Engineering Archives

Customer

A leading digital infrastructure and technology solutions provider seeking to modernize its finance and accounting operations through a unified cloud-based ERP platform.

Technology

Zoho Books ERP, Inventory Management, Fixed Asset Management, GST & TDS Compliance, Bank Reconciliation, Financial Reporting, SCM-Finance Integration

Business Objective

The client sought to digitize and standardize accounting operations, eliminate Excel-based manual processes, and centralize financial operations across branches through a scalable ERP platform.

Key objectives included:

Digitize and standardize accounting operations.
Eliminate Excel-based manual accounting processes.
Centralize financial operations across branches.
Improve financial accuracy and compliance.
Automate accounting and revenue workflows.
Integrate supply chain and finance processes.
Improve inventory and asset visibility.
Enable real-time financial reporting and insights.

Scope of services

BXI Technology implemented and integrated Zoho Books ERP across core finance, inventory, asset, compliance, and supply chain processes, including:

Configuration of Sales, Purchase, Inventory, Asset, GST, and TDS modules.
Branch accounting with inter-site transaction management.
Automated revenue and receivables processes.
SCM integration with finance, including PR, PO, and vendor management.
Inventory and material accounting covering GRN, MIRO, and valuation.
Fixed asset lifecycle and depreciation automation.
GST and TDS compliance workflows.
Bank reconciliation and financial controls.
Real-time financial reporting dashboards.
Financial process standardization across branches.

Benefits

Eliminated manual accounting and Excel dependency.
Reduced duplicate data entry.
Improved financial accuracy.
Centralized accounting operations across branches.
Automated revenue and payment processes.
Streamlined the procurement-to-payment cycle.
Enhanced inventory visibility.
Automated depreciation and compliance processes.
Enabled faster financial closure through standardized reporting.
Improved visibility across financial and inventory operations.

Impact

BXI Technology enabled the organization’s transition from fragmented accounting systems to a unified cloud-based ERP platform. The solution standardized financial operations across branches, improved audit readiness and compliance, reduced manual intervention, enhanced visibility into financial and inventory data, and established a scalable digital finance foundation to support future growth and operational expansion.

Customer

A leading digital infrastructure and technology solutions provider seeking to centralize IT service and asset management while improving operational efficiency through a unified service management platform.

Technology

ManageEngine ServiceDesk Plus MSP Cloud (ITSM & ITAM)

Business Objective

The client sought to centralize IT Service Management (ITSM) and IT Asset Management (ITAM) through a unified cloud-based platform. Key objectives included:

Standardize IT service delivery processes.
Automate approvals and repetitive workflows.
Improve IT asset visibility and lifecycle management.
Enhance service request and incident management.
Improve SLA compliance and operational efficiency.
Establish centralized reporting and real-time operational visibility.

Scope of services

BXI Technology implemented and configured ITSM and ITAM capabilities across the organization, including:

Incident, Service Request, Problem, Change, and Asset Management.
Service catalogs and standardized request templates.
SLA configuration and business rules.
Approval workflows and automated notifications.
Technician groups and request lifecycles.
Reports and operational dashboards.
Employee onboarding-to-asset allocation workflows.
Employee offboarding automation.
Purchase request automation.
Customer solution provisioning.
Order fulfilment workflows.
Requester import and asset onboarding.
User management integration.
UAT and end-user training.
Project documentation.

Benefits

Streamlined IT service delivery.
Automated repetitive service workflows.
Improved SLA compliance.
Accelerated ticket resolution.
Enhanced asset lifecycle visibility.
Centralized request tracking.
Strengthened governance through standardized approval workflows.
Real-time operational reporting and dashboards.
Reduced manual intervention across IT service processes.

Impact

BXI Technology established a centralized cloud-based ITSM and ITAM platform that standardized IT operations and service delivery across the organization. The solution enhanced service quality, optimized asset lifecycle management, reduced manual intervention through workflow automation, and provided leadership with real-time dashboards and actionable insights for informed operational decision-making.

Customer

A leading multinational FMCG and trading enterprise operating across multiple regions.

Technology

Zoho CRM, Zoho Inventory, Mobile Sales Application, GPS Tracking, Workflow Automation, Sales Analytics

Business Objective

The client sought to digitize and automate its end-to-end sales operations while improving field sales productivity, inventory visibility, order management, and sales performance.

Key objectives included:

Digitize and automate the end-to-end sales process.
Improve field sales productivity.
Provide real-time inventory visibility to sales teams.
Streamline order management and processing.
Automate approval workflows and credit controls.
Improve sales performance monitoring.
Enable actionable reporting and analytics for data-driven decision-making.

