+61 485 005 101Book a discovery call
Technology-agnosticZoho Certified Partner5 days to roadmap

Get the process right first time before you choose a system.

A facilitated process discovery workshop that maps how your business really works, from lead to cash, then turns it into a prioritised roadmap and a confident platform decision.

Book a discovery call →Call +61 485 005 101
Zoho Authorized Partner
★★★★★
Trusted on 100+ Zoho implementations

Book a Process Discovery Call

Tell us what you need. We reply within one business day with a frank read on scope, fit and cost.

No obligation. Your details stay with Inayah Consulting.

Thanks, we've got it.

We'll be in touch within one business day. Want to lock in a time now?

Pick a time

1 dayfacilitated workshop
5 daysto roadmap
7deliverables
Agnosticno vendor bias

Trusted by leading Australian organisations

Ray WhiteSavillsPickles AuctionsNSW GovernmentQueensland GovernmentWestpacRio TintoVan Brunt & Co. General ContractorsPaddington Uniting ChurchNewtown MissionHousing AustraliaUNSW SydneyAllianzMelbourne Cake StudioFernoRacing QueenslandConservation ManagementWaratah KitchensAUS EnergyInterim FinanceBody ArmourPurple Cow Real EstateUpskills QLDRecruitUp GlobalFulie Energy
Zoho Authorized Partner
Zoho CRM certifiedZoho Desk certifiedZoho Analytics certifiedZoho Creator Certified DeveloperZoho Creator Certified Expert

Zoho Authorized Partner. Certified across Zoho CRM, Desk, Analytics and Creator, implementing Zoho for clients across Australia, the US, UK and Canada.

Zoho OneCRMBooksDeskProjectsInventoryAnalyticsCreator
How we help you

Sound familiar? Here’s how we fix it.

The challenges we hear most from growing businesses, and how Process discovery done properly turns them around.

The problemLeads slipping through the cracks
→
With Inayah + ZohoEvery enquiry captured in Zoho CRM, assigned and followed up automatically.
The problemThe same data typed into three systems
→
With Inayah + ZohoZoho apps share one database, and we connect Xero, MYOB and the rest.
The problemNo clear view of the numbers
→
With Inayah + ZohoLive Zoho Analytics dashboards replace end-of-month spreadsheets.
The problemA system nobody actually uses
→
With Inayah + ZohoWe configure Zoho around how your team works, then train every role.
The problemOffshore or DIY setups gone wrong
→
With Inayah + ZohoWe fix, simplify and document what is there before building more.
The problemManual follow-ups and reminders
→
With Inayah + ZohoWorkflows, SMS and Zia AI handle the chasing for you.
Why start with discovery

Map the process, then choose the platform.

“One size fits all” rarely fits anyone. Discovery reverses the order, so technology fits your business, not the other way around.

01

Knowledge out of people’s heads

Critical know-how documented and shared.

02

Immediate value

Quick wins identified on the day, whatever platform you choose.

03

A de-risked decision

Systems evaluated against your mapped processes, not a sales demo.

04

A shared language

Leadership agrees one picture of the business and one sequence of change.

Scope

Questions the workshop answers.

End to end, across every revenue stream and the processes that keep you compliant.

Where do enquiries and leads start, and how cleanly do they reach the team?
Which information is entered more than once, and in which systems?
Where are conflicts in dates, orders and lead times caught too late?
What does management need to see each week that it cannot see today?
How are SOPs, forms, checklists, incidents and non-conformances captured and closed out?
Which systems should be retained, optimised, integrated or retired?
Approach

Four stages, five days, one roadmap.

From preparation to executive read-out.

01PreparePre-workshop questionnaireand system review.02Workshop dayFull facilitated day mappingevery process live.03AnalyseGaps, pain points andopportunities scored.04RoadmapTarget state, platformrecommendation and plan.05Read-out60-minute executivewalkthrough.
Outputs

Two workstreams, one coherent plan.

A plan you can act on now, and a direction you can commit to.

01

Stream 1: quick wins (0–30 days)

Optimise your current tools so they serve you better from next week.

