Zoho Custom App Development

Streamlining Commission Tracking and Agent Portal Management

Laurus Education is associated with high-quality Australian education providers to train international and local students. In a quest to enhance efficiency and provide a seamless experience for their agents, Laurus Education sought the expertise of Flexbox Digital. The collaboration resulted in the development of an agent portal application using Zoho Creator, integrated with Zoho Desk and Zoho CRM. This case study delves into how Flexbox Digital successfully tailored Zoho solutions to meet Laurus Education's unique business requirements.

Business Goals and Solution

Laurus Education faced the challenge of providing agents with easy access to critical information, including monthly commissions, bonuses, student enrollments, upcoming programs, and events. Their existing process involved manual email communication with agents each month, which was not only time-consuming but also prone to errors. Flexbox Digital recognised the need for an innovative solution and proposed the development of a custom application leveraging the Zoho Creator platform. This solution would empower agents by granting them direct access to the portal for real-time updates and information retrieval.

Custom Agent Portal Development and Integration

One of the standout features of the solution was the creation of custom, interactive dashboards that harnessed the power of Zoho Analytics. These dashboards served as a central hub for tracking commission details, agent performance, and student enrollment metrics. By offering stakeholders a visually engaging and intuitive interface, these dashboards significantly improved data visibility and decision-making capabilities.

Interactive Dashboards and Analytics

The collaboration between Laurus Education and Flexbox Digital produced outstanding outcomes:

Efficiency Enhancement: The Agent Portal eliminated the need for manual email communication, saving time and reducing the margin for error.

Improved Agent Experience: Agents gained direct access to real-time data, empowering them to track their commissions, bonuses, and student enrollments effortlessly.

Enhanced Decision-Making: The custom dashboards provided stakeholders with clear, insightful data, enabling more informed decisions.

Streamlined Operations: Laurus Education achieved smoother and more efficient business operations thanks to the tailored Zoho solutions.

Conclusion

Flexbox Digital's expertise in customising Zoho solutions proved instrumental in transforming Laurus Education's operations. The development of the Agent Portal and integration with Zoho CRM, Zoho Desk streamlined processes, improved efficiency, and enhanced the overall agent experience. By leveraging the power of Zoho, Laurus Education successfully embraced digital transformation, paving the way for continued growth and success in the ever-evolving education industry.

September 15, 2023 [email protected] No comments yet

Hiya Mate Marketplace App

Hiya Mate - Tradies on Demand
Marketplace to hire in or hire out trades.

We love working with start ups and businesses that are genuinely solving real world business problems. The latest such start up to reach out to Flexbox Digital was Melbourne based, Hiya Mate. Hiya Mate is a mobile marketplace specialised platform designed to facilitate short to mid-term leasing or temporary hire of staff. Aimed at the construction industry, it promote companies to tailor their staff size and specialisation daily, weekly or monthly, depending on fluctuating business demands. Flexbox Digital designed and developed marketplace apps for Hiya Mate.

Hire-in Business App

Flexbox Digital worked with the Hiya Mate to develop an iPhone and Android marketplace app that allows Hire-in businesses to post jobs, manage jobs, hire trades, timesheets approval, messages, invoices and more.

Hire-in Staff App

Flexbox Digital developed a staff app for Hire-out staffs to manage jobs, timesheets accurately and efficiently. We developed the app natively for optimum performance on both Android and iOS.

Designed for simplicity and ease of use

Solutions to complex marketplace needs

Choosing the right platform would be critical to success. The Hiya Mate Hire-in app, and a Hire-out app was built with Native Swift Code and Android, a robust framework of two popular platforms, allowed our app development team to create a platform that would enable performance, scalability and flexibility to devices for their wide-ranging users. With Geolocation based job alert, push notifications, timesheet reminders, approval process, and payouts Hiya Mate marketplace is designed and developed to make user experience as memorable, unique, and exquisitely simple to use.

