ZENITH

Empowering Business
With Intelligence

We help businesses turn data into actionable insights and automate workflows using the Microsoft Power Platform.

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Who We Are

We help businesses turn data into actionable insights and automate workflows using the Microsoft Power Platform. Our mission is to empower businesses to work smarter, faster, and more efficiently by leveraging data and automation.

We work with small to medium enterprises and corporate teams across manufacturing, construction, retail, healthcare, and professional services, helping them streamline processes, gain clarity, and make smarter decisions.

Our Expertise

Power Apps

Power Apps

Custom business applications for operations, sales, HR, and field services.

Power BI

Power BI

Interactive dashboards and real-time reporting for smarter decisions.

Power Automate

Power Automate

Workflow automation to save time, reduce errors, and improve efficiency.

Copilot Studio

Copilot Agent

Next-generation AI assistants to empower your workforce and streamline interactions.

Internal Applications

Custom Business Apps

Microsoft Power Platform

Fully customized internal business applications built around your exact workflows, roles, and operational needs.

Zenith Vortyx Elite

Power Apps + Dataverse

A comprehensive operations platform centralizing customers, inventory, sales, and employee management.

Zenith Nexus Flow 360

Power Apps + SharePoint

Intelligent Field Operations & Sales Management Platform for real-time visibility and control.

Trusted By

Recent Projects

Automated Sales Analytics

Automated Sales & Revenue Analytics

End-to-end automated pipeline transforming ERP data into refresh-free Power BI intelligence.

View Case Study →
Document Automation

Document Automation System

Speed, Control & Compliance. A fully automated approval workflow system replacing manual email processes.

View Case Study →
Retail & Wholesale Dashboard

Retail & Wholesale Power BI Dashboard

Real-time analytics for sales, inventory, and finance via Zoho API integration.

View Case Study →
UK Visa Analytics Dashboard

UK Visa Trend Analytics Dashboard

Interactive Power BI Insights Powered by Excel Data.

View Case Study →
Chemical Plant Analytics Dashboard

Chemical Plant Production Analytics Dashboard

Operational Performance & Process Insights Using Power BI.

View Case Study →
Request Management Dashboard

Request Management & Performance Analytics Dashboard

Secure, Role-Aware Power BI Reporting with Drillthrough Intelligence.

View Case Study →
Fuel & Energy Operations Platform

Fuel & Energy Operations Platform

Centralized Management for High-Volume Distributors.

View Case Study →
Field Sales & Operations Intelligence Platform

Field Sales & Operations Intelligence Platform

Digitizing Field Workflows & Sales Management.

View Case Study →

Ready to transform your business?

Empower your business to work smarter, faster, and more efficiently.

GB +44

Powering Intelligent Operations for Fuel & Energy Businesses

One platform. Total control. Real-time visibility.

Zenith Vortyx Elite replaces fragmented tools and manual processes with a centralized, automated, and insight-driven system — enabling smarter decisions and seamless daily operations.

🚀 Unified Ops

Manage entire business from one secure platform — customers, inventory, employees, and accounting.

⚙️ Process Automation

Automate repetitive workflows: sales postings, stock calculations, and reconciliations.

📊 Real-Time Insights

Gain instant visibility into business performance with structured dashboards.

🔐 Enterprise Governance

Built on Microsoft Dataverse for security, role-based access, and scalability.

  • Dashboard
  • Notifications
  • Customer Management
  • Expense Tracking
  • Inventory Control
  • Purchase Orders
  • Sales Overview
  • Staff Attendance

Business Impact

✔ Faster operations ✔ Reduced manual dependency ✔ Improved accuracy ✔ Centralized data

Ready to experience intelligent operations?

Intelligent Field Operations & Sales Management Platform

One Platform. Total Field Control. Real-Time Sales Visibility.

Zenith Nexus Flow 360 is a modern internal application built for Wholesale and Retail food product businesses, designed to digitize and streamline field operations, sales workflows, and workforce management.

📍 Location Intel

Track attendance and field activity using live location and time-based capture.

🧾 Sales Lifecycle

Manage everything from lead generation to invoice creation within one unified system.

🔄 Visit Coordination

Plan market visits, schedule tasks, track orders, and monitor execution seamlessly.

🔐 Role-Based Access

Control data visibility and actions with permissions for staff, supervisors, and management.

