Our working method

From initial introduction to working Zoho + Claude AI solution.

Many SMEs know that there is more potential in their software. Manual processes, data sitting in a spreadsheet somewhere, and employees losing time on work that could be automated.

At MFORZ, we tackle this step by step. We combine Zoho One with Claude AI and roll it out in phases within your organization.

Doortje wijst naar whiteboard met Claude en Zoho

How it works

The process consists of three phases: introduction, blueprint, and implementation. We work based on an hourly estimate and a turnaround time of approximately 12 weeks. Curious about what we can do for you? Schedule a no-obligation introductory meeting.

Schedule an introductory meeting

Route map

Phase 1 — Introduction

1 Free introductory consultation and AI scan

We start at your location. We look at how your organization currently operates, which processes are time-consuming, and where Zoho or AI can make an immediate difference.

Insight into which processes can be automated
Overview of existing Zoho modules and integrations
Concrete opportunities for lead qualification, quote generation, or reporting
Estimate of costs and expected return

2 Project setup

Upon approval of the proposal, we will finalize: which Zoho modules will be configured, how Claude AI will be integrated, who is involved, and the schedule.

Phase 2 — Blueprint

3 User flows and AI design

We map out how employees will work with the system. How does someone communicate with Doortje, the AI assistant? Which data goes where in Zoho CRM? We visually capture this before we start building.

4 Blueprint — your AI blueprint

You will receive a concrete design of the future environment. Including screen designs, the configuration of Doortje, and a fixed-price proposal for the realization.

You know exactly what you get and what it costs. No surprises.

Phase 3 — Implementation

5 Development and configuration

We configure Zoho One to suit your processes: from CRM and Mail to WorkDrive and Analytics. At the same time, we connect Claude AI via MCP connectors so that Doortje has access to your business data.

6 Testing and validation

We test on realistic scenarios. Does Doortje prepare a quote based on CRM data? Are leads coming in correctly? Does everything work on mobile? Only when everything is correct do we go live.

7 Rollout and adoption

We roll out the solution and guide your team. We provide training, create manuals for Doortje, and discuss any necessary adjustments to the division of tasks. We offer aftercare following the go-live.

After the project

Your organization has a fully configured Zoho One environment with Claude AI. Doortje takes over routine work, your team works more efficiently, and you have the data to make better decisions.

This is the beginning of a working method that continuously improves.