Case StudyOct 25, 2025
30% Reduction In Errors and 15× Faster Daily Reconciliations at a Supermarket Retail Chain
30% Reduction In Errors and 15× Faster Daily Reconciliations at Massy Integrated Retail
View case study
Case Studies
Real-world examples of how we help our clients transform their businesses.
Case StudyOct 12, 2025
30× Faster Reports With Zero Manual Work
How a leading UK financial planning firm scaled efficiently and saved £388K annually by reducing reliance on temporary support and reallocating 10 full-time employees.
View case study
Case StudyOct 5, 2025
Financial Reporting Completed 3x Faster With AI-Powered Digital Assistants
How a leading UK financial planning firm scaled efficiently and saved £388K annually by reducing reliance on temporary support and reallocating 10 full-time employees.
View case study
Case StudySep 27, 2025
Air Rey Services Secures Client Data and Saves $96K (USD) Annually
Air Rey Services Secures Client Data and Saves $96K (USD) Annually
View case study
From Manual Tasks to Measurable Results in Just Weeks
Case StudySep 2, 2025
From Manual Tasks to Measurable Results in Just Weeks
Hands-off implementation, immediate ROI, and lasting productivity gains for Chantry Group
View case study
Case StudyOct 24, 2024
Tailored Dashboard Enhances Efficiency in Egg-Hatching Operations, Empowering Smarter Business Decisions
The client initially sought Intelligent Automation solutions to automate the export of data from a Platform as a Service (PaaS) platform they were using. The platform comprises two layers: one for user input intake and another for aggregating and summarizing data. However, inaccuracies in the final output prompted the team to reconsider their approach.
View case study
Case StudyOct 22, 2024
Valenta Boosts Broker Growth by 900% and Cuts Errors by 48% for Australian Financial Firm
Although the client possessed expertise, they struggled to assemble a fully equipped support team to meet the growing demands of the business.
View case study
Case StudyOct 10, 2024
Miami FL Based Headache Clinic Transforms Operations with Virtual Medical Assistants
Before integrating Valenta RCM’s support services through a Virtual Medical Assistant (VMA), the client faced crucial operational challenges:
View case study
Case StudyOct 3, 2024
Valenta’s Intelligent Automation Solution Helps Pharma Giant Manage High-Volume Hiring with Ease
GLR’s HR department, staffed by a team of five recruiters, faced a growing challenge as they handled recruitment for over 145 unique roles.
View case study
Case StudySep 27, 2024
Valenta’s Intelligent Automation Solutions Helps Deutsche Leasing Save Critical Hours
The company’s manual data entry process was significantly hampering productivity. With 20 Excel sheets submitted monthly, two full-time resources were dedicating an hour per request to handle and process the data.
View case study
Case StudySep 16, 2024
Valenta’s Expert Support Enables a Chartered Accountancy Firm to Scale and Attract New Clients
Evolve’s founder had recently transitioned from his previous role to establish his own accounting firm.
View case study
Case StudySep 10, 2024
PAS Cargo specializes in logistics and freight forwarding services
The client needed to process 200-400 labels a day and this number would double during the holiday season.
View case study
Case StudySep 10, 2024
Seamless Client Communication: Quarterly Letters Automated in Under a Month
The firm faced significant challenges in managing the formatting and consistency of their quarterly client letters.
View case study
Case StudySep 10, 2024
How Acumatica ERP Enabled Seamless Project Tracking and Financial Clarity for a Leading Roofing Company
A leading roofing company struggled with disjointed software systems that hindered their daily operations and project tracking.
View case study
Case StudySep 10, 2024
Efficiency and Growth: The MWA and Valenta Partnership Success
When MWA began their partnership with Valenta, their main challenge was resourcing the preparation of annual reviews for a client base that was growing organically and through acquisition
View case study
Case StudyAug 12, 2024
Valenta’s ERP Integration Services Provides Major Roofing Company with Unmatched Project Control and Financial Clarity
Learn how Valenta leveraged Acumatica ERP to ensure better data tracking, smoother operations, and a clearer picture of their finances.
View case study
Case StudyJul 24, 2024
Valenta’s Paraplanning Expertise Navigates $3M Inheritance with Ease
A wealth management firm in the U.S. faced a challenge when a prospective client, who had inherited $3 million in assets, sought clearer financial planning.
View case study
Case StudyJul 24, 2024
Efficient Bookkeeping with Intelligent Automation for CPA Firms
The client is a CPA firm in Greenville, SC. They ensure clients pay the least amount of tax legally, protect business and personal assets, and provide trusted mentorship for business and wealth creation.
View case study
Case StudyJul 24, 2024
GeoEX Boosts Sales and Marketing with DOMO
Founded in 1981, Geographic Expeditions (GeoEx) is a trailblazing adventure travel company, specializing in journeys to once-forbidden territories.
View case study
Case StudyJul 24, 2024
Digitization of Operations: IT and Website Consulting Services
Delta Renovations is a premier destination for professional renovation services in the heart of Charlotte, North Carolina, and the greater Charlotte Region.
