Services & Engagements

Every engagement starts with a scoping call and a custom quote — no fixed packages, no guessing at what you need.

Engagement Types

Three kinds of work. One method underneath.

Every engagement gets its own Workbench, built from the Shop plus your system's ground truth. What differs is what happens once it exists.

Diagnostic Audit

Best for a system that's drifted, a consultant who rolled off, or something that just doesn't look right.

  • A Workbench built from your live metadata — modules, fields, relationships, workflows, blueprints, functions, Zoho Flow connections
  • AI cross-references the map against your event history
  • A plain-language findings report — what's wrong, why it matters, what to do next
  • Read-only the entire time

Draws on the Shop: years of known Zoho drift patterns, so the analysis doesn't start from zero.

Build & Verify

Best for new workflows, Deluge functions, or a Catalyst integration you want built right the first time.

  • A Build & Verify Workbench seeded with realistic test data and your actual process scenarios
  • Deluge and workflow design, using the Shop's script library as a starting point
  • Verification against your scenarios before anything touches production

Draws on the Shop: hundreds of proven scripts across CRM, Flow, Books, Bookings, Creator, Projects, Inventory, WorkDrive, Desk, and Sign.

Fix & Remediation

Best for when you already know — or suspect — something specific is broken.

  • Root-cause diagnosis using a targeted Workbench build
  • A fix designed and tested against your data
  • A written summary of what was wrong and what changed

Draws on the Shop: pattern recognition from having found this class of bug before.

Every engagement is custom-quoted after a scoping call — there are no published price tiers. Timeline is scoped with you based on the size of the system and the depth of work; a focused audit typically moves in days, a complex build takes as long as it takes to do right. Diagnostic work is read-only; anything that changes your system happens only with your approval. Access requirements are discussed and confirmed before work begins.

Not sure which engagement is right for you?

Tell me about your system and I'll point you in the right direction.

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