Case Study

From Data Chaos to Single Source of Truth 

The Challenge: The "Silo" Effect

A mid-sized retail company was utilizing Zoho CRM, Zoho Books, and Zoho Inventory, but each department operated in a silo.

• The Sales Team had one version of a customer's address.

• The Finance Team had a different billing address in Books.

• The Warehouse had duplicate entries for the same product due to manual entry errors.

• Result: Shipping errors increased by 15%, and month-end financial reporting took 10 days to reconcile manually.

The White Lotus Tech Solution

We implemented a comprehensive MDM and Governance Framework:

1. MDM Integration: We established Zoho CRM as the "Master Hub." Any update to a core entity (Customer or Product) automatically synchronized across Books and Inventory using custom Deluge scripting and Zoho Flow.

2. Data Cleansing: Our team ran de-duplication algorithms to merge over 2,000 redundant records, ensuring a single "Golden Record" for every client.

3. Governance Policy: We created a "Data Stewardship" manual, defining who has the authority to edit master fields, preventing future "dirty data" from entering the system.