Delivery experience, with the context kept intact
A useful example explains the business problem, the work delivered and what is actually known about the result. The international summaries below describe FI Digital group experience in Australia and India. The US workflow examples are separately labeled illustrations and do not claim completed US client engagements.
Australia: connecting an OEM and 232 dealerships
An automotive OEM needed to pass website leads to dealerships, follow their status and understand leads generated by dealerships themselves. FI Digital built a custom connector on Zoho Catalyst and deployed it across 232 dealerships using multiple CRM systems.
The deployment took two months, and transfers occurred in seconds. The client confirmed at least three hours saved weekly for the OEM team and approximately one hour per dealership per week. The client and CRM product names remain anonymous. These are reported results from that specific Australian engagement.
FI DIGITAL / ILLUSTRATIVE WORKFLOW
A useful health check ends in a clear decision
A proposed review method, with delivery scoped separately.
Evidence, business ownership and acceptance matter more than a generic score.
- 1 / Trace the failureUse an operating example. Inspect configuration, data and interfaces.
- 2 / Decide what to repairRecord evidence and business impact. Agree priorities, dependencies and owners.
- 3 / Make approved changesUse a defined test and change process. Keep the recovery approach documented.
- 4 / Verify the original problemRun the agreed acceptance scenarios. Review the result with the operating team.
Australia: AI agents working inside a service platform
For an Australian personal injury law firm, FI Digital built agents within a Zoho Desk workflow using the OpenAI API, Zia agents and custom development, including retrieval and tool integration. Requests involving legal advice remained with human agents.
The client confirmed autonomous resolution of 70% of approximately 800 total tickets over a six-month observation period. Implementation took six weeks. The percentage is a ticket-resolution measure, not a legal-accuracy score, a reduction in staffing cost or a forecast for another customer.
India: daily data preparation for Customer 360
Fristine Infotech performed ETL work for Motilal Oswal, processing financial transaction information and loading prepared data into Customer 360 systems. The description is intentionally high level because the underlying records and technical details are confidential.
No quantified revenue, cost-saving or processing-speed result is claimed here. The example demonstrates experience with recurring enterprise data preparation through the Fristine Infotech entity.
Wealth management: relationship-manager dashboards
An anonymous wealth-management engagement used Databricks to support relationship-manager dashboards covering portfolio movement, net asset value, total investments, redemptions and maturing investments. The work took approximately six weeks. The client name and geography are not disclosed, and no quantified business improvement has been supplied.
This is evidence of delivered dashboard work. It should not be interpreted as a claim of Databricks partner status, a CRM replacement or an achieved investment outcome.
Illustrative workflows for US buyers
Manufacturer and dealer lead integration explores how an inquiry could move between a central business and its resellers, with ownership and status visible. It is a proposed workflow, not a completed US project.
AI service intake for professional services shows how administrative requests could be separated from questions requiring qualified human judgment. It does not claim a US customer or an achieved result.
Distribution management reporting considers how source records, metric definitions and reconciliation could support a management view. It is an illustration of an approach, not a before-and-after customer story.
Assess the relevance to your business
Use these examples to discuss the operating pattern, systems and delivery responsibilities that resemble your situation. Every engagement needs its own feasibility review, scope and acceptance criteria. A result from another business should help frame questions, not become a guarantee in your proposal.
Frequently asked questions
Are these all US customer case studies?
No. The automotive and law-firm examples are Australian, the Motilal Oswal work is through Fristine Infotech in India, and the anonymous wealth-management example has no disclosed geography. The US workflows are explicitly illustrative. Their labels are intended to keep actual delivery evidence separate from a proposed approach.
Why are some clients anonymous?
The public descriptions preserve the permission boundaries supplied for those engagements. A client name, logo or quote should only be used with appropriate approval. An anonymous example can still explain the work and its limits, but it should not be expanded with invented identifying details or presented as a reference call that is available.
Does 232 dealerships mean 232 different CRM products?
No. The connector was deployed across 232 dealerships, with multiple CRM systems used on the dealership side. The number refers to participating dealerships, not distinct software products. The exact CRM names are not disclosed, and the case does not establish compatibility with every CRM used by another dealer network.
What does the law-firm resolution percentage measure?
It refers to client-confirmed autonomous resolution of 70% of approximately 800 total tickets over six months in the described Australian Zoho Desk engagement. Requests involving legal advice retained human involvement. The figure is not a legal-accuracy score, a monthly ticket count or an automatic estimate of staffing or cost savings.
Are the time savings guaranteed for another project?
No. The reported savings belong to the specific Australian OEM engagement and its operating context. Another project may have different interfaces, processes and baseline effort. A useful proposal should define its own success measures and observation period rather than applying a previous result as a promise of future performance.
Can you provide a named US reference?
No named US reference is offered by this page. If a reference is important to your procurement process, discuss the requirement directly so current availability and permission can be confirmed. International experience may still be relevant to the workflow, but it should not be relabeled as a US engagement.
Are the illustrative workflows actual products we can buy unchanged?
No. They explain possible approaches to operational problems. They are not claims of a ready-made product, a completed US deployment or compatibility with every named category of software. Any proposed implementation needs a review of interfaces, data, permissions, business ownership and the scope required for a useful first release.
How should we compare these examples with our requirement?
Look at the workflow, system boundaries, data responsibilities and the type of decision the solution supports. Then identify where your environment differs. That comparison gives a better basis for discovery than copying a percentage or timeline, because feasibility and operating effort depend on the actual systems and people involved.