The Discovery process is important for both the service provider and the customer in order to ensure that the implementation of a new system, such as Zoho, is successful.

During the Discovery process, we will gather information about the customer's business processes, requirements, and goals. This information will then be used to create a customised solution that fits the customer's specific needs.

Additionally, the Discovery process allows us to assess the complexity of the implementation, identify any potential roadblocks, and establish a timeline and budget for the project. It also gives the customer an opportunity to ask questions, express concerns, and provide feedback, which can help ensure that the final solution meets their expectations.

In summary, the discovery process is a critical step in the implementation of a new system, and it helps to ensure that the project is well-planned, executed smoothly, and delivered on time and within budget.

Proof of Concept (PoC) is a process of creating a prototype or demonstration of a product or solution that helps businesses understand and evaluate the feasibility and potential of the proposed solution. A PoC is used to validate the idea, test its functionality, and ensure that the solution meets the requirements of the business.

Zoho offers a wide range of cloud-based software solutions that can be customized to fit the needs of various businesses. Zoho PoC can be applied to any of these solutions, including customer relationship management (CRM), human resources management (HRM), project management, accounting, and more.

To conduct a Zoho PoC, businesses can engage with CBOS experts to identify their specific needs and design a solution that fits their requirements. The CBOS team can then create a prototype of the proposed solution and test it in a real-world environment. This can help businesses determine whether the solution is practical, efficient, and effective.

The benefits of conducting a Zoho PoC include reduced risk, lower costs, increased efficiency, and improved customer satisfaction. By validating a solution before implementing it, businesses can ensure that they are making the right investment and avoid costly mistakes.

Overall, a PoC is an excellent way for businesses to evaluate the feasibility and effectiveness of a proposed solution before committing to a full-scale implementation.

Customisation is the process of modifying or tailoring Zoho's cloud-based software solutions to meet the unique needs and requirements of a business. Zoho offers a wide range of applications, such as customer relationship management (CRM), project management, finance, marketing, and human resources management (HRM). However, every business has unique needs, and customisation allows businesses to tailor solutions to match their specific requirements.

Data migration to Zoho involves the process of transferring data from an existing system or application to a Zoho application. When a business decides to switch to Zoho, it is crucial to migrate data from their existing systems to Zoho to ensure a seamless transition.

The data migration process involves several steps, including identifying the data to be migrated, extracting the data from the existing system, mapping the data fields to the corresponding fields in Zoho, and importing the data into Zoho. It is essential to ensure that the data is accurate, complete and properly formatted to ensure that it is used within Zoho applications.

When migrating data to Zoho, it is essential to ensure data security and privacy. Zoho takes data protection seriously and provides various security measures, such as data encryption, access controls, and regular backups.

Onsite training: CBOS may visit the client's premises and conduct onsite training sessions. This type of training is usually customised to the client's specific needs and can be delivered in a classroom-style setting, or one-on-one with individual users.

Remote training: With the advancement of technology, remote training is becoming more common & our preferred approach. 

Self-paced training: CBOS also offer self-paced training materials such as videos, tutorials, and interactive guides, which clients can access and complete at their convenience.

CBOS provides ongoing support to ensure that the business's Zoho platform is running smoothly. This is provided by our Change Enablement Team.

Change enablement refers to the process of enabling and supporting individuals and organisations through a change process, such as a transition to a new technology platform like Zoho. Change enablement is an essential aspect of successful Zoho adoption and can help ensure that the transition to a new system is smooth and effective.

Communication: Ensuring that all stakeholders, including employees and customers, are aware of the change and the benefits it will bring.

Training: Providing employees with training and resources to ensure they have the skills and knowledge necessary to use Zoho effectively.

Support: Providing ongoing support to employees to address any questions or issues they may have with the new system.

User adoption: Encouraging user adoption and engagement with the new system by highlighting its benefits and making it easy to use.