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Core Capabilities

✔ Live Attendance Management ✔ Market Visit Tracking ✔ Lead Generation & Management ✔ Sales Order & Invoice Generation

Ready to transform your field teams?

Built on the Microsoft Ecosystem

Your Process. Your Rules. Your Application.

We design and deliver fully customized internal business applications using Microsoft’s secure and scalable ecosystem. These applications are built around your exact workflows, roles, and operational needs — enabling complete digital control across people, processes, and data.

Microsoft Ecosystem Stack

🚀 Power AppsCanvas & Model-Driven Apps
🗄️ Dataverse / SharePointEnterprise Data Layer
⚡ Power AutomateWorkflow & Process Automation
🔐 Microsoft Entra IDAuthentication & Security
📊 Power BIAdvanced Analytics & Dashboards
📎 Microsoft 365Teams, Office, OneDrive
Microsoft Ecosystem Diagram

Complete Feature Set Available

🔐 User & Security

RBAC, Department permissions, Approval authority, Secure Entra ID login, Audit logs.

🕒 Attendance

Live geo-tracking, Shift rules, Office/Field support, Payroll integration.

🚜 Field Operations

Live location tracking, Visit logging, Scheduled planning, Route transparency.

👥 Lead CRM

Lead capture, Assignment & ownership, Status tracking, Conversion to customer.

📦 Sales Orders

Creation, Multi-level approvals, Discount logic, Lifecycle tracking.

🧾 Invoicing

Auto-generation, Tax calculations, Postings, PDF & Email delivery.

🛍️ Purchasing

Vendor management, PO creation, GRN tracking, Invoice reconciliation.

📦 Inventory

Stock in/out, Closing stock calcs, Asset tracking, Batch/Lot alerts.

🚚 Fulfillment

Real-time status updates, Dispatch tracking, Delay handling, Visibility.

✅ Task Management

Creation & assignment, Priority tracking, Recurring tasks, Productivity analytics.

📅 HR Management

Leave requests & approvals, Balance tracking, Manager dashboards.

💸 Expense Mgmt

Employee claims, Approval workflows, Categorization, Budget monitoring.

💰 Accounting

Automated entries, Monthly processing, Reconciliation, ERP integration.

🤖 Automation

Single/Multi-level approvals, Notifications, Background jobs, Validation.

📊 Reporting

Real-time dashboards, KPI metrics, Role-based views, Excel exports.

📂 Document Mgmt

Upload & storage, Version control, Role-based access, SharePoint sync.

🔔 Notifications

Email alerts, Teams integration, In-app alerts, Approval reminders.

📱 Mobile & Offline

Mobile-optimized, Offline data capture, Auto-sync, Cross-device access.

🎨 Custom UI

Branded screens, Reusable components, Custom business logic.

📈 Scalability

Multi-branch, Multi-location, Multi-company, Future-proof expansion.

Why Custom?

✔ Built exactly for your process ✔ No unused features ✔ Full data ownership ✔ Secure Microsoft foundation ✔ Scalable and future-ready

Industries We Serve

Wholesale & Retail Distribution • Food & FMCG • Fuel & Energy • Field-Force Organizations • Internal Enterprise Ops

Let’s build your custom internal business application.

Document Automation & Approval System

Built for Speed, Control & Compliance

Many organisations still depend on emails, PDFs, and manual follow-ups to approve critical documents—leading to delays, errors, and poor visibility. We delivered a Document Automation & Approval System using the Microsoft Power Platform to eliminate these inefficiencies.

The Challenge

  • ⚠️ Manual document circulation via email
  • ⚠️ No clear visibility into approval status
  • ⚠️ Version conflicts and misplaced files
  • ⚠️ Delayed approvals due to follow-ups
  • ⚠️ Limited audit trails and compliance risks

The Solution

A fully automated, secure document approval system built using:

🚀 Power AppsSubmission & Tracking
🗄️ SharePointSecure Storage & Versioning
⚡ Power AutomateWorkflows & Notifications

Approval Workflow at a Glance

Approval Workflow Diagram

Key Capabilities

📝 Easy Submission

Draft or upload documents through a simple Power App.

🔒 Secure Storage

SharePoint storage with automatic version control.

📄 Templates

Automatic application of company letterheads & templates.

