The Solution

SafeGauge partnered with FI Digital to revamp its processes using Zoho Creator. The solution introduced automation, streamlined workflows, and providing portal solutions for each stakeholder involved.

Sales Process Challenges

Centralized Operations:

A unified portal now houses warranty claims, asset management, service requests, and calibration reports.Modules such as Warranty Management, Distributor Kit Allocation, and Product Replacement were implemented to ensure all functions are interconnected.

Self-Service Tools:

For Customers:A dedicated dashboard shows purchased sensors, service schedules, and warranty claim updates

-Customers can initiate warranty claims and track their status in real time.

For Distributors:

Tools to allocate kits, manage customer accounts, and raise warranty claim.

Dashboards provide a breakdown of sensors by product series and customer accounts.

Automated Workflows:

Warranty claims now trigger automated emails at each stage, from submission to resolution. ​Calibration and service schedules update automatically with AWS integrations, ensuring timely notifications.

Integrated Systems:

Cin7: Automated synchronization of sales orders and kit allocations.

AWS Service Hub: Real-time fetching of calibration reports and asset statuses​.

SafeGauge Website: Enabled public asset searches based on serial numbers for easy data access.

Data-Driven Dashboards:

Stakeholders can now monitor assets, calibrations, and warranties via visually rich dashboards.

Implementation Approach

Discovery Workshops:

FI Digital worked closely with SafeGauge’s teams to map workflows and identify bottlenecks through online meetings and offsite Workshops.

Phased Rollout:

Core modules like asset tracking and warranty management were implemented first, followed by integrations and automation.

User Training:Comprehensive training was provided for customers, distributors, and internal teams along with equipping them with the detailed usual manuals.

Results

• Operational Efficiency:
  
  Unified data management eliminated silos and improved collaboration.
  
  Improved Stakeholder Experience:
  
  Distributors and customers now access real-time data, such as asset details, through intuitive dashboards.
  
  Automated updates kept stakeholders informed, reducing follow-ups and inquiries.
  
  Actionable Insights:

  
  Distributors gained detailed visibility into sensor sales and customer data.
  
  Management dashboards allowed SafeGauge to track operational performance and plan resources effectively.