Case Study

Business Process, Software Development

Zoho

Streamlining Success: Roeder Industries’ Journey to Automation with Zoho & KDG

Roeder Industries faced growing challenges with managing inventory, order processing, and accounting due to disjointed systems and a lack of integration between their tools. To overcome these obstacles and streamline their processes, Roeder partnered with KDG to implement a fully integrated solution using Zoho applications.

Logo featuring stylized white letters "RI" over a blue oval background with a surrounding blue shadow effect.

Custom Quoting Tool

Automated quoting, applied discounts, and integrated with Zoho, reducing manual entry and ensuring accurate pricing.

Migration & Integration

Moved from QuickBooks to Zoho, unifying accounting and inventory, eliminating duplicate data, and improving reporting.

Efficiency & Automation

Automating quoting, inventory, and accounting reduced manual work, sped up order processing, minimized errors, and improved customer transparency.

Roeder’s Automation Transformation

Roeder Industries, a screen-printing materials distributor based in Orlando, Florida, provides supplies and equipment for the imprinted apparel industry. As the company grew, so did the complexity of its operations. Their reliance on outdated, disconnected systems created delays, inaccuracies, and scalability challenges, particularly as most orders were processed over the phone and required quick turnaround. By collaborating with KDG and leveraging the customization power of Zoho Creator, Roeder was able to completely reimagine their workflow. Through automation, integration, and system consolidation, Roeder not only improved operational efficiency but also enhanced customer satisfaction and positioned themselves for future growth.

Problem Statement and Key Challenges

  • Disjointed Systems: Used Fishbowl Inventory for order management and QuickBooks for accounting, with no integration between the two. This required manual, duplicate data entry for every order into both systems, increasing the risk of errors and inefficiencies.
  • Manual & Error-Prone Workflows: Inventory management was highly manual, including complicated product breakdowns (e.g., converting a 55-gallon drum into smaller units). The math and tracking for these “pour downs” were done manually by warehouse staff.
  • Limited Customer-Facing Tools: Existing systems were not user-friendly for customers. No centralized platform for clients to access their data, order history, or invoices.
  • Growth & Scalability Issues: As the company grew, their existing systems could not keep up with order volume, product variety, and customer expectations. Order volume ranged from 5–25 orders per day, each with up to 15 lines items—requiring faster, more reliable processing.

All I have to do is ask for something and you make it happen! I explain an issue we are having, give you the key outcomes we are trying to accomplish and you create the perfect plan to get us there

Kellye McCurdy
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Solutions

Custom Quoting Tool in Zoho Creator

Developed to streamline the order process, automate quote creation, and dynamically apply custom discount structures, reducing manual entry.

Integration with Zoho Books & Zoho Inventory

The custom quoting tool integrated seamlessly with Zoho Books and Inventory to eliminate duplicate data entry and ensure real-time inventory management and accurate financial records.

Migration from QuickBooks to Zoho Books

Roeder's outdated accounting system was replaced by Zoho Books, consolidating financial operations and improving transparency and reporting.

Zoho Inventory Management

Improved tracking and management of stock, providing better visibility into available inventory and vendor management.

Exploring Key Features in Action

Screenshot of a web application powered by Zoho automation, displaying a table of quotes with options to create estimates, sales orders, or invoices. The interface features a menu with navigation options on the left.

View and manage all existing quotes in one place, with real-time status updates and quick access to details.

Screenshot of a quote form interface integrated with Zoho automation, featuring fields for quote type, customer number, special discount, and contact information. Options for shipping carrier and addresses are seamlessly displayed.

Generate a new quote seamlessly, with dynamic pricing and automated calculations.

Screenshot of a software interface showing a detailed pricing table with item codes, descriptions, and pricing fields. A dropdown menu is open, displaying a list of product options—Zoho automation enhances efficiency by streamlining these processes seamlessly.

Easily select and add products to a customer quote with automated pricing and discount application.

Results

Through the collaboration of Roeder and KDG, and through the power of Zoho Creator, Roeder has seen significant improvements to their day-to-day.

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Significant Reduction in Manual Work

Manual processes in quoting, inventory, and accounting have been drastically reduced, turning tasks that once took days into minutes.

Faster Order Processing

Estimates, sales orders, invoices, and purchase orders are now completed significantly faster with minimal manual input..

Improved Accuracy & Elimination of Duplicates

Seamless integration between Zoho Creator, Books, and Inventory has eliminated duplicate data entry and minimized human error.

High Volume Usage

Since November 2023, over 8,000 estimates have been created, demonstrating strong system adoption.

Smarter Pricing & Discounting

Automated discounting ensures accurate and consistent pricing based on customer, product, and volume, reducing manual calculations.

Greater Customer Transparency & Satisfaction:

The Zoho Books customer portal provides real-time order tracking, account summaries, and invoices, enhancing customer satisfaction.

What Our Clients Say About Our Team

In a cluttered workshop filled with boxes and equipment, a man expertly operates a large blue screen printing machine. With the help of Zoho automation, he ensures flawless efficiency in every task.
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A+++

Kellye McCurdy, General Manager

For Steve, Senior Accountant at KDG:

You are a blessing to work with Steve and I appreciate your patience with me and guiding me through this difficult time...You are one of my lifelines for sure.

Kellye McCurdy, General Manager

For Mike, AVP Zoho Development at KDG:

All I have to do is ask for something and you make it happen! I explain an issue we are having, give you the key outcomes we are trying to accomplish and you create the perfect plan to get us there. Thanks Mike for your brain, humor and amazingness!

Kellye McCurdy, General Manager

For Claudia, AVP of Professional Services at KDG:

Everyone needs a Claudia in their life! She is top notch...the most organized and thorough person I have ever met. If we happen to get off task, she reels us right back in with class and patience. I truly appreciate Claudia and how she takes care of us!

Kellye McCurdy, General Manager

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