CloudConverge

BACKGROUND

Please describe your company and position.

I am a department manager at Presentation People

Describe what your company does in a single sentence.

We are a leading Audio-Visual System integrator across India. We have more than 15 years of experience in providing AV solutions. PAN India presence. We specialize in professional Audio Visual Design Consultancy and System Integration. Established in 2003, Presentation People is highly regarded in the market as the firm trading and service providing in products like High Definition Video Conferencing System, Audio Conferencing System, AV Integration Service, Wireless Presentation System and many more. The mentioned products are admired for their excellent attributes such as flawless performance, simple installation, ease of operation and low maintenance. Our products are highly demanded in the corporate, educational sector, for business dealing in government offices and defense sectors. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CloudConverge to accomplish?

• End to End implementation of ERP within the Organization, including CRM, Accounting, Projects, Purchase, Sales, After Sales Services

SOLUTION

How did you find CloudConverge?

Online Search

Why did you select CloudConverge over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from CloudConverge were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Cloud Converge delivered an end-to-end ERP implementation for Presentation People. The goal was to bring the company’s core business functions onto one integrated platform.
• Before the project, sales, delivery, finance and service teams relied on separate tools and manual handoffs. The engagement replaced that fragmented setup with a single source of truth, standardised workflows across departments, and real-time visibility for management.
• Discovery and Solution Design: The project began with a structured discovery phase. Our team ran workshops with stakeholders from each department to map current processes, find gaps and agree on future-state workflows. The findings were turned into a solution blueprint covering the module configuration, approval hierarchies, user roles and permissions, document formats, and integration points.
• CRM: Lead and opportunity management, with capture from the website and other channels. It included sales pipeline tracking, follow-up scheduling, and conversion of opportunities into quotations. Dashboards gave the sales team and management a clear view of pipeline health and conversion rates.
• Sales: Quotation-to-order-to-invoice workflows, with configurable pricing, discount approvals, and branded print formats. Sales orders link directly to projects and billing, so nothing is lost between closing a deal and delivering it.
• Projects: Project creation from confirmed sales orders, task allocation, timesheets, milestone tracking and resource planning. Project costing and profitability reports show margins on each engagement, which is essential for a services business. Purchase: Material requests, supplier quotations, purchase orders with multi-level approvals, and goods/service receipts.
• Vendor management and purchase analytics support better cost control.
• Accounting: Chart of accounts, GST-compliant invoicing, accounts receivable and payable, bank reconciliation, payment entries, and cost centres. It also included financial reporting: profit and loss, balance sheet, cash flow, and ageing analysis.
• After-Sales Service: Service request logging, issue tracking, SLA definitions, warranty and maintenance visits, and customer feedback capture. This keeps client relationships managed and measurable after delivery. 
• Workflows and Automation: Approval workflows were configured across all modules, including quotation discounts, purchase approvals, expense claims and payment releases. Automated email notifications, role-based alerts and scheduled reports cut down manual follow-up and help ensure accountability at every stage.
• Data Migration Master and opening data was cleaned, validated and migrated. This covered customers, suppliers, items/services, open orders, opening balances and outstanding receivables/payables, so the business could start on the new system without disruption.
• Reports and Dashboards Role-specific dashboards and custom reports were built for leadership, sales, project managers and finance. They give real-time insight into revenue, pipeline, project status, receivables and service performance.
• Training and Go-Live User training was delivered role by role, supported by process documentation and user guides. User acceptance testing (UAT) was carried out with key users before a planned go-live.
• Post-go-live hypercare support helped stabilise operations and drive adoption.  
• Presentation People now runs on a unified ERP platform. Every customer engagement, from first enquiry to final invoice and after-sales support, is captured in one connected system. The result is better operational efficiency, financial control and data-driven decision-making.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The project successfully consolidated Presentation People’s core business functions into a single integrated ERP platform, improving visibility, coordination and control across departments.