Marketplace payouts with Stripe Connect

Hiya Mate facilities a multi-sided marketplace with complex payment needs. The money that is spent on Hiya Mate platform goes to multiple stakeholders. Hiya Mate marketplace also needed to deduct commission from each transaction. To ensure security, marketplace needed to be able to hold funds, delay payouts to providers, and charge deposits. After careful considerations we integrated Stripe Connect, it allows Hiya Mate customers to onboard their users smoothly, handle marketplace transactions with ease, and grow their businesses.

Infrastructure and Advanced analytics

We architected a robust, load-balanced solution on Amazon AWS that could handle heavy app traffic and speeds up the delivery of content. We integrated advanced analytics tools to get insight on how customers interact with the app and product preferences, Daily user engagement, User Retention, App version adoption and countless other ideas about audience segments.

Hiya Mate - Tradies On Demand

Download the App

June 9, 2022 [email protected] No comments yet

Curriculum Level Tracker

Design and build the trendsetting
Student Assessment Management System

Curriculum Level Tracker is an online platform for teachers to assess student level based on the Victorian Curriculum. Seeing the potential to improve teacher experience through digital, Jennings Street School and other partner schools approached Flexbox Digital to create a custom UX-first Software as a service (SaaS) based student evaluation platform for the schools and teachers to assess student level based on the Victorian Curriculum.

Understanding users and their goals

The main goal was to create a student assessment system, which tracks student progress over the course of the school year as well as give insight into important metrics and statistics. From UX to UI layout, every part of this application was designed for ease of use, drive engagement, and deliver maximum value.

A robust platform, custom built with passion

In close collaboration with the client, we developed a robust online evaluation platform for schools to assess student level based on the Victorian Curriculum. Curriculum level tracker for teachers to use as a tool to monitor student progress, record demonstrations and report on the learning achievement of every student. The custom built functionality handles Google single sign-on (SSO), CASES21 integration, user accounts, role based access control and a full management platform for CLT school admins and teachers. The application is highly responsive and is built to grow with the needs of the school.

A better digital experience, for everyone

The result is a digital tool that positively impacts the core audience at a critical point in their journey, making for a more informed, engaged and intuitive experience while reducing administrative burden. With phase one rolled out, the new Curriculum level tracker helping administrators and teachers make better informed decisions to drive student growth and achievement, and improve performance.

October 14, 2021 [email protected] No comments yet

Zoho One Implementation

Zoho One Implementation and Data Migration

Solv is a leading provider of online Occupational Health system designed to help organisations easily manage employee health records, maintain regulatory compliance, analyse trends and drive health initiatives to mitigate absenteeism. Flexbox Digital implemented Zoho One and migrated data from Freshdesk to Zoho Desk and Pipedrive to Zoho CRM. This case study discusses how Flexbox was able to implement and customize Zoho to fit business needs.

Business Goals and Solution

The client was looking to implement Zoho One. Previously, the client was using multiple apps to run its operations from Freshdesk to Pipedrive it was a struggle to share information between those apps and departments. With the Zoho One suite, the company were able to connect 99% of the business requirements under one brand with dozens of integrated apps. After learning about the client business process and their Zoho One needs, Flexbox Digital created a Solution Design Document, which laid out the customisation, we planned to make in Zoho One Apps.

Data Migration, Helpdesk and CRM Setup

In order to ensure a successful Zoho implementation and data migration, Flexbox Digital began the implementation process with a series of discovery calls with the client to understand their business needs. The implementation consists of a number of phases: Pre-implementation analysis, system configuration, data migration, and Go Live.

Freshdesk Data Migration to Zoho Desk

After in-depth planning and discussions with the client, we initiated Zoho Desk customisation, Service-level agreement (SLA) setup, workflow automation and data migration from Freshdesk to Zoho Desk. The data migration includes Tickets, Users, Comments, Contacts, Articles, Notes, Attachments, Companies.

