START WITH A PLAN

If you’re building a home, you start with a blueprint. If you’re building a business system that’s going to work for you, you start with a plan – which we call a Playbook. Planning is critical to get the results you’re after, efficiently, for the best price with the least frustration. We will work with you to go through your business processes, understand requirements, and then document our recommendations in the form of an executable plan. This allows us to provide project work on a fixed price basis, where everyone is in agreement on the deliverables in the system being built, the timeline, and the price.

BUILD THE USER INTERFACE

We break our development work down into two steps – first the user interface, the part of Zoho you see, whether it’s customization in CRM or screens in a custom app in Zoho Creator. Doing this first, reviewing it with you, and then and only then continuing on into the heavy lifting of scripting and workflow automation avoids surprises and rework.

CONFIGURATION & CODING

Once what you’ve seen so far looks good, and only then, we start into the development work – creating scripts, wiring up workflow, and doing our magic to bring the system to life. We follow best practices from years of experience in software development and the Zoho ecosystem to build out our best work for you.

REVIEW

Once development is complete, we do a walkthrough of the system again, demonstrating the functionality, getting you comfortable with testing it out and allowing you to review it thoroughly.

GO LIVE

Whether it’s an entirely new system or some additional functionality we’ve built, when you’re ready to start using it, we’re there to support you with training, email support, and a post-launch check in to ensure things are going well and to look ahead to what we can do together next.