🔥 Priority Flows

Priority-based approval flows (High / Medium / Low).

👀 Visibility

Multi-step, sequential approvals with full transparency.

🔔 Notifications

Automated comments, reminders, and status updates.

✍️ E-Signature

Final approver’s signature embedded automatically.

📜 Audit Trail

Complete history with timestamps and approval logs.

Business Impact

🚀 Faster approval cycles 📉 Fewer errors and rework 🔍 Full visibility and traceability 📁 Centralized document management ✅ Improved compliance

Industries Served

Education • Construction & Engineering • Manufacturing • Healthcare • Government • Logistics

Looking to modernize your document approvals?

Retail & Wholesale Power BI Dashboard

Real-Time Business Intelligence Using Zoho API Integration

We delivered a comprehensive Retail & Wholesale Power BI Dashboard that provides leadership and operations teams with real-time visibility across sales, purchases, inventory, customers, and financial performance. The solution integrates live operational data from Zoho systems via secure APIs.

The Challenge

  • ⚠️ Fragmented data across sales, inventory, and finance
  • ⚠️ Manual and delayed reporting processes
  • ⚠️ Limited visibility into receivables & margins
  • ⚠️ No consolidated view of retail vs wholesale

The Solution

A centralized Power BI reporting solution built on live Zoho API data integration.

📊 Power BIVisualization & Analytics
🔗 Zoho APILive Integration
🔄 Auto RefreshNear Real-Time Reporting
  • Executive Dashboard
  • Sales Overview
  • Inventory Intelligence
  • Customer Insights
  • Division Analysis
  • Purchase Analysis
  • Product Performance
  • Purchase Invoices
  • Top Customer Analysis
  • Top Products Analysis

Key Capabilities

📈 Executive Overview

Total Sales, Receivables, MoM trends, Top customers.

💼 Sales Analytics

Gross Profit, Division performance, Target vs Achievement.

👥 Customer Insights

Profitability, Retention, High-value customer tracking.

📦 Inventory Intel

Turnover ratio, Stock aging, Slow-moving analysis.

🛒 Purchasing

Vendor analysis, PO vs Billed values, Supply trends.

🛠️ Data Architecture

Centralized data model with automated API refresh.

Business Impact

✔ Single source of truth for operations ✔ Faster, data-driven decision making ✔ Improved visibility into margins ✔ Better purchase & stock control ✔ Reduced manual reporting

Want similar Power BI insights from your Zoho data?

Automated Sales & Revenue Analytics Platform

Zero-Touch Data Pipeline + Power BI Intelligence

We delivered an end-to-end automated sales analytics solution that transforms raw ERP and CRM data into reliable, continuously refreshed Power BI dashboards — without any manual intervention.

Data Pipeline Automation

From Vertec ERP (Firebird) to Power BI via PowerShell Automation.

Data Pipeline Flow Diagram

The Challenge

  • ⚠️ No direct live database access
  • ⚠️ Manual database restores required
  • ⚠️ High dependency on IT teams
  • ⚠️ Risk of outdated or inconsistent data

The Automation Solution

  • ✅ PowerShell script detects & restores backup
  • ✅ Cleans and replaces existing DB version
  • ✅ ODBC Driver connects Power BI to restored DB
  • ✅ Gateway triggers scheduled refresh

Leads & Opportunities Analytics

  • Sales Overview
  • Sales Pipeline Analysis
  • Pipeline Probability
  • Time & Efficiency
  • Source & Rep Performance
  • Detailed Tooltips
  • Global Filters

Key Features & Insights

📉 Lead → Win Funnel

Visual funnel tracking progression and conversion rates.

💰 Pipeline Visibility

Total vs Weighted probability value across all stages.

⏱️ Time-Based Trends

Quarterly and period-based analysis of deal closure.

📊 Deal Value & Volume

Avg size trends and creation vs closure volume mix.

⚡ Sales Efficiency

Robust cycle duration tracking to identify bottlenecks.

👥 Rep Performance

Ownership-based views for accountability and coaching.

🔄 Retention Pattern

Clear separation of new business vs amendments/repeats.

Revenue Forecasting Dashboard

  • Forecasting Overview
  • Sales Forecast Analysis
  • Detailed Forecast View
  • Revenue Trend Analysis
  • Projected Revenue
  • Pipeline Performance
  • Performance Analysis
  • Contract & Renewal Visibility

Forecasting Capabilities

🔮 Forecast Overview

Snapshot of remaining forecast vs probable sales.

