Zoho One as the Operating Platform for a Software Engineering Firm
Recruitment, HR, payroll, finance, project delivery and IT assets each running their own manual process, brought onto one governed Zoho One platform with a custom asset application built alongside it.
Hiring, HR, payroll, finance, projects and IT assets running on one governed platform
Infocusp Innovations LLP
Ahmedabad, Gujarat
Zoho One implementation across recruitment, HR, payroll, finance, projects and expense, with custom Zoho Creator application development
Zoho Books · Zoho Creator · Zoho CRM · Zoho Expense · Zoho One · Zoho Payroll · Zoho People · Zoho Projects · Zoho Recruit · Zoho Sign
Seven phases, from BRD through UAT to go-live and hypercare
Client overview
Infocusp Innovations is a software development and IT services firm based in Ahmedabad, working on machine learning and engineering projects for clients across sectors. Its delivery model depends on hiring well, staffing projects accurately and keeping utilisation visible — none of which its systems supported.
Business challenges
Infocusp was running a people-intensive engineering business on fragmented, largely manual processes.
- Recruitment tracked outside any applicant system, with no structured pipeline from application to offer
- Employee records, leave and attendance held separately from payroll, so every salary run began with reconciliation
- Expense claims and approvals moving by email, with no audit trail
- Project execution and effort tracked apart from finance, leaving utilisation and project profitability unclear
- Offer letters, NDAs and contracts signed manually, with no central record of what had been executed
- IT assets issued to engineers with no allocation, return or warranty tracking
What they needed
- A single source of truth for business, employee and financial data
- An applicant tracking system feeding directly into HR onboarding
- Payroll driven by live attendance and leave rather than by spreadsheet
- Approval workflows and audit trails across HR, finance and legal documentation
- Project execution visible alongside cost and revenue
- Structured IT asset allocation, return and maintenance tracking
- Statutory compliance across payroll, finance and process governance
Our solution
Kelevo implemented Zoho One as a unified operating platform, sequenced so that the people foundation went in first and finance, delivery and governance layered on top.
- Zoho Recruit — applicant tracking from sourcing through interview stages to offer, feeding accepted candidates straight into onboarding
- Zoho People — employee master, leave, attendance, onboarding and exit workflows, document repository and self-service portal
- Zoho Payroll — salary structures, monthly runs and full-and-final settlement with PF, ESI, PT and TDS compliance, driven by People attendance
- Zoho CRM Enterprise — lead capture through qualification, scoring and SLA-based follow-up to deal closure, with won and lost reason management
- Zoho Books Premium — reviewed, optimised and integrated with CRM and Projects so revenue and cost meet in one ledger
- Zoho Projects Enterprise — project and task structure with effort tracking mapped to delivery teams
- Zoho Expense — policy-based claims with approval hierarchy and reimbursement through Books
- Zoho Sign — offer letters, NDAs and contracts with defined signer sequences and stored executed copies
- Zoho Creator — IT Asset Management — a custom application covering asset categories, ownership rules, allocation and return, and maintenance and warranty tracking
- Zoho Cliq and Zoho Learn — department channels with workflow alerts, and SOP and training content structured by department
Key features delivered
- Hire to onboard in one flow Recruit hands accepted candidates to People without re-entry.
- Attendance-driven payroll Salary runs and statutory filings work from live leave and attendance data.
- Custom IT asset register A Creator application tracking allocation, return, maintenance and warranty per asset.
- Policy-based expense approval Claims routed by hierarchy and settled through Books.
- Digital execution of contracts Offer letters, NDAs and agreements signed and stored through Sign.
- Project cost and revenue together Projects and Books integrated so utilisation and profitability are visible.
Business impact
10+
Zoho applications deployed
7
Delivery phases
1
Custom Creator application
4
BRDs signed off before build
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