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Zoho applications · Project Management

Zoho DAP consulting and implementation.

Zoho DAP adds guidance inside the software your people use. Aurnex builds walkthroughs and checklists for onboarding and change, starting with the processes that cause the most support tickets.

Zoho DAP
Planning workspace
Zoho DAP decision dashboardIllustrative executive dashboard
Walkthroughs live24Published
Checklist completion68%New users
How-to tickets−31%Since launch
Guide views4,120This month
Onboarding checklistThis month · new users through the onboarding checklist
Onboarding checklist (illustrative sample data)
StageValueFrom previous stage
Started420—
Step 336086%
Step 531086%
Completed28692%

68% of new users complete the checklist; how-to tickets are down 31% since guides went live.

How Aurnex plans Zoho DAP

Four things we agree before configuring Zoho DAP.

Agreeing these with your team first means Zoho DAP is set up around your process, not the other way round.

01 · The workflow

In-application guidance and software adoption

02 · The records

Applications, user segments, walkthroughs, tooltips, goals and adoption metrics

03 · The people

Product owners, change teams, trainers and application administrators

04 · The connections

Target web applications, user identity and adoption reporting

  1. 01DiscoverProcess, users and reports
  2. 02DocumentRequirements and agreed scope
  3. 03ConfigureSet-up, migration and testing
  4. 04AdoptTraining, handover and support
Product information

Review current Zoho DAP features with Zoho.

Editions, regional availability and product features can change. Use Zoho's current product page to confirm what is available, then relate it to the documented requirement.

Product information based on official Zoho documentation.
The wider Zoho ecosystem

Zoho applications often planned with Zoho DAP.

Most businesses use Zoho DAP as part of a wider process. Integration options depend on the applications, editions and region, so Aurnex confirms them during discovery.

Frequently asked questions

Zoho DAP questions for planning the right fit.

What can Zoho DAP show users?+

Zoho lists walkthroughs, interactive video, guides, Help Hub, checklists and banners.

Which applications does it work with?+

Zoho states it works within Zoho apps such as CRM, Projects, People, Desk and Cliq.

How does a Zoho DAP project with Aurnex start?+

Book a free 30-minute Zoho consultation. Online meeting. Aurnex reviews your current process and the other Zoho applications you use or are considering, then recommends an approach, the applications that fit and an appropriate delivery model before any configuration begins.