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Zoho Consulting & Business Assessment

Know exactly what Zoho should do for your business before you buy

We map how your sales, operations and finance really work, find the gaps, and design the right Zoho setup, so every licence you pay for has a clear business purpose.

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The challenge

Most Zoho problems start before the first login

Buying apps before mapping processes

Licences are chosen from a feature list, not from how the business actually runs.

Zoho One or individual apps?

Leaders cannot tell which edition and which apps give the best return.

No agreed scope

Departments want different things, so the project grows without control.

Reporting needs come last

Management dashboards are an afterthought instead of a design input.

Our approach

How we deliver it

1

Understand

Workshops with owners and department heads to capture goals, pain points and how work flows today.

2

Analyze

Current-state process maps, data sources and a gap analysis against Zoho capabilities.

3

Design

Target processes, app selection, user roles and a reporting blueprint.

4

Implement

A phased roadmap with priorities, effort and dependencies, ready to execute.

5

Adopt & Improve

A clear decision pack for leadership, and a smooth handover into implementation.

What you get

Deliverables

  • Current-state process maps for sales, operations and finance
  • Gap analysis: what Zoho covers natively and what needs customization
  • Recommended apps and edition (Zoho One or individual apps)
  • User roles, permissions and data ownership model
  • Integration map with your ERP, WhatsApp and other tools
  • KPI and dashboard requirements for management
  • Phased implementation roadmap and scope of work
Typical duration: 1 to 3 weeks

How the engagement runs

Kick-offStakeholder workshopsProcess mappingGap analysisSolution designRoadmap & scope sign-off

Illustrative timeline. Phases are sized to your scope.

Business benefits

What changes for your business

Spend only on what you need

The right apps and edition, sized to your real processes.

Lower project risk

A signed-off scope prevents surprises in cost and timeline.

Faster time to value

Priorities are set so the highest-impact workflows go live first.

Management visibility by design

Dashboards and KPIs are planned from day one.

Industries we serve

Built for how your industry works

Construction & Contracting

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Manufacturing

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Real Estate

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Services & Maintenance

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Healthcare

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Retail

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B2B Trading & Distribution

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Legal & Professional Services

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Related services

Implementation

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Customization & Development

→

Integration & Automation

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Training & Adoption

→

Support & Improvement

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Odoo Consulting & Assessment

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FAQ

Questions we are often asked

Is the assessment useful if we already use Zoho?

Yes. We review your current setup, find unused features, broken workflows and data issues, and give you a prioritized fix list.

Do we have to implement with DGPROJX afterwards?

No. The deliverables are yours. Most clients continue with us, but the roadmap can be executed by any team.

How involved does our team need to be?

Expect a few focused workshops per department and quick reviews of the process maps. We do the documentation.

Can you compare Zoho with Odoo for us?

Yes. As partners of both, we give an honest recommendation based on your processes.

Start with clarity, not licences.

Book a free consultation and we will tell you where Zoho fits, and where it does not.

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