Four phases. Full transparency.
Discover
We start by listening. Deep-dive workshops with your leadership and operations team to map your current workflows, identify where time is lost, and understand your clients' experience from intake to year-end. We don't recommend a single Zoho module until we understand your bureau.
- Current-state workflow map
- Friction point analysis
- Priority opportunity list
- Proposed Zoho module set
Design
We architect your full Zoho solution before a single line of code is written. Module selection, data architecture, automation rule logic, integration points, and user experience flows — all mapped and reviewed with you. You sign off on the design before we build.
- Full system architecture doc
- Automation logic diagrams
- Integration map
- Approved build scope
Develop
Agile build sprints with bi-weekly demos in a staging environment. You see real, working software at every checkpoint — not slide decks. Feedback loops are short. Changes are made before they compound. We don't go live until you say it's right.
- Working Zoho build (staged)
- Bi-weekly demo sessions
- QA testing documentation
- User acceptance sign-off
Deploy
Managed go-live with data migration, full team training, and 30-day stabilization support. Your staff launches confident, not anxious. We stay close through the stabilization period — available for questions, fixes, and fast adjustments as real-world usage reveals opportunities.
- Production go-live
- Data migration complete
- Team training sessions
- 30-day stabilization support