Precision in Execution
How OCS Infotech unified Sales, Costing, and Finance to achieve operational excellence.
Welcome to the Digital Transformation Dashboard. This interactive report breaks down how a leading Dubai-based technology distributor overcame critical data silos.
Below, explore the high-level outcomes achieved through automation. These metrics represent the shift from disconnected spreadsheets to a unified commerce engine.
The Challenge: The Cost of Disconnection
Despite technical expertise, OCS Infotech faced operational bottlenecks. Information was trapped in silos, leading to errors and delays.
Interact with the cards to uncover the specific pain points that were eroding profitability.
Core Problem
"Deals looked profitable on paper but eroded actual profitability due to invisible costs."
⚠️ Manual Costing Errors
Pricing and BOMs lived in spreadsheets.
🔗 Disconnected Order Flow
POs and SOs existed in separate systems.
🏚️ Siloed Data Systems
Sales & Finance on different datasets.
🚢 Invisible Landed Costs
No real-time tracking of shipping/customs.
The Solution: A Unified Commerce Engine
Aarialife deployed an integrated architecture to automate the Quote-to-Cash journey. Explore the flow below to understand how the new system bridges the gap.
1. Sales Command
Zoho CRM- ✓ Lead & Deal Management
- ✓ Custom BOM Module: Intelligent costing engine.
- ✓ Smart Costing: Auto-calculates Buy vs Sell price & VAT.
2. Procurement
Automation- ⚡ One-Click PO: Generated instantly when deal is "Won".
- ⚡ Automated Handshake: PO pushes from CRM to Books.
- ⚡ Inventory: GRN tracks partial/full deliveries.
3. Finance Core
Zoho Books- ✓ Invoicing & Vendor Payments.
- ✓ Landed Cost: Allocates shipping/customs to line items.
- ✓ True Profit Reporting.
Quantitative Impact
The shift to a unified system didn't just organize data; it fundamentally changed the speed of business and the accuracy of financial insights. Below are two key visualizations demonstrating the efficiency gains and financial clarity.
Cycle Time Reduction
Time required for Quotations & PO Generation
The "True Margin" Revelation
Impact of invisible vs. allocated landed costs on a sample deal.
Future Scope: Scaling Managed Services
Service Automation
Implementing Zoho Desk. Integrating support tickets with asset data for faster resolution.
Client Self-Service
Launching a Customer Portal for tracking orders, invoices, and tickets independently.
AI Inventory
Using Machine Learning on sales data to predict stock needs and reduce carrying costs.
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