Zoho Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Zoho Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Zoho related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Zoho specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Zoho Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Zoho improvements can be made.

Examples; 10 of the 992 standard requirements:


1. Does the scope of work include support and enhancement of products and technologies currently in place along with future planned initiatives?
   
   

2. Are there internally developed software packages that would be deployed or do the deployments involve purchased software only?
   
   

3. Does the scope of work involve providing end user support of the products from the list that are already in use?
   
   

4. Are you able to proactively offer a big picture menu of modern application services to satisfy business needs?
   
   

5. What has been the biggest accomplishment for you or your organization with regards to the HIE initiative?
   
   

6. Does your organization maintain a secured inventory of all its databases of measurable intangible value?
   
   

7. Are administrators able to set permissions on image downloads per individual contributor requirements?
   
   

8. What type of overhead is incurred when a virtualized software is implemented in a cloud environment?
   
   

9. Are statistical reports available for the number of original records produced, edited, and deleted?
   
   

10. Does the vendor have an existing and growing API system to best integrate with other technologies?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Zoho book in PDF containing 992 requirements, which criteria correspond to the criteria in...


Your Zoho self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Zoho Self-Assessment and Scorecard you will develop a clear picture of which Zoho areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Zoho Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Zoho projects with the 62 implementation resources:


• 62 step-by-step Zoho Project Management Form Templates covering over 1500 Zoho project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Procurement Audit: Were the tender documents comprehensive, transparent and free from restrictions or conditions which would discriminate against certain suppliers?
   
   

2. Cost Estimating Worksheet: Value pocket identification & quantification what are value pockets?
   
   

3. Quality Audit: How does your organization know that its staff have appropriate access to a fair and effective grievance process?
   
   

4. Cost Management Plan: Is the steering committee active in Zoho project oversight?
   
   

5. WBS Dictionary: Is each control account assigned to a single organizational element directly responsible for the work and identifiable to a single element of the CWBS?
   
   

6. Activity Cost Estimates: What areas does the group agree are the biggest success on the Zoho project?
   
   

7. Activity Duration Estimates: Why is it important to determine activity sequencing on Zoho projects?
   
   

8. Quality Management Plan: How do you decide who is responsible for signing the data reports?
   
   

9. Lessons Learned: How effectively and consistently was sponsorship for the Zoho project conveyed?
   
   

10. Change Management Plan: What new competencies will be required for the roles?


 
Step-by-step and complete Zoho Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Zoho project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Zoho project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Zoho project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Zoho project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Zoho project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Zoho project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Zoho project with this in-depth Zoho Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Zoho projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Zoho and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Zoho investments work better.

This Zoho All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.