Pipedrive Data Migration to Zoho CRM

Once Flexbox Digital had a comprehensive understanding of the client Zoho CRM requirements, we began Zoho CRM implementation and data migration from Pipedrive to Zoho CRM to meet their specifications by setting up features such as sales pipeline, contacts, leads, assignment rules, reports, and integration between Zoho Desk.

Seamless transition to Zoho One

Once we completed the Zoho Desk and Zoho CRM implementation and reviewed them with the client, we held separate training sessions to train sales and support teams on general usage, and how to manage Zoho. In addition to training sessions, we also provided the client with Post Implementation Support for 3 months. During this time, we were available to make any necessary changes or modifications to their Zoho setup. The client had a seamless transition from Freshdesk to Zoho Desk, Pipedrive to Zoho CRM and implementation of Zoho One led to a complete overhaul of the company's existing processes. Zoho One gives 40+ integrated applications to manage, connect, and automate business processes.

June 8, 2021 [email protected] No comments yet

Royal Australian Chemistry Institute

The Voice Of Chemistry In Australia

For over 100 years the Royal Australian Chemical Institute (RACI) has been the voice of chemistry in Australia. The Royal Australian Chemistry Institute is the professional body for the chemical sciences in Australia. The RACI engaged us to redesign their website with responsive design, to make it user friendly and streamline all RACI attributes. As the RACI is a large body with many users; chemists, students, educators, members and the public, a broader service that assists all users' that needs to be implemented with a strong focus on user experience.

Understanding users and their goals

A collaboration on digital strategy with RACI team took the website to the next level. When discussing with the stakeholders, it was clear that a lot of information already on the RACI website and other sister sites, needed to be collated into the one place. The website also needed to be appealing to the changing audience and inclusive to all user groups and assist in an increase of members. The stakeholders also desired a more compelling user journey so that users would be able to access Information on RACI website easily and quickly. We worked closely with RACI in developing wireframes for all user journeys, updating and refining as the project progressed, ensuring all aspects were tailored to address each users’ goals.

Intuitive design and outstanding user experience

Creating a great user experience is the key to having an effective website. We created a sophisticated, high-impact design that was aligned with the target audience and brand guidelines. The RACI responsive website was designed to invoke a helpful experience and assist users to locate desired information in an intuitive manner. The design was engaging, minimal and easy to navigate for each user journey. In addressing this we revised wireframes throughout the process to make sure all pages were clear and in the correct place. Relevant images, engaging typography, clear calls to action and colour in line with RACI brand were utilised to help users feel comfortable, informed and interested in exploring the website.

Seamless experience across every device

Our main goal in redesigning the website was to provide the RACI community with easy to find, engaging, succinct and intuitive journey for the many user groups of RACI. Equally important was to create an interface design that unifies all services and information offered by RACI in a simple yet informative way. In close collaboration with the RACI team, we were able to achieve an exceptional web design with an outstanding user experience for RACI visitors. It also aligns with their mission for creating pathways for chemical scientists and to advance the professional interests of its members.

July 8, 2020 [email protected] No comments yet

Ecotech Energy Zoho One Implementation

Ecotech Energy
Zoho One Implementation and API Integration

Ecotech Energy is a specialist provider of solar power and renewable energy. Ecotech specialises in commercial, residential and agricultural solar system design and installation services across eastern Australia. Flexbox Digital implemented Zoho One for Ecotech and integrated Xero online accounting software, Formbay STC management application and other Zoho One apps with Zoho CRM to make sales, support and marketing process hassle-free.

Business Goals and Solution

Ecotech Energy was preparing to launch a new business strategy and they identified the need for a robust CRM, project management, marketing application that would support their new strategy and provide visibility of their sales, inventory, support, marketing, project management activities and improve processes within the company. After an in-depth discovery session to gain an understanding of Ecotech's goals, Flexbox Digital customise Zoho CRM to suit Ecotech Energy's business requirements and implemented Zoho Suites. For better business visibility and easy to access the information we integrated Xero, Formbay and cloud-based telephony RingCentral with Zoho CRM.