Key measurable indicators of success include: 

• End-to-end process integration: Connected CRM, sales, projects, purchasing, accounting and after-sales service within one platform.
• Improved sales visibility: Enabled centralised lead and opportunity tracking, sales pipeline monitoring and quotation conversion reporting.
• Greater operational efficiency: Standardised cross-departmental workflows and automated approvals, notifications and scheduled reports, reducing manual follow-ups and duplicate data entry.
• Enhanced project profitability tracking: Introduced project costing, timesheets, resource planning and engagement-level profitability reporting.
• Stronger financial control: Centralised invoicing, receivables, payables, bank reconciliation and financial reporting, providing improved visibility into cash flow and outstanding payments.
• Improved accountability: Implemented role-based access, approval hierarchies and dashboards to support timely decisions and clearer ownership of tasks.
• Seamless data transition: Migrated validated master data, open transactions, opening balances and outstanding receivables/payables to support business continuity.
• Successful system adoption: Completed role-based training, user acceptance testing and post-go-live support to facilitate the transition to the new platform.
• The overall success of the project is demonstrated by the establishment of a unified operational system that provides management with real-time business visibility and connects the entire customer lifecycle, from initial enquiry through project delivery, invoicing and after-sales service.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

CloudConverge demonstrated a structured and proactive approach to project management throughout the ERP implementation. The team followed a phased methodology covering discovery, solution design, configuration, data migration, testing, training and go-live, with clear deliverables and regular coordination with our stakeholders.

The team was responsive to our business requirements and adapted the ERP workflows, approval processes, reports and dashboards to meet our operational needs. They maintained open communication, addressed queries and feedback promptly, and worked closely with our teams to resolve issues and ensure a smooth transition. User acceptance testing, role-based training and post-go-live support were integral parts of the delivery approach.

Overall, CloudConverge provided a professional, collaborative and solution-oriented engagement, with a strong focus on delivering a system that aligned with our business objectives.

What was your primary form of communication with CloudConverge?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most about CloudConverge was their ability to understand our business processes and translate them into a practical, integrated ERP solution. Rather than taking a one-size-fits-all approach, they focused on aligning the system with our specific operational requirements and ensuring seamless coordination across departments. Their combination of technical expertise, business process understanding and customer-focused approach stood out. They were proactive in identifying opportunities for workflow automation, improving reporting and strengthening operational visibility. Their end-to-end ownership, collaborative working style and commitment to supporting users beyond implementation made them a valuable technology partner.

Are there any areas for improvement or something CloudConverge could have done differently?

CloudConverge was a perfect fit for our business, and we wholeheartedly recommend their services. They have a fantastic team that goes beyond simply delivering a project. Working with them felt like working with an extension of our own team — they brought a positive attitude, a great sense of humour, and a willingness to put in extra hours when needed to solve our challenges. Their ability to find practical solutions and their genuine commitment to our success pleasantly surprised us. Our experience has been so positive that we continue to work with CloudConverge on other technology initiatives, including a mobile app for our service staff. They have earned our trust, and we look forward to continuing our partnership.

BACKGROUND

Introduce your business and what you do there.

I’m the marketing head of Targus Technologies Pvt. Ltd., an IT hardware and services company. We provide comprehensive IT solutions, including system integration, network and infrastructure design, connectivity, storage, office automation, and facility management services.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CloudConverge?

We were looking for a partner who could study our business, recommend the best-fit ERP solution, streamline our operations through best industry practices, and take care of ERP implementation across our various business operations.

SOLUTION

What was the scope of their involvement?

