Functional Analysis to customize Zoho One for your business

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It all begins with the design of your actual situation, then we can optimize per milestone as we proceed to your functional analysis.

Although there are many definitions, depending upon the organization, there does seem to be an area of common ground where most business analysts approach an analysis.

The responsibilities we cover in a functional anaylsis :

  • Investigate business systems, taking a holistic view of the actual situation. This include examining elements of the organizational structures to design each userflow based on your hierarchy structure.
  • Evaluate actions to improve your operation with a fully integrate platform that can replicate paper based processes. Again, this may require an examination of organizational structure and staff needs, to ensure that they are in line with any proposed process redesign and IT system development.
  • Proceed to document the business requirements for the IT system support using appropriate documentation standards.

In line with this, the business analyst role could be defined as an internal consultant that has the responsibility for investigating business situations, identifying and evaluating options for improving processes that were executed in ‘silos’, defining requirements and ensuring the effective use of information systems in meeting the needs of the business.

Business analysis as a discipline includes requirements analysis for the engineering of your tailored technology. We focus on ensuring change is aligned with its strategic goals. These changes include changes to structures, business rules, processes, and information systems.

Functional analysis of your processes 

Focuses on understanding the needs of the business as a whole, its strategic direction, and identifying initiatives that will allow a business to meet those strategic goals. Includes:

  • Creating and maintaining the business architecture
  • Conducting feasibility studies
  • Identifying new business opportunities
  • Scoping and defining new business opportunities
  • Preparing the business case
  • Conducting the initial risk assessment

Requirements planning and management

Involves planning the requirements development process, determining which requirements are the highest priority for implementation, and managing change.


Business alignment

When our business analysts work for your sucess story, we need your subject matter experts for your specific line of business. In this case, there are usually business systems analysts on the IT side to focus on more technical requirements and pulling a business analysts from other areas for cross-functional projects. This way we bring you unique creative perspectives on your own business to simplify.

IT alignment

Our business analysts work with your IT and focus on both business and systems requirements to accomplish your project. Depending on the organizational structure, our business analysts align to a specific integration development. We provide you the ability to acquire cross-functional knowledge.

Practice management

There are centers of excellence in any business who define frameworks and monitor the standards throughout the process of executing day-to-day operation. Change needs to be approach in the same maner to maintain the quality and reduce the risk to organization. Some organizations may have independent centers of excellence for individual streams such as project management, business analysis or quality assurance.

Business Process Analysis

Processes are modeled visually to understand the current state and the models draw the flowchart that identifies what is influencing a particular business’s process.
At the highest level of the models are end-to-end business processes that would be common to any functional analysis or turn-key project we begin with. There is multiple level to describe a flow, from the business process level, there is the level of activities, sub-activities, tasks and finally checklist.
The task level is the most granular and when modeled depicts a particular workflow.
As business processes get documented per workflow, they become more influenced by characteristics that impact the business. These “workflow” are considered to be Workflow Design for Information Systems/IT, Motivation and Measurement, Human Resources & Organization.
This technique of process leveling and analysis understand what is really required for a particular business and where there are possibilities to re-engineer a process for greater efficiency in the future state.

OceanData strives to demystify digital transformation by tailoring Zoho to your business needs.

Consulting Service. OceanData provides you with its technical expertise to facilitate the integration of your business software.

Zoho One deployment services

Technical. OceanData carries out your #data projects within Zoho cloud software, or supports your teams on technical points.

Training and support services

Dedicated Project Management. OceanData plays its popularizer role and tries to talk about Zoho One with simplicity.

Zoho Solution Diagnostic Step:

Planning: We work with you to identify the main challenges related to your environment to fully understand the business rules that govern your organization.

Data Collection: We use proven tools to map all elements of your environment, which will give your team insight into the basics, processes in place from people to each of the revenue channels.

Analysis: With this comprehensive data, our advisors thoroughly analyze your situation and identify opportunities for optimization and describe how it works in functional analysis to facilitate the automation of data processing and the development of your employees.

Solution diagnostic: We provide you with a list of recommendations to improve the productivity and efficiency of the resources allocated to each step of a process.

Our goal is to increase durability and decrease costs. It can be a specification, the process plans that govern your business, a description of the data tables to migrate, the features to develop in Zoho Creator to satisfy your processes.


Ultimately, business analysis wants to achieve the following outcomes:

  • Create solutions
  • Give enough tools for robust project management
  • Improve efficiency and reduce waste
  • Provide essential documentation, such as project initiation documents

One way to assess these goals is to measure the return on investment (ROI) for all projects.

