Agree the scope before configuration begins.
Aurnex maps reporting discovery, data-source assessment and data preparation and modelling and confirms who is responsible at each stage. The agreed requirements become the basis for configuration, UAT, training and handover.
Put the workflow before the configuration.
Reporting discovery
Data-source assessment
Data preparation and modelling
Dashboard design and validation
Zoho Analytics consulting: common questions.
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.