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LAXAI

Industry

pharmaceutical

Zoho Application

LAXAI

Laxai is a pharmaceutical research organization managing multiple research and          

operational projects simultaneously. As the number of projects increased, the organization

required a centralized project management solution to streamline project planning, task

management, budget tracking, and team collaboration.

The Challenge

  1. Manual project management using Excel sheets.
  2. No standardized process for creating new projects.
  3. No automated email notifications based on task due dates.
  4. Difficulty tracking delayed tasks.
  5. No visibility into PO Budget, Planned Budget, Actual Budget, and budget utilization percentages.
  6. Budget calculations were maintained manually.
  7. No option to send email notifications for specific project tasks.
  8. Tasks were not assigned to individual users.
  9. Users could not view all tasks assigned to them.

‍

The Solution

  1. Implemented Zoho Projects as a centralized project management platform.
  2. Created standardized project templates with predefined milestones, task lists, and tasks.
  3. Configured task dependencies within project templates.
  4. Configured workflow rules and email alerts for task due-date notifications.
  5. Added custom fields for PO Budget, Planned Budget, and Actual Budget.
  6. Developed custom functions to automatically calculate budget values and percentages.
  7. Configured task assignment for individual users.
  8. Enabled users to monitor all tasks assigned to them within Zoho Projects.

‍

Benefits and ROI

  1. Implemented Zoho Projects as a centralized project management platform.
  2. Created standardized project templates with predefined milestones, task lists, and tasks.
  3. Configured task dependencies within project templates.
  4. Configured workflow rules and email alerts for task due-date notifications.
  5. Added custom fields for PO Budget, Planned Budget, and Actual Budget.
  6. Developed custom functions to automatically calculate budget values and percentages.
  7. Configured task assignment for individual users.
  8. Enabled users to monitor all tasks assigned to them within Zoho Projects.

Looking Forward

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