02

Stream 2: strategic roadmap (30/60/90+ days)

Target-state architecture, platform recommendation, integration design and a phased rollout with a fixed-price quote.

Deliverables

Seven deliverables you keep.

Practical documents your team can use immediately.

1Current-state process mapsEnd-to-end maps including checkpoints, approvals and handoffs.
2Pain-point and gap registerEvery friction point rated by impact and linked to its root cause.
3Technology landscape assessmentEach system’s role, data held, overlaps and redundancy candidates.
4Opportunity and prioritisation matrixAutomation and optimisation opportunities scored by impact and effort.
5Quick-win action planPrioritised improvements for your current tools.
6Solution roadmapTarget state, platform recommendation, integration design and 30/60/90+ plan.
7Executive read-outA 60-minute session walking leadership through findings.
Technology-agnostic by design. We implement Zoho and several other leading platforms, so our only interest is recommending what fits and implementing it well.
Case study · JEAL

Inside a real process discovery workshop.

JEAL provides dealer and workshop management systems to the automotive industry.

▶
Video

JEAL process discovery

Its legacy CRM and peripheral systems were letting leads fall through the cracks, with no effective pipeline for existing and prospective customers. Inayah ran a Process Discovery Workshop to map the as-is process, surface issues, gaps and opportunities, and deliver a comprehensive technology roadmap, the foundation for its subsequent CRM implementation.

Watch on YouTube →
Our story

Technology should make work easier, not harder.

Inayah Consulting began with a simple frustration: watching good businesses buy great software, then struggle because nobody took the time to understand how they actually work. Before Inayah, our Principal Consultant Paul Bharti spent years delivering technology change for organisations like BT, Westpac, HSBC, McKinsey and PwC. He saw the same lesson everywhere: the process has to come first.

Today we bring that discipline to growing businesses. We sit with your team, map how work really flows, and only then design Zoho around it. Many of our clients come to us after an offshore or DIY setup that didn’t stick, and the most rewarding part of our work is the moment a team stops fighting their system and starts trusting it.

We are based in Sydney and work with clients across Australia, the US, UK and Canada. You work directly with a senior consultant from first call to go-live.

What we stand for

Process firstWe map how you work before configuring anything.
Senior-led, accountableOne experienced consultant owns your project end to end.
Honest recommendationsTechnology-agnostic: we also implement HubSpot, Smartsheet, Pipedrive, Microsoft Dynamics and Jira, so we recommend what fits.
Built to be usedTraining and hypercare until your team runs it confidently.
Zoho Certified Partnercertified across the Zoho suite
5.0 ★on every rated Zoho client review
4 countriesAustralia, US, UK and Canada
PRINCE2 · ITILenterprise delivery discipline
Top Ratedon Upwork
Proof of success

Real Zoho projects, real results.

A selection of Zoho engagements, with results in our clients’ own words.

Trades · Forecast Air ConditioningZoho CRM, invoicing and dashboards
Challenge
Running on instinct and spreadsheets: leads falling through the cracks, messy scheduling, slow manual invoicing and no visibility.
Solution
A Zoho setup tracking every lead from enquiry to job completion, automated invoicing and a readable dashboard.
Result
“Within weeks of going live, we’d already caught leads we would have previously missed and cut the time our team spent on admin significantly.”
Not-for-profit · Newtown MissionZoho implementation and ongoing support
Challenge
A church, community support and not-for-profit organisation needed a system suited to its unique work.
Solution
Zoho implemented alongside the team, with clear guidance, training and ongoing support.
Result
“A system that is practical, effective, and genuinely suited to our organisation.”
Recruitment · RecruitUp GlobalZoho One and Zoho Recruit
Challenge
An international recruitment firm needed Zoho One and Zoho Recruit tailored to its processes.
Solution
Automations, customisation and process optimisation across Zoho One and Zoho Recruit.
Result
“He understood our needs and quickly came up with solutions and process optimisations.”
Energy · Fulie EnergyCRM selection and Zoho CRM
Challenge
No prior CRM knowledge and a limited budget.
Solution
A clear comparison of CRM options, then a Zoho CRM implementation within budget.
Result
“Paul was helpful at all stages, and a pleasure to work with.”
Food & retail · Melbourne Cake StudioZoho discovery workshop
Challenge
Systems were not supporting how the business operates.
Solution
A workshop to map processes in detail and identify what wasn’t working.
Result
“We now have a detailed plan and a much better direction for moving forward with Zoho.”
Asset finance · Chevron FinanceZoho CRM reporting
Challenge
A complex report was needed from an existing Zoho CRM.
Solution
Report built quickly, plus a review of how Zoho could do more for the business.
Result
Uncovered “lots of ways we can use the system to improve”.
▶
Video testimonial: Fulie EnergyWatch Natasha Devlin’s team talk about their Zoho CRM journey

