmap for go-live with expert ongoing support.
“We would absolutely recommend Zenatta to anyone. Although we are not live yet, I am completely impressed with the service and support.”
– William Kimmell, Owner
