{"id":335,"date":"2017-03-23T17:02:51","date_gmt":"2017-03-23T11:32:51","guid":{"rendered":"http:\/\/blog.orgzit.com\/?p=335"},"modified":"2020-06-12T02:25:58","modified_gmt":"2020-06-11T20:55:58","slug":"orgzit-business-tool-awesome-sharing-scaling","status":"publish","type":"post","link":"https:\/\/orgzit.com\/blog\/orgzit-business-tool-awesome-sharing-scaling\/","title":{"rendered":"How Orgzit helped Sunkeepers streamline Business Processes"},"content":{"rendered":"<p><em>Change is something that can\u2019t be forced. It has to be realized first, and then acted upon.<\/em><\/p>\n<p>IT sectors around the world are dynamically expanding everyday to the limit that the thin line separating them from each other is disappearing fast, bringing them together and creating a singular giant IT pool. The X-Gen is partly blaming the millennials for making everything so small and unique. Whereas the millennials are not happy with the staunch stance taken by X-Gen in retaining their traditional practices and working the old-school way. But if you talk about how one manages his business processes, neither the X-Gen nor the millennials have anything to argue about. For today, both realize one essential thing &#8211; <b>everything and anything can be customized.<\/b><\/p>\n<p>Today, all small and medium B2B organizations have started recognizing that they need to provide customers with a solution that scales with them. Otherwise, they are as good as the seasons that come and go. Take Sonya\u2019s example &#8211;<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_55 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\" role=\"button\"><label for=\"item-6a3c5b0682a56\" ><span class=\"\"><span style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input aria-label=\"Toggle\" aria-label=\"item-6a3c5b0682a56\"  type=\"checkbox\" id=\"item-6a3c5b0682a56\"><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/orgzit.com\/blog\/orgzit-business-tool-awesome-sharing-scaling\/#1990_%E2%80%93_The_Sunkeepers\" title=\"1990 &#8211; The Sunkeepers\">1990 &#8211; The Sunkeepers<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/orgzit.com\/blog\/orgzit-business-tool-awesome-sharing-scaling\/#2000_%E2%80%93_The_IT_Revolution\" title=\"2000 &#8211; The IT Revolution\">2000 &#8211; The IT Revolution<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/orgzit.com\/blog\/orgzit-business-tool-awesome-sharing-scaling\/#2010_%E2%80%93_The_Cloud_Revolution\" title=\"2010 &#8211; The Cloud Revolution\">2010 &#8211; The Cloud Revolution<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/orgzit.com\/blog\/orgzit-business-tool-awesome-sharing-scaling\/#Orgzit_to_SunKeepers%E2%80%99_Rescue\" title=\"Orgzit to SunKeepers\u2019 Rescue\">Orgzit to SunKeepers\u2019 Rescue<\/a><\/li><\/ul><\/nav><\/div>\n<h1><span class=\"ez-toc-section\" id=\"1990_%E2%80%93_The_Sunkeepers\"><\/span>1990 &#8211; The Sunkeepers<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>Sonya inherited a farm which grew wheat in abundance. She had a few neighbors who grew rice &amp; soyabean and wanted her to collaborate with them to start a trade business together. But she wanted to pursue her studies in agriculture management and start a consultancy firm. Ambition took over Sonya\u2019s better side and she started working part-time with her neighbours while saving for future. Within two years, she bought a small office in the countryside and started Sunkeepers Consultancy Pvt. Ltd. In addition to 10 farmers, she had a team of another 7 people handling agricultural supplies and sales. Let\u2019s check out her key areas of in-house team management functions:<\/p>\n<blockquote><p>1. A sunkeeper used to maintain a register which inventorised the agricultural equipment to track individual equipment usage and sales status. There was a second register maintained for client database (which included name, location, and other relevant information)<\/p>\n<p>2. Sunkeepers working in the finance division maintained a third register to keep track of their assets &#8211; equipment sales and purchase.<\/p>\n<p>3. <em>Only 3 people worked for the sales department, so the contracts drawn with the clients were assumed to be a joint effort &#8211; no salesperson got individual incentive.<\/em><i><br \/>\n<\/i><i><br \/>\n<strong>Related<\/strong> : <\/i><a href=\"https:\/\/blog.orgzit.com\/setting-crm-success-orgzit\/\"><i>How can you optimize sales with a CRM<\/i><\/a><\/p><\/blockquote>\n<p>To wrap it up, majority of Sunkeeper\u2019s sales data was stored &amp; tucked away in piles of registers which never saw the day of light once they were closed. Since they were novice business people, they were yet to learn the best way to optimise their existing in-house resources.<\/p>\n<h1><span class=\"ez-toc-section\" id=\"2000_%E2%80%93_The_IT_Revolution\"><\/span>2000 &#8211; The IT Revolution<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>In the next 10 years, the IT revolution created a wave of job opportunities and Sunkeepers started digitizing their offline documents and started keying-in data into excel sheets instead of filling registers. Sonya\u2019s company grew from 7 to 50. They moved to a new office in town, got dedicated employee workstations and everyone started using cellular phones. (Y<i>es! It was the new hot trend at that time<\/i>).<\/p>\n<blockquote><p>1. <em>With more people on board, the number of clients grew, and so did the spreadsheets (+ the processes to handle them) to manage inventory, assets and equipment sales and purchase. As years passed by, the customer records started overlapping, more time was spent in cross-referencing existing customers to new business opportunities, keeping track of purchases became difficult, thus resulting in poor general business management.