Gloo conducted a thorough audit of GTD's systems, flow-charted the sales process, identified pain points, and prioritized requirements. This formed the basis for a holistic solution to transform GTD's operations.
The challenges faced by Green Theory Design Ltd. (GTD) were multi-faceted and intricately intertwined, necessitating a comprehensive analysis of the problems at hand. Gloo embarked on a thorough examination of GTD's existing systems, processes, and pain points to formulate effective solutions and to bridge the gaps between their various departments and software applications.
Auditing the Existing System
The first step in the analytical process was auditing GTD's existing systems. This was crucial in creating a baseline understanding of their current operations. Gloo's team examined the setup and configuration of Zoho CRM, Trello and Zoho Books to identify areas of improvement and integration opportunities. The audit revealed fragmentation, redundancy, and inconsistencies within GTD's operational framework, which were hindering their ability to function seamlessly.
Mapping the Current Sales Process
To understand the exact flow of GTD's sales process, Gloo conducted process capture calls and drafted a comprehensive map of their current sales process. This map served as a visual representation of the entire journey, from the generation of estimates in Zoho CRM to sales, operations in Trello, and accounting in Zoho Books. It highlighted each stage and interaction involved in their sales process, allowing for a clear identification of pain points and bottlenecks.
Identifying Pain Points and Prioritizing Requirements
With the current sales process mapped out, Gloo conducted detailed discussions with GTD's team to identify the pain points and areas requiring improvement. These pain points included the challenges of handling large files, ensuring efficient transfer of estimates and invoices, and facilitating a smooth customer interaction process. Additionally, there were issues related to e-signatures, Trello card creation, lead assignment, product double-entry, and tax calculation.
Each of these pain points was carefully evaluated and prioritized based on their impact on GTD's operations and overall business goals. The priorities were established in alignment with GTD's vision of creating an integrated system that would not only improve operational efficiency but also enhance the customer experience and reporting accuracy.
Creating a Blueprint for Transformation
This analysis laid the foundation for the transformation of GTD's sales and operational processes. The pain points identified were not viewed in isolation but as interconnected challenges that required a holistic approach to resolve. Gloo worked closely with GTD's team to create a blueprint for the integration and automation of key processes. This blueprint outlined the strategies and solutions required to address each pain point, ensuring that the entire system would function as a cohesive whole.
In summary, the analysis of GTD's challenges was a process that formed the basis for a robust solution. Gloo's audit of the existing system, mapping of the sales process, identification of pain points, and their prioritization were instrumental in crafting a comprehensive plan to transform GTD's operations. The blueprint that emerged from this analysis set the stage for a more integrated, efficient, and customer-centric system that would fulfill GTD's vision of a streamlined, data-driven, and growth-oriented business operation. This case study highlights the power of a systematic approach in identifying and solving complex challenges, ultimately leading to streamlined sales and reporting processes.