Zoho CRM Integration

Following the successful implementation of Zoho CRM and migrated Ecotech data into the Zoho system. Flexbox Digital subsequently implemented Zoho Projects, Zoho Inventory, Zoho Campaign, Zoho CRM - Zoho Campaigns integration, Zoho CRM - Inventory integration, Zoho CRM - Xero integration and Zoho CRM Formbay API integration. Zoho CRM integration with other business applications gave Ecotech Energy complete visibility across the company with a holistic and real-time view of customers, orders, projects, and inventory while improving collaboration and communication.

Zoho CRM - Xero Integration

Ecotech wanted to integrate Zoho CRM with their accounting system, Xero, in order to eliminate unnecessary duplicate data entries and keep track of all types of financial transactions status inside Zoho CRM. We integrated two-way data syncing between Zoho CRM and Xero, using a custom API script (Application Programming Interface). This two-way integration is keep contacts, vendors, products and invoices synchronised across Zoho CRM and Xero accounting system, with just a few clicks or scheduled sync time.

Zoho CRM - Formbay Integration

Flexbox Digital integrated Zoho CRM with Formbay using Rest API. Formbay is a software that enables businesses in the solar energy sector to go digital to maintain their customer and project details. Integrating Formbay with Zoho CRM serves as an all in one place to check clients details, STC application, solar panel installation details and projects status inside Zoho CRM. The integration allowed Ecotech Zoho CRM users to access applications, documents and images that are stored in Formbay more easily and securely.

Unified customer experience and improved productivity

The Ecotech's transition to Zoho was ultimately seamless and almost immediately, the company has seen a lot of improvements in its productivity and efficiency. End to end real-time visibility of inventory, projects and payment status. With Zoho CRM they have improvised their Sales productivity, telemarketing outbound calls, a clearer insight into the status of leads, deals and sales activities. Improved access to documents, inventory status and streamlined the internal communication between its three offices Melbourne, Sydney and Brisbane.

May 14, 2020 [email protected] No comments yet

Thoroughbred App UX UI Design

Thoroughbred
Sale Management Application

ThoroughWorks is the world’s leading and most comprehensive thoroughbred sales management software. They engage us for the UX UI Design for their flagship sale management software. ThoroughWorks wanted to take the ThoroughWorks sale management mobile and tablet app user experience to another level, providing their clientele of families, Thoroughbred trainers, owners and buyers with the most sophisticated data and user-friendly app design.

Understanding users and their goals

When we spoke to the stakeholders, it was extremely important to simplify all aspects of consignments before, during and after-sale for the buyer and sellers and we were required to digitalise the whole process that was carried out on papers. During a series of sprints, we worked in constant communication with the team at ThoroughWorks to develop wireframes for each user experience. As a result, we devise a more precise app design and more bespoke user experience for ThoroughWorks buyer, sellers and trainers to manage sales and sale inspection data.

Intuitive design and outstanding user experience

ThoroughWorks interface was designed in assisting to better understand and easy to manage all aspects of consignments. We ensured our design was intuitive, simplistic, minimal, by incorporating visual elements to invoke familiarity in the user, encouraging the non tech savvy to explore the information and derive value.

Unifying the user experience across all touchpoints

The result is an outstanding app design, matching pace with ThoroughWorks growth as thoroughbred sales management leaders in the thoroughbred digital market. Through our collaborative relationship with the ThoroughWorks in-house development team, we implemented a design that unifies the user experience across various platforms – an adaptable system of guidelines, assets and tools that support the best practices of user interface design.

Download the app!

The world’s leading and most comprehensive thoroughbred sales management app

September 13, 2019 [email protected] No comments yet

On-demand Delivery Service App Development

Chainshopper App

Chainshopper
On-demand Delivery Service App

Flexbox Digital worked with Chainshopper, a Melbourne based startup to develop on-demand delivery service app and courier delivery service app development. The Chainshopper app empowering customers to purchase grocery, goods from local merchants and delivered to customers doorstep. Flexbox Digital also built a web app to enable the administration of the mobile apps, including user and content management, permissions and reporting system. The app is scalable and flexible enough to ensure the best possible shopping and delivery experience.