Scope of services

BXI Technology implemented an integrated sales automation ecosystem covering:

Zoho CRM implementation with a multilingual mobile sales application.
Automated sales order processing.
CRM integration with inventory and finance systems.
GPS-based attendance and customer visit tracking.
Approval workflow and credit control configuration.
Sales dashboards and reporting.
User training and adoption support.
Post-go-live support and maintenance.

Benefits

Increased visibility into field sales operations.
Accelerated sales order processing.
Improved inventory availability and visibility for sales teams.
Reduced manual approval effort.
Strengthened credit governance and controls.
Enhanced sales performance monitoring.
Enabled data-driven decision-making through real-time reporting and analytics.

Impact

BXI Technology delivered a unified sales automation platform connecting field sales, inventory, and finance within a single digital ecosystem. The solution streamlined sales operations, improved customer responsiveness, enhanced operational transparency, and established a scalable CRM foundation to support business growth across multiple regions.

Customer

A leading industrial safety equipment manufacturer seeking to modernize and standardize its finished goods supply chain across multiple manufacturing units.

Technology

Oracle Fusion, Supply Chain Digitization, Barcode & QR Code Traceability, Warehouse Management, Business Process Mapping

Business Objective

The client sought to digitize finished goods supply chain operations and establish a standardized, traceable process across manufacturing units.

Key objectives included:

Digitize finished goods supply chain operations.
Eliminate manual planning processes.
Standardize packaging workflows across manufacturing units.
Improve inventory visibility.
Enable end-to-end batch traceability.
Streamline warehouse and dispatch operations.
Establish a scalable foundation for digital supply chain transformation.

Scope of services

BXI Technology conducted detailed process discovery and supply chain transformation activities across two manufacturing units, including:

Detailed process discovery across manufacturing units.
End-to-end workflow mapping from sales order to dispatch.
Business requirement documentation.
Current-state gap analysis.
Future-state supply chain process design.
Oracle Fusion integration strategy.
Warehouse, packaging, planning, and dispatch process definition.
Barcode and QR-based traceability framework.
Business process mapping and standardization.

Benefits

Standardized supply chain processes across manufacturing units.
Reduced manual intervention in planning and operational workflows.
Improved inventory and packaging visibility.
End-to-end batch and pallet traceability.
Enhanced warehouse and dispatch efficiency.
Improved process governance and operational consistency.
Established a scalable roadmap for digital supply chain transformation.

Impact

BXI Technology designed a future-ready digital supply chain framework integrated with Oracle Fusion, transforming fragmented manual operations into standardized, traceable, and digitally enabled processes. The solution strengthened operational visibility and process governance while establishing a scalable foundation for intelligent warehouse, packaging, and dispatch management.

Customer

A leading FMCG and hospitality group operating across the Middle East and Africa, with multiple business entities requiring a standardized and scalable HR management environment.

Technology

Zoho People Plus Enterprise, Zoho Recruit, Zoho Payroll, Zoho Learn, Zoho Connect, Microsoft 365, Biometric Integration, Oracle/Finance System Integration

Business Objective

The client sought to standardize HR operations across multiple countries and business entities while creating a unified digital platform for workforce management.

Key objectives included:

Standardize HR operations across multiple countries.
Digitize the end-to-end employee lifecycle.
Automate payroll and attendance processes.
Streamline recruitment and employee onboarding.
Centralize employee records and HR information.
Establish a unified HR platform with country-specific compliance.
Improve visibility through HR analytics and reporting.

Scope of services

BXI Technology procured and implemented Zoho People Plus Enterprise across multiple entities, covering:

Configuration of core HR and employee management.
Recruitment and onboarding through Zoho Recruit.
Payroll and attendance automation.
Performance management and learning management.
Employee self-service enablement.
HR analytics and reporting.
Integration with biometric devices.
Microsoft 365 integration.
Oracle/Finance system integration.
Employee data migration.
User training and UAT management.
Long-term support and maintenance.

Benefits

Centralized HR management across multiple countries.
Standardized HR processes and governance.
Automated employee lifecycle workflows.
Improved payroll accuracy and compliance.
Enhanced employee self-service.
Real-time HR analytics and reporting.
Simplified multi-country HR administration.
Scalable support for future expansion.

Impact

BXI Technology delivered a unified cloud-based HR ecosystem that modernized workforce management across multiple countries and business entities. The solution improved operational efficiency, strengthened compliance, enhanced employee experience, and established a scalable digital HR foundation to support continued business growth and global operations.

Customer

A leading global manufacturer of industrial safety products.

