iUM

CASE

COMPANY:
«Xenoss»
A leading software development company in the USA specializing in MarTech/AdTech
Implemented projects for well-known multibillion-dollar companies: Nestlé, Adidas, Virgin, Uber, HSBC, and others
HOW WAS IT STARTED?
  • The company used Zoho People HRMS but was limited by basic configurations
  • A large amount of data was stored in Excel, slowing down information processing and often leading to errors
  • A significant issue was the absence of a unified system for managing employee data, client information, invoices, and payroll
  • There was a need to establish the ability to create financial reports (P&L and others) based on data from Zoho People
WHAT WAS IMPLEMENTED?
RESULT:
  • By creating and configuring various forms for tracking different income and expenses (Insurance, Compensation Request, Expenses request, Overtime report, Stamnby Report, etc.), we were able to eliminate the need for external documents and systems and structure everything within CRM
  • A complex custom automation was set up for calculating and generating invoices for clients

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