Case Study: Rodriguez Consulting streamlines project management with Zoho Projects

Rodriguez Consulting LLC - Customer Case Study

Rodriguez Consulting LLC, a civil engineering and land surveying firm, faced a challenge managing projects through a disjointed system of whiteboards, Excel spreadsheets, and individual Microsoft Project files, which were stored separately for each job. This made it difficult to maintain a centralized view of their work.

The vendor, Zoho Projects, provided a solution that integrated with Zoho CRM. When a new opportunity was won in CRM, a project was automatically created, notifying a manager to set up timelines and assign tasks. This implementation replaced their previous tools with a single enterprise solution, giving managers a dashboard view of all projects and saving significant time previously spent searching through files.

Rodriguez Consulting LLC