📉 Opportunity health

Conversion rates and open vs closed count tracking.

🔎 Detailed Drill-downs

Matrix views filtering by product, seller, and probability.

🌗 Forecast Analysis

Compare Actuals vs Base Forecast vs Remaining.

💰 Pipeline Performance

Visual depth and value of current pipeline.

🏆 Seller Performance

Bar charts comparing sales reps against targets.

📈 Revenue Trends

Projected vs Probable revenue over time.

⚖️ Weighted Revenue

Expected value based on probability weighting.

📅 Annual View

Yearly revenue trends by sales category.

💼 Service Analysis

Split views for Legal vs Consulting revenue streams.

🆕 New Sales Mix

Projected revenue specifically from new business.

📝 Contract Renewals

Tracking expirations in next 30/60/90 days.

Business Impact

✔ Single source of truth for forecasts ✔ Improved pipeline visibility ✔ Faster executive decision-making ✔ Clear differentiation of actuals vs forecasts ✔ Proactive renewal planning

Transform your operational data into confident decisions.

UK Visa Trend Analytics Dashboard

Interactive Power BI Insights Powered by Excel Data

Objective

To convert raw Excel-based visa records into a dynamic Power BI dashboard that enables stakeholders to explore visa issuance trends, occupation categories, and demographic patterns effortlessly.

  • UK Visa Analytics Dashboard Overview
  • UK Visa Heat Map by Region
  • Interactive Slicer Panel
  • Trend Analysis by Industry

Solution Overview

This Power BI solution transforms static Excel data into actionable insights:

  • Strategic Oversight: Dashboard View provides a high-level summary of total visa applications, approval rates, and key demographics.
  • Geographic Analysis: Heat Map by Region visualizes the density of visa grants across different UK territories.
  • Interactive Filtering: A dedicated Slicer Panel allowing users to filter by year, visa type, nationality, and more.
  • Industry Trends: Trend Analysis by Industry tracks the shifting demand for specific skills and professions over time.

Technology Stack

📊 Power BIVisualization
📗 ExcelData Source
⚡ Power QueryETL
🧮 DAXMeasures

Key Insights

Executive Summary

Instant view of total applications and approval ratios.

Visa Type Breakdown

Comparative analysis of Work, Student, and Family visas.

Nationality Trends

Identification of top applicant countries.

Occupation Demand

Visualizing which sectors are sponsoring the most visas.

Business Impact

✔ Automated Efficiency ✔ Faster Decision Making ✔ Data-Driven Policy

Need similar insights?

Chemical Plant Production Analytics Dashboard

Operational Performance & Process Insights Using Power BI

Objective

Manufacturing data was captured in Excel logs across batches, products, and equipment, making it difficult to track production performance consistency, compare efficiency across spinners, and identify operational bottlenecks.

  • Chemical Plant Dashboard Overview
  • Interactive Slicer Panel
  • Spinner Performance Metrics
  • Trend Analysis Over Time

Solution Overview

A multi-page Power BI dashboard built on Excel data, providing real-time insights into:

  • Batch Processing: Tracking spin duration and throughput efficiency.
  • Quality Indicators: Monitoring Melt Point, Cake Index, and LOD %.
  • Equipment Analysis: Comparing performance across Spinners (F-83, F-84, F-93).
  • Throughput Trends: Analysis of packout weights and production peaks over time.

Technology Stack

📊 Power BIVisualization
📗 ExcelData Source
⚡ Power QueryData Transformation
🧮 KPI MetricsPerformance Tracking

Key Analytics & Capabilities

Spinner Performance

Comparison of batch counts and durations across machines.

Quality Metrics

Tracking Avg Melt Point, Cake Index, and LOD % consistency.

Product Analysis

Drill-down into performance by specific product grades.

Throughput Trends

Year-wise and cumulative packout weight tracking.

Business Impact

✔ Actionable Process Insights ✔ Improved Equipment Visibility ✔ Optimized Quality Control ✔ Reduced Manual Analysis

Have Excel data that needs clarity?

