Case Study
End-to-End HRMS transformation
Executive Summary
An India-based Cloud Services firm engaged Saints & Masters, to design and deploy a comprehensive HRMS built on Zoho People Plus. The implementation addressed the need for a unified system to manage employee data, attendance, project-based timesheet billing, and structured performance appraisals across a 40+ employee workforce.
- Industry: Technology
- Geography: India
- Capability: Business OS
- Technologies: Zoho People, Zoho Payroll, Zoho Expense
- Key Outcome: The Zoho People Plus implementation delivered measurable operational improvements across all five workstreams:
The Challenge
Prior to engaging Saints & Masters, the client operated on a different HRMS and time tracking tool, relying on fragmented tools and manual processes. This created several compounding operational inefficiencies:
• No Centralised Employee Data: Personnel records were managed across spreadsheets with limited governance.
• Informal Org Hierarchy: Reporting lines, designations, and departmental boundaries were inconsistently applied.
• Attendance & Leave Gaps: Check-in/check-out processes lacked a system of record; holiday calendars were managed manually.
• Timesheet & Billing Risk: Client-billable hours were tracked separately outside the HRMS with no billable vs. non-billable differentiation, creating revenue leakage risk.
• Ad Hoc Performance Management: Without defined KRAs, OKRs, or appraisal workflows, employee evaluations were subjective and inconsistent.
• Scalability Risk: As the team crossed 40 employees, fragmented HR operations were becoming unsustainable for growth.
Delivery
Saints & Masters adopted a phased, consultation-led implementation methodology designed to minimise disruption to ongoing operations
- •Discovery & Design: Consult stakeholders to understand the organization structure, employee details, project portfolio, and performance expectations.
- •Configuration: Set up the HRMS including organization hierarchy, roles/designations, attendance policies, holiday calendar, project and client details, and OKR/KRA framework.
- •Data Migration: Collect employee data, validate it using templates, upload in bulk, and verify accuracy after upload.
- •Testing & UAT: Conduct walkthroughs of all modules with stakeholders and resolve any data or configuration issues identified.
- •Go-Live & Handover: Launch the system, provide admin access, guide users, and onboard employees onto the platform.
Results
The Zoho People Plus implementation delivered measurable operational improvements across all five workstreams:
- •Org Structure: Transition from an informal hierarchy to a formalized organizational structure within the HRMS, including entities, departments, divisions, and designations.
- •Employee Data: Move from fragmented applications to a centralized system with validated employee records and clear manager reporting structures.
- •Attendance: Replace fragmented tracking methods with a system-driven approach featuring defined shifts, holiday calendars, and automated notifications.
- •Timesheet & Billing: Shift from scattered tools to structured tracking of billable and non-billable hours, with the ability to generate downloadable client billing reports.
- •Performance Management: Evolve from ad hoc and subjective evaluations to a structured OKR/KRA framework with standardized review cycles for all employees.
Deep Dive into the Outcomes
Get the detailed PDF report covering the complete problem-solution-impact lifecycle and measurable ROI metrics for this project.
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