The client is a specialized orthopedic surgeon responsible for delivering surgical instruments, implants, and medical supplies to hospitals and clinics. These deliveries are highly time-sensitive and inventory-critical, directly impacting surgery schedules and patient outcomes. The operation involves coordination between the surgeon’s office, inventory team, and delivery personnel. Before implementation, processes relied heavily on spreadsheets, phone calls, and paper logs, leading to frequent delays, stock mismatches, and poor delivery visibility. The client required a reliable, scalable system aligned with their Zoho needs to support precision-driven healthcare logistics.
Managing orthopedic surgical deliveries demanded extreme accuracy, yet the client relied on fragmented and manual workflows. Limited visibility and disconnected systems created inefficiencies that directly impacted surgical readiness and operational confidence.
These issues increased operational risk, administrative burden, and the possibility of surgical delays. In a regulated healthcare environment, the lack of automation and accountability posed compliance and reliability concerns that demanded an immediate, scalable solution.
Codelattice designed a custom delivery management application using Zoho Creator, tightly integrated with Zoho Books to automate delivery workflows and inventory reconciliation across the entire operation.
Centralized view of all assigned and active deliveries.
Real-time visibility for admin and inventory teams.
Automatic sync of delivery challans and item details.
Eliminated manual entry and reconciliation errors.
Real-time location tracking of delivery personnel.
Accurate ETA visibility for hospitals and clinics.
Quick challan assignment through intuitive admin controls.
Mobile-friendly interface for delivery personnel.
Delivered, not delivered, or partial quantity tracking.
Accurate status captured directly at delivery site.
Undelivered items pushed back into Zoho Books.
Inventory updated instantly without manual intervention
Optimized for on-the-go delivery confirmation.
Reduced dependency on follow-up calls.
Clear separation between admin and delivery roles.
Improved accountability and data security.
Delivery and inventory reports generated instantly.
Simplified compliance checks and reviews.
The implementation delivered measurable improvements across efficiency, accuracy, and visibility within weeks of deployment.
Reduced delivery processing time by 60% through automation.
Improved delivery turnaround time by 35% on average.
Decreased inventory discrepancies by 90% post-implementation.
Achieved 100% digital delivery workflow adoption.
Enabled real-time tracking for 100% of active deliveries.
Cut manual inventory reconciliation effort by 70%.
Improved delivery accountability with GPS tracking coverage.
Reduced surgery delays caused by logistics issues to near zero.
Eliminated duplicate data entry errors by 100%.
The Zoho Creator delivery app significantly improved our operational confidence and efficiency. What was once a stressful, manual process is now fully automated, transparent, and reliable. Real-time tracking and item-level confirmation have eliminated inventory confusion and last-minute scrambles before surgeries. The integration with Zoho Books ensures our stock is always accurate, even with partial or returned deliveries. Codelattice demonstrated deep expertise as a Zoho Creator partner, understanding both our technical requirements and the critical nature of healthcare logistics.
This project demonstrates how tailored Zoho implementations can solve complex, high-risk operational challenges in healthcare logistics. By combining Zoho Creator’s flexibility with Zoho Books integration, the solution delivered automation, visibility, and accuracy without disrupting existing workflows.
As a best Zoho implementation partner, Codelattice delivered a scalable, secure, and compliance-ready system aligned with real-world medical delivery demands. This solution sets a strong foundation for expanding automation across other medical specialties and logistics-driven healthcare operations.
Whatsapp
