Method

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.

Schedule an introductory meeting

Route map

Phase 1 — Introduction

1Free introductory consultation and AI scan

We look at how your organization currently operates, which processes are time-consuming, and where Zoho or AI can make an immediate difference. In preparation, also review the solutions per department.

  • 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

2Project setup

Upon agreement, we will determine which Zoho modules will be configured, how Claude AI will be integrated, who is involved, and what the schedule is.

Phase 2 — Blueprint

3User flows and AI design

We are mapping out how employees will work with the system, how Doortje communicates, and where which data goes.

4Blueprint — your AI blueprint

You will receive a concrete design of the future environment, including the configuration of Doortje and a fixed-price proposal.

Phase 3 — Implementation

5Development and configuration

We configure Zoho One to your processes and connect Claude AI via MCP connectors.

6Testing and validation

We test on realistic scenarios and only go live when everything is right.

7Rollout and adoption

We support your team with training, manuals, and aftercare.

After the project

Your organization has a fully configured Zoho One environment with Claude AI. For continuous improvement, you can then work with the Zoho Optimization Bundles.

Doortje drukt op knop

Schedule a consultation and discover what is possible for your organization.

Schedule a consultation