Small implementation
Single module, limited customisation, straightforward data migration.
Project Timeline
Your Zoho
implementation roadmap.
Your implementation follows five clear phases: initial setup, access and users, customisation, data migration, and training. We guide you through each step to connect your systems, prepare your data and help your team use Zoho with confidence.
The five phases of implementation
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Step 1
Initial setup
Set Up AgreementStarts here- Core Set Up
- Widgets Installed
- Integrations Set Up
- End-to-End Testing
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Step 2
Access and users
- Users Set Up
- Applications Assigned
- Email Integration
- Calendar Integration
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Step 3
Customisation
Support AgreementStarts here- Custom Modules / Fields
- Custom Processes
- Custom Templates / Forms
- Custom Development
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Step 4
Data migration
- Customers & Suppliers
- Business Records
- Document Management
- Historical Transactions
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Step 5
Training
- Online Training
- Face-to-Face Training
- Webinars
- Videos and User Guides
Contracts and Timelines
Four agreements.
Confidence at every step.
Build your commitment as we build your confidence. Our implementation uses four staged agreements, so you can see the value delivered before taking the next step.
- Spread your risk
- Increase commitment as confidence grows
- We deliver before we ask for more
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Day 1
Set up agreement
Start with a working foundation.
Your Core Set Up and widget installation are delivered in 7–10 days, giving you a ready-to-use starting point for your business.
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Day 10
Support agreement
Move forward with expert guidance.
Premium Support gives you regular project meetings, unlimited questions, free upgrades and access to discounted rates to help you customise Zoho with confidence.
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Day 30
API options
Try the connections. See the value.
Test our primary APIs free for the first month before committing. See how they eliminate manual data entry and duplication, then choose the integrations that add value to your business.
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Day 60
Zoho subscription
Experience Zoho before you pay.
Take the time to use Zoho, explore its capabilities and understand the value it brings to your business before your paid subscription begins.
Typical timeline expectations
Standard implementation
2–3 modules, moderate customisation, multi-source data.
Enterprise implementation
Full Zoho One suite, complex integrations, legacy-system migration.
Bespoke engagement
Tailored to your complexity, team capacity and business readiness.
Engagement models
Choose the starting point that fits your business, your priorities and your existing Zoho setup.
Vertical solution
Choose an industry solution built for your business. Start with a proven Zoho setup that fits your needs and get going in just 7–10 days.
A proven foundation for your business.
Custom scope
Work with an expert to analyse your business and define your requirements. Get a clear scope to plan your customisation and budget with confidence.
Clear requirements. Informed budgeting.
Casual Support
Get expert help to improve your existing Zoho account as needed. Progress at your own pace, without an ongoing contract or financial commitment.
Improve your Zoho at your own pace.
How we work with you
A genuine partnership, not a vendor relationship
Clarity first. Before we configure, we clarify. We ask the right questions so you understand how your business works together.
Your roadmap. We create a phased implementation plan based on your business and your priorities, capacity, budget and timeline.
Built to last. Systems are implemented for everyday use, not just initial deployment. We think years ahead.
Expert training. Your team leaves with the knowledge to own and evolve the system. We build user confidence, not just deliver a tool.
Real support. Implementation doesn’t end at go-live. Ongoing support means you’re never alone when questions arise.
Continuous learning. We share best practices, industry expertise and help you grow with the system over time.
Ready to start your implementation?
Let’s talk through your specific situation, challenges and goals. We’ll outline a realistic roadmap that works for your business.