How Dukane enhanced project visibility, repeatability, and analytics using Zoho Projects and Zoho Analytics

Overview:

Dukane, a global organization managing multiple concurrent projects, faced challenges with project tracking, repeatability, and real-time reporting within Zoho Projects. As project volumes increased, the need for automation, standardization, and analytics-driven insights became critical. Techtron Global Services Pvt. Ltd. partnered with Dukane to enhance Zoho Projects through targeted customizations, workflow automation, and Zoho Analytics integration—resulting in improved visibility, faster project setup, and better decision-making.

Key takeaways:

• Automated notifications and alerts improved cross-departmental communication

• Project templates and duplication reduced setup time for repeat orders

• Custom tracking and analytics enabled real-time performance monitoring

• Enhanced branding delivered a professional customer-facing portal

Executive Summary

Dukane is an established enterprise operating in project-driven environments that require structured planning, coordination across departments, and accurate reporting. With multiple stakeholders involved in each project, Dukane relies heavily on cloud-based tools to manage timelines, resources, and customer communication.

• Industry: Project-based operations / Manufacturing & Solutions

• Nature of Business: Order-driven projects with recurring workflows

• Employees: Multi-department teams collaborating on projects

• Technology Dependence: High reliance on Zoho Projects for operational execution

“Our teams depend on Zoho Projects every day, but as our operations scaled, we needed better automation, visibility, and analytics to stay efficient.”

— Operations Stakeholder, Dukane.

Problem Statement and Key Challenges:

While Dukane was already using Zoho Projects, several operational gaps were limiting productivity and scalability:

Key Challenges Identified:

1. Manual Communication Processes Project updates and task changes were not consistently communicated to relevant departments, leading to delays and missed actions.

2. Lack of Project Standardization Repeat customer orders required projects to be recreated manually, increasing setup time and the risk of inconsistency.

3. Limited Tracking & Identification Default Zoho project IDs were insufficient for internal tracking and reporting needs.

4. Resource & Time Allocation Gaps No automated way to calculate or track percentage-based resource and time allocation across projects.

5. Insufficient Reporting & Analytics Project data was not being leveraged for performance insights, management dashboards, or KPI tracking.

“We knew the data was there, but without proper workflows and analytics, we couldn’t fully utilize it for decision-making.”

— Project Manager, Dukane

Evaluation of the Problem:

Techtron Global Services conducted a detailed assessment of Dukane’s existing Zoho Projects configuration. By analyzing workflows, reporting gaps, and user adoption patterns, the team identified areas where Zoho’s native capabilities could be extended through:

• Custom fields and automation

• Workflow-based notifications

• Project templates and duplication logic

• Integration with Zoho Analytics for advanced reporting

This evaluation ensured that enhancements aligned with Dukane’s real operational needs rather than generic customization.Proposed Solution(s)

Techtron Global Services designed a comprehensive Zoho-based solution focused on automation, visibility, and scalability.

Key Zoho Enhancements Implemented:

• Automated Notifications & Alerts Email and in-app notifications (including attachments) triggered by task and project updates, ensuring timely departmental communication.

• Custom Branding & Tracking Zoho branding was removed from the customer portal, and a custom serial numbering system was implemented for better project identification.

• Project Duplication & Templates Reusable project templates and a duplication feature enabled rapid setup for repeat customer orders.

• Resource & Time Allocation Percentage-based resource and time allocation tracking improved planning accuracy.

• Project Organization & Priority Management Custom “Project Priority” field and year-wise folder structuring improved sorting, filtering, and historical tracking.

• Timeline Export & Reporting Visual project timelines with custom fields were enabled for sharing and documentation.

• Zoho Projects–Zoho Analytics Integration A data pipeline was created to generate real-time dashboards and performance reports.

Implementation:

The complete implementation was executed over 3 weeks, with a total effort of 49 hours.

Implementation Highlights:

• Phased rollout of features to minimize disruption

• Configuration of workflows, templates, and custom fields

• Integration with Zoho Analytics for KPI dashboards

• Documentation and admin training for internal teamsDespite the complexity of automation and analytics integration, the project was delivered within the planned timeline and effort.

Results:

After the implementation, Dukane experienced measurable operational improvements:

• Faster Project Setup: Project templates and duplication reduced setup time for repeat orders by over 40%.

• Improved Communication: Automated alerts ensured real-time visibility of project updates across departments.

• Better Resource Planning: Percentage-based allocation improved workload distribution and planning accuracy.

• Enhanced Decision-Making: Zoho Analytics dashboards provided leadership with real-time insights into project health, timelines, and team performance.

“With automated workflows and analytics in place, our teams now work faster,

communicate better, and make data-driven decisions.”

— Senior Management, Dukane

About the Partner

Techtron Global Service Pvt Ltd

Zoho Advanced Partner

Email: info@techtronservices.com

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