Background

The client was increasingly concerned about their ability to make well-informed decisions to boost both operational efficiency and revenue performance. Although they used Zoho Books, Zoho Inventory, and Zoho CRM, the built-in analytics and visualization tools were limited, primarily providing only basic insights into sales and inventory status.

To overcome these limitations, the client sought deeper, data-driven insights to guide strategic decisions around vendor management, payment scheduling, and profitability. Their goals included optimizing vendor agreements, reducing overdue payments, and increasing margins through effective cross-selling and upselling of higher-margin substitute products.

The primary deliverables focused on comprehensive data analysis and metric extraction to uncover actionable insights in critical areas such as payment receivables, customer behavior and purchasing trends, inventory replenishment cycles, and demand forecasting.

Omega Strategy

After a thorough evaluation of the client’s business model, operational environment, and strategic goals, Omega designed a tailored Business Intelligence (BI) solution blueprint. Our objective was to overcome the client’s current analytical limitations and build a scalable data infrastructure to support ongoing data-driven decision-making and sustainable growth.

Omega’s BI architecture was designed for seamless integration with the client’s existing Zoho ecosystem—including Zoho Books, Zoho Inventory, and Zoho CRM—as well as external data sources such as Excel spreadsheets and online order platforms. The initial phase involved rigorous data cleansing to standardize and validate inputs across all systems. Cleaned data was then loaded into a MySQL-based data warehouse using Talend Open Studio, an open-source ETL and data integration tool.

To enable fast and targeted analysis, Omega developed specialized data marts and OLAP data cubes, empowering business users to perform multidimensional queries on key performance areas with ease.

Leveraging this infrastructure, Omega developed advanced Power BI dashboards featuring actionable KPIs, including:

i) Customer Segmentation: Categorization by product demand and purchasing behavior.

ii) Supplier Analysis: Insights into pricing, margin contribution, delivery timelines, and credit terms.

iii) Accounts Receivable (AR) Analytics: Metrics broken down by time, invoice/receipt dates, customer types (offices, showrooms, schools), and identification of the top 20 best- and worst-performing customers.

iv) Customer Behavior Analytics: Segmentation by AR trends, product volume, revenue, purchasing patterns, and order frequency (by product and time period).

Digital Impact

With the implementation of a robust BI system featuring interactive dashboards and real-time insights, Omega enabled the client to transition from traditional decision-making to a fully data-driven approach.

As a direct result of executing Omega’s BI model, the client achieved:

• Optimized Revenue Streams through targeted strategies informed by real-time data
• Increased Sales of High-Margin Products by identifying and promoting profitable substitutes and complementary items
• Reduced Accounts Receivable Timeframes through proactive monitoring and accelerated collection cycles
• Enhanced Inventory Replenishment Efficiency, reducing holding costs and minimizing stockouts
  

Omega’s data-centric solution delivered measurable improvements in operational performance while positioning the client for long-term strategic growth.

Contact Us

Need additional information or want to speak to one of our consultants, please use the booking link or contact our Info Team for a proposal.