Improve visibility and decision-making with Zoho
Founded in February 2001, Optima operates in the field of industrial automation, a sector where performance and precision are essential. To help its growth, Optima wanted to gain visibility into its internal operations in order to base its strategic decisions on clear and reliable data. This case study highlights how, with Tooly’s support, the company implemented an intelligent KPI tracking system, enabling it to turn its data into actionable levers.
"Tooly's dynamic team is ideal for any company that wants to maximize its use of Zoho. Not only is it pleasant to work with them, but their in-depth expertise and the quality of their service make them a trusted partner."
Pierre-Marc Paradis
President and CEO, Optima
The Challenge
Despite an already strong infrastructure based on the Zoho One suite, Optima faced a lack of overall visibility into its internal operations. Executives had multiple scattered data sources, without a unified view or real-time actionable dashboards. This lack of clarity slowed down decision-making and made it difficult to quickly identify strategic priorities. The company wanted to use Zoho Analytics to remedy this situation, but the team lacked the time to learn the software. The main issues were:
Lack of visibility into key performance data;
Difficulties in analyzing results in real time to guide decisions;
Incomplete automations that made certain decision-making processes longer and less accurate.
The Solution
Better Insights with Zoho Analytics
The Optima team’s wish was to have access to Zoho specialists who could help them use the software without having to launch a major integration project. Tooly was able to meet this challenge by exploiting the full potential of the Zoho Analytics module, already included in the company’s Zoho One environment. The goal was to transform data from Zoho CRM, Zoho Books, and Zoho Projects into intelligent, interactive dashboards.
The software implemented:
- Zoho Analytics : Centralize and visualize key data, create custom key performance indicators (KPIs), and automate reports.
The new dashboards provide a consolidated view of business performance—sales, operations, finance, and productivity—allowing managers to quickly spot gaps and make informed decisions. Well-configured integrations also allow for the transfer of data between the different modules of the Zoho suite.
After the integration
Results and Benefits
The integration of Zoho Analytics and the expertise of Tooly have enabled Optima to achieve its main objectives: to better understand its activities, accelerate decision-making and make its data more reliable. The company now has a solid basis for managing its performance. Leaders can track their metrics in real-time, anticipate deviations, and adjust their actions quickly—a key step toward more proactive, results-oriented business management.
Improved visibility into operations
The use of Zoho Analytics made it possible to centralize the information that was scattered in several modules of the suite (CRM, Projects, Books, etc.). Consistent reading and simplified interpretation of data provides a better holistic view of business performance.
Faster decision-making
Thanks to the implementation of personalized dashboards that are accessible in real time, Optima benefits from the ability to react more quickly to operational issues. The company can make faster, more informed decisions, while reducing the number of internal exchanges needed to validate data.
Automation optimization
Synchronized integration between different modules and automatic reporting ensures that data is always up-to-date and consistent across departments. This reduces data gaps between teams and decreases the risk of human error.
Increased team productivity
With automated reporting, real-time performance indicators, and customized dashboards that allow for clear and consolidated data visualization, the Optima team can make decisions faster and have a better view of their operations. This added value increases the productivity and efficiency of the company, thus contributing to its growth and competitiveness.