One of the most common things we hear from our clients when we speak to them for the first time is that they know Zoho is capable of handling their business. They’re just not sure how – or, they wish they had figured out the correct way to use Zoho before. This is where the importance of a business process analysis comes into play. Setting your business software up correctly gives your sales, operations, accounting, and other departments the ability to communicate effectively. Many business owners are left wondering what to do after seeing a demonstration of Zoho, or worse, after a failed implementation.
Fortunately, there is a way around this. By sitting down with a ZBrains Zoho expert and deep-diving into your system, we can deliver to you the exact method by which your system can be implemented in order to ensure the most success for your business down the road.
Here are 5 ways you can ensure success with a Business Process Analysis
A Thorough Review of Your Business
A Business Process Analysis is an integral part of all ZBrains consulting projects. In order to help your business overcome its challenges and hurdles, we must fully understand it first. We will sit with your team to thoroughly review your sales and operations processes, as well as the systems you use for them, so we can understand where you may be falling short currently, and what you will expect when using Zoho to its fullest extent. Analyzing expectations and performance gaps in your business processes takes an even broader look at your business, from the perspective of the world at large. A BPA ensures that we can develop the best solutions and a successful implementation that fits with your business processes.
Get Your Team On Board
In order for an implementation to really be successful, you’ll want your team engaged before, during, and after the entire process. It’s important to get buy-in from your employees through training, but you can also ease that buy-in process through the Business Process Analysis, which gives your team a firsthand look at the planning phase for your improved system. With a BPA, we conduct interviews of department heads or other key personnel in order to first see what Zoho will be able to fix currently, and also how the system will scale along with your business over the years. We then deliver our findings to you in an Executive Summary document. Positioning Zoho as a tool to make work easier will help get your team on board. The Executive Summary explains exactly how the system will work in order to do so.
Bridge The Gap
Where are you, and where do you want to be? Posed as technical questions, our BPA puts your systems to the test. First, we take an in-depth look at your business’ procedures and systems, examining their purposes, identifying any weaknesses. Places where the results fall short we determine a way (or ways) to fix them. Our experts examine the gap(s) in your system. Then we help determine whether the system can handle other task. And additionally, whether the tasks can be delegated or implemented somewhere else, or if another option can achieve the same end.
Identify Current & Future Challenges
By taking a look at your business through the lens of technology, we are able to identify not only your current challenges, but potential future challenges. With our BPA we can help you determine which departments can work in greater synchrony to create the good kind of change: increased top line, increased bottom line, and increased relevance in today’s technological world. We’ll even increase visibility with better reporting into your business. With this data, you can make actionable decisions, predict trends, and prepare for any roadblocks to your success. For example, you can determine where a department is struggling to better tailor training to remedy any issues.
Open The Door To New Solutions
Our overall goal is to consolidate your business operations into a centralized platform with Zoho as the hub. Based on the thorough BPA, we can make expert recommendations. For example: what can be changed, augmented, or implemented to meet your goals? We give you a strategy that to execute with precision. Then you can create a successful business plan for the upcoming quarters and beyond. Using our BPA has helped our clients increase visibility into their respective companies. They get better data and reporting, save time, and integrate systems for one cohesive machine.
Interested in learning more? See how we’ve helped clients in the past! Reach out to a member of our team today! We are Zoho Certified Consultants here to help! Give us a call at (888) 207-4111 or click the link below and we will reach out to you!