Technology

Digital Twin, Agentic AI, Zoho IoT, PLC/CNC Integration, SCADA, Edge Gateways, Industrial Sensors, Data Historian, Analytics Dashboards

Business Objective

The client sought to create a scalable digital manufacturing environment by improving shop-floor visibility, machine utilization monitoring, production tracking, and operational intelligence.

Key objectives included:

Improve real-time shop-floor visibility.
Accurately monitor machine utilization and production counts.
Automate downtime classification.
Strengthen batch-to-furnace traceability.
Enhance Overall Equipment Effectiveness (OEE).
Establish an Industry 5.0-ready digital manufacturing environment.

Scope of services

BXI Technology designed and implemented a Digital Twin and Agentic AI architecture integrated with Zoho IoT across diverse manufacturing equipment and processes.

The engagement included:

PLC and CNC machine integration.
Integration with furnaces, laser cutting, grinding, drilling, stamping, welding, and injection moulding equipment.
Sensor retrofits and edge gateway implementation.
Industrial protocol integration and real-time data acquisition.
KPI dashboards and operational analytics.
Predictive analytics and AI-driven monitoring.
Batch traceability and batch-to-furnace tracking.
Standardized IoT architecture across diverse machines.
Implementation without disrupting existing machine operations.

Benefits

Real-time visibility into machine status, production counts, downtime, rejects, and cycle times.
Improved batch-to-furnace traceability.
Enhanced OEE monitoring.
Automated operational insights.
Standardized IoT architecture across diverse manufacturing equipment.
Scalable foundation for predictive manufacturing.
Readiness for Industry 5.0 initiatives.

Impact

BXI Technology established a unified Digital Twin and Industrial IoT framework that transformed fragmented shop-floor data into actionable operational intelligence. The solution enabled centralized monitoring, improved production transparency, strengthened quality traceability, and created a scalable foundation for AI-driven manufacturing optimization across multiple production processes.

Customer

A leading global digital engineering organization seeking to transform its sales operations through a structured, automation-driven CRM platform focused on recurring revenue.

Technology

Zoho CRM, Zoho Workflow Automation, Zoho Sales Orders, Zoho Quotes, Lead Scoring Engine, Approval Workflows, MRC (Monthly Recurring Cost) Pricing Model

Business Objective

The client sought to transform its sales operations by creating a structured, recurring-revenue-focused CRM platform. Existing sales processes relied heavily on manual effort, resulting in inconsistent data, lengthy approval cycles, and limited visibility into recurring revenue.

Key objectives included:

Ensure seamless Lead-to-Deal data continuity.
Align pricing with a Monthly Recurring Cost (MRC) revenue model.
Strengthen commercial governance and discount controls.
Automate approval workflows.
Improve lead qualification and prioritization.
Reduce sales cycle delays and manual intervention.

Scope of services

BXI Technology implemented an end-to-end sales process transformation on Zoho CRM, including:

Lead-to-Deal workflow automation with automated field mapping.
CRM restructuring to support Monthly Recurring Cost (MRC) pricing.
Standardized quote templates with configurable terms and discount governance.
Threshold-based approval workflows with automated notifications and escalation.
Sales Order standardization through commercial summary integration.
Intelligent lead scoring using workflow-driven automation.
End-to-end process optimization to improve sales efficiency.

Benefits

100% automated data carry-over during lead conversion.
40–50% reduction in manual CRM effort.
30% faster approval cycle.
Improved commercial governance through standardized discount controls.
Better visibility into recurring revenue through an MRC pricing model.
Enhanced sales productivity through intelligent lead prioritization.

Impact

By redesigning the Lead-to-Quote process, BXI Technology helped the client establish a standardized, automation-driven sales platform that improved operational efficiency, accelerated deal approvals, strengthened pricing governance, and enabled better visibility into recurring revenue.

The transformed CRM environment empowered sales teams to focus on high-value opportunities while reducing manual effort and improving overall sales effectiveness.

Introduction

In the gaming industry, early success is often driven by a single breakout title. However, sustaining growth requires transitioning from a product-centric organization to a scalable, multi-product entertainment business.

A fast-growing gaming company faced this exact inflection point—strong commercial success from a flagship game, but an organizational structure that could not support expansion, innovation, or cross-product scalability.

Customer

A rapidly growing video game company with a successful flagship title, struggling to scale into a multi-product entertainment business due to structural and operational limitations.

Business Objective

Transition from single-product success to a multi-product portfolio
Enable scalable game development and publishing capabilities
Improve collaboration across teams and business units
Establish a structure that supports long-term growth and innovation

Scope of Services

Enterprise Operating Model Redesign

Defined a new organizational structure aligned to product portfolios and enterprise functions, enabling scalability and clarity.

Product-Centric Organization Design

Reorganized teams around multiple product lines instead of a single flagship offering, enabling parallel development and innovation.

