Skip to main content
Manufacturing
General Trade
Financial Services
Food & Beverage
Fashion & Apparel
Manufacturing

Overview

Manufacturing businesses operate in complex environments involving procurement, production planning, inventory management, quality control, compliance, and distribution. As operations grow, lack of process visibility and disconnected systems lead to delays, cost overruns, and margin erosion.

Biz Systems helps manufacturing companies build structured, transparent, and scalable operating systems using Zoho. We work with discrete and process manufacturers to streamline production, inventory, sales, finance, and compliance while giving owners real-time visibility and control.

The Challenge

Production Planning and Scheduling Issues
Manufacturers often rely on manual planning or spreadsheets for production scheduling. This leads to poor capacity utilization, missed delivery timelines, frequent rescheduling, and inefficient use of manpower and machines.

Raw Material and Finished Goods Inventory Mismatch
Lack of real-time visibility into raw materials, work-in-progress, and finished goods causes production delays, excess stock, and working capital blockage. Batch and lot tracking are often missing or inaccurate.

Inquiry to Order Gaps
Customer inquiries and RFQs are not tracked systematically. Quotation follow-ups, approvals, and order confirmations are often delayed, resulting in lost business and poor customer experience.

Order to Production Disconnect
Once an order is confirmed, coordination between sales, planning, production, stores, and finance is mostly manual. This causes errors in BOM usage, incorrect production quantities, and delayed starts.

Production to Delivery Delays
Finished goods are not dispatched on time due to lack of coordination between production completion, quality checks, invoicing, and logistics. Customers face delayed or partial deliveries.

Delivery to Feedback and Service Challenges
Post-delivery feedback, complaints, warranty claims, and service requests are rarely tracked in a structured manner. This results in repeated quality issues, customer dissatisfaction, and missed improvement opportunities.

Quality Control and Compliance
Quality inspections, rework tracking, certifications, and statutory compliance are often manual. Lack of documentation and traceability increases operational risk.

Limited Visibility for Owners and Plant Heads
Owners and plant managers lack real-time visibility into production status, order fulfillment, inventory levels, rejections, and profitability. Decision-making becomes reactive.

The Solution

Centralized Inquiry, Sales, Production, Inventory, and Finance System
All inquiries, quotations, orders, production plans, inventory movements, invoicing, and accounting are managed in one integrated platform, creating a single source of truth.

Inquiry and Order Management
Customer inquiries and RFQs are captured digitally, tracked through quotation and approval stages, and converted into sales orders without data duplication.

Order to Production Planning
Sales orders automatically trigger production planning, BOM consumption, and material requirement planning. Production schedules are aligned with capacity and inventory availability.


Inventory and Warehouse Management
Raw materials, WIP, and finished goods are tracked batch-wise and location-wise. Reorder alerts, slow-moving inventory reports, and stock aging help optimize working capital.

Quality Control and Compliance Management
Inspection checkpoints, rejection tracking, rework records, and compliance documentation are digitized, improving traceability and audit readiness
.

Order to Delivery Automation
Once production is completed, the system coordinates invoicing, dispatch, and logistics. Delivery status is tracked to ensure on-time fulfilment.

Delivery Feedback and Service Management
Customer feedback, complaints, warranty claims, and service tickets are logged and tracked, enabling continuous improvement and stronger customer relationships.

Real-Time Dashboards and Business Insights
Owners and plant heads get dashboards covering inquiry conversion, production efficiency, order fulfillment timelines, inventory health, rejections, and profitability.

Benefits & ROI

Implementing Biz Systems’ manufacturing solutions delivers measurable operational and financial impact.

Manufacturers typically see improved production planning accuracy, reduced raw material shortages, and better on-time delivery performance. Inventory carrying costs reduce, rework and rejection rates improve, and manual coordination across teams reduces by 30–50%.

Faster order execution, better quality control, and improved visibility help businesses protect margins and scale operations confidently.

Most manufacturing clients recover their system investment within 6–9 months through reduced wastage, improved productivity, better inventory turnover, and timely deliveries.

