Arcus Legal
Law firm
A complete, collaborative Zoho One suite, configured for each member of staff. It covers client tracking, time recording, faster invoicing and collaborative document management.
Use cases
AI and Zoho use cases for every business function in your company
We connect AI and Zoho to sales, finance, customer support, operations and data. When a need falls outside standard tools, we build a solution to order.
In brief
Which AI and Zoho use cases exist for each business function?
Djtal, the operational AI specialist for Swiss companies, organises its use cases across eight business functions, from management and sales to customer service, finance, operations, productivity, marketing and data. They share one foundation: custom applications that connect AI to the data and tools you already run.
Why do we organise use cases by business function?
Your company's needs have more in common with those of a company in another industry than with those of a large group in your own. Management wants to steer the business, customer support wants relief from ticket volume, accounting wants its hours back.
We therefore address the functional decision-maker, whoever owns the function: chief executive, COO, CFO, head of IT or head of operations. If you recognise your situation in one of the categories, your industry makes little difference.
The foundation
Custom-built applications.
Where a need falls outside standard tools, we build. This technical know-how is our foundation, and it underpins every one of our featured client cases.
What we build
- Secure B2B customer portals
- Gateways between systems (e.g. SAP ↔ Zoho)
- Complete line-of-business applications
- Zoho plugins and extensions
- Websites integrated with your ecosystem
- Custom APIs
- Complex automations
Technology stack
- Creator
- Catalyst
- Deluge
- JavaScript
- Java
- Node.js
- Python
- HTML/CSS
- SQL/COQL
- REST APIs
- AI
Arcus Legal, FRC, OLF, Terre des hommes and Econox, our five featured cases, all rest on this foundation.
Our services
Use cases, function by function.
Eight categories cover the essentials of a company. Creator and AI cut across all of them and come into play in each category as needed.
- 01
Management & strategy
See the figures that matter, keep an eye on the market and decide on solid ground.
Use cases
- KPIs and dashboards
- Market and competitor intelligence
- AI coaching for business leaders
- AI strategy audit and 90-day action plan
Tools
- CRM
- Analytics
- Creator
- AI
- 02
Sales & CRM
Qualify prospects, forecast sales and automate whatever can be automated, so your sales team can get on with selling.
Use cases
- Lead qualification
- Sales forecasting
- Behavioural analysis
- Cross-brand campaigns
- Sales process automation
Tools
- CRM
- Campaigns
- SalesIQ
- Creator
- AI
- 03
Customer service & support
Sort tickets, answer recurring questions and build on what has already been resolved.
Use cases
- Ticket sorting and categorisation
- AI-assisted first-line replies
- Duplicate detection
- Knowledge capture and knowledge base
Tools
- Desk
- Creator
- AI
- 04
Finance & accounting
Win back the hours lost to data entry, make accounting data reliable and automate the journal entries for invoices.
Use cases
- OCR for supplier invoices
- Automatic journal entries for invoices
- Expense claims
- Financial reporting
- Swiss VAT (8.1%) integration
Tools
- Books
- Expense
- Creator
- AI
- 05
Operations & procurement
Optimise stock levels, compare supplier prices and weigh up purchasing decisions that depend on several parameters.
Use cases
- Stock management
- Supplier price tracking
- Multi-parameter procurement optimisation
Tools
- Inventory
- Books
- Creator
- AI
- 06
Productivity
An inbox that looks after itself, internal knowledge you can find and documentation that actually gets used.
Use cases
- Onboarding new employees
- Autonomous email inbox
- Internal knowledge and FAQ
- Document management
- Ongoing staff training
Tools
- WorkDrive
- Learn
- Creator
- AI
- 07
Marketing & communications
Produce useful content, run the right channels and measure what comes back.
Use cases
- Content production
- Email campaigns and scheduled follow-ups
- Social media management
- Search engine optimisation (SEO)
Tools
- Campaigns
- Social
- CRM
- Creator
- AI
- 08
Data migration & quality
Clean, merged and usable data is the groundwork for any serious AI project.
Use cases
- Data cleansing
- Migration between systems
- Multi-system integration
- AI-assisted deduplication
Tools
- CRM
- Creator
- Sheet
- Analytics
- AI
Don't see your need on this list? It is probably a case for the custom applications foundation, or a mix of several cases. Tell us about it.
Dedicated pages for further reading
- Executive AI coachingunderstand, door 1
- AI strategy auditassessment and 90-day plan
- E-commerceintegrated with your ecosystem
- AI-powered document managementplatform-neutral
- IT security auditfour-phase audit with Faisal
- AI agent for financeaccounting inside your ERP
- AI agent for communicationsa voice kept consistent over time
Case studies
Five deployments in detail, out of around fifty since 2017.
The clients include a law firm, a consumer association, a book distributor, a humanitarian NGO and a precision-manufacturing company. In every case, the solution plugged into the systems already in place.
FRC
Consumer advocacy association (Fédération Romande des Consommateurs)
A unified Zoho ecosystem for 100,000 contacts. It brings together four Creator applications plus Catalyst, 50 dynamic pages, instant search for the member services team and comparative product-test management built into the website.
OLF
Book distribution and publishing
A secure B2B portal and AI-assisted customer support. Tickets are pre-analysed and categorised automatically, and a dynamic gateway links the website, the CRM and Desk.
Terre des hommes
Humanitarian NGO
A custom Creator application for monitoring the children in the organisation's care. It manages their medical and social files, transport and volunteers, and provides secure access for external parties.
Econox
Precision manufacturing, exporting worldwide
Life-cycle tracking for high-temperature probes exported around the world. Two Creator applications, dashboards and a custom client interface were implemented in three months.
Your case is probably one we know well.
Describe your situation in two or three lines, covering the function concerned, what is stuck and what you would like to change. We reply with an initial view of where to start and, where it makes sense, suggest a 30-minute call.
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