metr had used Zoho
One for years – but only a fraction of it

No documentation, half-configured apps and extra tools running alongside Zoho: we cleaned up, documented and automated the energy-tech company's

Colleagues in a meeting room watching a presentation

You've had Zoho One in place for years. It works, mostly — but nobody on the team can say with confidence that you're using more than a fraction of what you're paying for. Every new hire configures things slightly differently, and every attempt to consolidate other tools into it stalls before it starts. 


As a company in the energy sector, metr Building Management Systems GmbH develops AI-based solutions to optimise energy consumption in buildings and had already been using Zoho One for several years. However, due to the complexity of the platform and limited in-house expertise, much of its potential remained untapped.

01

Challenge

Zoho One had already been live at metr for several years, but between the system's complexity and limited in-house expertise, it was never fully configured. With 80+ customers and 32 employees, and in an active growth phase demanding more robust, scalable processes, metr needed three specific things: full transparency across the entire Zoho One package and how its apps interact, a detailed review and correct setup of the apps already in use, and identification of further Zoho One apps that could replace other standalone tools.
02

Solution

We cleaned up and fully documented metr's existing Zoho One instance, reworked and correctly configured every app already in use, and identified additional Zoho One applications that could retire external tools metr had been running separately. Custom automations, built around metr's actual processes, rounded out the result.
03

Result

Existing Zoho One instance cleaned up and fully documented Already-used apps reworked and correctly configured Additional Zoho One apps identified to retire external tools Custom automations built around metr's real processes Full project progress tracked live in Zoho Projects Early, measurable automation gains already visible, with a clear path to more
Zoho Premium Partner • Pimcore Gold Partner

Trusted by 300+ clients · Building digital systems since 2018

Before the project, metr ran Zoho One without documentation, with apps that had never been fully configured and extra tools running alongside it. Afterwards, the whole setup is documented, correctly configured and automated around metr's processes, and Zoho One apps have been identified to replace the extra tools.

Not new territory for us

As a partner to companies in the energy and building-management sector, this wasn't new territory for us — we regularly help long-time Zoho users rediscover functionality they're already paying for but have never fully configured. What made the difference for metr wasn't just knowing Zoho, but taking the time to understand a business model that looked simple on the surface and turned out to be anything but underneath.

 

Understanding the business before touching the system

metr Building Management Systems GmbH operates in the energy sector, developing AI-based software for optimizing energy consumption in existing buildings — combining energy management and heating optimization into one solution that improves efficiency without costly renovation work. "metr's business model is clear and simple. The processes behind it, however, are often complex," is how Carsten Rummel, Director Finance & Accounting at metr, describes the biggest challenge of the project. We had to get to grips with those processes ourselves before we could support metr precisely where it needed it — and the close collaboration helped metr's own team understand how processes should correctly be set up in Zoho going forward.

 

Transparency throughout

Being able to track progress at any time mattered to metr as much as the outcome itself. Rather than waiting for status updates, the team could check implementation status whenever they wanted, live in Zoho Projects — turning a project they'd otherwise have to take on faith into one they could actually watch take shape.

Metr logo with teal lettering and abstract symbol Metr logo with teal lettering and abstract symbol

"Yes, we'd recommend Zoho for use in SMEs. The system offers a very broad feature set and covers all the areas of our business that matter to us — but you need to be aware of the complexity that comes with it, and get the right support from the very start."

Carsten Rummel

Director Finance & Accounting

Companies in the energy and utilities sector often find themselves exactly where metr started: a capable system already in place, held back by its own complexity. We help close that gap — with deep Zoho know-how, individual process consulting, and automations tailored to the business model in front of us.

Do you want to unlock the full potential of your own Zoho environment and get your processes ready for further growth? Get in touch and schedule your free initial consultation today — we look forward to developing the right solution for your industry together with you!

Your challenging project
is our passion

Need to execute a relaunch quickly or require assistance with designing complex systems? We’re here to help! As a Pimcore Gold Partner, we offer comprehensive guidance through a free consultation, create a detailed project plan for your launch or relaunch, and handle the entire implementation. Plus, we provide ongoing support and training for you and your team with our flexible support packages.

Schedule an appointment today to learn more.

Feel free to call us for a free first consultation. We’re happy to hear from you! +1 888 9263234

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