CloudConverge implemented ERPNext as a unified platform across finance, sales, supply chain, HR, payroll, and quality. The team standardized core processes with approvals, audit trails, and strong role-based access. They also reduced manual work through automation, accurate master data, and integrated reporting.
CloudConverge took care of the following modules:

• Accounting: Finalized chart of accounts, cost centers, and accounting dimensions. Managed AP/AR, invoices, credit notes, advances, dunning, payment terms, and multi-currency. Configured tax rules, statutory formats, and financial document templates. Set up bank accounts, payment entries, bank reconciliation, and cash/bank controls. Established month-end and year-end closing with exchange revaluation.
• Warehouse & Inventory: Set up item master with attributes, variants, barcodes, UoM, valuation, and reorder rules. Created warehouse/bins structure, batch/serial tracking, and FIFO/FEFO. Managed goods receipts/issues, stock transfers, landed cost vouchers, cycle counting schedules, variance rules, and stock reconciliation.
• Human Resources: Created employee master, departments, grades, and attendance. Set up leave types, leave policies, accrual methods, holiday lists, and approval flows. Created role-based access matrix aligned with least-privilege principle. Developed HR dashboards and templates for imports and approvals.
• Payroll: Created salary structures with earnings/deductions, arrears, retro pay, and full-and-final. Allocated payroll cost to cost centers/projects. Created statutory payroll outputs and bank advice files. Developed payslip formats, payroll journals, and statutory reports.
• Sales: Created price lists, pricing rules, discounts, quotation formats, and approvals. Managed sales orders, allocations, delivery notes, returns, and credit notes. Created tax/shipping charge models, numbering series, and print formats.
• CRM: Managed lead and contact with opportunity pipelines and activity tracking. Created lead assignment, scoring, SLAs, and basic campaign tagging. Created conversion flow and dashboards.
• Purchase: Managed supplier onboarding, compliance fields, and ratings. Managed full procure-to-pay process. Created blanket orders, supplier performance, and approvals. Created RFQ/PO templates, comparison sheets, and scorecards.
• Assets: Created asset categories, capitalization rules, custodians, and serials. Created depreciation methods/schedules, revaluation, impairment, and disposal. Created asset register import, depreciation schedules, and reports.
• Quality: Created inspection templates for incoming, in-process, and final QC with sampling criteria. Created non-conformance logging, CAPA workflows, QC hold/release, and traceability via batch/serial and certificates. Created dashboards for inspections, NC, and defects.

What is the team composition?

We worked with 6-10 teammates from CloudConverge.

How did you come to work with CloudConverge?

We found them through a referral. We chose them because they had high ratings, their pricing fit our budget, they offered good value for the cost, and they had a good understanding and recommendations.

How much have you invested with them?

We spent $120,000.

What is the status of this engagement?

We worked together from August 2025–January 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

CloudConverge's implementation resulted in major improvements across operations. Manual work reduced by 30% through automation of inventory, payroll, procurement, approvals, and finance processes. Sales, purchase, and payroll cycles became 20% faster. Inventory accuracy increased to 97–99% due to batch/serial tracking and clean master data. Real-time dashboards improved decision-making, and standardized approvals strengthened compliance. Overall, teams became significantly more productive with consistent, reliable data across all departments.We didn't formally track KPIs before the implementation, but the improvements were clearly visible through team feedback and operational observation. Departments consistently reported reduced manual work as automated workflows replaced spreadsheet-based tasks. Cycle times in sales, purchasing, and payroll became noticeably faster due to real-time data access and streamlined approvals. Inventory accuracy improved based on more consistent stock counts and fewer discrepancies. Finance teams highlighted fewer posting errors and smoother month-end closing. HR and payroll teams also confirmed greater accuracy and reduced rework. Quality teams observed more structured inspections and better NC handling. Overall, while these outcomes weren't measured with baseline metrics, the qualitative feedback across functions clearly demonstrated significant efficiency gains and process improvements.There were regular demos that CloudConverge showed us, walking us through the applications they were developing.

How did CloudConverge perform from a project management standpoint?

CloudConverge's project management approach was structured, transparent, and proactive throughout the engagement. They maintained regular communication, set clear expectations, and managed timelines effectively across all phases of the implementation. The team ensured that dependencies, risks, and decisions were tracked and addressed promptly, which kept the project moving smoothly.Although certain modules required iterative refinement based on our internal readiness and evolving needs, CloudConverge consistently aligned with our pace and ensured key milestones were delivered within the agreed timelines. Overall, their coordination, responsiveness, and ability to keep the project on track made the implementation experience reliable and well-managed.

