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Sponsorship Management System on Zoho Creator

1. Help the Blind Foundation Case Brief Description

Customer:Help the Blind Foundation[NGO / Education Trust]

Case Study: Sponsorship Management System on Zoho Creator
Description: Automating student sponsorship applications, approvals, and fund tracking with Zoho Creator, integrated workflows, and reporting.

2. Overview

The customer needed a platform to manage student sponsorships at scale, reduce manual approvals, and track financial disbursements transparently.

  • Zoho Product Used: Zoho Creator
  • Key Takeaways:
    ✔ Multi-level approval workflows reduced processing delays
    ✔ Automated forms improved data quality and compliance
    ✔ Regional heatmaps provided insights into fund allocation
    ✔ Finance dashboards enabled real-time sponsorship tracking

 

3. Executive Summary

The customer operates in the education sponsorship sector, supporting hundreds of students. Manual application reviews, inconsistent approvals, and weak audit trails created inefficiencies.

By deploying a Zoho Creator–based Sponsorship App with 500+ forms and 200+ reports, the organization digitized applications, streamlined approvals, and gained real-time transparency across stakeholders.

Customer Quote:
"With Zoho Creator, our sponsorship program became faster, more transparent, and easier to manage. Approvals and fund disbursements are now seamless."

 

4. Problem Statement & Key Challenges

·Manual application reviews delayed processing.

·Missing audit trails limited accountability.

·No centralized data across colleges and students.

·Lack of visibility into fund allocation by region.

 

5. Evaluation of the Problem

The team analyzed the NGO’s workflows and found:

·Operational Bottlenecks: Multi-level approvals were paper-based.

·Transparency Gaps: No audit history for sponsor queries.

·Data Silos: College/student information scattered in spreadsheets.
Zoho Creator was selected for its ability to centralize, automate, and integrate processes.

 

6. Proposed Solution(s)

·  Forms: Student Application, Approvals, Finance, College Details, Audit History.

·  Reports: Application inboxes, approver logs, regional sponsorship heatmaps.

·  Automation: Multi-level approvals, conditional approvals, finance tracking.

·  Integrations: Zoho Books for fund disbursement, APIs for geographical mapping.

·  Templates: Standardized approval and sponsorship documents.

 

7. Implementation

The project was delivered in five phases:

  1. Requirement gathering and workflow mapping.
  2. Development of student applications and approval modules.
  3. Finance and sponsor reporting integration.
  4. Geographical mapping and dashboards.
  5. Training, documentation, and rollout.

Customer Quote:
"The implementation was smooth. Our staff quickly adopted the system and now we have complete visibility into sponsorships."

 

8. Result

·Processing Time: 50–60% faster application approvals.

·Transparency: Complete audit trail for each student.

·Data Quality: Centralized and validated student information.

·Visibility: Real-time dashboards for fund allocation and regional impact.

9. Partner Information

Partner Name:    FusiomHawk Private Limited

Zoho Partner Tier  Logo:  Partner type

Email:     info@fusionhawk.io

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