Overview

Medi Study Go is a growing EdTech brand focused on simplifying medical and dental education through visual learning tools such as mind maps, flashcards, planners, and structured study notes. Built by a lean team, the business experienced rapid growth through digital channels, including its website, social media platforms, and online marketplaces.

As order volumes increased and operations became more complex, Medi Study Go needed a unified system to manage sales, fulfilment, customer data, and internal workflows efficiently. Interface Sense partnered with Medi Study Go to implement Zoho One as a centralized, scalable operational backbone.

This case study outlines how Zoho One helped Medi Study Go move from manual, fragmented processes to a streamlined, automation-driven setup—enabling sustainable growth without increasing operational overhead.

Executive Summary

Medi Study Go operates in a content-intensive and transaction-driven environment, catering to medical and dental students across India. The business relies on multiple sales channels, including its own e-commerce storefront, social media enquiries, and third-party marketplaces.

In the early stages, most operational activities—order recording, customer tracking, courier selection, and fulfilment—were handled manually. While this worked initially, it quickly became inefficient as demand grew.

Interface Sense evaluated Medi Study Go’s operational model and recommended Zoho One to unify customer management, automate order workflows, integrate sales channels, and prepare the organisation for future scale. The implementation focused on reducing manual effort, improving accuracy, and creating a system that could support growth without adding complexity.

Problem Statement & Key Challenges

• Fragmented Order Sources: Orders originated from multiple channels such as Shopify, Amazon, Instagram, and WhatsApp. Each channel operated independently, with no centralized view of customers or transactions.
• Manual Order Processing: Every order had to be manually entered into spreadsheets for tracking and fulfilment. This increased processing time and introduced the risk of errors, especially during peak demand periods.
• Courier Selection Complexity: The team worked with multiple courier partners—Maruti Courier, Shiprocket, and India Post. Determining which courier could service a particular pincode required manual checks for every order.
• Lack of a Unified Customer Database: Customer details, order history, and repeat purchases were not consolidated, making it difficult to track customer behaviour or provide consistent support.
• Limited Scalability: With a small team managing both content creation and operations, the lack of automation restricted the business’s ability to scale efficiently.

Evaluation of the Problem

Interface Sense conducted a detailed assessment of Medi Study Go’s end-to-end workflows, including order intake across all sales channels, fulfilment and logistics processes, customer data management, existing tools, and future expansion plans.

The evaluation identified clear opportunities to automate repetitive tasks, reduce dependency on spreadsheets, and establish a single source of truth for customers, orders, and operations. Based on this analysis, Zoho One was recommended as the most suitable platform to address both current challenges and long-term scalability requirements.

Proposed Solution

Zoho CRM – Centralised Customer & Order Management

• Automatic creation of customer and order records
• Unified view of all orders across channels
• Structured sales and fulfilment pipelines

E-commerce & Channel Integration

• Integration with Shopify for real-time order syncing
• Consolidation of orders from third-party marketplaces
• Central tracking of enquiries from social platforms

Zoho Flow – Process Automation

• Automated courier assignment based on delivery pincode
• Workflow-driven order lifecycle updates
• Reduction of manual decision-making in fulfilment

Operational Visibility & Reporting

• Dashboards for orders, fulfilment status, and trends

Future-Ready Foundation

• Framework prepared for onboarding employees and contractors
• Readiness for payroll, compliance, and internal process expansion

Implementation

The solution was implemented in an agile, phased manner to ensure business continuity and ease of adoption.

Phase 1: Environment Setup & Integrations
Zoho One configuration; CRM setup aligned to business workflows; Shopify and order channel integrations.

Phase 2: Workflow Automation
Courier selection logic implementation; Order processing and fulfilment workflows; Validation through live order simulations.

Phase 3: Training & Handover
Hands-on training for the Medi Study Go team; Process documentation and best practices; Support during early live operations.

Results

• Significant reduction in manual workload related to order processing
• Faster and more reliable fulfilment during high-volume periods
• Elimination of spreadsheet-driven order tracking
• Improved accuracy in courier allocation and dispatch
• Centralised visibility into customers and transactions
• Strong foundation for future growth and expansion

Conclusion

By partnering with Interface Sense and adopting Zoho One, Medi Study Go successfully transitioned from manual, fragmented operations to a streamlined, automation-driven backend. The implementation enabled the team to handle growth confidently while maintaining operational control and efficiency.

Zoho One now serves as the core platform supporting Medi Study Go’s current operations and future ambitions—ensuring the business is well-positioned to scale its offerings, expand its reach, and continue delivering value to medical and dental students.