Automation

  • 7 min read

How Zluri Helps You Get More Out Of Zoho Projects?

Team Zluri

31st August, 2023

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With the rise in work decentralization, there is a high demand for SaaS tools. Especially the ones that help IT teams create strategic blueprints to manage projects and efficiently track the entire process. 

This is why organizations tend to spend dollars and dollars on cloud-based project management tools like Zoho Projects. However, since you have already invested so much into the platform, why not get the best out of it? So, to optimize your investment, you can integrate Zoho Projects with Zluri. 

Zluri, is particularly designed to reduce the burden of your IT teams by automating the manual, repetitive process, like provisioning, deprovisioning, real-time monitoring, generating insightful reports, and more. But how exactly can Zluri help your IT team streamline Zoho Projects workflows? 

To provide you with more clarity on how this integration can be a game changer for your IT team, let's take a real-time example: your organization hired a new marketing specialist named Mark to join the marketing department. Now, your IT team is responsible for creating his account, assigning him the role, granting him access to Zoho Projects, and adding him to the required events. 

However, manually managing this entire provisioning process can be prone to errors/inaccuracies, resource-intensive, and time-consuming. Your IT team needs to manually verify his details and then grant him access to the Zoho project, and again, have to cross-check which groups he needs to be added to. Also, this entire process can stretch over days, potentially impacting Mark's onboarding experience and your IT team's productivity. 

So, to streamline Mark's onboarding process, what Zluri does is automate the entire provisioning process. With just a few clicks, your IT team can grant Mark the right level of access permissions to the Zoho Project and add him to relevant events in Zoho Projects. 

This reduces the workload on your IT team and enhances productivity and the overall experience for employees like Mark.

However, Zluri's capabilities extend far beyond provisioning automation. Let's take a quick look at its automation capabilities one by one and find out how integrating with Zluri can optimize your investments in Zoho Projects.

Integrate Zoho Projects With Zluri To Help Your IT Team Automate Complex Workflows 

Here are the benefits that your IT team can avail by integrating Zoho Projects with Zluri:

1. Identify Zoho Projects Users & Their Usage Data With Zluri’s Data Discovery Engine 

It can be quite challenging for the IT team to manually identify which users have Zoho Projects licenses, how many licenses are actually assigned to users, which specific Zoho features are being used, whether users are active or inactive, and more. 

This manual process takes up a lot of the IT team's productive time and increases the risk of inaccurate user and usage data. 

So, to simplify this manual-intensive process, Zluri provides your IT team with a data discovery engine. With this advanced feature, your IT team can easily collect/gather all user and usage data efficiently from a centralized dashboard without missing out on any details. 

This feature also enables your IT team to monitor the Zoho Projects license usage within your organization. This further helps your team gain complete visibility into which users hold Zoho Projects licenses, how many licenses are allocated, how many are actively being used, and more. 

Also, this visibility is important to manage your licensing costs effectively, preventing over-allocation and under-utilization of licenses. 

Zluri doesn't limit itself to license tracking alone; it offers in-depth insights into how frequently your users engage with Zoho and which features are being used more. This information helps your IT team optimize your Freshdesk subscription effectively.

For instance, a market analyst in a firm only uses the issue management feature of the Zoho Project. However, the IT team has assigned him a premium subscription, which includes all the features. So, the rest of the features are not being used, and you are paying unnecessarily for the entire subscription.  

So, what Zluri does is it enables your IT team to track down the user's usage pattern. This helps them to take appropriate action, such as downgrading to a standard subscription. By doing so, you can ensure that you're only paying for the features actively used by your employees, optimizing your subscription costs and avoiding SaaS wastage. 

Moreover, with a clear grasp of usage patterns, Zluri helps you, as an IT manager, to make informed decisions regarding renewals, upgrades, or downgrades based on actual usage. This ensures that you avoid overspending on unnecessary licenses.

Additionally, with the help of detailed insights, your IT team can continuously monitor Zoho Projects usage in real-time, ensuring all the security regulations and contractual agreements are adhered to. This minimizes the risk of non-compliance issues or penalties.

2. Instantly Add And Securely Remove Users from Teams & Projects In Zoho Projects 

• When a new employee joins the organization, it's important for the IT team to ensure new hires receive the right level of access permissions to applications like Zoho Projects and are added to relevant teams and projects. This further allows your new employees to hit the ground from day one without any delays. 
  
  However, manually managing this provisioning process can pose a challenge for your IT team. As they have to first verify the employees' identities by going back and forth through multiple screens, and then accordingly grant access to apps and add them to teams and projects. Furthermore, this manual method also involves the chances of access mismanagement, which can put data security at risk.
  
  So, to address this issue, Zluri automates the verification of new employee(s) details, including their name, role, department, and position, linking this information to a digital identity. With these details, your IT team can effortlessly provide new employee(s) access to Zoho Projects and add them to the relevant teams and projects. 