Role & Accountability Realignment

Redefined responsibilities across a large portion of the workforce to ensure clear ownership and reduce execution friction.

Governance & Execution Framework

Established a centralized transformation office to manage execution, track progress, and drive adoption across teams.

Collaboration & Integration Model

Created mechanisms to improve coordination between product, publishing, and enterprise functions.

Technology Used

Organizational Design Frameworks
Workforce Planning & Role Mapping Tools
Performance Tracking Dashboards
Collaboration & Workflow Platforms

Key Challenges Addressed

Overdependence on a single successful product
Organizational structure not designed for scale
Lack of clarity in roles and responsibilities
Limited cross-team collaboration
Inability to efficiently launch multiple products

Benefits

Scalable Product Development

Enabled parallel development of multiple gaming experiences

Improved Organizational Clarity

Clear accountability reduced execution delays and confusion

Stronger Collaboration

Aligned teams across product, publishing, and enterprise functions

Faster Innovation Cycles

Improved ability to launch new products and experiences

Impact

50%+ increase in B2B commercial revenue within the first year
Increased volume and frequency of product launches
Improved ability to deliver cross-product player experiences
Strengthened foundation for long-term growth

Introduction

Telecom providers struggle to deliver consistent, personalized customer experiences due to fragmented journeys, siloed teams, and outdated IT systems. This case highlights how a telecom operator transformed its customer experience by combining Agile operating models, modern IT architecture, and data-driven decision-making to deliver seamless, end-to-end customer journeys. The transformation focused on improving collaboration, accelerating execution, and creating a scalable digital customer experience framework.

Customer

A Europe-based telecom operator managing multi-channel customer interactions across mobile and digital services. The organization serves a large customer base and operates across multiple customer touchpoints, requiring consistent engagement and seamless service experiences.

Business Objective

Improve customer experience across lifecycle journeys
Reduce churn and increase customer retention
Enable cross-sell and upsell opportunities across services
Build a scalable digital operating model for growth
Modernize IT architecture to support CX transformation

Scope of Services

End-to-end customer journey mapping and redesign
Agile operating model setup across business and IT teams
Cross-functional team enablement across sales, onboarding, and lifecycle management
IT architecture modernization for CX enablement
Data-driven prioritization of high-impact customer journeys

Technology Used

Customer analytics and journey orchestration platforms
Data science and behavioral analytics tools
Agile delivery frameworks and collaboration tools
Modernized IT architecture with cloud-ready modular systems
API-led integration for customer platforms and systems

Key Challenges Addressed

Fragmented customer journeys across channels and touchpoints
Lack of prioritization in customer experience initiatives
Legacy IT systems limiting scalability and agility
Siloed teams reducing execution efficiency
Low customer satisfaction and retention levels

Benefits

Unified and seamless customer journeys across channels
Faster execution through Agile operating model adoption
Improved collaboration across business and IT teams
Data-driven decision-making for customer experience improvements
Scalable digital foundation supporting future growth

Impact

Improved Net Promoter Score (NPS) and customer satisfaction
Reduced customer churn across services
Increased cross-sell and upsell opportunities
Faster rollout of customer experience improvements

Introduction

Transportation Management System (TMS) consolidation enables global logistics enterprises to unify fragmented systems, improve visibility, and reduce operational complexity. Organizations operating across multiple geographies and transport modes often struggle with disconnected platforms, inconsistent data, and limited decision-making capabilities. This case study highlights how a global shipping and transportation company transformed its complex landscape into a unified operating model. By harmonizing data, standardizing processes, and defining a future-ready roadmap, the organization established a scalable foundation for efficient and integrated transportation operations.

Customer

A leading global shipping and transportation company operating across multiple geographies and managing complex, multi-modal logistics networks.

Business Objective

Consolidate fragmented transportation systems into a unified model
Achieve global visibility across transportation data and operations
Define a future-ready transportation capability roadmap
Reduce IT and operational costs through rationalization
Enable centralized and data-driven decision-making

Scope of Services

Enterprise transportation landscape assessment
Business and IT capability discovery
Evaluation and selection of TMS platform
Solution blueprinting for unified operations
Definition of transformation roadmap
Data harmonization and process standardization strategy
Integration and synchronization framework design

Benefits

Single Transportation Management Platform for unified governance
End-to-end visibility across all transportation modes and regions
Standardized processes across geographies and business units
Improved decision-making through harmonized data
Scalable foundation for future transportation growth

Impact

7% reduction in forecasted IT costs
$9M estimated total cost savings
Unified TMS platform across ADM
Improved global visibility and governance
Foundation for scalable and future-ready transportation capabilities