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Zoho Rescue & Audit

We audit a Zoho system the previous vendor left behind - architecture, automations, role permissions, reports, integrations - and give you a phased plan to stabilise it.

17+
Years on Zoho
150+
Projects shipped
Zoho Rescue & Audit service visual
Why it matters

Zoho Rescue & Audit

We audit a Zoho system the previous vendor left behind - architecture, automations, role permissions, reports, integrations - and give you a phased plan to stabilise it.

Most Zoho stacks we are called into were not built badly - they were built by people who never sat in a sales review or a month-end close, and then the vendor disappeared.

The audit is how we make the chaos visible. We map every Creator app, every CRM blueprint, every Deluge function, every integration, every role permission - and produce a single document that names what is broken, what is fragile, and what to do about it, in priority order. You walk away with a phased rescue plan and the option to engage us for any of those phases.

An honest audit of what you inherited

When a Zoho vendor disappears, you are left with a system nobody fully understands. We audit the whole thing - architecture, automations, role permissions, reports, integrations - and tell you plainly what is solid, what is fragile, and what is quietly broken.

  • Full review of architecture and automations
  • Role and permission audit for security gaps
  • A written, plain-English findings report
Capability 01

Zoho Rescue & Audit

An honest audit of what you inherited

A phased plan, not a rebuild pitch

The easy sell is to tell you to start over. We do the opposite - we give you a phased plan that fixes what is urgent first, and we tell you honestly when a rebuild genuinely is the right call.

  • Prioritised plan: urgent, important, later
  • Fixed-price phases so cost is predictable
  • Honest call on repair versus rebuild
Capability 02

Zoho Rescue & Audit

A phased plan, not a rebuild pitch

Stabilise first, improve second

We stop the bleeding before we talk about new features - failing automations, broken integrations, permission risks. Once the system is trustworthy again, we help you extend it with confidence.

  • Failing automations and integrations fixed first
  • Security and permission risks closed
  • A trustworthy base before any new build
Capability 03

Zoho Rescue & Audit

Stabilise first, improve second

Team Fit

Companies whose original Zoho vendor disappeared or stopped responding

Leaders who do not trust their own Zoho reports anymore

Operations teams paying for Zoho One but only using 20% of it

Finance teams whose Zoho Books and operations data disagree

Outcomes

We do not stop at "shipped". Here is the kind of impact our clients actually see.

A written audit report you can share with leadership

Prioritised list of bugs, risks, and quick wins

Phased plan with fixed-price stabilisation phases

Optional engagement for any phase - or you fix it in-house using our report

Stable Stack

Picked for stability and longevity, not novelty.

Zoho OneZoho CRMZoho CreatorZoho BooksZoho DeskZoho AnalyticsDeluge

Ruben, Abdul, and Isaiah — I cannot say enough good things to describe the level of your professionalism. We were looking for someone with your level of expertise and service orientation for 3 years. From the first call, when Ruben was able to solve a problem that 10 experts before him could not solve, we have been using AorBorC services for over 4 years now. Every project is done in the most efficient manner, and we get support on the spot when something goes wrong. 100% recommendation — guys, THANK YOU.

R

Ronen L.

Long-standing client

Recent Work

Healthcare AI Triage Assistant
Healthcare

Healthcare AI Triage Assistant

A US senior-care network was triaging incoming patient calls the way most clinics still do - a human at a front desk, an Excel sheet, and a printed escalation tree on the wall. Urgent cases sometimes waited; routine cases sometimes got prioritised. They wanted an AI assistant that could listen to the symptoms a patient described in plain English, ask a few clarifying follow-ups, score urgency against the clinic''s own protocol, and surface a recommended next step (book GP, refer to specialist, send to ED) to the front-desk nurse for confirmation. We built it on a fine-tuned Llama-2 reasoning layer wrapped in a strict guardrail policy: the model never tells the patient a diagnosis, never overrides a clinician, and always defers to a human on the borderline cases. Every interaction is logged with the model''s confidence so the medical director can audit, retrain, and tighten the protocol.

Open case
AI Recommendation Engine
Retail

AI Recommendation Engine

A national online retailer''s product catalogue had grown to over 50,000 SKUs across home, electronics, and apparel - and the storefront was still running the same vanilla collaborative-filtering recommender it had launched with five years earlier. Two-thirds of "Recommended for you" slots were either out-of-stock items or things the customer had already bought. We rebuilt the recommendation layer as a hybrid model: collaborative filtering on the long-tail of behavioural data, a transformer model for session-level intent, and a real-time inventory + margin signal layered on top so the storefront never recommends something we cannot actually ship. The model is served from a managed feature store with sub-50ms latency, and a daily evaluation job watches CTR, conversion, and revenue-per-session before promoting any new model version into production.

Open case
Remote Production & Client Portal Platform for a Photography Studio Group
Hospitality

Remote Production & Client Portal Platform for a Photography Studio Group

A photography studio group running remote, on-camera shoots across geographies needed a single platform for clients, photographers, admin, and finance. We built a Zoho Creator app that unified the entire shoot lifecycle: a leadership dashboard showing project progress and embedded video previews; a client section with intake forms, payment tracking, shoot stages, photo uploads, and automated email at every milestone; an admin layer for employee, background-image, and coupon management; configurable background reports with auto-email; studio image management; and a library of customizable email templates. Remote shoots stopped being a coordination nightmare.

Open case

Workflow First

This keeps the recommendation practical: Zoho where it fits, custom where it helps, and AI only where it removes real review work.

01

Map the workflow

We start with how work moves today: people, records, approvals, delays, and the reports leadership needs.

02

Choose the build path

We decide what belongs in Zoho, what needs custom screens, and where AI can reduce review work.

03

Ship in usable phases

Each phase has a clear output, review point, handover notes, and a path into support after launch.

Questions

How long does an audit take?

Light audit (one Creator app or one CRM): 1 week. Full Zoho One audit across CRM, Books, Inventory, and 3+ Creator apps: 2-3 weeks. Fixed price either way.

Can you talk to our previous vendor?

We can but rarely need to. The audit reads the system itself - configurations, code, data - rather than relying on what the previous vendor remembers.

Do we have to engage you for the fixes?

No. Many clients use the audit report to fix things in-house or with their existing team. About 60% engage us for the rescue phases.

Related Services

Plan Workflow

Tell us how your business actually works today. We will respond within 24 hours with practical, specific next steps you can act on.