Melchers automates business-critical processes with Zoho Creator

The vision of a "paperless office" is perhaps one technology paradigm that takes longer to materialize than others. Most businesses look to go paperless to make things easier, more organized, and as automated as possible.

He went on to explain that the Melchers calibration system was also paper-heavy and could benefit from automation and a better workflow. Eliminating human error in order to track things accurately during the various validation stages of their processes was also a pain point the company hoped to address.

That's when Zoho Creator came to their rescue. Omar Khamam, CEO of The Techno Set Sdn. Bhd. and an award-winning Zoho Creator partner, introduced the idea of customized low-code solutions and their benefits to the Melchers's team. The company now has two full-fledged applications that digitally transformed several critical business functions.

The calibration lab at Melchers implements and maintains an effective quality assurance system for the manufacturing and service industries. The calibration process involved meticulous manual documentation through several stages by the auditors.

The custom calibration system streamlined and accelerated two critical business processes by helping the team record and track equipment calibration history and the recalibration reminder process. Each job cycle in the application starts with a new work order mapped to a calibrator as a job. The equipment moves through different process stages, and the calibrator records relevant data with the application. Once the equipment is calibrated, it goes to the quality control department for a final review and further documentation. The process is marked completed once the equipment is delivered to the customer. Melchers inspectors can accept and reject data and check the status of equipment throughout all stages easily, too.

The calibration system is tied together with existing systems and other Zoho applications forming a complete digital ecosystem from the customer details gathering phase and invoice generation, to calibration and after-service support. The application retraces details whenever a piece of equipment is due for recalibration. It automatically alerts the customer and the administrative team with a notification and required information, saving time and reducing approval cycles.

This application automates the customer credit submission and approval process. The process starts with the salesperson pushing information from Zoho CRM to the custom Creator application through a button in the customer's record section. This sends an email to the customer asking them to fill out an online form and upload the required documents.

On submission, the customer receives another email with the information they submitted in a signable PDF. The customer then uploads the signed PDF to the application, which the sales team reviews and forwards to the finance team.

After verification, the request is sent to management for approval. Once approved, the customer's record is automatically updated in all the relevant systems across the organization. Even after a customer successfully submits a credit application, Melchers is able to edit a cutomer's records within the application. The customer will get an updated letter with the incorporated revisions without a time-consuming paper trail.