Skip to main content

Know How Infomaze built an online database using Zoho Creator - Case Study

Zoho Creator Application Development for a Driver Training Assessment Center — A Case Study


Introduction


Being certified Zoho developers and Zoho Premium Partner, Infomaze offer ZOHO customization services for various industry verticals and domains. Infomaze delivered one such client an all-inclusive application using ZOHO creator to change the way they handle their business. ZOHO integration is easily one of our key services.

Our client is one of the most prominent driver training assessment centers in all of Australia, majorly specializing in driving courses like trucks, buses, cars, motorcycles, etc.

The business was looking for a simple yet efficient solution that will help their applicants to register, centralize customer contacts, standardize sales processes and efficiently manage the overall activities. After exploring a few Zoho customization service providers, they zeroed in on us.




The client


The Australian Driver Training & Assessment Center used manual methods to intake applicants for training. This required a lot of time while the process could not even be streamlined optimally. Being a leader in the industry, the client wanted a system that could justify their hold on the work that they do.

Access to required data in real-time with advanced search that would save them time needed to search for records manually to move any process ahead.

The client needed a job seekers portal where they could manage job placements for enrolled students and also send out notifications.

The Challenge


Our client wanted an automated system that would improve their sales processes and allow them to handle a larger volume of sales without adding head count to their workforce. They were looking for a system that helped them organize and segment their database of contacts, based on a variety of demographics like age, location, etc. They also needed to be able to track new subscribers or applicants into their program.

With no centralized system in place, a significant amount of data was incomplete and lists were unreliable to run marketing campaigns.

The data being scattered across paper files, desks, inboxes, managing the workflow was inefficient at best. Another major problem area was managing various forms and distinguishing them based on application, training criteria, age, contract, etc. These forms were previously maintained in spreadsheets and involved multiple email exchanges to gather all information.

  • To provide customizations that allowed their applicants to register in a hassle-free manner.
  • To consolidate reports and other details of the members in a web-based system.
  • To provide access, track payments and the revenue through the admin dashboard.

How Infomaze helped


ZOHO integration is easily one of our key services. Infomaze built an online database using Zoho Creator where the participants could fill in their application forms, track their status, and download reports in real-time. Whereas the Admin, could control and perform multiple operations from the backend. We provide Zoho customization services and build all-inclusive applications to change the way you handle your business.

They needed a more robust solution to generate contracts in PDF format, gather data through forms, and customization in a way to efficiently map their business processes.




Infomaze’s team of Zoho Creator developers were only a quick call away. After analyzing their requirements, we did not waste time in getting started. The development included designing custom forms, customer portal development, single sign in capabilities, Zoho Creator development, Zoho CRM integration to sync data with Zoho Creator, custom branding, third-party integrations, and more.

We brought in automation to the entire process from student enrollment to job placements. The solution was made with ZOHO creator to give the client’s business optimized workflow and thus better productivity. The application has both secure and unsecured access. All logins including Admin and Driver/Student access is secured. As for the public, access is unsecured.

  • Students can enroll to driver education online through a secured login while officers can view and verify the enrollment details.
  • Admin can conduct and students can take literacy test online through our application.
  • Zoho creator registered partner
  • Admin can send out customized job-ready notification to students.
  • Admin can generate enrollment report as well as literacy test report per student.
  • Zoho Creator customization and set up specific to their requirements.
  • Creating forms to capture customer information directly into the system.
  • Adding a functionality that generated contracts in PDF formats on Zoho Creator.

Results, ROI, and future plans


The client was very happy with the application that Infomaze created for them with ZOHO creator. They are looking forward for another phase of the application......


Comments

Popular posts from this blog

Case study on implementing Zoho Analytics for Healthcare Industry

  The Client:A well-established organization in the healthcare industry Our clients have been using Zoho Analytics for the healthcare industry for several years to track and analyze their financial and operational data. However, they have recently expressed frustration with the limited customization options available in the tool. The Challenge: Difficulty extracting insights from their data The challenge faced by our clients is that they need to be able to create customized reports in the Zoho Analytics dashboard that meet the specific needs of their organization. This includes filtering and managing data and adding custom visualizations and themes to their reports. Our client needed a feature that allows users to generate reports with Zoho analytics reports and filter the data to search for specific records. Based on the date and status of payment and other attributes, users can quickly filter the data to find specific information within a large dataset. Once the reports are generated

Easily Move QuickBooks Desktop to QuickBooks Online

  Are you tired of using QuickBooks Desktop and ready to switch to QuickBooks Online? Migrating from QuickBooks Desktop to QuickBooks Online can be daunting, but it doesn’t have to be. With the proper preparation and guidance, you can easily transition your business to the cloud. Before you begin the QuickBooks desktop to the online migration process, it’s essential to understand the differences between the two versions. QuickBooks Desktop is a standalone software installed on a single computer, while QuickBooks Online is a cloud-based software that can be accessed from any device with an internet connection. QuickBooks Online also offers automatic updates and real-time collaboration, which can be helpful for businesses with multiple users. If you’re using QuickBooks Desktop and are considering switching to the cloud-based QuickBooks Online (QBO), you’re not alone. Many small business owners are switching from QuickBooks desktop to online migration to take advantage of convenience, col

Alert: Migrate QuickBooks to Zoho Books in India by 30th April

  If you are a business owner in India using QuickBooks Online for financial management, it is important to be aware that Intuit, the company behind QuickBooks, has decided to discontinue the service in India from April 30, 2023. Before QuickBooks is discontinued, it is necessary to switch to a different accounting solution to continue using a financial management tool. What are the other Accounting Software Options Available in India? There are several QuickBooks alternatives available in India for financial management, such as Zoho Books, Tally, FreshBooks, Xero, Sage, and many more. These alternatives offer similar features and functionalities as QuickBooks and may be suitable for businesses looking for a replacement. But Zoho Books emerges as the top choice for Its advanced features and reliability. Zoho Books is a great option for businesses looking to make the switch from QuickBooks Online. It is a cloud-based accounting software designed specifically for small and medium-sized b