ZOHO App Diagnostic Plan


A comprehensive diagnostic assessment of your system is to ensure its optimal performance and reliability.

Purpose of the Diagnostic:

  • Evaluate the overall health and performance of your ZOHO system.
  • Identify and rectify any potential issues, bottlenecks, or vulnerabilities.
  • Ensure data accuracy, integrity, and security.
  • Enhance system stability and user experience.

Scope of the Diagnostic:

  • App assessment – Configuration, User and Data
  • Performance analysis – Including set up, generating reports, and executing queries.
  • Integration Performance – Assess how CRM integrates with other systems, such as marketing automation, email, or ERP systems.
  • Data integrity check – Identify any inconsistencies in validations, or errors in customizations.
  • Evaluation of recent system changes or updates – ZOHO api and external apps.
  • Customization Impact – Assess the impact of custom fields, workflows, and automation rules, customizations and configurations on CRM performance.
  • Third-Party Add-ons and Plugins – Evaluate the performance impact of any third-party add-ons or plugins integrated with the CRM.
  • Error and Exception Handling – Review error logs and exceptions to identify recurring issues that may impact CRM performance.
  • Scalability – Data, users, and limitations within the current subscription model.
  • Other – Custom request, User feedback or experience assessment.

Timeline and Logistics

The diagnostic assessment be scheduled considering our team’s availability. A comprehensive diagnostic report outlining findings, recommendations, and an action plan for improvements will be shared along with, recommendations prioritized based on criticality and potential impact on the business logic.

Finally, we emphasize the confidentiality of all information and data accessed during the diagnostic assessment. In addition, if you have any more questions or require further information, please don’t hesitate to get in touch with us. <<Contact Us>>

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