General Trade

Overview

General Trade businesses operate in a high-volume, low-margin environment where control over inventory, credit, collections, and distributor relationships is critical. Whether it is FMCG, electricals, hardware, industrial supplies, or wholesale distribution, operational inefficiencies directly impact cash flow and scalability.


Biz Systems helps General Trade businesses build structured, transparent, and scalable operating systems using Zoho. We work with manufacturers, distributors, wholesalers, and trading companies to streamline sales, inventory, finance, and field operations, enabling owners to gain control and grow profitably.

The Challenge

Fragmented Sales and Operations
Sales teams receive inquiries over calls, WhatsApp, or informal channels, while order processing, billing, and dispatch happen separately. This lack of system integration causes order errors, missed follow-ups, and delays.

Inquiry to Order Gaps
Customer inquiries are not tracked systematically. Many inquiries are lost, forgotten, or not converted into orders due to lack of follow-ups, unclear pricing approvals, or poor visibility for owners and managers.

Order to Delivery Delays
Once an order is confirmed, coordination between sales, warehouse, billing, and logistics teams is often manual. This leads to delayed dispatches, partial deliveries, incorrect quantities, and frequent customer complaints.

Delivery to Feedback Disconnect
After delivery, there is usually no structured process to collect customer feedback, track issues, or record service complaints. This results in repeated mistakes, strained distributor relationships, and missed upsell or repeat order opportunities.

Inventory Mismatch and Stock Inefficiencies
Many general trade businesses struggle with stock mismatches between godowns, branches, and sales teams. Overstocking, stockouts, dead inventory, and manual reconciliations lead to working capital blockage and lost sales opportunities.

Credit Control and Collections
Credit sales are common in general trade, but tracking outstanding payments, due dates, and party-wise limits is often manual. This results in delayed collections, disputes, and cash flow stress.

Fragmented Sales and Operations
Sales teams operate on calls, WhatsApp, or paper-based orders, while accounting and inventory teams work separately. This disconnect causes order errors, delayed invoicing, and lack of real-time sales visibility.

Compliance and Financial Reporting
GST compliance, e-invoicing, e-way bills, and statutory reporting become complex as transaction volume increases. Financial reports are often delayed, making it difficult to understand true profitability.

Limited Visibility for Owners
Business owners lack real-time visibility into sales performance, distributor-wise margins, outstanding receivables, and inventory health. Decisions are reactive instead of data-driven.

The Solution

Biz Systems designs end-to-end general trade operating systems using Zoho applications, covering the complete customer and order lifecycle.

Centralized Inquiry, Sales, Inventory, and Finance System.All inquiries, quotations, orders, deliveries, invoicing, and accounting are managed in one integrated system. This creates a single source of truth across teams, branches, and warehouses.

Inquiry and Order Management
Customer inquiries are captured digitally, assigned to sales teams, and followed up through defined stages. Pricing, approvals, and order conversion are tracked to ensure no opportunity is lost.

Order to Delivery Automation
Once an order is confirmed, the system automatically triggers inventory allocation, invoicing, dispatch planning, and logistics coordination. Delivery status is visible to both internal teams and management, reducing delays and errors.

Delivery Tracking and Feedback Management
After delivery, customers are automatically prompted for feedback or issue reporting. Complaints, returns, and service requests are logged and tracked, improving accountability and customer satisfaction.

Smart Inventory and Warehouse Management
Batch-wise and location-wise inventory tracking, reorder alerts, slow-moving stock identification, and inter-branch transfers help optimize working capital and reduce stock losses.

Credit, Receivables, and Party Management
Customer credit limits, outstanding balances, and aging reports are enforced within the system. Sales teams see credit status before confirming orders, improving collection discipline.

GST, Compliance, and Financial Automation
Invoicing, GST returns, e-invoicing, e-way bills, expenses, and payroll are automated, enabling faster closures and accurate reporting.

Real-Time Dashboards and Business Insights
Owners and managers get live dashboards covering inquiry conversion rates, order fulfillment timelines, delivery performance, receivables aging, stock movement, and profitability.

