Nogalera, a leading Mexican company specializing in the cultivation, production, and commercialization of high-quality walnuts, has built its reputation on sustainability and excellence. However, as the company expanded, managing contracts, batch registrations, and deal updates in Zoho became increasingly complex. Manual processes led to inefficiencies, delays, and a lack of real-time visibility.

To address these challenges, RunMyProcess provided a seamless Business Orchestration and Automation Technology (BOAT) solution, streamlining operations, enhancing efficiency, and ensuring transparency across all processes.

The Challenge: Managing Complex Workflows in Zoho

Nogalera relied on Zoho CRM for contract management, deal registration, and batch tracking. However, key challenges emerged:

Contract Generation Delays: Contracts for clients, vendors, and brokers were manually created, leading to inefficiencies.

Inefficient Data Synchronization: Information retrieval via Zoho connectors required manual intervention, slowing down operations.

Lack of Real-Time Updates: Stakeholders were not instantly notified about changes in deal status or batch conditions.

Data Storage Issues: Manual FTP transfers for storing and processing information led to inconsistencies and errors.

These inefficiencies resulted in delays, miscommunication, and operational bottlenecks, affecting Nogalera’s ability to scale effectively.

The Solution: RunMyProcess Business Orchestration and Automation

RunMyProcess introduced a fully automated, end-to-end process orchestration solution that seamlessly integrated with Zoho CRM and external systems. Key enhancements included:

1. Automated Contract Generation & Delivery

Integrated with Zoho to automatically extract necessary data.

Generated contracts in PDF format dynamically.

Sent contracts via email to predefined recipients, eliminating manual handling.

2. Efficient Batch Registration in Zoho

Secured OAuth2 authentication to retrieve and update batch data.

Automated notifications for volume, sample status, and batch conditions, ensuring stakeholders had up-to-date information.

Synchronized data across Zoho and external storage systems.

3. Streamlined Deal Management & Updates

Automated deal creation, updates, and closure in Zoho CRM.

Implemented real-time notifications for stakeholders.

Integrated FTP transfers to ensure proper data storage and processing.

4. Secure & Reliable Data Processing

Implemented a secure FTP process for consistent data transfers.

Ensured traceability and compliance with real-time monitoring and reporting.

By leveraging RunMyProcess, Nogalera was able to reduce processing times, eliminate manual inefficiencies, and achieve real-time transparency in its operations.

The Impact: Enhanced Efficiency and Transparency

50% Reduction in Processing Time: Automation significantly cut down delays in contract creation and batch registration.

Real-Time Updates: Automated notifications ensured stakeholders received instant updates on deals and batch conditions.

Improved Data Accuracy: Eliminated errors from manual data entry and FTP transfers.

Scalability & Compliance: Secure and automated processes enabled Nogalera to scale its operations without additional complexity.

"RunMyProcess has streamlined our operations, allowing us to focus on delivering high-quality products while ensuring process efficiency and compliance." – Nogalera Team

Future Enhancements with BOAT (Business Orchestration and Automation Technologies)

With this successful implementation, there is an opportunity to further enhance Nogalera’s operations using advanced BOAT solutions:

AI-Powered Predictive Analytics: Leveraging AI to forecast production needs and optimize supply chain decisions.

IoT Integration for Smart Farming: Connecting IoT sensors to monitor crop conditions and automate data entry.

Blockchain for Supply Chain Transparency: Ensuring traceability of walnuts from farm to customer.

RPA for End-to-End Workflow Automation: Enhancing automation beyond Zoho, including finance, inventory, and logistics.

RunMyProcess continues to innovate in business orchestration and automation, helping companies like Nogalera optimize operations, drive growth, and ensure sustainability.

Conclusion

Nogalera’s case demonstrates how RunMyProcess transforms complex workflows into efficient, automated processes. By leveraging BOAT, companies can not only optimize current operations but also future-proof their businesses for scalability and innovation.

Are you looking to enhance your business processes? Contact RunMyProcess today to explore how automation and orchestration can revolutionize your operations.

References

Zoho CRM Documentation – https://www.zoho.com/crm/help/

Business Orchestration & Automation Technologies (BOAT) – https://www.runmyprocess.com/

Secure FTP Protocols – https://www.ssh.com/academy/ftp

AI in Agriculture – https://www.ibm.com/topics/agriculture