Make the current process visible before changing it.
Aurnex maps project and customer structure, time and cost inputs, revenue and billing data and reporting definitions so responsibilities and handoffs are clear before the Zoho configuration is agreed.
Topics to define
Put the workflow before the configuration.
Project and customer structure
Time and cost inputs
Revenue and billing data
Reporting definitions
Frequently asked questions
Project profitability reporting with Zoho: common questions.
Which Zoho applications are required?+
That depends on the departments, records, handoffs and reporting involved. Aurnex recommends the application mix after understanding the workflow.
Can the workflow connect several departments?+
Yes. Aurnex can document one process across several departments, including ownership and the information passed between teams.
Can an existing process be improved?+
Yes. Aurnex can review the current process and system, agree the improvement priorities and define the required configuration or integration work.