Customer App

Flexbox Digital worked with the Chainshopper to develop an iPhone and Android delivery service app that allows the customer to place an order and track deliveries live from pickup to drop off and a lot more.

Driver App

Flexbox Digital developed a driver app for Chainshopper drivers to manage jobs, assist in navigation & communicate with customers. We developed the app natively for optimum performance on both Android and iOS.

A fast and convenient way to shop

Understanding the users' needs is vital to creating a successful on-demand delivery service app that people would love to use. User research and stakeholder interviews allowed us to identify our target users, what they need and challenges. Following extensive workshops, we developed a plan of action including short and long term goals. For this on-demand delivery app project, the mobile shopping and delivery experience was key to the app's success. As a result, we devise a more precise mobile app strategy and more bespoke user experience for Chainshopper customers and drivers.

Building high-quality Native app development

The Chainshopper user app, and a driver app was built with Native Swift Code and Android, a robust framework of two popular platforms, allowed our app development team to create a system that would enable scalability and flexibility to devices for their wide-ranging users. With the real-time driver tracking and updates, allowing customers to instantly see the status of their delivery on Map - just like Uber. Chainshopper on-demand delivery service app is designed and developed to make the delivery service experience as memorable, unique, and exquisitely simple to use.

Infrastructure and Advanced analytics

Download the app and start shopping now!

Now LIVE in Melbourne CBD

August 26, 2019 [email protected] No comments yet

Bring Me Home App

Bring Me Home
Eat smart. Save money. Rescue surplus food.

Bring Me Home is a Melbourne based startup that connects the user to cafes, bakeries, and restaurants that have unsold food to sell at a discount. Flexbox Digital designed and developed marketplace apps for Bring Me Home that intelligently integrates real-time information to a large number of concurrent iPhone and Android app users to buy and pick up discounted surplus food. Bring Me Home goal is to make surplus food affordable and accessible to everyone and help food retailers cut food waste.

Customer App

Flexbox Digital worked with the Bring Me Home to develop an iPhone and Android app that shows nearby cafes and restaurants, who are offering last minute deals and unsold food to sell at a discount. The App is packed with features and designed best user experience in mind.

Business App

Flexbox Digital developed a business app for Bring Me Home vendors to manage their stock items, process orders, schedule, business profile, and view sales report anytime, anywhere. We developed the app natively for optimum performance on both Android and iOS.

Designed for simplicity and ease of use

Understanding the users' needs is vital to creating a successful digital product that people would love to use. With our client so immersed in their internal knowledge, research, and stakeholder interviews allowed us to identify our target users, what they need, user challenges. Following extensive workshops, we developed a plan of action and key goals. For this marketplace project, refining the mobile eCommerce experience and simplifying was key to the app's success. As a result, we devise a more precise app strategy and more bespoke user experience for Bring Me Home customers and staff.

Building high-quality Native app development

Choosing the right platform would be critical to success. The Bring Me Home customer app, and a business app was built with Native Swift Code and Android, a robust framework of two popular platforms, allowed our app development team to create a system that would enable scalability and flexibility to devices for their wide-ranging users. With the use of scheduled push notifications, geolocation technology, and real-time stock and price updates. Bring Me Home marketplace is designed and developed to make mobile eCommerce user experience as memorable, unique, and exquisitely simple to use.

Infrastructure and Advanced analytics

Get the app. Eat smart. Save money.