<\/em><\/p>\n<p>2. The finance guys had a gala of time as the attendance process became more regularized with the new biometric system in place.<\/p>\n<p>3. Sunkeepers\u2019 salespersons started maintaining excel sheets everyday to keep track of their leads and reimbursements.<\/p><\/blockquote>\n<p>Despite extensive use of spreadsheets, Sunkeepers still couldn\u2019t use their own customer database to draw insights in order make better business decisions. They probably didn\u2019t see it yet, but they needed data cleansing services or a better unified solution.<\/p>\n<p><strong>Related<\/strong>: <a href=\"https:\/\/blog.orgzit.com\/orgzit-features-triple-team-productivity\/\">See How Mark Is Handling His Business With Orgzit<\/a><\/p>\n<h1><span class=\"ez-toc-section\" id=\"2010_%E2%80%93_The_Cloud_Revolution\"><\/span>2010 &#8211; The Cloud Revolution<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>Two decades in the consultancy business, Sonya already made a reputation for Sunkeepers. She hired 10 new sales people and started using Skype for business for client calls, G-suite for sharing files, and other 3rd party apps to collaborate with her now-international clientele.<\/p>\n<blockquote><p>1. Sunkeepers started using cloud based spreadsheets to manage both; client database and equipment inventory, but still they were unable to get useful insights into their operations.<\/p>\n<p><i>2. As people started working in different time zones, it became time consuming for the operations team to keep track of even simple processes such as reimbursements that were used by Sunkeepers.<\/i><\/p>\n<p>3. With more sales people on board, <a href=\"https:\/\/www.quora.com\/My-sales-team-cant-collaborate-with-each-other-while-they-are-on-a-sales-hunt-How-can-I-keep-track-of-their-activities-while-being-in-remote-touch\/answer\/Orgzit\">collaboration between Sonya and the sale team<\/a> became more difficult and led to missed business opportunities.<\/p><\/blockquote>\n<p>Sales form an important part of a business development process, but Sunkeepers were unable to keep track of their opportunities and unit economics and find ways to better manage their sales operations. This mismanagement beckoned serious and immediate managerial action.<\/p>\n<p style=\"text-align: center;\"><iframe class=\"giphy-embed\" src=\"\/\/giphy.com\/embed\/3oKIPjI7MnjywxF34Q\" width=\"376\" height=\"480\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p style=\"text-align: center;\">The million dollar problem!<\/p>\n<p>\u00a0You can see that Sonya was unable to achieve all-round success without getting overworked in the following two verticals &#8211;<\/p>\n<ul>\n<li>Sale\/Business Development<\/li>\n<li>Internal Operations<\/li>\n<\/ul>\n<p>Evidently, this created a Work-Life imbalance for her as well as her employees. If you compare the three phases in which Sonya grew her team from merely 7 to 60, you will realize that Sonya was facing problems in either finance or business sales.<\/p>\n<p>Sonya\u2019s friends suggested that she should find a tool which can be used to handle multiple business processes at once and can be easily scaled with Sunkeepers\u2019 growth.<\/p>\n<p><b><i>So after 25 years of starting her business, Sonya started using Orgzit.<\/i><\/b><\/p>\n<h1><span class=\"ez-toc-section\" id=\"Orgzit_to_SunKeepers%E2%80%99_Rescue\"><\/span>Orgzit to SunKeepers\u2019 Rescue<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p style=\"text-align: left;\">Orgzit became Sunkeepers\u2019 own fully customized business management solution. Let\u2019s see what all could they handle with Orgzit:<\/p>\n<p style=\"text-align: center;\"><iframe src=\"https:\/\/www.youtube.com\/embed\/cSTxQTresxE\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>In a nutshell, Sonya realized it&#8217;s critical that over time you need to consistently upgrade your systems and solutions to increase your capacity and remove your barriers to scaling &#8211; and that\u2019s exactly what Orgzit helped her achieve. She now plans to expand her use of Orgzit for other business processes such as <em>after sales service, recruitment, and most importantly, she wants to start a farm machinery rental business powered with the help of Orgzit. <\/em><\/p>\n<p>So as you grow with your company, make sure you regularly pause in your decision process to ask yourself &#8211;<\/p>\n<blockquote><p>1. Have we established dedicated business processes to implement business development practices and smooth operations?<\/p>\n<p>2. Are we choosing the best-in-market internal systems that, when needed, can be scaled to fit our business requirements.<\/p><\/blockquote>\n<p>If you think your legacy systems need a complete makeover, or you are facing trouble in handling your growing business efficiently, <a href=\"https:\/\/orgzit.com\/\">sign up<\/a> for Orgzit and see if it can scale you up for success. For no time is better than RIGHT NOW.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Change is something that can\u2019t be forced. It has to be realized first, and then acted upon. <\/p>\n","protected":false},"author":5,"featured_media":1239,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[84],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v16.7 (Yoast SEO v21.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How Orgzit helped Sunkeepers streamline Business Processes<\/title>\n<meta name=\"description\" content=\"How can you use Orgzit to streamline the business processes for internal operations and sales purposes just like Sunkeepers did.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/orgzit.com\/blog\/orgzit-business-tool-awesome-sharing-scaling\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta 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