If you’ve found this article, there’s a good chance that you already know Zoho is a viable solution for your business. Perhaps you’re just not sure how to implement. In a slightly worse-case scenario, you need to repair after a failed implementation. Zoho capabilities are wide-ranging, so finding the optimal solution – or combination of solutions – is paramount. This is why the business process analysis template is so important.
Starting off on the right foot by setting up business software correctly helps your sales, operations, accounting, and other teams communicate effectively and work more efficiently. A lot of experience and tried-and-true testing that has gone into what we call “Business Process Analysis.” This process ensures that a full understanding of your business needs is acquired and approved by you before you commit to any large project. Managing expectations and adapting to change is crucial to our success. Our process is designed around these ideals.
Starting off this way is the best of both worlds:
- You have more control of your budget. You get to mitigate the risk of stepping into a project that is based solely on time and materials billing.
- With greater flexibility available to possible changes in requirements, you’re not tied into a single, rigid solution that hasn’t been thoroughly vetted to close a sale.
- Because we collaborate with you at each step of the system design – you can rest easy knowing that your business is getting what it needs!
In this article, we’ll review the features of a Business Process Analysis with ZBrains that leads to successful implementation. We truly believe in this process, and that’s why we use it for nearly every project that is done here at ZBrains.
Let’s take a closer look at business process analysis template here at ZBrains:
ASSESSMENT
1. The Assessment phase is foundational to a successful project. We start by understanding the current state of your business processes, and you get a better understanding of how Zoho + ZBrains can solve for business gaps – both known and unknown! Starting here increases adoption and overall project success. Our teams translate your vision into an achievable project plan. Because of this plan, we’re more likely to achieve project success. We define a successful project as one that is within budget and timeline, but most importantly, widely adopted across the organization. After all, what’s the point of implementing a system if no one is going to use it?
PLANNING
2. Planning is our deep dive, and a phase where every stone is turned as we define each detail of your new system. We’ve already identified your business needs, and matched them to Zoho solutions. This step ensures everything is correct, down to individual screens, fields, automations, and more. Having a plan ensures you don’t miss the mark, which can be expensive in resources and time!
DEPLOYMENT
3. Your customized solutions and project plan come to life during Deployment. When your personalized plan from ZBrains gets your stamp of approval, we begin to build your system. During this time we recommend training, and after the project is completed, we also recommend support for your new implementation. Support and effective change management are critical and enables your team to provide immediate feedback and drive user adoption for a successful project launch. Efficient use of time during deployment gets you up and running quicker.
OPTIMIZATION
4. Optimization! Now that you’ve spent some time with Zoho, you’re probably ready for more – more improvements, new processes, and greater control of the data within your organization. When you partner with ZBrains, this is really just the beginning.
Interested in learning more, or need to start this conversation in your organization? Here’s how to start:
- Take a look at the infographic below.
- 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! Contact us any time.
Get the PDF here: Business Transformation Process Chart