Our approach is consult-first and implement-next. We map real trade workflows before configuring the system, ensuring practical usage by sales, warehouse, and finance teams.


Benefits & ROI

Implementing Biz Systems’ general trade solutions delivers measurable and sustained business results.

Businesses typically see higher inquiry-to-order conversion rates, faster order fulfillment cycles, and improved on-time delivery performance. Receivable cycles improve by 20–30%, while stock mismatches and dead inventory reduce significantly.

Manual coordination between teams reduces by 30–50%, allowing staff to focus on sales and customer relationships rather than firefighting.

Most clients recover their system investment within 6–9 months through improved cash flow, reduced order errors, faster collections, and better customer retention driven by structured feedback loops.

Financial Services

Overview

Fintech and financial services businesses operate in a highly regulated, data-sensitive, and trust-driven environment. Whether it is lending, NBFCs, wealth management, insurance distribution, payment services, or advisory firms, success depends on accuracy, compliance, speed, and customer experience.

Biz Systems helps fintech and financial services companies build structured, compliant, and scalable operating systems using Zoho. We design systems that bring clarity to customer onboarding, credit or case processing, compliance tracking, and post-service engagement while maintaining data security and audit readiness.

Our focus is not just technology implementation, but process discipline, regulatory alignment, and long-term scalability.

The Challenge

Fragmented Customer and Case Data
Customer data is often scattered across spreadsheets, emails, WhatsApp, and multiple tools. This leads to duplication, errors, incomplete profiles, and difficulty in tracking customer history or ongoing cases.

Lead to Onboarding Gaps
Leads come in from multiple channels but are not tracked systematically. Follow-ups are missed, documentation is incomplete, and customer onboarding takes longer than necessary, reducing conversion rates.

KYC, Documentation, and Compliance Pressure
Managing KYC, AML, FATCA, internal audits, and regulatory documentation manually increases the risk of non-compliance. Tracking document status, expiry, and approvals becomes difficult as volumes grow.

Application or Case Processing Delays
Whether it is loan processing, policy issuance, account opening, or advisory workflows, handoffs between sales, operations, risk, and compliance teams are often manual, causing delays and poor customer experience.

Disbursement, Payout, and Collection Tracking
Tracking disbursements, commissions, repayments, renewals, and collections across customers and partners lacks structure. Errors and disputes impact trust and cash flow.

Post-Service and Feedback Disconnect
After service delivery or disbursement, customer communication, issue tracking, renewals, and feedback are rarely structured. This leads to poor retention and missed cross-sell opportunities.

Limited Visibility for Founders and Compliance Teams
Leadership lacks real-time visibility into pipeline health, approval bottlenecks, compliance status, and revenue metrics, making decision-making reactive.

The Solution

Biz Systems designs end-to-end operating systems for fintech and financial services using Zoho applications, customized to regulatory and business needs.

Centralized Lead, Customer, and Case Management
All leads, customers, applications, and cases are managed in a single system. Every interaction, document, and approval is tracked, creating a complete customer lifecycle view.

Lead to Onboarding Automation
Leads are captured, qualified, and followed up through defined stages. KYC collection, document uploads, verification, and approvals are tracked digitally, reducing onboarding time and errors.

Workflow-Based Case and Application Processing
Approval workflows are built for credit checks, risk assessment, compliance review, and final authorization. Each team works with clear ownership and timelines, reducing delays.

Compliance and Document Control
KYC, AML, agreements, licenses, and regulatory documents are stored securely with access control, expiry alerts, and audit trails. Compliance teams get real-time visibility.

Disbursement, Payout, and Collection Management
Disbursements, commissions, EMI schedules, renewals, and collections are tracked systematically. Alerts and reports reduce leakages and disputes.

Post-Service Engagement and Feedback
Automated communication, service requests, and feedback collection help improve customer experience, retention, and lifetime value.

