Approach
How we engage
Most Zoho partners describe their process as "discovery, design, build, train." So do we. What makes the engagement different isn’t the names of the phases — it’s what gets signed before the next phase begins.
Clear at every step
Defined outcomes before we move forward.
Collaborative
You stay involved, informed, and in control.
No surprises
Transparent scope, pricing, and timing.
Built for Zoho
Deep expertise across the Zoho ecosystem.
Our engagement process
A proven 6-phase approach
- 01
Discovery
1–2 weeks · Paid
We learn your business, map your current workflows, surface scale constraints, and define what success looks like.
Key deliverables
- Discovery report
- System & process map
- High-level recommendations
- 02
Blueprint
1–2 weeks · Paid
We design the future state — application stack, data model, roles, permissions, automation, and the integration plan.
Key deliverables
- Solution blueprint
- Data & integration design
- Configuration approach
- 03
Build
4–14 weeks · Sprint-based
We configure, customise, integrate, and migrate data in iterative sprints with regular feedback and visibility.
Key deliverables
- Configured & tested system
- Automations & integrations
- Sprint reviews & demos
- 04
Cutover & training
1–2 weeks
We prepare for go-live with a documented cutover plan and train your team so they can run the system with confidence.
Key deliverables
- Cutover checklist
- Training sessions
- Go-live readiness
- 05
30-day shadowing
Included
We stay close after go-live to answer questions, handle adjustments, and ensure a smooth transition.
Key deliverables
- Daily support & check-ins
- Issue resolution
- System fine-tuning
- 06
Optional managed services
After day 30
Move to a managed-services retainer or take full ownership internally. We support whichever path you choose.
Key deliverables
- Ongoing support
- Enhancements & improvements
- Admin training & enablement
A note on pricing
Simple, fair, and transparent
We don't publish fixed prices — honest Zoho work can't be priced without discovery. What we tell you up front is the structure: how each phase is priced, so there are no surprises before you talk to us.
Discovery
A flat fee, paid before we begin. You keep the discovery report either way.
Blueprint
A flat fee for the design document you approve before any build.
Build
Priced sprint by sprint against the approved blueprint, at our published consultant and engineer rates.
Managed services
Tiered monthly retainers, based on the level of support you want after go-live.
Specific figures depend on the work, so we confirm them two ways: in the written proposal after discovery, and on the discovery call itself.
See the engagement before you commit to it
A 30-minute discovery call with a senior consultant, not a salesperson. We will walk you through how the phases apply to your situation.