How an Investigative Services Firm Achieved 90% Efficiency, 80% Cost Savings, and 73% Revenue Growth with Zoho Solutions

Research Service Bureau (RSB) has been operating in the investigative services space for decades, supporting corporations and organizations that depend on accurate, ethical, and timely research. With operations spread across the United States and partner reach in more than 65 countries, the company manages a large volume of sensitive cases, documents, and communications every day.

Over time, the way work was being handled internally stopped matching the pace of the business. Information lived in too many places. Teams relied on emails, spreadsheets, and manual follow-ups to keep work moving. Even simple updates required unnecessary back-and-forth. Leadership knew the firm needed a better system, but previous attempts to modernize had failed, costing the organization nearly a year without delivering anything usable.

RSB eventually made the decision to start over and brought in OfficeHub Tech to reassess the problem from the ground up. The objective was not just system replacement, but the introduction of Zoho Solutions for Investigative Services Firm that could realistically support daily investigative operations.

The outcome was a complete operational reset that delivered measurable gains across efficiency, cost control, and revenue growth.

Executive Summary

Client: Research Service Bureau
Headquarters: Kent, Washington, USA
Industry: Investigative Services, Legal & Claims Support
Zoho Partner: OfficeHub Tech
Project Completion: December 2025

Research Service Bureau provides investigative research, claims and legal support services, surveillance coordination, record retrieval, asset recovery, and administrative services. Their work demands accuracy, traceability, and accountability across every engagement.

As the organization grew, leadership recognized that existing tools and workflows were slowing teams down. OfficeHub Tech was engaged to design a centralized Zoho-based environment capable of replacing manual processes and delivering consistent visibility. This approach aligned closely with a Zoho ERP for Investigative Services Firm Provider, offering structured operations without sacrificing flexibility.

“OfficeHub Tech helped us regain control of our operations. Their approach was practical, responsive, and focused on solving real problems—not just deploying software.”
— Edward Katona, Research Service Bureau

The Challenges RSB Was Facing

The issues RSB encountered were not unusual for an organization that had grown steadily over many years—but they were becoming increasingly disruptive.

Most daily activities were handled manually. Case details were updated through emails. Documents were shared and re-shared across teams. Tracking progress required checking with multiple people. There was no single place where information could be trusted as current and complete.

Visibility was another concern. Managers and executives could not easily see how workloads were distributed, where delays were happening, or which cases required attention. Decisions were often made based on partial information.

On top of that, RSB had already invested time and money with another vendor, only to walk away after almost twelve months without a working solution. That experience made leadership cautious and clear about expectations going forward.

Understanding the Real Problem

OfficeHub Tech did not begin by configuring software. The first step was listening.

The team reviewed how cases were opened, how information flowed between departments, and how documents were created and approved. They spoke with operational staff, administrators, and leadership. What became clear was that RSB didn’t need complexity—they needed structure.

Different teams needed access to the same data, but not in the same way. Investigators needed speed. Administrators needed accuracy. Leadership needed visibility. Any system introduced would need to support all three without creating friction.

The assessment confirmed that a centralized platform with controlled access, automation, and reliable reporting was essential.

The Solution That Was Implemented

OfficeHub Tech implemented a unified Zoho ecosystem designed to replace manual processes with structured, automated workflows while maintaining flexibility for investigative work.

Zoho CRM – Lead and Case Management

Zoho CRM was customized to reflect RSB’s investigative lifecycle. Custom modules, fields, and workflows were introduced to track leads, cases, and operational activities. Automation reduced manual follow-ups and ensured consistent data capture.

Zoho Creator – Custom Applications and End-User Portal

Zoho Creator formed the core of the solution. Custom modules were built to support RSB’s internal workflows, while a secure end-user portal provided controlled access to relevant data. This eliminated redundant communication and improved data accuracy.

Zoho Writer – Document Automation

Given the document-intensive nature of investigative services, Zoho Writer was configured to generate standardized reports and documents automatically. This reduced preparation time and ensured consistency across deliverables.

System Integrations

OfficeHub Tech ensured seamless integration across Zoho applications so data flowed automatically between CRM, Creator modules, and document systems. Duplicate entry was eliminated, and updates were reflected in real time.

Legacy Data Migration

Historical data was migrated carefully into the new Zoho environment, preserving data integrity while ensuring continuity of operations.

Implementation Approach

The project followed a phased delivery model to minimize disruption:

1. Requirement validation and system design

2. CRM customization and Creator development

3. Workflow automation and integrations

4. Data migration and testing

5. User training and controlled rollout

OfficeHub Tech maintained close communication throughout the project and provided extended support during critical deadlines.

“Their willingness to support us outside normal hours showed real commitment. That level of dedication made a significant difference.”
— Edward Katona, Research Service Bureau

Results After Go-Live

Once the system was fully operational, RSB reported immediate and measurable improvements:

• 90% improvement in operational efficiency

• 80% reduction in administrative and operational costs

• 85% time savings across manual processes

• 73% growth in lead conversion and revenue

Additional Benefits

• Faster case turnaround

• Reduced administrative overhead

• Improved reporting accuracy

• Stronger leadership visibility

• Scalable foundation for future growth

Client Satisfaction

RSB rated the engagement highly:

• Project Delivery: 5/5

• Communication & Responsiveness: 5/5

• Recommendation Score: 10/10

The project restored confidence in the organization’s technology roadmap and operational structure.

Conclusion

This case study demonstrates how investigative services organizations can significantly improve performance by aligning technology with real operational needs. By replacing manual processes with a structured, automated Zoho ecosystem, Research Service Bureau achieved lasting improvements in efficiency, cost control, and revenue growth.

OfficeHub Tech continues to help investigative, legal, and professional services firms implement practical automation that scales with business demand. Recognized as the Best Zoho AI Implementation Partner In USA, India, UAE and Saudi Arabia, OfficeHub Tech delivers Zoho solutions built for accuracy, reliability, and long-term success.

Contact Information

OfficeHub Tech LLC
2480 Cherry Laurel Dr, STE #179
Sanford, FL 32771

Email: sam@officehubtech.com

Phone: (407) 743-4854

Website: www.officehubtech.com

Ready to Strengthen Your Operational Framework?

If your investigative services firm, legal support organization, or professional services business is looking for a more efficient way to manage workflows, case data, documentation, and reporting, OfficeHub Tech can help.

We work closely with organizations that require accuracy, accountability, and scalable systems—designing Zoho solutions that align with real operational needs, not generic templates.

Schedule a consultation: https://calendly.com/officehubtech