Why Choose BMI?

30,000+ Hours
of Zoho implementation

70+ Industries
served

$1 Billion+
Revenue generated

What is a Zoho One Implementation?

1. Tailored Integration: The process customizes the Zoho One suite to meet your business's unique needs, enhancing operations and productivity.

2. Comprehensive Tools: With over 40 applications, Zoho One requires careful optimization and customization for effective use.

3. Industry Expertise: BMI's experience across various industries ensures that each implementation is uniquely suited to your business challenges.

4. Collaborative Approach: BMI works closely with your team at a comfortable pace, ensuring a tailored and thorough implementation.

5. Patient Process: The implementation requires time and expertise, focusing on a deep understanding of your needs for a successful setup.

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

At BMI, our team consists of certified Zoho experts who bring tens of thousands of hours of experience in configuring and optimizing Zoho One. We have an in-depth understanding of the platform's capabilities, and excel at customizing it to fit specific needs.

Outstanding Customer Service

With tools designed to provide you with a myriad of ways to deploy your BMI resources where they are most needed, you'll always get customer service that exceeds your expectations.

Cost-Effectiveness

BMI's Zoho One implementation services are designed to help you get the most value out of your software investment. By optimizing your Zoho One setup, you can reduce costs associated with inefficiencies and redundancy, all at an affordable price.

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In-Depth Training

BMI provides comprehensive training to your team, ensuring that they are equipped to make the most of Zoho One. The best system is the one that your team can quickly and competently use.

Inherent Scalability

As your business evolves, your software needs change. By beginning with the end in mind, BMI ensures that your Zoho One suite remains flexible and adaptable to accommodate growth and changing requirements.

Powerful Automations

Muda - waste - is borne of inefficient processes. BMI excels in leveraging your Zoho One systems and tools to automate, eliminate, or delegate those parts of your business that are necessary, but costly. The results allow your team members to focus on their most important tasks: what really adds value to your company.

Why choose BMI as your zoho one implementation expert?

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 applying temporary-fix solutions. It's a process that builds your system to be scalable, efficient, and with longevity.

It's Bickert Management's process of Perpetual Refinement.

The process of Zoho implementation begins with an innate understanding of where the business' needs, pain points, and opportunities for improvement lay. Addressing surface problems or not investigating into the root causes of pain points leads to inferior solutions. 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.

Refinement and Improvement Is Only A Click Away

Certified Expertise

No matter your Zoho needs, we've got you covered. Don't take our word for it though, take Zoho's.

Zoho Survey

Zoho Expense

Zoho Billing

Zoho Sign

Zoho Social

Zoho Marketing

Zoho Projects

Zoho Books

Zoho Inventory

Zoho CRM

Zoho Campaign

Zoho Sprints

Zoho Bigin

Zoho Vault

Zoho People

Zoho Recruit

Zoho Analytics

Zoho Desk

Zoho Mail

Zoho Assist

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.

Start Leveraging Your Zoho Suite

BMI recognized as Regional Cahmpion by Zoho

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.

Ajid B.

We have been working with Bickert Management to convert our operating systems to Zoho. They took time to understand our requirements so the setup would be done correctly to improve our operations and increase efficiency. Their approach is phenomenal as we enjoyed working with the team.

Sham

I posted a job on upwork, looking for a developer that could send data from Zoho CRM to an online training platform using their API. From the beginning I felt that Bickert Management had a good understanding of my request. Their developers are very nice, helpful and patient. I'm glad I went with Bickert and would absolutely use them again in the future.

Laura T.

Upwork connected me with Bickert Management to solve my CRM needs. Bickert's staff was so great to work with and so affordable. 5-Stars all the way, we are so much more productive in our CRM because of their training and custom reports. Thanks Michael and Kevin. Great Job!

Diana N.

After weeks of searching for the right person/business to help us with our project, we eventually found Bickert Management. We had an initial meeting to lay down the plan and timeline; and from beginning to end we had constant collaboration and communication on the project. We have worked with other businesses, but nobody as responsive and timely as Bickert Management. They met our timeline even after we requested last minute changes and we are already making plans for more projects to come.