View case study
Case StudyJul 8, 2024
Case Study – Intelligent Automation for complex invoicing
Complex and restrictive Invoicing Procedures Hindering Operational Efficiency.
View case study
Case StudyJun 24, 2024
Manufacturing
Leading animal feed manufacturer and distributor in New Zealand Digital Transformation by enhancement of the Zoho…
View case study
Case StudyMay 24, 2024
Coldbuster Floor Heating Enhances Operations with Zoho One Integration
Strategic makeover with Valenta’s tailored Zoho One solution for coldbuster floor heating.
View case study
Case StudyMay 13, 2024
Accountable Inc. Scales Accounting Operations with Strategic Digitization
Identification and Deployment of a CRM Platform (Zoho One implementation).
View case study
Case StudyMay 8, 2024
Parris Whittaker’s Strategic Integration and Advanced SOPs Pave the Way for Scalable Legal Excellence
Enhance operational efficiency with SOPs and integrate advanced legal systems like InTouch CRM and CLIO.
View case study
Case StudyApr 22, 2024
Innovative Business Processes Drive STL’s Successful UK Telecom Launch
Sterlite technologies limited establishing a strong business model and standard operating procedures for entering the UK telecom industry.
View case study
Case StudyApr 4, 2024
Seales Winslow Achieves Digital Excellence with Zoho One
Successful Zoho One implementation, system development, and integration for increased sales team efficiency.
View case study
Case StudyMar 28, 2024
Aesthetic Clinic Transforms Patient Care with Custom Desktop App and Operational Solutions
Enhancing operational efficiency and providing a comprehensive solution for effective practice management.
View case study
Case StudyMar 18, 2024
USA’s 26th Largest Professional Services Firm Streamlines Complex Billing with Intelligent Automation
Complex and restrictive Invoicing Procedures Hindering Operational Efficiency.
View case study
Case StudyFeb 27, 2024
Payroll Sorted Adopts Advanced Robotics for Streamlining Operations
Fast growing work volumes that are repetitive, deadline driven, requiring a high degree of accuracy and unevenly spread across working weeks.
View case study
Case StudyFeb 9, 2024
Expense Reduction Analyst Achieves 97% Reduction in Processing Time with AI and Intelligent Automation
Unlocking Business Potential with Cutting-Edge Data Solutions
View case study
Case StudyOct 3, 2023
PAS Cargo Achieves 43x Efficiency Boost with Intelligent Automation Implementation
Pas Cargo provides comprehensive transportation management solutions to customers in the Caribbean.
View case study
Case StudyJul 1, 2022
Renewable Energy Provider Streamlines Customer Onboarding with Enhanced Zoho CRM
Organization operating in the renewable energy space providing solar panels for installation in commercial and residential properties
View case study
Case StudyJun 30, 2022
Healthcare Industry
Organization operating in the healthcare domain, providing aesthetic solutions to its clientele in London and uk
View case study
Case StudyJun 30, 2022
Federal Cybersecurity Firm Achieves 40% Efficiency Boost with Zoho Suite Transformation
Leading Cyber Security Firm offering products and services to the Federal government
View case study
Case StudyJun 30, 2022
Australian Heater Supplier Achieves Warehouse Operational Excellence with Zoho and Xero
Organisation providing electric heaters to its residential and corporate clientele across Australia
View case study
Case StudyJun 21, 2022
Non-Profit Achieves Peak Campaign Performance Through Zoho CRM Optimization and Social Media Integration
Organization operating in the not for profit domain raising funds for schools, Childcare centers and clubs across Australia through the sale of home essential products
View case study
Case StudyJun 21, 2022
Ontario Wealth Management Firm Transforms Client Engagement with Zoho Suite Integration
Organization operating in the Wealth Management Space based out in Ontario, Canada
View case study
Case StudyJun 21, 2022
Optical Fiber Development Company Redefines Operational Excellence with Robust SOPs and MIS Dashboard Across UK and European Markets
Development of a Deployment Tool Kit that will assist in the execution of operations with relative ease and efficiency.
View case study
Case StudyJun 20, 2022
Law Firm Enhances Service with Advanced SOPs and CRM Solutions
Partnership entity offering legal advice across various domains to a diverse Clientele
View case study
Case StudyJun 20, 2022
3PA Provider Launches Innovative Deployment Tool for Seamless Operations
Leading 3PA Labor service provider in the UK and extending its services to others parts of Europe
View case study
Case StudyJun 16, 2022
Financial Services Leader Introduces Tailored Zoho CRM Solution for Wealth Managers
Organization operating in the Financial services domain in the US, providing wealth management solu…
View case study
Case StudyJun 10, 2022
Kuwait’s leading automobile dealer improved procurement efficiency with SOPs, process mapping, and MIS framework
Kuwait’s leading automobile dealer improved procurement efficiency with SOPs, process mapping, and MIS framework.
View case study