Elevate Your Business With BMI's Zoho Implementation Expertise
Talk With A BMI Expert For FreeWhy Choose BMI?
What is a Zoho One Implementation?
Why Choose BMI For Your Zoho Implementations?
You need a partner that doesn't just blindly set up Zoho and turn it over to you to figure out and maintain. You need a partner who will take the time to learn your business, continually refine the systems, provide insight, feedback, and suggestions; a partner who is committed to the long-term success of you, your team, and your business.
BMI focuses on four simple principles: saving you time, saving you money, generating more revenue for your company, and helping you sleep easier at night.
Extensive Expertise
Our certified Zoho experts bring tens of thousands of hours of experience in configuration and optimization, with deep understanding and tailored solutions for your business needs.
Outstanding Customer Service
With tools that focus on your real-world needs, we ensure you receive reliable customer support that exceeds expectations every time.
Cost-Effectiveness
BMI helps you get the most out of Zoho One, reducing inefficiencies and redundancy while optimizing ROI—affordably.
In-Depth Training
BMI provides comprehensive training to your team, ensuring they are equipped to make the most of Zoho One. The best system is the one your team can quickly and competently use.
Inherent Scalability
As your business evolves, your software needs change. BMI ensures your Zoho One suite stays flexible and adaptable to accommodate growth and changing needs.
Powerful Automations
Muda – waste – is caused by inefficiency. BMI leverages Zoho One tools to automate, eliminate, or delegate necessary but costly work, helping your team focus on true value.
How Does BMI Do Zoho Implementations?
The process has been refined, again and again, following the same steps no matter your situation. It's a process that draws out the real problems you are aiming to solve—not just temporary fixes. It builds systems to be scalable, efficient, and long-lasting.
It’s Bickert Management’s process of Perpetual Refinement.
Understanding the Zoho Implementation Process
The process of Zoho implementation begins with an innate understanding of where the business' needs, pain points, and opportunities for improvement lay.
It's why BMI's cyclical process always starts the same way: with a true identification of the underlying need.
Step 1 – Needs Identification
The process begins when a need surfaces, making itself apparent to either BMI or to our clients. We don't rely on our clients to highlight their needs, BMI takes a proactive approach and constantly seeks to find the next thing to improve, so you don't have to. Whether the need is identified by our clients, or our staff, the process starts with defining the challenge, and which skillsets and expertise should be involved in the solutions development (don't send in the Accounting expertise for HR challenges!)
Step 2 – The '5 Whys?'
Why, why, why, why, why? The well-established Toyota methodology of the 5 Whys is the next step in the process. Like a doctor doing diagnostics, the identification of a need (a symptom, as it were) does not mean that the root cause has been identified. This crucial step is so often skipped, where others apply a remedy to address the need without deep-diving into the cause. BMI forces both our clients and staff to answer the 5 Whys, arriving at the true crux of the need, and beginning solution formulation from there.
Step 3 – Nemawashi
Plan rigorously, execute rapidly. Identification of the core of what needs to be addressed is often exciting, and the desire to fly into action is strong. BMI knows that planning is the foundation upon which execution is laid, and so all options must be considered. To build a system with scalability, efficiency, and longevity at its heart, time must be spent determining which of the multitude of solutions is the best.
Step 4 – Respect
The odd-ball step, and another crucial step that is so often skipped by others, the next (and final) step before implementation is to talk to the stakeholders. In the Toyota Way, this is defined as respect, to take their opinions, feedback, and suggestions into consideration. More importantly, BMI knows that the best solutions are not the ones that solely address managerial concerns; the best solutions are the ones that address the concerns and are widely adopted. Top-down changes without talking to the stakeholders - those affected by the changes - are often met with resistance, hesitation, or overlook factors important to the team. A solution that doesn't have team buy-in isn't actually a solution.
Step 5 – Implement
The plan is set, the team is onboard, let's build the solution! Implementation is the most straightforward step, and the one that most want to rush to right away. By delaying implementation to put all the other factors into place, the solution implemented is far superior to any alternative. This is also the most fun step, as you get to see your Zoho suite take shape, transforming to better suit your needs, and relieve a pain point.
Step 6 – Genchi Genbutsu
The solution is in place, but the process is not over. Known as management by walking around, it is important to take the time to check with the stakeholders how the solution is working. Observing the effects of the solution by talking directly to those impacted provides far more valuable insights and data: data that can be used to better adjust the system, make small tweaks, changes, and improvements. The first implemented version of the solution is never perfect, and multiple iterations based on this real data, use-cases, and feedback will guide all the future versions.
Step 7 – Refinement & Evaluation
Armed with real use-case data and stakeholder feedback, another round of refinement and implementation takes place. In fact, refinement will continue indefinitely until the ROI Evaluation is satisfied. With each iteration, there are diminishing returns, so it is important to actively ensure that the return from further refinements are balanced against the resources required to make the improvement. Where this balance is differs based on many variables, but there is always a point to move on to the next solution, actively making sure that perfection is not the enemy of excellent, nor a blinding goal. Every system will always need further refinement. The secret is to focus on the systems that produce the highest ROI.
(The Informal Step 8)
Lather, Rinse, Repeat! Business is dynamic, people change, markets shift, and solutions open new possibilities. Without fail, the implementation of one solution provides new insight into a new need, and the cycle begins anew. BMI knows that Perpetual Refinement is the difference between a good and great company, and works diligently to always be implementing the next system for you that will make the greatest difference to you, your team, and your company's success.
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The Proof Is In The Execution
Our methods, combining incredible business management expertise with a vast experience of Zoho implementations, are not just proven to be successful, they're critically acclaimed. Recognized by Zoho themselves as one of the leading Zoho Partners, you can rest assured that there is no business need or Zoho application that we can't handle.
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Our Unbelievable Résumé of Business Training
Proof of our business management expertise is abundant, but sometimes a world-class name is worth a thousand words. Here are just some of the exclusive business management schools and teachers Bickert Management’s team has studied under on our never-ending quest to master all things business.
A Trusted Name
Our list of delighted clients continues to grow, and grow, and grow.
