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Education
Operations Platform for a US Education & Coaching Organization Zoho Creator + Zia AI
A US-based learning and coaching organisation was running its operations on a patchwork of spreadsheets - coaching schedules, finance, client management, certificates, invoicing, HR, and issue tracking.
Education
Industry
8 tools
Stack
Client
US Learning & Coaching Organization
Industry
Education
Service
Zoho Creator + Zia AI
Stack
Zoho Creator, Deluge, QuickBooks Integration
01
Challenge
“A US-based learning and coaching organisation was running its operations on a patchwork of spreadsheets - coaching schedules, finance, client management, certificates, invoicing, HR, and issue tracking.”
02
Build
We built a Zoho Creator platform unifying it all - a coaching view, a finance view tied to QuickBooks, client management with service-agreement history, an operations KPI view, a coach-manager view, per-user dashboards, HR modules, and a service-delivery challenges tracker.
03
Outcome
A single operating picture replaced 15 tools.
Deliverables
What the system does — functionality shipped.
- Coaching view with progress tracking and session management
- finance view integrated with QuickBooks products
- client management with service-agreement history
- coach-manager oversight with role-based access
- HR expenses and PTO workflows
- certificate reporting and invoice triggers
- service-delivery challenges tracker
Technologies
Zoho CreatorDelugeQuickBooks IntegrationCoaching WorkflowsHR ModulesCertificate ReportingInvoice TriggersService Delivery Tracking
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