Overview

Centre Marie Eve supports women during pregnancy and in the first years after birth. To support its activities and service points, the organization needed to better structure its data, simplify workshop management and speed up access to statistics.

The challenge

·        Scattered information and sector segmentation that was hard to maintain.

·        Workshop management requiring many validations (attendance, allergies, reasons for absence) and follow-ups.

·        Synchronization of some data coming from external tools, with a risk of re-entry.

·        Reports and statistics that took longer to produce, and were therefore less useful for decision-making.

·        Need for a security and governance framework for access and changes.

The solution

·        Implementation and customization of Zoho CRM as the central system.

·        Setup of a Workshops module and simple forms to make field data entry easier.

·        Automations and functions to calculate participants and attendance.

·        Dashboards and reports in Zoho Analytics for tracking and reporting.

·        Secured access (profiles, roles) and deployment of Zoho Vault.

How it went

·        Needs scoping and prioritization of requests.

·        Iterative configuration with frequent validations.

·        Scenario-based testing and adjustments.

·        Gradual rollout and training of key users.

·        Stabilization and documentation to ensure autonomy.

The results

·        A centralized, better-structured database.

·        Smoother workshop management, with less manual data entry.

·        More reliable segmentation by sector and access profile.

·        Faster access to statistics through dashboards.

·        A security and governance framework that makes it easier for the system to evolve.

Key takeaways for the organization