Designed Nutrition

Designed Nutrition is a leading provider of science-based nutritional supplements, recognized for pioneering innovations in the health and wellness industry. As the largest worldwide producer of Melatonin and the only domestic supplier of Germanium Sesquioxide, the company has established itself as a leader in Dietary Indoles. With over a decade of financial data and intricate inventory processes, Designed Nutrition sought to modernize its accounting infrastructure by migrating from QuickBooks Desktop to Zoho Books.

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Challenge and Problem Statement

Extensive Historical Data

  • Migration of over 10 years of financial and operational data

  • Migration of year-to-date (YTD) transactions

Account Reconciliation

  • Every account needed to be reconciled across the entire 10+ year span to ensure post-migration accuracy

Complex Inventory Adjustments

  • Precise migration of inventory entries was critical to reflect accurate stock levels and maintain financial alignment

  • Raw materials data to be mapped accurately as per the formulation of Finished Goods

Discount Integration

  • Many invoices included discounts, requiring detailed mapping to preserve accounting accuracy and reporting integrity

Solution

Automated data mapping and transformation scripts

    Multi-phase testing to ensure data accuracy

      Reconciliation audits at every milestone

        Validation of inventory and discount data integrity within Zoho Books

          Our Process

          How to get started?

          Our Simplified 3-Step Service Process

          1
          Consultation and Customization

          Begin with a discovery call to help us understand your business, biggest pain points and time consuming processes.

          2
          Implement

          Next, we customize Zoho applications and integrate Zoho applications with your existing industry-specific systems to align perfectly with your operational goals and processes.

          3
          Track Progress

          After implementation, we continuously monitor the performance against the set milestones and tasks through Zoho Projects

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          Modules Migrated

          Chart of Accounts
          Customers & Vendors
          Purchase Orders
          Items
          Inventory Adjustments
          Bills & Bill Payments
          Invoices (with Discounts)
          Customer Payments
          Journal Entries

          Result

          Metric
          Improvements
          Financial Data Migrated
          10+ Years
          Inventory Adjustment Entries
          1,200+
          Bills Migrated
          5,000+
          Bill Payment Allocations
          10,000+
          Manual Entry Time
          65% Reduction

          Business Impact

          Complete visibility

          into true product costs

          Real-time financial

          decision-making capabilities

          Improved
          quality

          control through data-driven insights

          Enhanced customer

          satisfaction with faster refund processing

          Business Impact

          Unified view of customer data across sales, service, and operations teams.
          42% improvement in average response time
          35% faster query resolution
          25% increase in first-contact resolution rate
          Provides a cohesive environment for all business functions
          Zoho Smart Business

          Zoho Apps Used

          Legacy App Replaced

          "Migrating our financial and inventory data felt like a massive task, but the transition was handled with precision. Every detail—from discounts to inventory was taken care of. We finally have a system that supports our growth."

          — Finance Director, Designed Nutrition

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