Vision Industries Case Study: Zoho CRM

At a glance

Opportunities assessed in one pipeline

Capex approved before spend

Factory milestones tracked

Subsidiaries consolidated

The challenge

What Vision Industries needed to fix

Vision Industries is a Saudi holding and investment platform developing green manufacturing supply chains. It assesses opportunities, authorises capex, builds factories and consolidates the finances of its subsidiaries.

Opportunity diligenceOpportunities and partners needed structured diligence.
Capex authorisationSpend had to be authorised before purchase orders.
Factory build milestonesConstruction and equipment progress had to be tracked.
Subsidiary consolidationGroup finance consolidated each subsidiary.

Bottled water moving along an automated production line. Photo credit

Before and after

What changed for the team

BeforeAfter

Opportunities and partners needed a structured diligence process before decisions

Opportunities and partners are assessed in one Zoho CRM pipeline

Spend had to be authorised before any purchase orders were raised

Only approved capex in Zoho Creator releases factory purchase orders

Construction and equipment progress needed tracking for each factory build

Factory construction and equipment milestones are tracked in Zoho Projects

Group finance had to consolidate the accounts of each subsidiary

Subsidiary books in Zoho Books roll up into group finance

How it works

The business process, step by step

01
Opportunity
The investment team records each new industrial opportunity and potential partner in the Zoho CRM pipeline, so every proposal for the group's green manufacturing supply chains starts in one place.
02
Feasibility and diligence
Opportunities and partners go through structured feasibility and diligence. Findings are kept with the opportunity in Zoho CRM and in the Zoho Creator investment tracker, ready for the capex decision.
03
Capex authorisation
Capital expenditure is authorised in the Zoho Creator investment tracker before any spend is committed. Approved capex then releases purchase orders, so factory spending follows a recorded authorisation.
04
Factory procurement
Purchase orders for factory equipment and materials are raised once capex is approved. Plant equipment is recorded in the equipment asset register in Zoho Creator so it can be tracked over time.
05
Construction milestones
Factory construction and equipment progress is tracked as milestones in Zoho Projects. Once factory units are running, Odoo Manufacturing provides MRP for planning their production.
06
Consolidation
Each subsidiary keeps its own books in Zoho Books, and group finance consolidates them. Zoho Analytics provides production and investment dashboards for the holding company's management.

The solution

What we built for Vision Industries

Shyphan delivered the project on Zoho CRM, Zoho Projects, Zoho Books, Zoho Analytics, Zoho Creator and Odoo Manufacturing, covering a 6-step process with 3 integration points.

Opportunity and partner pipeline

Zoho CRM interface — Zoho CRM product screenshot, for illustration

Investment tracker and equipment asset register

Zoho Creator interface — Zoho Creator product screenshot, for illustration

Factory construction milestones

Zoho Projects interface — Zoho Projects product screenshot, for illustration

Production and investment dashboards

Zoho Analytics interface — Zoho Analytics product screenshot, for illustration

Odoo Manufacturing

MRP for factory units

Subsidiary books and consolidation

Who uses it

Investment team

Source opportunities and partners, run feasibility and diligence, and prepare cases for capex authorisation.

Group management

Authorise capex in the Zoho Creator investment tracker and review production and investment dashboards in Zoho Analytics.

Project and engineering teams

Track factory construction and equipment milestones in Zoho Projects and keep the equipment asset register current.

Factory operations

Plan and run production for the factory units using MRP in Odoo Manufacturing.

Group finance

Maintain each subsidiary's books in Zoho Books and consolidate them into group finance reporting.

Architecture

How the systems connect

InputsCapex approvalsSubsidiary booksEquipment register

Delivered by ShyphanOdoo Manufacturing

OutputsPurchase ordersGroup financeManagement dashboards

Integrations

Capex approval to PO
Approved capex releases purchase orders.
Subsidiary consolidation
Group finance rolled up.
Equipment asset register
Plant equipment tracked.

Reports and dashboards

Investment dashboard

Opportunities, approved capex and investment progress across the group's factory projects, in Zoho Analytics.

Production dashboard

Production figures from the factory units brought together for review by group management.

Construction milestones

Factory construction and equipment progress against the milestones set in Zoho Projects.

Group consolidation

The consolidated financial position of the group, rolled up from each subsidiary's books in Zoho Books.

The results

What the system does now

Opportunities assessed in one pipeline
Capex approved before spend
Factory milestones tracked
Subsidiaries consolidated

Delivery

Five phases, discovery to support

01
Discovery
Process mapping, documents and data reviewed with each team.
02
Design
Target flow agreed across 6 apps and 3 integration points.
03
Build
Apps configured, custom logic built and integrations connected.
04
Test and train
User acceptance testing with real scenarios and role-based training.
05
Go-live and support
Cut-over, hypercare and ongoing improvements.

Local rules built in

ZATCA e-invoicing

Fatoora-format tax invoices with XML and QR, cleared or reported as required.

15% VAT

Standard, zero-rated and exempt supplies mapped, with return-ready reports.

Saudi PDPL

Personal data kept to what the process needs, with role-based access.

Arabic and English

Bilingual documents where customers and authorities expect them.

FAQ

Questions about this project

How is capex controlled before purchasing?

Capital expenditure is authorised in the investment tracker built in Zoho Creator. Purchase orders for factory procurement are only released once the related capex has been approved, so spending follows a recorded authorisation rather than starting before a decision.

What does Odoo Manufacturing handle in this setup?

Odoo Manufacturing provides MRP for the factory units, covering production planning once a factory is running. The investment, approval, construction and finance side of the group runs on Zoho CRM, Zoho Creator, Zoho Projects, Zoho Books and Zoho Analytics.

How are subsidiaries consolidated?

Each subsidiary keeps its own books in Zoho Books. Group finance rolls these up into a consolidated view, and Zoho Analytics adds production and investment dashboards so the holding company can review the group as a whole.

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Vision Industries

What Vision Industries needed to fix

What changed for the team

The business process, step by step

Opportunity

Feasibility and diligence

Capex authorisation

Factory procurement

Construction milestones

Consolidation