Zorya Analytics

BACKGROUND

I am the CEO of Partner Rentals

We rent and sell construction equipment.

OPPORTUNITY / CHALLENGE

• Integrate CRM (HubSpot) and ERP (InTempo Software - RentalMan) to sync customer data

SOLUTION

Referral

• Great culture fit
• Referred to me
• Company values aligned

2-5 Employees

This project including analyzing the data structure of HubSpot (CRM) and RentalMan (ERP), developing a data sync requirements list, building and deploying the data sync mechanisms.  The niche ERP is not easy to integrate with and Zorya did a fantastic job of listening and understanding the obstacles leading to an eventual successful outcome.

RESULTS & FEEDBACK

CRM → ERP integration for pre and post-customer stages

ERP → CRM integration for post-customer stage

Customer matching logic

Creating customer in ERP from CRM page

Deliverables always happened before or at the expected time.  Support during and after deployment was very fast and easy.

• Virtual Meeting
• Email or Messaging App

The rental industry and its systems are specialized and Zorya entered the conversation with the knowledge needed to run the project from day one.  We've worked with similar companies and we end up taking a lot of time explaining our business and systems to them... not the case with Zorya!

To be honest, we are still very happy with the results and will work with Zorya for future projects.

BACKGROUND

Please describe your company and position.

I am an executive at Formitopia

Describe what your company does in a single sentence.

Formitopia is a multidisciplinary design and technology studio offering architecture, interiors, visualization, branding, and AI-powered solutions, alongside thoughtfully designed digital and physical products.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Zorya Analytics to accomplish?

• Consolidate financial, project management, timesheet, and CRM data into a clean, scalable Power BI model
• Build dashboards to track project performance, profitability, timelines, client patterns, and resource allocation
• Create reliable year-over-year reporting that supports better operational and business decisions
• Provide documentation and training so the team can understand and use the reporting effectively

SOLUTION

How did you find Zorya Analytics?

• Online Search
• Referral
• Other

Why did you select Zorya Analytics over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned
• Strong Power BI expertise and a clear understanding of our project-based architecture business needs

How many teammates from Zorya Analytics were assigned to this project?

1 Employee

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

Zorya Analytics was engaged to help us consolidate and analyze approximately five years of project and business data across multiple sources, including financial records, project management data, timesheets, CRM information, and Excel-based datasets. The scope included cleaning and structuring the underlying data, building a scalable Power BI data model, creating relationships and transformations using Power Query and DAX, and developing dashboards that allowed us to analyze project performance, profitability, budget versus actuals, timelines, client trends, project types, resource allocation, and year-over-year performance. Key deliverables included:

• A fully functional Power BI model connected to our historical datasets
• Cleaned and structured data suitable for reliable ongoing reporting
• Interactive dashboards covering financial, operational, project, client, and resource KPIs
• Year-over-year and trend analysis across our project portfolio
• Documentation describing the model, data structure, and reporting workflows
• A training and handover session to help our team understand and use the dashboards effectively

RESULTS & FEEDBACK

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

Improve coordination across tools

The project consolidated approximately two years of financial, project, timesheet, CRM, and operational data into a single Power BI reporting model. Key outcomes included improved visibility into project profitability, budget vs. actuals, timelines, client trends, and resource allocation, along with faster, more consistent reporting and a scalable structure for future data.

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

Zorya Analytics managed the project well, communicated clearly, and was responsive to feedback and changing needs. Deliverables were completed on schedule, and they were proactive about clarifying requirements and keeping the work moving forward.

What was your primary form of communication with Zorya Analytics?

• Virtual Meeting
• Email or Messaging App

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

What stood out most was their ability to quickly understand our business needs and turn complex data into clear, practical insights. They combined strong technical expertise with a thoughtful, collaborative approach, which made them feel more like a strategic partner than an outside consultant.

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

Nothing significant comes to mind. The project was handled well overall, and any adjustments we needed were addressed quickly and collaboratively.