Introduction
CMCA leveraged several Zoho tools to transform its administrative and financial processes. Using Zoho CRM, Zoho Books, Zoho Projects, Zoho Sign, and Zoho Analytics, CMCA streamlined project management, billing, and time tracking — improving visibility and financial control.
Executive Summary
Founded to support agricultural businesses with management consulting, CMCA helps its clients maximize performance through technical, administrative, and HR services.
Faced with challenges related to managing recurring projects and grants, CMCA needed a robust solution to automate its administrative and financial processes.
Problem Statement and Key Challenges
CMCA managed hundreds of recurring projects and required a solution to accurately track working hours, billing, and grant management.
Their manual processes led to errors in tracking invoices, expenses, and work hours, reducing operational efficiency.
Problem Assessment
The CMCA team identified the need for enhanced automation in project management, grant billing, and time tracking.
The lack of cohesion between project management and accounting systems resulted in missed opportunities for billing services and unbilled hours. Manual processes complicated the tracking of key steps and project progress, leading to administrative inefficiencies. CMCA also needed a structured way to manage the complex documentation required to receive government funding while ensuring that all internal teams had consistent and synchronized access to project information from sales to invoicing.