Real-Time Dashboards and Management Insights
Founders and leadership get dashboards covering lead conversion, onboarding time, approval bottlenecks, compliance status, revenue, and portfolio performance.


Benefits & ROI

Implementing Biz Systems’ fintech and financial services solutions delivers measurable improvements in efficiency, compliance, and customer trust.

Businesses typically see faster lead-to-onboarding cycles, reduced processing errors, and improved compliance accuracy. Manual coordination reduces by 30–50%, while audit readiness and documentation control improve significantly.


Customer experience improves through faster turnaround times, transparent communication, and structured post-service engagement.

Most clients recover their system investment within 6–9 months through higher conversions, reduced operational risk, improved collections, and better customer retention.

Food & Beverage

Overview

The Food & Beverage industry runs on thin margins, high volumes, and real-time decision-making. From procurement and inventory to billing, staff management, and customer experience—every small inefficiency directly impacts profitability.


Biz Systems helps F&B businesses bring structure, visibility, and control to their operations using smart, scalable business systems powered by Zoho. We work with cafés, QSRs, cloud kitchens, restaurants, bakeries, and multi-outlet F&B brands to design systems that reduce chaos, improve margins, and enable sustainable growth.

The Challenge

Inventory and Cost Leakages
F&B businesses often struggle with real-time stock visibility, leading to over-ordering, wastage, and pilferage. Tracking raw material usage against actual sales becomes difficult, resulting in hidden margin losses. In many cases, food wastage alone can account for 8–12% revenue loss.

Fragmented Systems
Most F&B businesses operate multiple disconnected systems such as POS, accounting, inventory, payroll, and CRM. This results in manual data entry, errors, delayed reporting, and no single source of truth for business owners.

Compliance and Financial Control
Managing GST, FSSAI, payroll, and statutory compliance manually increases the risk of errors and penalties. Financial reports are often delayed, and outlet-wise or item-wise profitability remains unclear.

Workforce and Operations Management
High staff attrition, attendance issues, shift mismanagement, and payroll errors create operational stress. Without structured SOPs and accountability, managers spend most of their time firefighting.

Lack of Data-Driven Decisions
Decisions are often based on intuition instead of data. Without dashboards for sales trends, food cost percentage, or customer behavior, owners remain reactive rather than proactive.


The Solution

Centralized Operations Platform
We integrate POS, inventory, accounting, payroll, CRM, and analytics into a single platform. Data flows in real time across outlets, kitchens, and teams, eliminating duplication and guesswork.

Smart Inventory and Cost Control
Our systems enable raw material and recipe-level inventory tracking, automated stock alerts, wastage monitoring, and vendor management. Businesses gain clear visibility into food costs at both item and outlet levels.


Finance, GST, and Compliance Automation
Invoicing, accounting, expense tracking, payroll, and statutory compliance are automated within a single system. This ensures accuracy, faster closures, and reduced dependency on manual processes.

Workforce and Process Management
Attendance, shift management, payroll, and SOP-driven task execution are streamlined. This improves accountability, reduces supervision effort, and stabilizes operations despite staff turnover.

Real-Time Dashboards and Analytics
Owners and managers get live dashboards showing sales, margins, food cost percentages, and outlet performance. Decisions become faster, data-backed, and more confident.

Benefits & ROI

Implementing Biz Systems’ F&B solutions delivers measurable business impact beyond operational convenience. Businesses typically see a 5–10% reduction in food and inventory wastage and a 30–50% reduction in manual effort for owners and managers. Month-end financial closure time reduces from weeks to days, compliance accuracy improves, and staff productivity increases.


Most F&B clients recover their system investment within 6–9 months through reduced wastage, better purchase control, accurate pricing, improved margin visibility, and lower operational overhead.

In one multi-outlet F&B engagement, the client achieved annual savings of 12–15 lakhs by improving inventory accuracy, automating finance, and tracking outlet-wise profitability.

Fashion & Apparel

Overview

Fashion and apparel businesses operate in fast-moving, trend-driven environments where timing, inventory accuracy, and customer experience directly impact revenue. From design and sourcing to production, sales, and distribution, lack of system control leads to excess stock, missed trends, and margin losses.

