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Zoho Analytics consulting

Turn the questions leaders ask into Zoho Analytics dashboards.

Define management questions, data sources and reporting requirements before building dashboards.

Book a consultation Where to begin
✦ Zoho Premium Partner900+ implementations50+ Zoho experts10+ years of experience
What we define5 stages
  1. ✓
    Reporting discoveryThe decisions each report supports.
  2. ✓
    Data-source assessmentWhere data lives, how reliable.
  3. ✓
    Data preparation and modellingCleaning and shaping data.
  4. ✓
    Dashboard design and validationChecked before rollout.
  5. 5
    RolloutOwners trained
    Final stage
✓
Dashboard validatedMatches known figures

Where to begin

Start from the questions your dashboards must answer.

Aurnex defines the management questions, data sources and reporting requirements first, reviews data quality early, and then builds dashboards your team can own.

How it runs

Clear ownership at every step.

What Aurnex does, what we need from your team, and when.

Stage
Aurnex
Your team
01

Reporting discovery

The questions first.

Aurnex
Defines the management questions and the decisions each report supports.
Your team
Shares the questions leaders ask and current reports.
02

Data assessment & preparation

Quality reviewed early.

Aurnex
Assesses data sources, flags quality gaps and prepares the data model.
Your team
Decides whether gaps are fixed at source or in preparation.
03

Dashboard validation Key step

Against known figures.

Aurnex
Builds dashboards and checks them against known figures.
Your team
Reviews the numbers and confirms.
04

Ownership

Dashboards your team can maintain.

Aurnex
Trains a named owner for each dashboard and metric definition.
Your team
Names owners for each dashboard.

Topics to define

What we define for your Zoho Analytics.

Each topic is agreed before configuration starts.

Reporting discovery

The decisions each report supports.

Data-source assessment

Where data lives, how reliable.

Data preparation and modelling

Cleaning and shaping data.

Dashboard design and validation

Checked before rollout.

At handover

What your team walks away with.

A tested setup your team knows how to use.

  • Agreed management questionsAnd the metrics that answer them
  • Prepared, modelled dataWith quality gaps addressed
  • Validated dashboardsChecked against known figures
  • Named dashboard ownersTrained to update reports

Client stories

See how other teams made the move.

Read documented Aurnex projects across sales, finance, HR and operations.

Solution areas
CRM · Books · People · Desk
Explore client stories

Where this fits

Part of a bigger journey.

Not sure what you need yet? Start before. Need more? Add it alongside.

01Start

Zoho Consulting

Discuss processes, application choices and priorities before committing to a configuration.

Zoho Consulting
02NowYou are here

Zoho Analytics consulting

Configure, check, test with your team, train and hand over a working system.

FAQ

Common questions.

Something else on your mind? Ask us directly.

Do we need clean data before starting?

No, but data quality is reviewed early. Aurnex identifies gaps that would make a metric unreliable and agrees whether to fix them at source or during data preparation.

Who should own dashboards after go-live?

Aurnex recommends a named owner for each dashboard and metric definition, and trains them to update reports as the business changes.

When is the implementation scope confirmed?

Aurnex confirms the scope after documenting the workflow, applications, records, integrations, users and delivery responsibilities.

Can existing data be included?

Yes. Aurnex reviews the source system, record types, data quality, relationships, attachments and validation requirements before confirming the migration work.

Does Aurnex provide training and support?

Yes. Training can cover end users and administrators. Paid support options are available after handover, with coverage agreed for each engagement.

Ready when you are

Let's talk about
your business.

Share what your teams manage today and what you want to improve. We'll start with your requirements.

Book a consultation Contact Aurnex
Aurnex team member ready to discuss your Zoho requirements