According to Forrester Research, more than $100 billion is spent annually in the U.S. on custom and internally developed software projects. For all of these software development projects, keeping accurate data is important and business leaders are constantly asking for the return or ROI on a proposed project or at the conclusion of an active project. However, asking for the ROI without sufficient data on where value is created or destroyed may result in inaccurate projections.



A company that tries to differentiate itself from its competitors by offering personalized products needs technological assistance to handle customer requests as efficiently as with standard products. The product configurator is adapted to support this management need.
Like parametric 3D design, this tool aims to take the engineering rules of a product, which usually reside "in the head" of the design or estimation team, to transpose them into a configurator. product.
Thus, a seller can make a quote and automatically generate the sale price to inform the customer.
He will also be able to generate the manufacturing recipe which adjusts the manufacturing range and the nomenclature of the product to be manufactured according to the customer's choices.
If necessary, it will even be possible to generate a drawing or a photo of the personalized product.
A company that has a good command of its product configurator, and which applies the same rigor to the aspects of computer-aided design and manufacturing, can then process this type of order as efficiently and quickly as for its current products.


It is a system that aims to intelligently use the data contained in the various systems of a company to contribute to informed decision-making. The system is made up of data warehousing (data warehouse), data mining (data mining) and decision support systems; this component is presented in the form of a dashboard.
Although this technology has been around for a long time, the advent of Industry 4.0 will bring its share of benefits and complexities. The evolution of connectivity technologies should greatly facilitate the interrogation of different sources of information. The potential arrival of a multitude of new connected objects, on the other hand, will require a sharp exercise in data structuring.


The adoption of digital technologies is essential to face global competition. The acquisition of an integrated management system (GIS, or in English ERP, Enterprise Resource Planning) should be understood as a strategic decision in the same way as the purchase of automated equipment. In addition, the acquisition and establishment that was not too long ago overpriced for small and medium-sized businesses is now affordable. Often seen as a computer system, GIS refers to a tool that manages planning and control in a single database. It is designed to meet all logistical needs aimed at optimizing internal and external resources, material and human, in order to meet customer needs and expectations. GIS, which have evolved enormously in recent years, are now able to meet the varied needs of different industries such as manufacturing, distribution or service. For configurable products, it is possible to eliminate human intervention in customizing shop drawings and programming machine tools.
In other words, an ERP is an integrated management system using a single database and allowing to obtain the information necessary for the good management of the company in real time. Such a tool allows the company and the its managers to stop being simple operators (downstream work, short-term vision, analysis of obsolete information and frequent crisis situations) to become strategic operators (upstream work, planning, control and analysis in real time) , which allows them to react quickly to short, medium and long term situations. A GIS contains all the functionalities needed to run a business. It's important to mention that not many companies will use all of these features. Given the interrelation of the different functions, it is important to perform a needs analysis before purchasing a GIS system. Some companies decide to take a specialized solution implementation approach. They will then implement several of the best solutions from different management fields (CRM, ATS, etc.), and integrate them into a whole. This approach makes it possible to acquire very advanced solutions in each of the management areas, but requires additional effort to integrate them into a coherent and efficient whole.


Several companies use a hybrid, non-integrated system for their management, consisting of accounting software and numerous Excel spreadsheets, developed by and for employees. This approach meets management needs, but is not suited to real-time information needs, resulting in organizational inefficiency costs.
This can put the business at risk due to inadequate service levels, excessively high product costs, or making strategic decisions based on sketchy or erroneous information.

I've been working with OceanData to customize Zoho CRM Plus for 2 years. It was an absolute pleasure to work with Bruno and his team. The project was delivered on time and in accordance with specifications. OceanData exceeded my expectations in every respect. I will work with them again in the future as well.

Christian G.General Manager of Graphic Communications

Thank you in collaboration, to set up our CRM system and to the continuous assistance of our learning in the use of this powerful tool. The team appreciates your efforts and will recommend your services. Thank you from all of us at SpotEv!

Colin D. HendryFounder-Founder & CSO at SpotEv Specialized in Innovative technologies for Cultural, tourism, hospitality sectors

Few people have the opportunity to report to a manager who is also a coach and mentor — but I did when I worked for Bruno.
I had the pleasure of working with Bruno at Ocean Data, collaborating on project teams.
I was always in awe of Bruno’s ability to command a room and get people on board with ideas — even people who were initially on completely different pages. No matter how tense a meeting, he made sure everyone left with a smile.
As a team member or a leader, Bruno earns my highest recommendation.

Akhil KhanijoMBA, Business Development Manager at Givex

Bruno is customer focused and will deliver a great solution for your needs.

Simon PouliotCommercial accounts manager, Heavy Duty sector