Civil Survey Solutions Case Study

Introduction

Civil Survey Solutions provide the Software Solutions as per the standards of Australian Architecture , Engineering and Construction industries. As an Autodesk Gold Partner, Authorized Developer and Training Centre they ensure that the customers are provided with the best service and expertise. Their technical experience and understanding of real-world applications set them apart. Not only do they provide Autodesk solutions, but their team also consist of qualified Engineers who have relevant industry experience.
They are committed to providing their clients with personalized training, ranging from e-learning to project-specific, to ensure they are equipped with the knowledge and tools needed to achieve their full potential. With over 25 years of experience in the industry, they have seen numerous changes and have continued to evolve alongside them, always striving to provide the highest level of service and support to their clients.

Overview

CSS had already been using Zoho One bundle to manage their customer journey and had implemented workflows and automations as per their business needs. The challenge occurred when they wanted to push/pull the data from third parties and add some complex CRM configuration to their account to enhance their existing process.
They required sound technical support to help integrate with the third party applications and that’s when they explored the options to get expert help for the integration tasks. CSS collaborated with FI Digital, renowned for its expertise in integrated digital solutions, to help them with the required technical support.

The case highlights the support provided by FI Digital to help CSS overcome the challenges faced with the integrations and the configurations.

Executive Summary

Civil Survey Solutions is a leading provider of Autodesk software solutions, training, and applications for architectural, engineering and construction industries within Australia. Civil Survey Solutions LLC is an Autodesk Gold Partner that specializes in the Infrastructure Industry. They integrate their applications into Autodesk technology to improve the designers workflows. Civil Survey Solutions LLC works closely with their sister company Civil Survey Applications, to develop software products such as Civil Site Design and Stringer Topo based on their customers’ needs. These products operate within Autodesk solutions to optimize productivity and user experience

Civil Survey Solution History

Founded in 1998, CSS has been an Autodesk Business Partner for over two decades. Their experienced and knowledgeable team has enabled us to adapt to the evolving needs of the industry. This ensures that they maintain their customer-focused business model. Over the last 20 years they have built a business that is now an Autodesk Gold Partner, has approved specialization in Architecture, Engineering and Construction as well as being an authorized developer and training center. They understand all there is to know about Autodesk and its products.

Civil Survey Solution Guiding Philosophy

At Civil Survey Solutions, they believe that the best solutions come from a deep understanding of the industry and the challenges faced by their clients. This understanding is only developed through hands-on experience and in-depth knowledge of the industries. Their team prides itself on having real-world, on-site experience not only using Autodesk products but as industry professionals.

Problem statement and key challenges

Though CSS had a well functioning Zoho CRM set up with well-managed and configured data and workflows, they faced challenges when the requirement to store the data from third parties, at one platform came up. Along with that, they faced hurdles when trying to make some complex configurations in Zoho CRM.

The integration of Zoho CRM with external third parties required expert-level support to achieve the desired results.

Evaluation of the problem

Post multiple discussions with CSS, we understood that they wanted to integrate external third parties to help manage the transactions and survey data on a single platform.

To handle the transactions in Zoho CRM, they required some pre-defined payment calculations to be configured in their account. Handling the complete end-to-end process from the lead capture to the successful transactions could help CSS manage the entire process in Zoho CRM

Managing the data in Zoho CRM will help CSS analyze the data from Zoho and utilize it to identify the risks.

Proposed Solution

CSS shared required APIs for the integration and detailed inputs for the configuration of the payment calculations.
The integrations required hitting the third-party APIs triggered from different modules in Zoho CRM.

The configuration of the payment calculations involved the customization of features like fields and modules and using functions to achieve the required outcome.

Implementation

After gathering the complete set of requirements, CSS signed off on the solution provided and the estimated efforts with timelines were shared with them. Post confirmation from CSS, we started with the task and tested end-to-end flow in the sandbox. Once confirmed by the customer, we publish the changes in the live environment.

FI Digital has been providing ongoing support to CSS in delivering the tasks within the delivery timelines. We provide the necessary training and documentation support along with the developments and configurations made.

Result

The solution provided by FI Digital has helped CSS manage their data efficiently and analyze the data to utilize it in the multiple sources.

Civil Survey Solutions has partnered with FI Digital for the past 1 year and reach out to us for the technical support required for the complex tasks related to Zoho.

Civil Survey Solutions has a well-established relationship with FI Digital due to the quality services provided with the best possible solutions.