01Understand
Define the requirement
Discuss processes, application choices and priorities before committing to a configuration.
Zoho ConsultingHome/Business Process Automation
Business Process Automation
Turn repeatable work into connected, accountable workflows.
Document repeatable business work and identify where Zoho configuration, automation or connected applications can support it.
✦ Zoho Premium Partner900+ implementations50+ Zoho experts10+ years of experience
How we automate5 stages
- ✓Map the processStages, owners, decisions
- ✓Choose the mechanismRules, functions or apps
- ✓Design for peopleExceptions and permissions
- ✓TestWith real scenarios
- 5Go liveTeam trainedFinal stage
✓
Exception path testedReady to automate
How automation runs
Map it before you automate it.
The trigger, decision, owner, information and exception path are agreed before anything is configured.
Stage
Aurnex
Your team
01
Make the process visible
Stages, owners, inputs and handoffs.
Aurnex
Documents stages, owners, inputs, decisions and handoffs.Your team
Walks us through how the work is done today.02
Choose the mechanism
The simplest option that works.
Aurnex
Recommends configuration, workflow rules, approvals, functions, integrations or a custom application.Your team
Approves the approach.03
Design for people
Exceptions, notifications, permissions.
Aurnex
Defines notifications, exceptions and permissions for the teams involved.Your team
Confirms who is notified and who can act.04
Test Key step
Including the exceptions.
Aurnex
Tests the automation, including the exception path.Your team
Tests with real scenarios and confirms.05
Train & go live
People know what changed.
Aurnex
Trains the teams using the automated process.Your team
Starts using it, with paid support available after handover.Mechanisms
The right tool for each step.
We consider each option according to the requirement.
Configuration
Standard settings that remove manual steps.
Workflow rules & approvals
Triggers, conditions and approval steps.
Functions
Custom logic where rules are not enough.
Integrations
Moving information between connected applications.
Custom applications
When the process needs its own records and actions.
Creator
Not sure what is worth automating? Start with the work that repeats most.
At handover
What your team walks away with.
A workflow that runs on its own, with people still in control.
- A documented processStages, owners, decisions and handoffs
- Configured automationUsing the agreed mechanism
- Tested exception pathsSo unusual cases are handled
- Training for the teams involvedIncluding notifications and permissions
- Post-handover support (paid)Available when you need it
Client story
Radant Sensors LLP
Connecting soil testing with payments and reporting.
- Solution areas
- Forms · Books · CRM · WhatsApp
Where this fits
Part of a bigger journey.
Not sure what you need yet? Start before. Need more? Add it alongside.
02AutomateYou are here
Business Process Automation
Turn repeatable work into connected, accountable workflows.
03Connect
Extend the workflow
Add configuration, integrations or a wider implementation when the documented process requires it.
How do you decide what to automate?
By documenting stages, owners, inputs, decisions and handoffs first, then choosing repeatable work that is worth automating.
Do we always need custom code?
No. Configuration, workflow rules and approvals are considered first. Functions, integrations or custom applications are used where the requirement needs them.
What happens when something unusual occurs?
Exception paths, notifications and permissions are defined as part of the design and tested before handover.
Ready when you areLet's talk about
Let's talk about
your business.
Share what your teams manage today and what you want to improve. We'll start with your requirements.
Ready to start on Zoho? Sign up for Zoho through Aurnex
