The management decision
How does a regulated broker digitise the whole business after a change of ownership — without raising capex or headcount?
- 1
Advice & licensing
- 2
Requirements gathering
- 3
Data-centre migration
- 4
Zoho One implementation
- 5
Integrations
- 6
Training & go-live
The client
Galaxy Insurance Consultants has more than 20 years' experience as an independent agency, placing business and personal cover with multiple insurers. After a stake acquisition by a larger organisation, a new CEO was mandated to grow the company and align it with global KPIs.
The challenge
Grow without capex or headcount
The new CEO had to digitally transform the business without increasing capital expenditure or staff numbers.
A regulated timetable
The project timeline had been submitted to the regulator, so it had to be met — through the COVID-19 pandemic.
Data residency and integration
The work involved moving existing Zoho data between data centres and integrating with the broker's core insurance software and Microsoft products, with strict data-privacy and integrity requirements.
Our view
Eight months, through a pandemic, to a timetable the regulator had already seen.
What WiselyWise did
Advise on the platform and the licence
WiselyWise advised Zoho One as the business's operating system and negotiated the licensing with Zoho.
Gather requirements, then migrate
An extensive requirements exercise led to moving Zoho People from the European to the Australian data centre, with complete data migration.
Implement and integrate across the business
Zoho CRM, Desk, People, Books, Invoice and Expense were implemented for all employees and integrated with the in-house insurance systems and Microsoft products.
Train the team to run it
Galaxy's team was trained to use and maintain the Zoho products.
“They have helped us successfully digitize our business operations with Zoho One and have been a valuable partner in our journey to growth and alignment with global KPIs. Their team of experts was able to implement and integrate all products in a timely manner, even during the COVID pandemic.”
The outcome
The record establishes that all products were implemented and integrated within eight months, during the pandemic, in line with the timetable submitted to the regulator.
No measured efficiency, productivity or revenue figure is published, so this case does not claim one.
| Business need | WiselyWise contribution | Established result |
|---|---|---|
| Transform without adding capex or headcount | Zoho One advice and negotiated licensing | One platform across the business |
| Data held in the wrong region | Zoho People moved from the EU to the Australian data centre | Complete data migration |
| Core insurance and Microsoft systems | Integrations built and tested | Zoho connected to existing systems |
| Regulator-agreed timetable | Delivery through COVID-19 | Implemented within 8 months, on timetable |
Hear it from the client
- Sunil Chugani on working with WiselyWise
- Galaxy Insurance Consultants and WiselyWise
Key takeaways
Licensing is part of the strategy
Negotiating the right Zoho One licence was part of transforming without new capital cost.
Data residency comes before features
Moving data to the right region was settled before the wider rollout.
Integration is where regulated work gets hard
Connecting to core insurance and Microsoft systems carried the privacy and integrity risk.
What this case demonstrates
Galaxy Insurance Consultants moved its whole business onto Zoho One, integrated with its core systems, within eight months and on a regulator-agreed timetable.
