Client
Industry
Project size
Centers of expertise
Context
Founded in 2006, Groupe Chevalier Séguin is a general contractor specializing in commercial, industrial, and multi-residential construction. The company is actively committed to corporate social responsibility (CSR), with an emphasis on sustainable development.
As the company grew rapidly, it ran into a range of operational and accounting challenges. Its management system was fragmented, manual processes were slow and duplicate data entry was widespread. Project management and accounting also lacked the visibility and automation the business needed.
The group therefore chose to transform its accounting and project management processes by adopting Zoho solutions, opening the way to smoother, automated, and fully integrated operations.
Solutions Proposed
Project cost tracking and budget calculations centralized in Zoho CRM.
Integration of AI-powered OCR from Anthropic directly within Zoho CRM to automate accounts payable processing.
Migration from Sage to Zoho Books, with automated creation of payment requests.
Implementation of Zoho Expense for expense management.
Rollout of management reports and dashboards in Zoho Analytics.
Gains
- Administrative time reduced by 30% through automated accounting processes.
- 10 hours per week saved for the project management team through automated budget calculations.
- Stronger internal controls and project budget tracking, providing precise real-time visibility into costs and enabling proactive management that cut budget variances by 20%.
- Supplier invoice entry time reduced by 50% with OCR and AI built into the CRM.
Satisfaction and achievement of objectives
Satisfaction with interventions