Background  

The organisation is a fast-growing fintech company on a mission to make secure, accessible banking possible for underserved and unbanked communities. As their user base expanded, their internal systems became increasingly fragmented, with Slack for internal communication, Jira for engineering work, and Google Workspace for email, documents, and calendars.

The company needed a unified, scalable system that could support rapid growth and streamline how teams work together.

The Challenge  

Departments were working in isolation without realising how heavily the fragmentation was slowing them down. Engineering managed their work in Jira. Emails, calendars, and documents sat inside different Google accounts, with some still tied to former staff.

Internal conversations happened in Slack, while customer-facing communication took place elsewhere entirely. Nothing lived in the same place, and no tools spoke to each other.

Over time, this made collaboration harder. Teams couldn’t easily track progress, handovers were inconsistent, and leadership had limited visibility across functions.

The organisation needed a single, connected system where projects, communication, and data could live together without losing their existing records, processes, or history.

The Solution  

We migrated the organisation into Zoho One using a planned, coordinated, and interactive approach. Instead of a rushed data dump, each migration step was carefully executed in live sessions with the internal team, ensuring accuracy and transparency.

The solution included:

Jira → Zoho Projects Migration  

• Full export/import of project data
• Tickets, comments, attachments, statuses, and assignments migrated as-is
• Original ticket IDs preserved within Zoho Projects
• New workflows rebuilt natively in Zoho after migration
• Dedicated migration session scheduled and executed

Google Workspace → Zoho One Migration  

• Email accounts migrated via IMAP
• Read/unread status, folder structure, and labels preserved
• Migrated “retained accounts” for former staff to avoid data loss
• Calendar and contact data moved using Google’s native one-click migration
• Document migration handled at folder level
• Sharing permissions automatically preserved
• Google Drive share links replaced with equivalent Zoho links
• All migrations performed in guided sessions with the internal team

Customer Operations Setup  

• Zoho Desk implemented for customer support
• CRM issues resolved and stabilised
• A more reliable service structure built across departments

This approach gave the organisation a seamless transition without halting day-to-day work.

The Outcome  

The organisation now operates in a fully unified ecosystem. Communication, projects, files, customer support, and CRM data exist under one platform, fully integrated, and far easier to navigate.Teams no longer waste time bouncing between disconnected systems. Engineering now works inside Zoho Projects with all their tickets, comments, and attachments preserved.

Customer support is handled cleanly through Zoho Desk, where conversations stay organised and trackable. Email, calendars, and documents sit in one place, structured properly, and easy to find. The ripple effect has been significant. Leadership now sees what’s happening across workstreams without digging through multiple platforms. Daily operations move faster because information flows instead of hiding in isolated tools.

The organisation finally has an integrated system that matches the scale of the work they do, and the ambition behind it.