What are the first steps to digitize a manual process using Zoho?
To begin process digitization using Zoho:
Identify Pain Points:
Select a manual or spreadsheet-based process that's slow, error-prone, or hard to track (e.g., inventory logging, job applications, approvals).Map the Workflow:
Write out the steps, people involved, data captured, decisions made, and final outputs.Choose the Right Zoho App:
Zoho Creator: Best for custom internal processes.
Zoho CRM: Ideal for customer-facing activities.
Zoho People / Books / Projects: For HR, finance, or project workflows.
Design Forms and Rules Digitally:
Recreate your manual forms and workflows using Zoho’s form builder and workflow automation.Test and Train:
Run a pilot, gather feedback, and train users before going live.
Use Case Example:
A company digitizes its vendor registration using Zoho Creator. Vendors fill out a form, documents are uploaded, and admins receive auto-alerts for approval.
This replaces email chains and ensures central record-keeping.
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