Decide what this part of the business needs to connect.
Review the records, users, handoffs and reports involved, then shortlist the applications that support the agreed scope.
Relevant Zoho credentials.
Zoho certifications relevant to the applications highlighted in this solution.
Zoho CRMCertified
Zoho CRMDeveloper Certified
Zoho PeopleCertified
Zoho FinanceCertified
Zoho CreatorCertified
Zoho BooksCertified TrainerZoho PayrollCertified TrainerReview Zoho One as a connected application environment.
Zoho One scoping starts with the departments, current process, challenges, users and reports the business needs. Aurnex prepares the business requirement and scope before implementation begins.
The rollout may be divided into one or several milestones depending on the applications and integrations selected. Configuration is followed by Aurnex testing, customer User Acceptance Testing, administrator and end-user training, and an agreed handover.
Read the Zoho One application guidePlan the connected environment in practical phases.
Zoho One can span several departments. Aurnex defines what belongs in the first phase, which records move between teams and what users need before applications are configured.
Choose the first business priorities
Identify the processes causing the greatest operational difficulty and agree which departments and applications enter the initial scope.
Define ownership and information flow
Document who creates, reviews and updates each record, along with the handoffs between sales, service, people, finance and operations.
Implement in agreed milestones
Configure and validate each approved phase, including relevant customisation, integrations and controlled data migration.
Complete UAT, training and handover
Guide customer-led User Acceptance Testing, train administrators and end users, and confirm the support arrangement after handover.
Connect the applications to the work.
- 01Sales and customer relationships
- 02Customer support and service
- 03HR and project management
- 04Finance and collaboration
TechnoDoc Solutions
One connected environment for business operations.
