OS4 IT Services
improves its operational visibility
How to link sales, projects, and resources in a unified management environment.
As its operations expanded, OS4 Techno had to manage a growing volume of information, projects, and internal processes. Data was scattered across multiple tools, much of the tracking relied on Excel files, and teams had limited visibility into the organization's overall performance.
Although the initial need focused primarily on sales visibility, operational analysis quickly revealed that the true challenge was broader. The company required an environment capable of connecting sales, projects, human resources, customer service, and finance to gain a more comprehensive understanding of its operations.
OS4 TI Service
Industrie
IT and managed technology services
Challenge
Gain better visibility into company performance, eliminate information silos, and improve alignment between sales, projects, and available resources.
Solution
Deploy a centralized Zoho One environment to structure processes, centralize information, automate key activities, and improve organizational visibility.
Result
Greater visibility into operations, more efficient resource management, a reduction in manual tasks, and optimized use of the technological environment.
The challenge
Prior to the project, several factors limited the organization's management and planning capacity.
Information was scattered across various tools and files, complicating opportunity tracking, resource management, and overall performance analysis. Teams also struggled to link sales to ongoing projects and available operational capacity.
This situation led, in particular, to:
- A fragmented view of operations
- A lack of correlation between sales, projects, and resources
- Difficulty measuring overall company performance
- Suboptimal management of technology costs
- Heavy reliance on Excel files and manual processes
The goal was therefore to create a unified environment that provided a reliable overview and enabled teams to better plan their activities.
The solution
Rather than simply implementing new tools, Tayo began by analyzing existing processes to understand how information actually flowed within the company. This approach made it possible to identify the root causes of the observed challenges and to design a solution tailored to OS4’s operational reality.
01
Structuring the sales cycle
The sales process has been standardized to improve the tracking of opportunities, reduce reliance on Excel files, and provide better visibility into sales activities.
02
Consolidate business data
Information from sales, projects, finance, and operations has been consolidated into a centralized environment to provide an overview of organizational performance.
03
Manage resources better
Processes related to human resources, recruitment, and team allocation have been structured to improve planning and the utilization of available capacity.
04
Improve service delivery
Customer support and project management activities have been integrated into a shared environment to better track requests, coordinate teams, and support service quality.
05
Automate key activities
Automation measures have been implemented to reduce manual tasks, simplify opportunity tracking, support recruitment, and facilitate the production of operational reports.
In their own words:
« Dashboards now allow us to quickly get an accurate picture of our operations. Instead of compiling information from multiple sources, we have access to centralized data that truly supports our decision-making. »
Results
The transformation has enabled OS4 IT Services to move from a fragmented environment to a unified management platform, providing greater insight into operations, resources, and overall performance.
Get an overview of operations
Information from sales, projects, human resources, and finance is now more accessible and better consolidated. Management has a more comprehensive view of the organization to support decision-making.
Better align resources
Teams gain better visibility into workloads, ongoing projects, and available capacity, thereby facilitating planning and resource allocation.
Standardize work methods
Sales, recruitment, project management, and customer support processes are more structured, enabling more consistent execution across the organization.
Reduce manual tasks
Automating several repetitive tasks has made it possible to limit manual interventions, improve data quality, and simplify daily operations.
Optimize the technological environment
Consolidating tools and making more effective use of the Zoho ecosystem have helped reduce technological complexity while improving visibility into the company's operations.
Technologies used
Zoho CRM
Zoho Analytics
Zoho People
Zoho Desk
Zoho Projects
Zoho Books
Discover their experience
After centralizing their operations and structuring their processes with Zoho, the team at OS4 Services TI shares their experience with Zoho CRM and Zoho Desk.
Let’s discuss your project
Would you like to achieve similar results in your company? Schedule a meeting with our team to discuss your needs and potential solutions.