Now LIVE in Melbourne CBD, Carlton, Brunswick

September 27, 2018 [email protected] No comments yet

Proquo by Telstra & NAB

Overview

Proquo is a digital marketplace; offer more than two million Australian small businesses find the expertise and customers they need to get ahead. Proquo is a joint venture between NAB and Telstra. We were tasked with redesigning the Proquo website to make a more visually appealing site as well as one that much more user-friendly. Their old website wasn’t a good representation of the service that they offered and they needed a new site that better reflected their brand and would appeal to their target demographic. We were also tasked with the responsibility of improving user experience and brand perception by way of look and feel changes to the website. The newly redesigned website offers quick and easy access to comprehensive understanding of Proquo's services and solutions. It include a cleaner design and engaging user experience.

Achieving an engaging user experience

Our main goal was to create an engaging user experience and provides advertisers with a unique opportunity to reach and communicate with consumers. Taking this into account, we crafted multiple wireframes of all of the pages to ensure it was clear where everything would be and how it would work before continuing the design and implementation. Quick access to primary sections and popular pages was paramount. So we devised a solution on the homepage and listing page which groups content based on user intent, supported by relevant iconography, colour and picture.

Testimonial

`` We're delighted with the fresh new look Flexbox Digital have developed. We’ve been really impressed with their strategic approach, creative flair and passion. ``

Chris O'Brien, Proquo - Director, Product & UX

June 11, 2018 [email protected] No comments yet

Zoho Custom App Development

Streamlining Commission Tracking and Agent Portal Management

Business Goals and Solution

Custom Agent Portal Development and Integration

Interactive Dashboards and Analytics

The collaboration between Laurus Education and Flexbox Digital produced outstanding outcomes:

Conclusion

Hiya Mate Marketplace App

Hiya Mate - Tradies on Demand Marketplace to hire in or hire out trades.

Hire-in Business App

Hire-in Staff App

Designed for simplicity and ease of use

Solutions to complex marketplace needs

Marketplace payouts with Stripe Connect

Infrastructure and Advanced analytics

Hiya Mate - Tradies On Demand

Curriculum Level Tracker

Design and build the trendsetting Student Assessment Management System

Understanding users and their goals

A robust platform, custom built with passion

A better digital experience, for everyone

Zoho One Implementation

Zoho One Implementation and Data Migration

Business Goals and Solution

Data Migration, Helpdesk and CRM Setup

Freshdesk Data Migration to Zoho Desk

Pipedrive Data Migration to Zoho CRM

Seamless transition to Zoho One

Royal Australian Chemistry Institute

The Voice Of Chemistry In Australia

Understanding users and their goals

Intuitive design and outstanding user experience

Seamless experience across every device

Ecotech Energy Zoho One Implementation

Ecotech Energy Zoho One Implementation and API Integration

Business Goals and Solution

Zoho CRM Integration

Zoho CRM - Xero Integration

Zoho CRM - Formbay Integration

Unified customer experience and improved productivity

Thoroughbred App UX UI Design

Thoroughbred Sale Management Application

Understanding users and their goals

Intuitive design and outstanding user experience

Unifying the user experience across all touchpoints

Download the app!

Chainshopper App

Chainshopper On-demand Delivery Service App

Customer App

Driver App

A fast and convenient way to shop

Building high-quality Native app development

Infrastructure and Advanced analytics

Download the app and start shopping now!

Bring Me Home App

Bring Me Home Eat smart. Save money. Rescue surplus food.

Customer App

Business App

Designed for simplicity and ease of use

Building high-quality Native app development

Infrastructure and Advanced analytics

Get the app. Eat smart. Save money.

Proquo by Telstra & NAB

Overview

Achieving an engaging user experience

Testimonial

`` We're delighted with the fresh new look Flexbox Digital have developed. We’ve been really impressed with their strategic approach, creative flair and passion. ``

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Write us a message.

Hiya Mate - Tradies on Demand
Marketplace to hire in or hire out trades.

Design and build the trendsetting
Student Assessment Management System

Ecotech Energy
Zoho One Implementation and API Integration

Thoroughbred
Sale Management Application

Chainshopper
On-demand Delivery Service App

Bring Me Home
Eat smart. Save money. Rescue surplus food.