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Zoho One implementation services

Bring every department onto Zoho One, one phase at a time.

Assess and phase a connected Zoho environment across the departments included in the agreed scope.

Book a consultation Where to begin
✦ Zoho Premium Partner900+ implementations50+ Zoho experts10+ years of experience
What we define5 stages
  1. ✓
    Application and department assessmentWhich departments go first, and why.
  2. ✓
    Shared-data architectureWhich app owns each shared record.
  3. ✓
    Phased configurationStages, each tested before the next.
  4. ✓
    Adoption and continued supportTraining by department.
  5. 5
    Go liveTrained and supported
    Final stage
✓
UAT confirmationBefore handover

Where to begin

Decide what goes first before rolling out Zoho One.

Zoho One covers many applications. Aurnex assesses your departments, agrees which application owns each shared record, and phases configuration so each stage builds on the last.

How it runs

Clear ownership at every step.

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

Stage
Aurnex
Your team
01

Assessment

Departments, applications, priorities.

Aurnex
Assesses departments and agrees the rollout order with leadership.
Your team
Names department leads and shares current processes.
02

Shared-data design

One owner for each record.

Aurnex
Agrees which application owns customers, employees and items.
Your team
Answers questions and approves key decisions.
03

Phased configuration & UAT Key step

One phase at a time.

Aurnex
Configures each phase and guides your team through testing before the next begins.
Your team
Tests with real scenarios and confirms the agreed result.
04

Adoption

Department by department.

Aurnex
Trains each department and supports adoption as more teams join.
Your team
Attends training. Paid support is available after handover.

Topics to define

What we define for your Zoho One rollout.

Each topic is agreed before configuration starts.

Application and department assessment

Which departments go first, and why.

Shared-data architecture

Which app owns each shared record.

Phased configuration

Stages, each tested before the next.

Adoption and continued support

Training by department.

At handover

What your team walks away with.

A tested setup your team knows how to use.

  • An agreed rollout orderBased on cost and dependencies
  • Shared-data ownershipSo records are not duplicated
  • Configured, tested phasesEach reviewed and confirmed by your team
  • Training and continued supportFor each department

Client stories

See how other teams made the move.

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

Solution areas
Sales · Finance · HR · Service
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 One implementation services

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

FAQ

Common questions.

Something else on your mind? Ask us directly.

Which departments should go first in a Zoho One rollout?

Usually the department where manual work or duplicate data causes the most cost, or where other teams depend on its records. Aurnex agrees the order with leadership during the assessment.

How do you avoid duplicate records across Zoho One apps?

Aurnex agrees which application owns each shared record — such as customers, employees or items — before configuration, and designs the handoffs around that ownership.

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