Successful digital transformation !

Groupe d’Accompagnement Jonathan, a nonprofit organization of volunteers and professionals offering services to people facing cancer, end-of-life, or bereavement, partners with Agilean for its digital transformation.

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About this project

A new digital beginning for Groupe Jonathan to realign technology with the organization’s human mission

The mandate was to completely overhaul Groupe Jonathan’s Zoho ecosystem to align technology with the organization’s real needs.

This included a complete redesign of the CRM, which was poorly configured during a previous uncertified integration, as well as migrating the accounting system from Acomba to Zoho Books, now integrated with the CRM for smooth operations management.

In parallel, updating the service branches required a precise adaptation of the Zoho structure to coherently reflect internal processes and user journeys.

The entire project aimed to provide the team with a centralized, intuitive, and scalable platform capable of supporting their social mission with rigor and efficiency.

Project scope
Groupe Accompagnement Jonathan
https://groupejonathan.ca
Heart hand shake
A long-term relationship

Some statistics

Financial management time
- 0 %
Automated processes
100 %
Volunteers to manage
+ 0

Phase 1
A complete CRM configuration overhaul

2021

When we took control of the existing CRM environment, it quickly became clear that the previous configuration met neither current standards nor the organization’s real needs.

The initial integration, carried out without the support of an authorized Zoho partner, had numerous shortcomings: poorly designed automations, poorly structured data, uncustomized modules, and a glaring lack of alignment with operational processes.

To provide a seamless user experience and effective customer relationship management, we undertook a complete overhaul of the Zoho CRM system. As a certified Zoho partner, Agilean was able to rebuild the foundations, ensure integration compliance, and fully leverage the features offered by the Zoho ecosystem.

zcrm
Zoho Forms
zcampaigns
Zoho Analytics

Phase 2
Migration from Acomba to Zoho Books

2022-2023

As part of modernizing management tools, they successfully migrated from the Acomba accounting platform to Zoho Books, a modern and powerful cloud solution.

This transition centralized financial operations while directly connecting them to Zoho CRM, ensuring real-time synchronization between sales, invoicing, payments, and customer follow-ups. The seamless integration between Zoho Books and Zoho CRM now facilitates overall management, billing, customer account tracking, and provides a 360° view of every business relationship.

By replacing Acomba, they gained mobility, efficiency, and agility while simplifying their daily accounting processes.

Zoho Books

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Powerful reports with Zoho Analytics: from operations to the annual general meeting

Ongoing...

Thanks to the implementation of Zoho Analytics, Groupe Jonathan now has a robust platform for creating dynamic and customized reports that meet a wide range of needs. Whether for daily operational tracking, training management, or producing detailed reports for the annual general meeting (AGM), the team can easily access, analyze, and share relevant and up-to-date data. Interactive dashboards facilitate strategic decision-making, accountability to partners, and showcasing program impact across Quebec. By unifying data from the CRM, Zoho Books, and other systems, Zoho Analytics becomes a vital tool to ensure transparency, efficiency, and sustainability of the organization’s activities.

Zoho Analytics
Analytics

Phase 3
Service branch updates: what impact on Zoho configuration?

2025

The evolution of Groupe Jonathan’s service branches required a strategic update of the Zoho configuration. Each change—whether adding new services, redefining processes, or segmenting clienteles—directly impacted the CRM structure, automations, reports, and workflows.

Thanks to an agile and customized configuration, we were able to quickly adapt Zoho modules to accurately reflect the organization’s new operational realities.

Zoho

Significant improvement of the chart of accounts

The arrival of a new executive management sparked reflections on the account chart structure, aiming for simplification and optimization to support the enhanced framework.

Review of management dashboards

Obviously, changing the structure and services requires a redesign of the dashboards to reflect the new structure and the needs of the new management.

Smarter forms

Improved registrations for various activities following the review of offered services.

Zoho Books
Zoho Analytics
Zoho Forms

Team testimonial

Another Zoho project

Croquarium

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Follow Groupe d’Accompagnement Jonathan’s lead and aim for new heights!

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