What did you find most impressive about them?

CloudConverge worked as if they were part of our team. They always involved stakeholders and brought new ideas that helped our business operations. The solution they delivered was great. The ERPNext implementation was a great platform for us and will definitely help us tremendously in growing our business.Moreover, the CloudConverge team was very collaborative in helping us understand our business processes in depth. They understood why certain things were being done and recommended easier processes to reduce redundancies in our operation. They introduced various processes that helped employees, resulting in better participation from them. We really loved their consultancy role throughout this implementation journey and the attention to detail they brought into the solution.

Are there any areas they could improve?

I can't think of anything they could improve on. They worked beyond our expectations. Their team was always the first to show up and the last to leave. Their demos were always beyond what we expected.

Do you have any advice for potential customers?

Communicate with them through in-person meetings, virtual meetings, and email or messaging apps.

BACKGROUND

Please describe your company and your position there.

- We hired CloudConverge to help us in identifying the pretty spread out cloud infrastructure that we were using. Thereafter, they helped us in consolidating the multiple services were using into a unified platform. We also used their services in doing a security assessment, application and infrastructure refactoring. Our infrastructure was not in the best of shape, even though we were on the Cloud. CloudConverge helped us in identifying and understanding the grey areas and thereafter improving and consolidating the disparate set of products we are using.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CloudConverge?

- We elected to work with CloudConverge as we found the team there had a great grasp of the multiple technologies we were already using. They also gave some great insights and suggestions on optimizing and improving our workflows.

SOLUTION

How did you select this vendor and what were the deciding factors?

We elected to work with CloudConverge as we found the team there had a great grasp of the multiple technologies we were already using. They also gave some great insights and suggestions on optimizing and improving our workflows.

Describe the project in detail and walk through the stages of the project.

The team at CloudConverge got on calls with us in the initial discovery phase to understand the complete infrastructure. They understood the limitations and boundaries we had owing to the legacy setup we already had in place. Thereafter, they gave recommendations to optimize our disparate infrastructure spread across AWS, Azure and Google Cloud. We decided to go ahead with Microsoft Azure, SharePoint and Microsoft365 as the central platform with migrations of our infrastructure on AWS and Google being planned for down the line.

How many resources from the vendor's team worked with you, and what were their positions?

We had a Project Manager leading the communication from their end. He was working with a team of cloud architects and engineers.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

The cloud and communication systems migration was a great success. We now have a much better consolidated and an easier to manage system in place. We also have lot more confidence in the security of our infrastructure. We have already hired them for our next round of projects.

How effective was the workflow between your team and theirs?

We mostly spoke over phone, email and Microsoft Teams. They were pretty flexible in adapting to our need for communication timings.

What did you find most impressive or unique about this company?

We had an IT team and were using services like AWS, Google Cloud and Azure, but how it was setup was not conducive towards our growth and were resulting in many bottlenecks. CloudConverge team helped us assess our IT infrastructure from a macro level, identified implementations that could greatly help us in streamlining our business processes as well as speedup our development process. They created and helped us understand the roadmap and services which would help in our day to day activities.

Are there any areas for improvement or something they could have done differently?

We had a great experience of working with the team there at CloudConverge.

BACKGROUND

Please describe your company and your position there.

I am the Director at a Real Estate firm in Long Island NY

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CloudConverge, and what were your goals?

We hired CloudConverge to help my agents get better information about the properties & manage their leads to generate better customer feedback & sales.

SOLUTION

How did you select this vendor and what were the deciding factors?

