Small Business - Digital Transformation

Overview

Executed a phased digital transformation program including platform migration, workflow automation, web optimization, and system integration.

Challenge

The client needed to transition from legacy systems to a modern, integrated digital ecosystem. They faced challenges with email management, contact forms, workflow automation, and website performance.

Solution

We executed a phased digital transformation program that included platform migration from Google Workspace to Zoho ecosystem, workflow automation with Bigin Zoho, web optimization with responsive design and updated contact forms, content management improvements, and system integration between website forms, CRM, and internal systems.

Process

The implementation was conducted in stages to minimize operational disruption: Platform Analysis, Core Migration, Workflow Configuration, Website Enhancement, and User Training.

Results

• Improved customer data management and tracking
• Automated lead capture and follow-up processes
• Enhanced website performance and mobile responsiveness
• Streamlined internal communications
• Significant reduction in manual data entry
• Platform consolidation for better oversight and management