What is a Zoho Setup, or Customization?

And what is the difference between a workflow and automation?

Lots of terms, lots of overlap.  There are many different ways to describe what you need from your Zoho suite, and listing so many terms is our way of saying "don't worry; we do it all."  Whether you're coming to Zoho with a fresh instance, or are a veteran who is looking to improve their system, our team can help out.

  In general terms, a Zoho One Setup, or Implementation, is a comprehensive process aimed at assisting a business in configuring and incorporating the Zoho One suite into its operations. This multi-faceted undertaking encompasses customizing the robust array of business applications to align with the specific requirements of the organization, thereby enabling the full utilization of these tools to optimize business operations, boost productivity, and ultimately enhance overall success.

With over 40 applications at your disposal, tailoring and optimizing your Zoho One suite is a transformative journey that demands time, patience, and expertise. BMI understands the nuances of your business, acknowledging its unique processes, challenges, and requirements derived from our extensive experience across diverse industries. We believe in attention to detail, and that's why every Zoho implementation we undertake is a bespoke solution, carefully crafted to fit your individual needs.

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How Does BMI Do Zoho Customizations & Integrations?

The process has undergone continuous refinement, employing the same steps regardless of your unique situation. It's a method dedicated to uncovering the root issues you aim to address, rather than offering short-term fixes. This approach is about constructing a scalable, efficient, and enduring system.

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

The Zoho customization and integration process commences with a deep understanding of the business's requirements, pain points, and chances for enhancement. Solving surface-level issues without delving into the root causes can result in subpar solutions. It's why BMI's cyclical process always starts the same way: with a true identification of the underlying need.

Zoho Customization and Integration Process -BMI
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 and 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

Long term commitment.

Long term success.

It is worth repeating: implementing Zoho is a journey as much as it is a destination.  Just as your business is constantly changing to meet market demands, new client requests, and KPI data, so too is Zoho.  Zoho is constantly improving their systems and introducing new features, apps, tools, and processes for you to leverage.

Therefore, you don't just need a Zoho setup; you need a dedicated partner who is committed to the long term.  Someone won't leave you to figure it all out and maintain it on your own. A partner who invests time in learning your business, continually improves your systems, offers insights, feedback, and valuable suggestions. A partner who is steadfastly committed to ensuring your long-term success, along with that of your team and business.

You need a Premium Partner, recognized as one of the best in all North America.

You need BMI.

BMI centers its approach on four fundamental principles: 

saving you time, reducing costs, boosting your company's revenue, and providing peace of mind.

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.

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