Zoho One business and digital transformation for an Engineering Consulting Firm

Client

Industry

Project size

1-50 employees

Centers of expertise

context

I.M.E. Experts-Conseils is shaping the future by creating sustainable buildings and supporting vital infrastructure across various sectors. The company is committed to reducing the environmental footprint of its projects and promoting decarbonization.

Before embarking on its digital transformation, I.M.E. Experts-Conseils conducted an in-depth assessment of its internal processes. This assessment highlighted significant challenges: time tracking for the 35 employees was tedious, requiring up to four duplications. The billing process faced similar issues. Information was passed between various individuals, files, and systems before reaching clients, leading to delays and errors. The analysis revealed the primary bottleneck in the accounting software, hosted on a local server and accessible by only one person. This situation resulted in operational inefficiencies, limited financial visibility, and unreliable data.

To support its growth, I.M.E. Experts-Conseils opted for an ambitious digital transformation: replacing multiple Excel spreadsheets and the locally hosted accounting software with Zoho One to optimize processes and enhance the quality of its services.

Solutions

Review of business development, project execution, billing, and accounting processes.

Zoho CRM to centralize client data and manage the business development process.

Zoho Projects to centralize timelines, budgets, and timesheets.

Zoho Expenses to structure employee expense reports.

Zoho Books to streamline billing and provide company shareholders with access to accounting data.

Zoho Analytics to track employee hours and project billing.

Custom integrations between applications that ensure relevant information is available in the right place while minimizing manual duplication.

Gains

Savings of several hundred hours per year through process optimization.
Standardization of business development, project execution, and accounting processes for improved organization and information management.
Centralization of client data, enabling quick and easy updates with just a few clicks.
Elimination of timesheet data duplication by administrative staff.
Integration of billing instructions directly into projects, with reports that minimize errors.
Enhanced visibility for executives into the company’s sales, projects, and finances thanks to the migration to Zoho One.

Satisfaction and achievement of objectives

Satisfaction with interventions

TESTIMONIALS

We were thoroughly satisfied with the team. They are organized and structured, which ensured the smooth progression of the project. Always attentive to our needs, they provided tailored solutions while maintaining an efficient approach. We highly recommend them!

Philippe Lemay
Electrical Engineer, Project Manager, and Partner

We developed a great partnership with NSI Solution and appreciate their attention to detail which made the transition between systems seamless. MetWest highly recommends NSI Solution and Zoho to anyone who is looking into a one system software suite.

Nikki Baldwin
Accounts Receivable Specialist