From Excel to Creatio: Mapping the Real Journey
Excel is not the enemy — unstructured process is.
Braj Raj Singh Kushwaha
CRM Consultant & Creatio Expert
Related Case Study
CRM Transformation Case Study Overview
Education & Real Estate Conglomerate — Digitizing 350+ users from Excel-based chaos to structured enterprise CRM
A multi-vertical conglomerate spanning education, real estate, hospitality, and retail managed purchase orders, payments, budgets, expenses, events, and vendor relationships entirely through Excel spreadsheets and email chains. With 350+ users across entities, the fragmentation created errors, delays, and zero management visibility into commitments and spend.
The Challenge
A conglomerate with education, real estate, hospitality, and retail verticals managed all financial operations — POs, payments, budgets, expenses, vendor relationships, and event coordination — through Excel spreadsheets shared via email. No single source of truth existed. Approval chains were informal and untraceable. Management had zero real-time visibility into commitments, spend, or vendor performance across entities.
The group leadership needed a unified view of operations while each entity needed operational independence with entity-specific workflows and compliance requirements.
The Solution
Designed a shared-core, entity-extension architecture in Creatio: a unified customer and vendor master shared across entities, with entity-specific objects, fields, and workflows for education (student enrollment, fee management), real estate (lease management, maintenance), and hospitality (reservations, event management).
Built comprehensive PO-to-payment workflows with multi-level approval chains, automated budget vs. actual tracking, vendor lifecycle management from onboarding through performance scoring, and executive dashboards providing real-time visibility into spend, commitments, and operational metrics across all entities.
The Outcome
Process execution became 3x faster — approval turnaround dropped from days to hours. Financial errors reduced significantly through validation rules and automated checks. Leadership gained real-time visibility into spend and commitments across all entities for the first time. Excel spreadsheets were eliminated entirely from core operations. The architecture's extensibility was proven as new entities were added without disrupting existing operations.
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