1. Data Strategy & Requirement Assessment
Our certified consultants work with your leadership and operations teams to understand your business goals, data sources & existing systems, Key Performance Indicators (KPIs), reporting & dashboard requirements, and compliance & data governance needs. We then prepare a tailored data strategy and implementation roadmap.
2. Data Integration & Preparation
We connect Zoho Analytics to multiple data sources such as Zoho Apps (CRM, Books, Desk, Creator, People, Campaigns), ERP Platforms (SAP, Microsoft Dynamics, Oracle), Accounting Software (Xero, QuickBooks, Sage), E-commerce Platforms (Shopify, WooCommerce, Magento), Marketing Tools (Google Ads, Facebook Ads, HubSpot), Telephony & Communication Systems, Internal Databases (SQL, PostgreSQL, MySQL), and Cloud Storage (Google Drive, Dropbox, OneDrive). Our data preparation process includes cleansing, deduplication, and data integrity validation.
3. Advanced Reporting & BI
We develop advanced reports including Pivot Tables, Heatmaps, Cross-functional Reports, Cohort Analysis, Funnel Analysis, Anomaly Detection, and Forecasting & Trend Analysis.
4. Custom Dashboard Development
We design visually appealing, real-time dashboards tailored to your business needs, including Sales Performance Dashboards, Financial & P&L Dashboards, Marketing Campaign Dashboards, Customer Support Dashboards, and Operations & Inventory Dashboards.
5. Data Governance & Security
Our certified consultants ensure your data is secure & encrypted, GDPR-compliant, and accessible only to authorised users based on roles.
6. User Training & Adoption Support
We provide customised training sessions to empower your teams to use Zoho Analytics effectively.
7. Ongoing Support & Dashboard Optimisation
We offer long-term support, system audits, dashboard enhancements, and new report creation as your business evolves.