How Structured Task Management Eliminated Untracked Cash Advances in a Jewellery Brand Operations?

admin
May 2, 2026

About the Client

A leading Jewellery brand is growing business across two stores in Noida and Ghaziabad. The business specialized in jewelry revamp and repair services, worked with a team of skilled karigars (craftsmen) to fulfil customer orders. As the business scaled, the owner faced increasing challenges in managing customer projects, tracking material usage, monitoring karigar productivity, and staying on top of daily operations — all of which were being handled manually or through scattered tools.

Pain Points & Solutions

Before implementing the Biz Lazikill management system, the client encountered several critical
operational bottlenecks that were impacting efficiency, accuracy, and customer satisfaction:

PAIN POINT 01

Challenge :-

The client had no structured way to organize customer orders as projects. She could not store customer details (name, email, phone), specify service type (revamp or repair), or assign branches (Noida / Ghaziabad) alongside budget details — all in one place.

Solution :-

A fully customizable Project module was built where the client could add custom columns (customer name, email, phone, branch, service type via dropdown with values: Revamp & Repair) and set budgets in both money and metal weight against each project.

PAIN POINT 02

Challenge :-

There was no mechanism to track how much pure metal was issued to each karigar, how much was utilized, and how much still needed to be provided. This led to unaccounted metal losses and inconsistencies.

Solution :-

Task-level fields for Metal Issued and Metal Used were introduced. These entries automatically rolled into karigar-specific reports, giving the client a clear, real-time picture of metal accountability across all tasks and projects.

PAIN POINT 03

Challenge :-

Cash was frequently paid in advance to karigars, but there was no system to track how much was paid, how much was utilized as expenses, and whether any balance remained. This made financial reconciliation extremely difficult.

Solution :-

Each task now includes Budget in Cash and Cash Paid fields. These figures were reflected in karigar reports, enabling the client to monitor advance payments and expenditures in detail.

PAIN POINT 04

Challenge :-

When delivery dates were extended beyond the original tentative end date, the client had no visibility into how many days a delivery had been delayed — creating issues in customer communication and expectations.

Solution :-

An alert message was triggered when a task’s delivery date was edited beyond the tentative end date. The original table view also highlighted overdue dates in red, making delays instantly visible without manual tracking.

PAIN POINT 05

Challenge :-

The client wanted to manage appointments, reminders, and business events in a visual calendar format but had no integrated calendar tool within her workflow.

Solution :-

A Calendar View module was introduced where the client can schedule and view all activities (meetings, calls, notes, to-dos) in weekly or monthly formats. Automated reminders were sent 30 minutes before each event, and event status was trackable in real time.

PAIN POINT 06

Challenge :-

The client often had future tasks in mind but no structured place to note them down, leading to forgotten commitments and missed follow-ups.

Solution :-

A Task Planner module was delivered where the client can create named sections, add tasks with specific dates and times, and mark them complete as they were done. This acted as a personal to-do list and daily planner integrated within the system.

Product Features

Biz Lazikill is a purpose-built Project & Task Management platform developed by Ameya Innovex, designed for businesses that manage customer orders, karigar (craftsman) workflows, and material accountability across one or more branches. The features delivered are as follows:

Module / Feature	Description
Project Management	Create and manage customer orders as structured projects with custom columns, budgets (money + metal weight), branch assignment, service type, and team assignment.
Task & Sub-Task System	Break down each project into tasks assigned to karigars, with subtask dependency rules ensuring main task auto-completion only when all sub-tasks are done.
Metal & Cash Tracking	Task-level fields for metal issued, metal used, budget in cash, and cash paid — all reflected in karigar-level reports for full financial accountability.
Overdue Date Alerts	Visual red highlighting and edit-time alert notifications when task delivery dates exceed the original tentative end date.
Duplicate Phone Detection	Real-time validation during project creation to identify and flag duplicate customer phone numbers with the associated existing customer name.
Calendar View	Weekly and monthly activity calendar with 30-minute pre-event reminders, support for meetings, calls, notes and to-dos, and document attachments.
Task Planner	Personal to-do task planner module with sections, date/time-based task entries, and completion tracking — acts as an integrated note and reminder tool.
WhatsApp Notifications	Send task updates and instructions directly to karigar WhatsApp numbers from within the system via the Updates tab, with timestamps for communication tracking.
Gantt Calendar View	Visual timeline of all project tasks with colour-coded status bars, delay highlighting, and real-time sync with task updates.
Knowledge Base	Centralized document repository with approval workflow (My Documents → Pending → Approved), accessible to authorized users per project.
Dashboards & Reports	Project and task summary dashboards with team-level reports showing pending, in-progress, and completed work across the organization.

Key Outcomes & Business Impact

100% Material Accountability

Full visibility into metal issued vs. used per karigar, eliminating unaccounted material losses.

0 gaps Financial Control

Cash advances to karigars are now tracked at task level with real-time reconciliation in reports.

Instant Delivery Transparency

Overdue deliveries are immediately visible through red highlights and alert notifications, improving customer trust.

0 duplicates Data Integrity

Duplicate customer detection prevents data inconsistencies and ensures clean, reliable customer records.

1 Platform Communication Efficiency

Direct WhatsApp messaging from within the system keeps karigar communication centralized and auditable.

0 Missed Operational Planning

The Task Planner and Calendar View ensure the client never misses an appointment, task, or commitment.

About Ameya Innovex

Ameya Innovex is a rapidly growing IT hub building powerful digital services alongside our proprietary Ameya AI Hub, a suite of intelligent AI products. Our other AI Hub products include – Biz Accelerator (Sales Management), Biz Desk (Ticketing Management), Biz Enablr (ERP Management), Biz Ignite (HRMS), Biz Cashwise (Expense Management).

+91 8178473475

info@iameya.in