Happy Paws, a community services organisation, ran participant, volunteer and funding operations across more than 20 disconnected apps, with invoicing taking a full week every fortnight. Relevate consolidated everything into a single Zoho One system with live dashboards and automated invoicing, cutting invoicing to two hours a week and saving a full week of reporting time each month.
THE CHALLENGE
Happy Paws, a community services organisation, relied on more than twenty different apps to manage participants, volunteers and funding operations. This fragmented setup created inefficiencies, silos and significant administrative overhead. Invoicing was time consuming, taking up to a week every fortnight and relying heavily on spreadsheets. Reporting and analytics were inefficient, with staff spending a full week every month producing PowerPoint and spreadsheet based reports. Volunteer onboarding and compliance processes were disjointed, spread across multiple tools and manual communication with participants and donors. Happy Paws needed to consolidate its systems into a unified digital platform that could save staff time, improve compliance and enable the organisation to focus on service delivery instead of administration.
THE SOLUTION
Relevate transformed Happy Paws’ operations by consolidating more than twenty separate applications into a customised Zoho One ecosystem. Zoho CRM became the central hub for participant onboarding, service agreements through Zoho Sign and the management of donors and grants. Zoho Analytics introduced live dashboards that replaced manual spreadsheet reporting, giving the team realtime insights at the click of a button.
Relevate also built tailored Zoho Creator applications, including an Incident Management App to track and resolve issues across sites and a Volunteer Portal that digitised recruitment, compliance checks, training and placement. With Zoho Marketing Automation and Zoho Survey, Happy Paws streamlined communications with participants and stakeholders. Relevate also developed a bespoke attendance based invoicing system, managed entirely within Zoho CRM and seamlessly integrated with Xero, which dramatically reduced processing time.
THE OUTCOME
Happy Paws now operates on a centralised Zoho One ecosystem that has transformed both efficiency and service delivery. Real time dashboards have eliminated the need for manual reporting, saving the organisation a week every month. Invoicing which was once a complex and time consuming process is now reduced from a full week every fortnight to two hours weekly. By consolidating more than twenty different applications into a handful of integrated Zoho tools, Happy Paws has streamlined volunteer onboarding, improved compliance tracking and strengthened communication with participants and donors. With ongoing support from Relevate, they are well positioned for sustainable growth and greater community impact.
If your organisation is facing similar challenges or is interested in exploring digital transformation, email us how we can help you achieve your goals.