More from our Zoho portfolio

Zoho One for Plus Render (Spain)Zoho One for BN HealthyZoho Campaigns for Kyabel PropertyZoho One for SBIS (small business coach)Zoho Recruit for Delgao Shaw ExecutiveZoho support for Upskills QLDZoho Inventory and Xero integrationZoho Bigin API integration for a steel storage manufacturerZoho CRM for a hospitality businessZoho CRM for an education businessZoho for an accounting firmProcess automation for a brokerage firm
Zoho integrations

Zoho, connected to the tools you already use.

See all integrations →
Xero logoMYOB logoQuickBooks logoJustCall logoAircall logoEmployment Hero logoRingCentral logoServiceM8 logoSimpro logoSAP logoMicrosoft 365 logoGoogle Workspace logoShopify logoWooCommerce logoStripe logoSquare logoSlack logo
Workshop reviews

What workshop clients say.

5.0
★★★★★
100+ Zoho implementations
Michael PrandiBJ SYSTEMS

“The workshop led by Paul was well-structured and engaging. His ability to break down complex processes into manageable steps allowed us to pinpoint key areas for improvement. Paul’s deep understanding of process optimisation was evident throughout the workshop.”

Michael PrandiDirector
★★★★★
Suzie AtkinURBAN ROAD

“We loved the minute details Paul was able to assist us in plotting out for our complex processes. I appreciated Paul’s thorough understanding of how to question every step of our processes and plan for the unexpected.”

Suzie AtkinCEO
★★★★★
Nadeen LawandPICKLES

“Paul really hit the ground running as soon as we engaged him. We had a lot of quick wins. He has a wealth of knowledge and there has been nothing too complex or too big to achieve for him. Paul has a strategic mindset and is proactive.”

Nadeen LawandProduct Manager
★★★★★
Andrew MackayICON AGENCY

“Paul was exceptionally professional, providing good feedback and information to the team. If you’re having issues figuring out your starting steps, I highly recommend engaging him to understand what to consider.”

Andrew MackayExecutive Director
★★★★★
“

Thoughtful, practical support with Zoho

“Rather than just jumping straight into setup, the workshop gave us the space to go through our processes in detail, identify what wasn’t working, and map out a much clearer plan for how Zoho can be used to optimise and streamline the business.”

— Melbourne Cake Studio
★★★★★
FAQ

Frequently asked questions

Straight answers to the questions we hear most.

Why start with process discovery?

The most common cause of failed implementations is choosing a platform before the process is understood. Discovery maps how your business actually works first, then technology is chosen to fit.

Is the workshop only for Zoho?

No. We are technology-agnostic and implement Zoho, HubSpot, Smartsheet, Pipedrive, Microsoft Dynamics and Jira. We recommend what fits.

How long does it take?

Five business days from workshop to roadmap: preparation, a full facilitated workshop day, analysis and an executive read-out.

Can the workshop be onsite?

Yes. We run workshops onsite in Sydney and remotely or onsite on request elsewhere.

What happens after?

You receive the maps, gap register, prioritised opportunities and a roadmap with a fixed-price implementation quote.

Get the process right first time.

Book a discovery call with a Zoho Authorized Partner.

Book a discovery callCall +61 485 005 101