Zoho Books – B2B SaaS - Portfolio

Product Consultant (feedbacks, enhancements, optimsation, growth)

Zoho Finance Suite streamlines financial operations with tools like Zoho Books, Zoho Invoice, Zoho Expense, Zoho Inventory, Zoho Subscriptions, Zoho Checkout, and Zoho Payroll. These integrated applications provide real-time insights, enhance productivity, ensure compliance, and support global operations, empowering businesses to efficiently manage their finances and drive growth.

responsible for

Collating requirements, Market & competitor research, User stories, UX research & prototype, adapting platform to low-code/no-code customisation

tools

Management: Zoho Projects, Zoho Sprints Market & Competitor Research: Zoho Analytics, Zoho CRM User Stories: Zoho Projects, Zoho Desk UX Research & Prototype: Zoho Survey, Zoho Creator Adapting Platform to Low-Code/No-Code Customization: Zoho Creator, Zoho Flow

about project

As a Product Consultant at Zoho Books, I focus on enhancing the platform to meet diverse business needs. My role involves collating requirements, conducting market and competitor research, and developing detailed user stories. I lead UX research and prototyping efforts to ensure a user-friendly experience. Additionally, I adapt the platform to low-code/no-code customization, enabling businesses to tailor Zoho Books to their specific workflows efficiently. My expertise helps bridge the gap between user needs and technical solutions, driving continuous improvement and innovation within the platform.

Collating Requirements from Diverse Users

Problem: Gathering and organizing requirements from a wide range of users with different needs and expectations can be complex.
Solution: Implemented structured requirement-gathering processes using Zoho Projects and Zoho Sprints to efficiently capture and prioritize user needs. Regular stakeholder meetings and feedback sessions were conducted to ensure comprehensive requirement collation.

Conducting Market & Competitor Research

Problem: Keeping up with market trends and competitor strategies in the rapidly evolving financial software industry.
Solution: Utilized Zoho Analytics to perform detailed market and competitor analysis, gathering insights to inform product development. Continuous monitoring and reporting helped in adapting strategies to stay competitive.

Developing Detailed User Stories

Problem: Creating detailed and accurate user stories that capture all necessary user scenarios and requirements.
Solution: Used Zoho Projects to create and manage user stories, ensuring they were detailed and aligned with user needs. Collaboration with cross-functional teams and users ensured that stories were comprehensive and actionable.

UX Research & Prototyping

Problem: Ensuring the platform is user-friendly and meets the high expectations of users.
Solution: Conducted extensive UX research using Zoho Survey to gather user feedback and insights. Prototyped new features and designs with Zoho Creator, allowing for rapid iteration and refinement based on user input.

Adapting Platform to Low-Code/No-Code Customization

Problem: Enabling businesses to customize the platform to their specific needs without requiring extensive technical knowledge.
Solution: Implemented low-code/no-code customization options using Zoho Creator and Zoho Flow. These tools empowered users to tailor the platform to their workflows easily, enhancing user satisfaction and adoption.