Request Management & Performance Analytics Dashboard

Secure, Role-Aware Power BI Reporting with Drillthrough Intelligence

Objective

The organization managed requests using SharePoint Lists, but faced challenges with fragmented views, manual effort, and limited visibility into why requests were late. They needed a solution that delivered manager-level oversight, individual accountability, and deep analysis from a single dashboard.

  • Request Management Dashboard Overview
  • Detailed Request Drillthrough
  • Request Summary View
  • Interactive Slicer Panel

Solution Overview

We designed a Power BI Request Management & Performance Dashboard using SharePoint as the data source, enhanced with:

  • Dynamic Security: UPN-driven logic ensures users only see data relevant to their role (Manager vs. Individual).
  • Drillthrough Intelligence: Right-click to drill from high-level KPIs to specific developer workloads or late request details.
  • Trend Analysis: Weekly trends for completed vs. delayed requests with deep-dive capabilities.

Technology Stack

📊 Power BIVisualization
🗄️ SharePointData Source
🔐 UPN SecurityRole-Based Access
🔎 DrillthroughContext Navigation

Key Capabilities

Manager Oversight

Automatic detection of manager identity to show full team data.

Resource Drillthrough

Drill from summary metrics to individual developer workloads.

Late Request Tracking

Instant visibility into delays and root cause analysis.

Secure Access

Dashboard filters automatically based on logged-in user (UPN).

Business Impact

✔ Secure Data Visibility ✔ Instant Drill-Down Analysis ✔ Improved Accountability ✔ Reduced Manual Reporting

Need to track internal requests securely?

Fuel & Energy Operations Platform

Centralized Management for High-Volume Distributors

Objective

To replace fragmented manual processes with a unified platform for detailed inventory tracking, sales automation, and staff management — ensuring real-time control over diverse operational streams.

  • Dashboard Overview
  • System Notifications
  • Customer Management
  • Expense Tracking
  • Inventory Control
  • Purchase Orders
  • Sales Overview
  • Staff Attendance

Solution Overview

Deliver a comprehensive Power Apps solution that centralizes:

  • Unified Operations: Managing Customers, Inventory, Sales, and Employees in one interface.
  • Process Automation: Automating stock calculations, sales postings, and reconciliations.
  • Governance: Enterprise-grade security via Microsoft Dataverse with role-based access.

Technology Stack

🚀 Power AppsModel Driven App
🗄️ DataverseSecure Backend
⚡ Power AutomateWorkflow
📊 Power BIOperational Reporting

Key Capabilities

Inventory Control

Live tracking of stock in/out, batch updates, and closing stock calculations.

Sales Automation

Streamlined invoice generation and automated ledger postings.

Staff Management

Integrated attendance tracking and expense management.

Real-Time Alerts

Instant notifications for critical stock levels or approval requests.

Business Impact

✔ 100% Digital Operations ✔ Zero Manual Data Entry Errors ✔ Real-Time Stock Visibility ✔ Secure & Scalable Platform

Need a custom operations platform?

Field Sales & Operations Intelligence Platform

Digitizing Field Workflows & Sales Management

Objective

To digitize and streamline field operations, sales workflows, and workforce management for Wholesale and Retail food product businesses — eliminating manual tracking and enhancing real-time visibility.

  • Dashboard Screen
  • Activity Tracking
  • Sales Order
  • Field Reports
  • Sales Performance
  • Task Management
  • Visit Planning

Solution Overview

Designed a mobile-first Power Apps solution that empowers field teams with:

  • Live Tracking: Real-time location capture for attendance and client visits.
  • Unified Sales Cycle: From initial lead capture to final invoice generation in one app.
  • Actionable Intelligence: Instant reporting on visit efficiency and sales conversion.

Technology Stack

🚀 Power AppsModel Driven App
🗄️ DataverseSecure Backend
⚡ Power AutomateWorkflow
📍 Location APIGeospatial Tracking

Key Capabilities

Location Intelligence

GPS-enabled attendance and route tracking for field agents.

Visit Coordination

Plan and monitor daily market visits and client interactions.

Sales Lifecycle

Seamlessly convert leads to orders and orders to invoices.

Role-Based Access

Secure data views for Agents, Managers, and Admins.

Business Impact

✔ Real-Time Field Visibility ✔ 100% Digital Sales Trail ✔ Optimized Route Planning ✔ Enhanced Accountability

Transform your field operations?