We found them & 3 others via referral, but after talking to the management and seeing their experience over the years we went with CloudConverge. They were very responsive to answer all my questions & pricing was fair.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

We had developed an intranet based application, where we had integrated a mls providers with the backend, fetching property details and displaying this to agents on the backend. The admin of the system was able to assign properties to agents through the system and workflow can be selected by the agents related to showing of the property, managing leads & deals, etc. The platform also offers sales, target tracking, maps incentive structures through the application. The solution was developed using .NET Core with integration to Microsoft Dynamics CRM and Azure services.

How many people from the vendor's team worked with you, and what were their positions?

1 Project Manager who was responsible overall project, 4 people under him. We had a team of 5.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

We were able to launch the project quickly, it was an easy user interface for our agents. They are able to manage their leads & properties better leading to a better ROI.

Describe their project management style, including communication tools and timeliness.

Timelines where met, Weekly progress & resource report sent showing where the funds were used. Calls every 15 days or earlier if needed. They adjusted to my schedule when needed.

What did you find most impressive or unique about this company?

The Management really understood what I was looking for and the team did a great job in keeping everything on time.

Are there any areas for improvement or something they could have done differently?

Nothing that I can think of.

BACKGROUND

Please describe your company and your position there.

we make heavy Duty AC systems and I am product manager

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CloudConverge?

for implementation of MS 365 for our mail and cloud storage. Business central as ERP for our work environment. Also provides technical support for IT services.

SOLUTION

How did you select this vendor and what were the deciding factors?

Transparency in work and commitment

Describe the project in detail and walk through the stages of the project.

1. General meeting
2. understanding the requirement
3. Proposal submission with committed dates
4. Order Finalization
5. Order kick off meeting
6. work schedules
7. Deployment and completion acknowledgement

How many resources from the vendor's team worked with you, and what were their positions?

4 persons

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Commitment and best support provided within requested time frame.

How effective was the workflow between your team and theirs?

They are transparent, and they can quickly adapt.

What did you find most impressive or unique about this company?

1. Familiar with their product
2. Professionalism
3. Commitment

Are there any areas for improvement or something they could have done differently?

None of any i have encountered so far.

BACKGROUND

Please describe your company and your position there.

Entrepreneur’s Organization Gurgaon is a registered non-profit organization. I was responsible for technology implementation for the Rise 2022 event, which would include web presence, online payment acceptance.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CloudConverge, and what were your goals?

We had hired CloudConverge to develop the website for Rise 2022 event, ensure that the site looks contemporary, integrates with global EONetwork CRM for registration, evaluating and charging from member credits, easily to use dashboards for viewing registration statuses. The project was to be developed in two phases – pre launch with early bird registrations followed by a public launch event based website with full event details, registrations for members.

SOLUTION

How did you select this vendor and what were the deciding factors?

CloudConverge came highly recommended by one of our board members.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

The project was to be delivered in two phases, one pre-launch website followed by a complete website which was to follow a public event. The pre-launch website was to provide functionality for members to register for the event. Since the event was the first large scale event after pandemic, we were expecting a large number of registrations on prelaunch itself.

Considering the HNI audience we were looking for a seamless experience from members to register, check credits available for them on EO Network global website, use credits or process complete payment for the event, dashboard for the admin. The full launch of the website was to provide complete set of features for members, itinerary, full-fledged dashboard for admin staff.

How many people from the vendor's team worked with you, and what were their positions?

The project was headed by their Project Manager and a Customer Success Manager with tech team.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

We are very happy with the project deliverables, on pre-launch itself we had a huge number of registrations, seamless payment process, strict timeline adherence. The complete website was also delivered in timely fashion with all the required features and very easy to UX for admin staff. Their post-delivery support has been exceptional as well.

Describe their project management style, including communication tools and timeliness.

The project team was in regular communication with us throughout the development process. Project communication was done over Microsoft Teams and Phone.

What did you find most impressive or unique about this company?

Their technical team was very experienced and knew exactly how to drive our project from start to finish. We had some last minute changes but liked their overall calm demeanor throughout the project delivery cycle.

Are there any areas for improvement or something they could have done differently?

We are happy with the overall project delivery and are having them look at our other online properties.