Biz Systems helps fashion and apparel brands build structured, scalable operating systems using Zoho. We work with manufacturers, wholesalers, D2C brands, retailers, and multi-channel fashion businesses to streamline operations, improve inventory visibility, and enable profitable growth.

The Challenge

Seasonal Demand and Trend Volatility
Fashion demand changes rapidly across seasons, collections, and trends. Poor demand forecasting and slow decision-making result in overproduction, stock obsolescence, and heavy discounting.

Complex SKU and Variant Management
Managing multiple styles, sizes, colors, and collections creates a large volume of SKUs. Without structured systems, stock visibility becomes inaccurate, leading to fulfillment errors and lost sales.

Inquiry to Order Gaps
Wholesale and B2B fashion businesses receive inquiries from distributors, retailers, and agents, but follow-ups, sampling approvals, and order confirmations are often manual and inconsistent.

Order to Production and Procurement Disconnect
Once orders are confirmed, coordination between sales, sourcing, production, and inventory teams is weak. This causes raw material shortages, incorrect production planning, and delivery delays.

Inventory Imbalance Across Channels
Stock is often spread across factories, warehouses, stores, marketplaces, and D2C channels. Without centralized visibility, businesses face stockouts in one channel and dead stock in another.

Order to Delivery and Fulfillment Issues
Delayed dispatches, partial deliveries, incorrect variants, and logistics errors impact customer trust and brand reputation.

Delivery to Feedback and Returns Challenges
Post-delivery feedback, returns, exchanges, and quality issues are not tracked in a structured manner. This leads to repeat issues, high return rates, and lost insights into customer preferences.

Limited Visibility for Owners and Merchandising Teams
Founders and merchandising teams lack real-time visibility into sell-through rates, aging inventory, margin performance, and collection-wise profitability.


The Solution

Biz Systems designs end-to-end fashion and apparel operating systems using Zoho applications, customized to the fashion lifecycle.

Centralized Inquiry, Order, Inventory, and Finance System. All inquiries, orders, inventory movements, invoicing, and accounting are managed in one integrated platform across factories, warehouses, stores, and online channels.

Inquiry and Wholesale Order Management
Wholesale inquiries, sampling approvals, pricing, and order confirmations are tracked digitally, improving conversion rates and reducing follow-up delays.

Order to Production and Procurement Planning
Confirmed orders trigger production planning, BOM consumption, and raw material procurement, aligned with collection timelines and delivery commitments.

SKU, Variant, and Collection Management
Styles, sizes, colors, and collections are managed with structured SKU logic, enabling accurate stock tracking and fulfillment across channels.

Multi-Channel Inventory Visibility
Inventory is tracked across warehouses, retail stores, marketplaces, and D2C platforms, enabling better allocation and faster replenishment.

Order to Delivery and Fulfillment Automation
The system coordinates picking, packing, invoicing, and dispatch, ensuring accurate and timely deliveries to retailers and end customers.

Returns, Feedback, and Quality Tracking
Returns, exchanges, customer feedback, and quality issues are logged and analyzed to reduce repeat problems and improve product decisions.

Real-Time Dashboards and Merchandising Insights
Dashboards provide visibility into sell-through rates, inventory aging, channel performance, margins, and collection-wise profitability.

Our approach is consult-first and implement-next. We map real fashion workflows before configuring the system, ensuring adoption by merchandising, operations, and sales teams.


Benefits & ROI

Implementing Biz Systems’ fashion and apparel solutions delivers clear operational and financial benefits. Brands typically see improved inventory turnover, reduced dead stock, and faster order fulfilment. Manual coordination across teams reduces by 30–50%, while accuracy in SKU handling and dispatch improves significantly.

Better demand visibility, structured feedback, and faster decision-making help reduce discounting and improve margins.

Most fashion and apparel businesses recover their system investment within 6–9 months through improved sell-through, lower inventory holding costs, and better channel performance.