Rochester, NY · Serving Upstate New York
Sound familiar?
My clients are small businesses with anywhere between 1 and 40 employees. The kinds of businesses vary, I have helped businesses in education, forestry, art & design, and veterinary medicine to name a few.
A lot of the people who call me are the ones responsible for how things run, whether that is the founder/owner, the COO, the office manager, or someone who started out doing one job and gradually became the person everyone turns to when something is not working. If that last one sounds familiar, you are not alone, that describes me too!
I am based in Rochester, NY. Most of my work is done remotely with small businesses all over in the USA, but I'm happy to drive to my local clients in Buffalo, Syracuse and other nearby cities, to see their processes in-person before getting started.
Zoho Consulting
I help businesses set up Zoho, connect the different parts of it together, and make sure it fits how their team works day to day.
Whether you are getting started or already have Zoho, I can help.
Artificial Intelligence
I believe artificial intelligence can benefit many small businesses, but maybe not yours.
Let me figure out whether AI is ready for you and will save you and your team time and effort.
IT Strategy
Once I start helping clients with Zoho, we run into other issues too, and we they discover I can help with just about anything.
Bring me any tech problem. If I can't fix it, I will try to connect you with someone I trust who can.
What most people who find me are dealing with
I've worked with a diverse set of clients and the situations tend to fall into a few categories. You might see yourself in one of these.
- You already have Zoho but it's only half-working.
Maybe you have been paying for Zoho for a few months or a few years. You started setting it up, got busy running your business, and now it's a half-working solution that some of your people use and others do not. It might actually be worse than not having Zoho because now your information and processes are split between two systems instead of one. If this is you, I want you to know that this is completely normal. Zoho is not hard to use once it's set up well, but setting it up well is a special skill. And that's what I do.
- You're switching from something else, often Salesforce.
Salesforce is a great product, but it is built for a scale that not every business needs. Some of my clients found they were paying for more than they used and wanted something simpler. If this is you, let me help you move to Zoho and make sure all of your data comes over clean so nothing gets lost in the transition.
- You're starting a new business and want to set things up right from the beginning.
Let me help you think through how they want Zoho to work for you. What do you need to keep track of? How are you going to handle invoicing? What does your day-to-day look like? I will help you get Zoho up and running. And I'll help you determine what is worth setting up now and what can wait.
- Something just changed.
Maybe you opened a second location (congrats!), or you started selling online when before you only sold in person. Maybe the person who handled all the bookkeeping left. This is one of the situations where people are stressed when they call me, and I understand why. Let's meet and go through what has changed, and figure out what your systems need to look like now. In my experience this kind of thing is usually more manageable than it feels like when you are in the middle of it. I will help you get through it with kindness, patience, and Zoho expertise!
NEED HELP WITH YOUR TECH PROBLEMS? LET'S FIGURE IT OUT TOGETHER!
the values I believe in
Patience
I listen earnestly with understanding and instinctive care for where others are coming from
Integrity
I prioritize transparency and objectivity even at the risk of losing business
Generosity
I openly share knowledge and resources and bill fairly for work performed
Perseverance
I overcome obstacles to uncover creative solutions
CLIENT SUCCESS STORY
Custom Zoho Analytics Dashboard for Accurate Inventory Tracking
CHALLENGE
A retail client was struggling with inaccurate inventory tracking. The standard reports from Zoho Books were not reflecting the real-time status of inventory, particularly in distinguishing between on-hand stock and items promised on estimates.
SOLUTION
I developed a custom Zoho Analytics dashboard to address this specific issue. By creating tailored queries and reports, I was able to provide clear, actionable insights into the client's inventory status. This solution bridged the gap in Zoho Books' reporting, ensuring the client had accurate and up-to-date information on their inventory.
OUTCOME
The client now enjoys a comprehensive view of their inventory, leading to better decision-making and improved stock management. This custom solution has been pivotal in optimizing their inventory processes and enhancing overall business efficiency.
CLIENT SUCCESS STORY
COMPREHENSIVE ZOHO CRM REDESIGN AND IMPLEMENTATION
CHALLENGE
A long-term Zoho CRM customer needed an expert analysis of their existing setup. Their goal was to modernize and streamline their CRM processes but weren't sure where to start this monumental task.
SOLUTION
After a thorough review of their current Zoho CRM setup, I provided a detailed analysis with recommendations for improvements. Unlike consultants who only suggest changes, I personally implemented these recommendations. This included redesigning workflows, optimizing data fields, and enhancing user interfaces for better usability.
OUTCOME
The client experienced a significant improvement in CRM efficiency and satisfaction of their sales team (Zoho CRM users). My hands-on approach in both recommending and implementing changes led to a more effective and user-friendly CRM system, aligning perfectly with their evolving business needs.
CLIENT SUCCESS STORY
ROBUST ZOHO CONTRACTS AND CRM INTEGRATION
CHALLENGE
A client was facing issues with the standard Zoho Contracts and CRM integration, which did not keep data in sync as often as they needed it to.
SOLUTION
I tackled this problem by creating custom workflows and functions to ensure robust integration. This solution addressed the shortcomings of the standard Zoho support, providing a seamless link between Zoho Contracts and CRM.
OUTCOME
I enhanced Zoho's integration to make sure it perfectly meets my client's needs. I added a custom layer to the system that keeps everything running smoothly, ensuring their data always stays up-to-date and avoiding the original integration's limitation.
