Realise Business uses Zoho to run the Australian Government's Digital Solutions Program

The company

Realise Business is a management consulting company with over 30 years of experience that provides trusted and affordable business advice, education, and support to thousands of business owners across Sydney, NSW, and the Australian Capital Territory. Operating as a not-for-profit enterprise, it's funded through the management and delivery of both federal and state government's business programs. This case study details how Realise Business used Zoho to create a digital platform for the Digital Solutions Program, a government initiative aimed at assisting small businesses in their digital transformation journeys.

Why Zoho?

Entrusted with the responsibility to provide advisory services to small businesses and to build a digital platform to manage the entire program, Realise Business chose Zoho for its comprehensive suite of applications. Already an avid user of Zoho, as detailed in the story here, Realise Business further leveraged the opportunity to use the Zoho One suite to develop an efficient and reliable platform to run the Digital Solutions Program. Today, the entire Digital Solutions Program operates on Zoho's business suite, with Zoho CRM serving as its central hub.

The solution

Zoho addressed the following needs:

• Onboarding and guiding clients' journeys throughout the program timeline using Zoho's integration capability
• Automating data consistency and client communications using Zoho CRM's automation features and workflows
• Tracking advisory consultation hours using custom modules
• Accurately reporting to the government using analytics functionality
• Managing affiliate programs
   

Special thanks to Aurelian Group

Aurelian Group, an authorized Zoho partner for the past seven years, has been instrumental in the success of Realise Business's implementation journey. We at Zoho would like to give special recognition to Matt Koopmans and his team for their exceptional work in facilitating the entire project from scratch.

Matt began working with Realise Business when they first adopted Zoho, and now, as they implement their second project for the Digital Solutions Program, the progress they have made is remarkable. Partners like Aurelian Group significantly contribute to Zoho's global growth.

Watch the complete video to learn how Aurelian Group and Zoho empowered Realise Business to run the Digital Solutions Program for small Australian businesses.