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A succesful Zoho implementation

Afterwards our first acquaintance, the demo, and your decision to use Zoho, we will start the implementation process. Based on the experience we gained in over 200 projects, Tactick developed its own methods to carry out the implementation.

We start with a session where we collect your needs and wishes. Based on that information, we give you a clear project scope with deliverables, a backlog, a time schedule, and a cost estimation.

To ensure satisfying accomplishments, we use different tools (Zoho Projects or Sprints), best practices, templates, and feedback moments.

  • Step 1: Introductory meeting & Demo
  • Step 2: Needs and process inventory session(s)
  • Step 3: Implementation
  • Step 4: Data migration, training and support
  • Step 5: Going live with Zoho
Read more below
Preparing

Before implementation

The steps before implementation shortly summarized:

1st step: Does Zoho meet the requirements? Is Tactick the right implementation partner?

During the sales meeting, the general ambitions and wishes are made clear. Also, the clients need to be convinced that Zoho and Tactick are together the right fit for their organization.

2nd step: Needs and Processes Inventarization

This is the official Needs and Processes Inventarization (billed). Based on that meeting, a project scope is provided as well as a detailed cost estimate.

Zoho implementation

Implementation

  1. Based on the input we received during the Needs and Process Assessment, we will start to arrange the Zoho application(s).
  2. When finished, we approach our customers, so they can test the Zoho environment.
  3. When they have finished testing, they present us their feedback, which we then again will process within Zoho.

Iterative process

Sometimes, these steps need to be repeated a few times to get the best results.

Steps: Define -> Build -> Present -> Test -> Getting feedback -> Processing feedback -> Present

This process is iterative and is repeated until our customers are satisfied.

After implementing

Data migration, training and support

Zoho data migration

If applicable, we will import your current data into Zoho. However, we can only do this properly if the data is delivered to us clean. For help, we provide you with an example document. The costs of importing your data are always based on subsequent calculation

Zoho training

In case your organization wishes to have training sessions, these will take place after approval of the Zoho environment as we delivered it. We can carry out the training sessions online or on-site.

Zoho support

From the moment your Zoho environment goes live, we will keep supporting you by means of our support desk. Also, we remain in contact to provide you with possible new developments that could improve your system.