LTO Processing

$1500-3000 CAD

Stengt

Lagt ut

omtrent 6 år siden

$1500-3000 CAD

Betalt ved levering

Project Description: "Lease to Own" Value Stream Process Improvement Currently, to process a single transaction for this product it takes approx. 109 minutes of effort end-to-end. There are 3 systems, 3 functional areas and up to 10 different documents. Goal: Significantly reduce the effort and elapsed time of one of these transactions. Potential Solution: My preference here is to co-create the solution through discussion however, for a starting point, I believe we need to capture all data along the process and use it to fill in data fields and pre-populate documents that we would generate from Zoho whereas they are currently manually created. Next steps: I am trying to find the right freelancer to assist. With your response please attempt to help me understand your approach to this business problem. Ask questions if that helps. The successful contractor will be the individual that demonstrates understanding, asks the right questions and gives me confidence that our goal is achievable Currently we have some light integration, mostly from the "Omni~View" side (OV is our inventory management system) Most documents in this process are excel (O365) They are all outside of Zoho but I believe a big part of the coming solution is to try and template/generate most of the documents from Zoho In the power point, mouse over the graphics for brief descriptions

Prosjekt-ID: 16691596

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Aktiv 6 år siden

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5 frilansere byr i gjennomsnitt $2 851 CAD for denne jobben

@yaminisurender

Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have five years of extensive experience in Zoho Products. I have done customization, automation and integration in all Zoho Products as follows: Zoho Creator, Zoho CRM, Zoho Books, Zoho Invoices, Zoho Projects, Zoho Survey, Zoho Sites, Zoho Reports, Zoho Mail, Zoho Campaigns, Zoho Forms, Zoho Projects, Zoho Support and Zoho People. Customization: I have customized the Zoho Products as per the requirements and deliver the best design quality and enhance the existing system with my knowledge. Integration: 1. Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites 2. Zoho Creator with all Zoho Product Apps. 3. Zoho Reports Integration 4. Zoho Creator/CRM with Mail chimp. 5. Zoho Creator with QuickBooks Online. 6. Zoho Creator with Payment Gateway like PayPal, Stripe and Converge gateways. 7. Integration as per company requirements using third part application like Zapier and etc, 8. External API Calls 9. Integration with RingCentral, Twillio and other phone based integrations. 10. Integration with Zoho Mail like Gmail, MS Office 365 and other MS office Setup. Automation: 1. Workflow rules, Auto responders, Email Templates Creation. 2. Follow Up Task,Alerts,Custom functions 3. Automatic Rules, Reminder Setup, Notification via Email and SMS. 4. Dashboard Creation, Scheduled Reports with multiple formats. 5. Webhooks calls. While I am certain there will be others who underbid me on this project, I can assure you several things. · I work extremely fast. · I have a great knowledge on Deluge scripting and Integration. · I can ensure quality communication in regards to the project. · I'm passionate towards the work. · I will complete the work as much as earlier and will do my best effort. · I will deliver the work on time with 100% quality. Support: I will give support for 24X7 for any kind of bugs/fixes. This states that I will be more attentive during the project and post production support. Thank you and I look forward to the opportunity to work with you Thanks Yamini Zoho Certified Consultant

$2 777 CAD om 10 dager

4,5

(18 omtaler)

4,9

@madhurna

Greetings! I am qualified accountant and business analyst with nine years of experience. I understand businesses very and perform practical approaches for attaining solutions to problems. Please PM to discuss further.

$3 333 CAD om 5 dager

5,0

(3 omtaler)

3,6

@sandroshubladze

Hello, I am Excel Expert and VBA/Python developer with a great team in various aspects of development. I have experience of being Financial Auditor Manager in an international company (Baker Tilly). I know you still have to decide who to choose bu let me lay out long story short: I have gone through your description and there is almost nothing useful, I understand that you may find hard to lay out exact info which may need developer but let me guide you with asking some exact questions. I need steps you do in that 109 minutes, I need variety of input with exact fields you do use, I need documents you are using, I need brand design brief to have guidance with power point work. I need more information about what you do not step by step guide but explanation of your job to see if there is anything I can add besides what you can provide. Actually I need more, just bid has limit characters. After all , we can plan step by step guide to make semi automated system for doing your job Well, if you will be interested, let me know

$3 000 CAD om 30 dager