Align Your Zoho System with Your Strategy & Business Processes.

​Strategy & Business Process Consulting

Compass pointing North

Sound strategy starts with having the right goal. Michael Porter


We help your management team drive growth by aligning your Zoho system with your strategy and business processes. This high-value session provides your team with a shared sense of purpose and an understanding of the opportunities and pitfalls on the road ahead. It engages your management team in the larger concept and helps build consensus for your implementation. 

We start with an initial high-level briefing with your team. Questions that we help to resolve include:

  • What are the key business objectives?
  • What are the problems to be solved?
  • What is the expected impact on the business?
  • What benefits will be achieved?
  • What could go wrong?

  • What kind of people are needed to lead and implement the project?
  • What kind of budget is required? 
  • What is the timing for implementation?
  • How can you ensure the project stays on track and on budget? 
  • How much staff & management time is needed to define requirements, learn the new system, and define new business procedures?
  • Which integrated business modules will you use and what do they look like?
  • What customization or integration may be required?
Our senior consultants meet with your management team to understand your requirements, objectives, and procedures. We provide insight, innovative concepts, and interactive process design sessions for key functionality, like sales process, management control checkpoints, KPI gathering and reporting, workflow responses and integrated marketing automation options. We set up interactive hands-on demonstrations of key functionality.

The deliverable is a Project Charter, reflecting your specific business needs, opportunities, enhanced process requirements and rationale. 

The Charter is used to gain approval of your Project and associated budget from the Project Sponsor. 
You then have the option to proceed to implementation using your internal resources, or to engage our implementation team, or a mixture of both.