Project Management
Every engagement benefits from a structured approach, based on Agile methodology, to agree a Statement of Work, with Tasks, Milestones and Target dates for fixed price and time-based projects.
An experienced Business Analyst, Project Manager and Trainer, with over 30 years experience in implementing CRM solutions, specifically 45+ applications in the Zoho One ecosystem, Goldmine, HEAT SM, Hubspot, Quotewerks (CPQ), across Sales, Marketing, Support and other customer touch points. Leads a team of Subject Matter Experts, proficient in CRM Workflow Automation, Financial Systems (Zoho Books, QuickBooks, Xero), and Geographic Information Systems (Esri, Satellite Image Processing, Statistical Growth Modelling). Considerable expertise in developing bespoke custom Apps (Zoho Creator, PHP, Deluge coding) and systems integration. Has conducted several migration projects requiring data transfer and synchronisation between SQL and Zoho. Helps SMBs leverage India for Business Process Outsourcing, to lower costs for repetitive, resource intensive tasks, from Data Digitisation, to Research and Back-office Administration work.
Every engagement benefits from a structured approach, based on Agile methodology, to agree a Statement of Work, with Tasks, Milestones and Target dates for fixed price and time-based projects.
We specialise in integrating disparate applications that have created islands of information which are impossible to cohesively manage and analyse, thereby creating one unified database.
Moving data between systems can be challenging and we have expertise in one-time migration, and ongoing uni-directional and bi-directional synchronisation, as one of our many data management services.