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Case study

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Client Introduction

Industry :

Financial Services

Company Size :

300-400 Persons

Client Profile:

KKC is a well-established Chartered Accountant firm specializing in offering a wide range of financial services to businesses of all sizes. With a dedicated team of professionals, KKC has built a reputation for providing accurate and reliable financial solutions.

Challenges

KKC was facing several challenges in their day-to-day HR operations, which were hindering the HR department's efficiency and growth potential:

Tedious Payroll Management

KKC was struggling with payroll processing, leading to errors, delays, and rework. The process involved manual interventions and running payroll repeatedly.

Manual Integration

Despite using a solution, KKC was still manually transferring data between the two platforms. This lack of integration resulted in duplicated efforts, data inconsistencies, and an overall inefficient workflow

Lack of Automation

KKC's existing tools did not offer automation capabilities. The firm lacked the knowledge and expertise to implement automation workflows, resulting in missed opportunities to enhance efficiency.

Poor User Interface (UI)

KKC's employees found the user interface of their existing tool to be unintuitive and difficult to navigate. This hindered the adoption of the tools and increased the learning curve for new employees.

Limited After-Sales Support

KKC faced challenges while seeking assistance for troubleshooting, customization, and optimization of their HR tool. The lack of reliable after-sales support hindered their ability to maximize the benefits of the software.

Solutions Implemented:
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Solutions

To address KKC's challenges and transform their operations, the following solutions were implemented

Automation Implementation

Our team of Zoho experts provided comprehensive training to KKC's staff, enabling them to leverage the full potential of automation within Zoho People and Zoho Payroll. Automated workflows were set up for payroll processing, on boarding, probation confirmations, exit management, and attendance management.

Custom Support

KKC engaged with a dedicated support team that offered customized solutions tailored to their specific needs. This included assistance in setting up automation, designing custom reports, and optimizing their processes.

After-Sales Support

A reliable after-sales support system was established, providing KKC with prompt assistance whenever they encountered technical issues, required changes in workflow, or sought guidance on advanced features.

Results and Benefits:

The implementation of the solutions brought significant improvements to KKC's operations and overall business performance:

Streamlined Payroll: Automated payroll processing reduced and processing time, ensuring accurate and timely salary disbursements for employees.
Efficient Attendance Management: The attendance tracking system minimised manual data entry, resulting in accurate attendance records and freeing up valuable employee time.
Seamless Integration: Integration between Zoho People and Zoho Payroll was established, eliminating duplicated efforts and ensuring data consistency across platforms.
Optimized Automation:: KKC successfully implemented automation workflows, enhancing productivity and enabling employees to focus on value-added tasks.
Enhanced UI: KKC employees found the user interface more intuitive and user-friendly, leading to increased tool adoption and faster onboarding of new staff.
Effective After-Sales Support: The reliable after-sales support provided quick resolutions to technical issues, ensuring uninterrupted operations and efficient software usage.
Strategic Consulting: With the guidance of Zoho consultants, KKC gained insights into best practices, enabling them to make informed decisions for further process improvements.
Conclusion:
By leveraging the power of Zoho People and Zoho Payroll, along with tailored solutions such as automation implementation, custom support, after-sales assistance, and strategic consulting, KKC successfully overcame their operational challenges. The firm's digital transformation to a more efficient and streamlined workflow empowered them to focus on delivering exceptional financial services to their clients while driving business growth.