Left Brain Pro

The Bickert team quickly understood our company's needs and created professional, customized templates for our emails, newsletters, and webinar auto-responder sequences. Their expertise with Zoho One and email marketing best practices was evident throughout the process.

Within a short timeframe, they delivered excellent templates that have streamlined our communications and automated our webinar responses. I highly recommend Bickert Management Inc. for any small business looking to leverage Zoho One and improve their email marketing and automation.

Angela M.

I was so glad to find Michael and his team to help me set up my business email, cloud storage and work drive. From the initial interaction to the final completion of the project they were a delight to work with. They got on an initial call with me to understand my needs and make a plan with me, then one of their experts worked with me to execute. I had some questions along the way and they were happy to answer them even after they had me set up. I never felt rushed or like I was just a number. Their team is very responsive and professional and they know their stuff! It was so nice to have their expertise to help me with what was going to be a difficult task if I had to do it on my own.

Stuart W.

The Bickert team have been amazing to work with! They're very detailed orientated, communicative and are very knowledgeable. Specific shoutout to Kevin and Eric both of whom I've enjoyed working with immensely. We'll be using their services well into the future, I'd recommend anyone looking for high quality to work with them.

Tim E.

We hired the Bickert team to assist us with implementing the Zoho Recruit module (HR software). The team did an excellent job of listening to our requirements and refining the configuration based on our testing. Communications were excellent and the team was very quick to respond to our feedback. An excellent experience and a group I definitely recommend.

Denise R.

We worked with the Bickert Management team on a relatively small but unusual and super important project. They were flexible in service of our needs, and incredibly responsive unlike other tech support consultants we've used in the past; very prompt to respond and address our questions. We're already working with and reaping the benefits of what they created for us. When I say it was a real pleasure working with Jason and Michael, I mean it!

AED Advantage Sales Ltd.

We have very much enjoyed working with the Bickert team. They listen to our concerns and do everything they can to make our goals a reality. I would recommend Bickert to other businesses looking to streamline operations and increase efficiencies. Thank you Bickert team!

D P

BMI has been essential in the progress of setting up the internal structure of our computer systems within Zoho. This is and has been an evolving situation, and they have been able to adapt and get the results that we desire. They have exceeded my expectations. They have always been courteous, quick and responsive. We could not ask for a better partnership.

Kari M.

Having Bickert available in 2021 and 2022 to provide us with Zoho Support has been invaluable! Any time we have technical questions our dedicated contact person there can help us figure things out quickly. This saves me a lot of time and headaches to know I have an expert available. He's also able to explain things in a way that I can understand and learn from. Thank you to Bickert for providing a great service!

Mike M.

BMI has been great to work with. Their team is prompt and always follows up to ensure expectations are met. They helped me to integrate Zoho with my SAAS. I'll definitely use them in the future.

Nitzan H.

Everyone we've been in contact with at BMI has been extremely forthcoming and open to our questions and wishes. Clear communication and thinking actively with us to to find a way (both financially and expectation wise) to start a healthy collaboration. The team clearly understand the in's & out's of the products they are working with and we are looking forward to a long lasting working relationship.

Preston H.

I found BMI on Upwork and the experience has been amazing! They've been able to save me so much time & money with their extensive knowledge of the ZOHO platform and automations. Thank you!!

Mike S.

Great communication and great results on the Zoho forms/desk project they worked on for us. Will be doing more work with BMI!!

Fred L.

Extremely professional organization consumed with pleasing its clients.

Ashley L.

Great team, rapid response, fantastic experience!

Isn't it time you started leveraging your software?

Since 2004, BMI has been helping businesses lower their overhead expenses and grow their revenue streams by leveraging technology and management expertise to greatly streamline operations. With services designed to cater to each clients' unique needs, BMI has the business management and Zoho expertise to assist your company, no matter the size, demographic, industry, or budget. You can trust that your Zoho ecosystem will be finely tuned to unlock its full potential and drive your business towards lasting success.

If you can name it, we can improve it.

Chat with one of our experts to find out how you can better use your software, how BMI can help you, and just how affordable it all is.

Start Improving Your Business Now

Elevate Your Business With BMI's ​Zoho Implementation Expertise