A large, privately held growing construction company with revenues in access of $100+ million and on track to double in size within the year, was managing all estimating, proposals, and project management on Google Sheets, DropBox, DocuSign, and vertical construction software that scanned PDF files of blueprints and provided square footage data for estimating.

Given the company’s size and growth projections, having teams work inside Google Sheets was not sustainable. User actions were not auditable and errors were common. Individual sheets were used both for project tracking and reporting functions, making them overly cumbersome to manage and not very insightful for reporting. Further, the client was struggling with accurate reporting and required an enhanced parent-to-many-children database structure for when they were bidding on the same project through different clients.

Camarès delivered extensive business-process consulting, planning and mapping, and developed a comprehensive business-process chart of enterprise sales, estimating, and service delivery workflows. Camarès implemented Zoho One specifically for sales, estimating, and bid response. We delivered data migration, QC/testing, training live onsite, live remote, and recorded. We setup an exclusive Zoho Desk Knowledge Center, with recordings and documentation specific to the client implementation, and on-going support for tickets. Ongoing client engagement provides training for new hires, update meetings to address business growth plans, and planning for future implementations.

Use of DropBox and DocuSign have been eliminated. Entire deal flow has moved to Zoho CRM. All associated project files are now stored on Zoho WorkDrive. Reporting is clean and clear. Errors have greatly been reduced. Workflows are efficient and optimized.