Element Consulting Practice
Strategic Systems Guidance
Practical guidance to simplify and improve your Zoho systems. Element provides unbiased consulting focused on making your existing Zoho setup work better for your business — without overcomplicating things or pushing unnecessary tools.
Typical consulting projects
Consulting that actually delivers
Consulting starts with where you are today: spreadsheets that have outgrown their usefulness, Zoho that works but needs refinement, or disconnected tools that make reporting a chore.
Business Systems Engineering
You want to move from manual processes to software that reduces risk, improves sales visibility, and gives time back to the business. Element maps your customer journey and designs a simple Zoho system that matches how you actually work.
Zoho Optimisation
Already using Zoho but not getting the full value? Element reviews your setup and recommends practical improvements — cleaner data, better workflows, joined-up reporting — without starting from scratch.
What you get
- Unbiased advice based on 25+ years running businesses
- Focus on simplicity and sustainability over shiny features
- Clear recommendations you can explain to your team and board
- Implementation guidance whether Element delivers or you do it in-house
Examples of consulting work
Client-facing system reviews
Is your current CRM or helpdesk still fit for purpose? We assess what you have and recommend a path for refinement or replacement.
Zoho product selection
We help you pick the right combination of tools (CRM, Desk, Finance) and avoid feature overload based on your business size.
Process & workflow mapping
We map where friction lives in your setup and design Zoho workflows that remove manual work while keeping things understandable.
System health checks
Need an independent eye? We review your tech roadmap, flag risks, and suggest simplifications to deliver ROI.
Team training & change
Technology only works when people use it. We design training that gets your team confident with the new system.
Reporting & BI Design
Building meaningful dashboards that give you real-time visibility into sales performance and financial health.
How consulting works
Discovery
Understand your business, customer journey, and current tools. Identify the biggest friction points holding you back.
Recommendations
Practical, costed options for improvement — ranked by impact and effort. No jargon. No bias toward any vendor.
Roadmap
Clear plan with priorities and implementation guidance. Element can deliver changes or hand over to your team.
Plans need a reality check?
Our independent perspective
Element works with your existing plans, tools, and budgets. Already committed to Zoho? We’ll make it work better. Considering alternatives? We’ll show you the trade-offs.
“Our consulting doesn’t create 50-page PowerPoints. It gives you a clear path to simpler operations using tools you already know.”
Gavin Smith, Director
Ready to simplify your systems?
Let's discuss how we can make your existing setup work harder for your business.
