Client: Brigs Espro Services Private Limited
Industry: [Industry, e.g., Manufacturing / Services / Retail]
Region: India
Project Duration: 2 Months
About the Client
Brigs Espro Services is a growing organization looking to optimize operations across finance, HR, and project management. Prior to the project, they relied on multiple disparate systems including Tally for accounting, manual HR processes, and ad-hoc project tracking, leading to operational inefficiencies, errors, and limited reporting capabilities.
The Challenge
The client faced multiple operational bottlenecks:
- Finance & Accounting:
- Manual accounting processes and GST compliance challenges
- Difficulty tracking invoices, payments, and vendor transactions
- Project Management:
- Lack of centralized project and task tracking
- Limited collaboration and progress visibility
- HR & Payroll:
- Manual attendance, leave, and payroll processing
- Difficulty generating accurate HR and payroll reports
- Data Migration:
- Existing Tally data needed accurate migration to Zoho Books with GST compliance
The Solution
The organization partnered with Zoho to implement a comprehensive suite of applications and migrate their Tally data.
Key Implementations:
Zoho Books – Finance & Accounting
- Streamlined customer/vendor management and product/inventory handling
- Automated sales, purchase, and recurring transactions
- GST-compliant invoicing and reports
- Bank reconciliation and journal management
- Tally migration with full data integrity
Zoho Projects – Project Management
- Project creation, task tracking, and milestone management
- Timesheets, recurring tasks, and dependency management
- Collaboration via feeds, comments, file sharing, and WorkDrive integration
- Gantt charts and custom reports for real-time monitoring
Zoho People & Payroll – HR Automation
- Employee onboarding, attendance, leave, and shift management
- Biometric integration, compensatory requests, and approval workflows
- Payroll processing with automated deductions, salary revisions, and bonus management
- Real-time HR and payroll reports for better decision-making
Migration from Tally to Zoho Books (India GST)
- Imported all master data, invoices, bills, payments, and opening balances
- Configured GST, bank accounts, and trial balance validation
- Conducted user training and post-go-live support
Results
- Improved Efficiency: Automated workflows across finance, HR, and projects reduced manual effort and errors.
- Compliance & Accuracy: GST-compliant accounting and payroll ensured regulatory adherence.
- Centralized Project Management: Real-time tracking of tasks and milestones improved project delivery.
- Enhanced Reporting & Insights: Management gained access to dashboards and reports for better decision-making.
- Seamless Migration: Accurate transition from Tally to Zoho Books with minimal disruption.
Client Testimonial
“Implementing Zoho across our finance, projects, and HR functions has transformed our operations. From automating payroll and accounting to tracking projects in real time, Zoho has made our processes faster, more accurate, and easier to manage. The Tally migration was seamless, and our team quickly adapted to the new system.”
Conclusion
This project demonstrates how Zoho’s integrated ecosystem can optimize operations, automate key processes, and ensure compliance for growing organizations. The solution delivered efficiency, accuracy, and visibility across finance, HR, payroll, and project management—all while maintaining data integrity during migration.
