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Construction

US Construction & Property Operations Group ERP Implementation

A US-based property development and construction firm ran CRM, accounting, and project management in three separate tools - with HR and procurement on spreadsheets - and leadership could not see profit-and-loss per project in real time.

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Construction
Industry
8 tools
Stack
US Construction & Property Operations Group

Client

US-Based Construction & Property Operations Group

Industry

Construction

Service

ERP Implementation

Stack

Zoho Creator, Zoho One, Deluge

01

Challenge

A US-based property development and construction firm ran CRM, accounting, and project management in three separate tools - with HR and procurement on spreadsheets - and leadership could not see profit-and-loss per project in real time.
US Construction & Property Operations Group — slide 2
US Construction & Property Operations Group — slide 3
US Construction & Property Operations Group — slide 4
02

Build

We built a unified Zoho Creator management platform bringing CRM, QS estimating, project management (Gantt, scheduling, daily progress, Kanban), accounting, HR, procurement, logistics, and API integrations into a single source of truth.

03

Outcome

Per-project P&L leadership trusts, resource scheduling and material allocation in one place, and AMEX-to-GL bulk reconciliation that used to take days.

Deliverables

What the system does — functionality shipped.

  • CRM
  • QS estimating, project management, accounting
  • HR, procurement, logistics unified on one platform
  • per-project profit-and-loss leadership trusts
  • Gantt-based resource scheduling and material allocation
  • AMEX-to-GL bulk reconciliation
  • full daily progress tracking with media attachments
  • API tokens for external system integration

Technologies

Zoho CreatorZoho OneDelugeCustom GanttAMEX ReconciliationREST APIsKanbanResource Scheduling

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