  

  

  This not only improves productivity but also enhances the overall employee experience.
  
  For example, you need to include two new employees, Paul and Jason, from the marketing department in a new product launch project and add them to a task management team. 
  
  So, to automate this provisioning process, Zluri enables your IT team to create an onboarding workflow in which they can add Paul and Jason to projects and teams with just a few clicks. Also, your team doesn't need to code to perform these actions; they are already available in Zluri; all your team needs to do is select the team and project to which you want to add them and save the task to run the action. 

  

  

• Furthermore, when employees leave the organization, whether it's due to resignation, termination, or a sabbatical, it's crucial for the IT team to ensure that former employees are removed from all the teams and projects. The slightest oversight in this process can create gaps for potential security breaches, putting your sensitive Zoho Projects data at risk.
  
  This is where Zluri comes in as a great help. When an employee is about to leave the company, Zluri promptly notifies your IT team about the change. This proactive alert enables your IT team to take action by removing departing employees from all the teams and projects, ensuring they no longer have access to the shared data within those projects. 

  

  

  For example, Ritesh, Chinmoy, and John have been terminated from the organization, so all their access permissions need to be revoked, including access to Zoho Projects, and remove them from all teams and projects. 
  
  So, to avoid missing out on any critical step, what Zluri does is it automates the deprovisioning process. Your IT team can create an offboarding workflow that includes an in-app suggestion feature. This feature allows your team to select actions, such as removing users from all teams and projects. With just a few clicks, your team can automate these actions without overlooking any critical steps, and all three employees can be offboarded securely. 
  
  Also, by streamlining this deprovisioning process, your IT team can effectively prevent unauthorized access to sensitive data

  

  

3. Simplify Role management in Zoho project by Integrating With Zluri

Through integration with Zluri, your IT team can automate the assignment of roles to employees and agents, which is a crucial step in ensuring that only individuals with appropriate roles gain access to specific functions and data in Zoho Projects. This significantly reduces the risk of data breaches.

For instance, a company hires a new intern for the finance department. So, your IT team needs to give him access to SpendFlo, but due to an oversight, he was mistakenly given access to the Zoho Project, which is unnecessary for his role. Such access errors can occur due to mismanagement in the verification process. 

This is where Zluri plays a vital role. It easily identifies users who have been granted access to applications that are not relevant to their roles and responsibilities. By detecting these access anomalies, Zluri enables your IT team to take immediate proactive actions. They can swiftly remove the role and revoke Zoho Projects access, ensuring access privileges in Zoho Freshdesk align precisely with each user's roles and responsibilities.

4. Proactively Detect Bugs In Zoho Project Workflows 

Bugs are the root cause of delaying IT operations, so it's important for IT teams to actively spot the bugs on time to prevent any delays and security breaches. 

To help your IT team detect bugs in Zoho Project workflows, Zluri continuously monitors the various workflows and processes within Zoho Project. This includes keeping track of IT processes, access permissions, and other activities. 

Furthermore, Zluri sends alerts or notifications to your IT teams when an anomaly is detected. These alerts highlight the specific issue, its location within the workflow, and its potential impact. Also, it provides your IT team with details like the level of severity, root cause of the issue, and more, enabling your team to take immediate action to eliminate the bug.  

Not only that,  Zluri enables your IT team to assign bugs to skilled employees from IT department users who possess the expertise to address and resolve these issues. Also, by distributing bugs among different team members, your IT team can efficiently tackle multiple problems simultaneously, ensuring that the flow of work remains uninterrupted and delays are minimized.

Through integration with Zluri, your IT team can unlock numerous advantages, from reducing the workload to enhancing overall productivity and efficiency. But if you're concerned about the complex integration process, there's no need to worry. Integrating your Zoho Projects with Zluri is straightforward and hassle-free; your IT team just needs to follow a few simple steps. Let's quickly walk through these steps.

Integrate Zoho Projects with Zluri In Just 2 steps 

Given below are the steps to seamlessly integrate Zoho Projects with Zluri:

Step 1: Select Scopes for Zoho Projects

Select scopes according to your needs to make the most out of Zluri's Discovery, Workflows, SAML, or License Management features.

You can also select default scopes for a hassle-free experience.

Step 2: Connect with Zoho Projects by authorizing and saving instance

Integration with Zoho Projects requires authorization from the Zoho Projects administrator. If you have the Zoho Projects credentials, you can authorize yourself. Or you can send an invite to your co-worker to complete the authorization.

Once connected, Zluri allows you to save this connection instance. You can also connect multiple instances of an integration with additional scopes according to your requirements.

Now you know how Zluri can ease your IT team’s burden and how simple the integrating process is. So why don’t you book a demo now and explore other exquisite automation capabilities of Zluri? 

About the author

Team Zluri

Team Zluri