NEWZoho ERP implementations now open

Fix the process. Then build it into Zoho.

NeX by ProLead is a process design and Zoho implementation partner for growing businesses in India, Singapore and worldwide. We map and fix your processes, write the SOPs, then build them into Zoho ERP, Zoho One and Zoho Books with automation and AI where it pays off.

2012ProLead founded
500+clients engaged
40+foreign subsidiaries
Zoho Authorized Partner
nex / process-reviewanalysing
you

Vendors get paid before goods arrive, and approvals happen on WhatsApp.

Procure-to-pay, redesigned · SOP-P2P-004
  1. 01
    Purchase request raisedRequester, with budget code
    Zoho Procurement
  2. C1
    Approval by delegation of authorityUp to ₹5L: dept head · above: CFO
    Approval rule
  3. 02
    Purchase order issuedApproved vendor master only
    Zoho Procurement
  4. 03
    Goods received noteStores, against PO quantity
    Zoho Inventory
  5. C2
    Three-way matchPO = GRN = bill, or bill is held
    Workflow
  6. 04
    Weekly payment runTDS deducted at source
    Zoho Books
Illustrative examples of a NeX process review
Zoho ERPZoho OneZoho BooksZoho InventoryZoho SpendZoho ProcurementZoho ExpenseZoho PeopleZoho PayrollZoho CreatorZoho AnalyticsZoho ProjectsProcess designSOPsRACI & DoADMAICFMEAInternal controlsAutomation & AIClaude
Sound familiar?

Growing businesses don't break inside teams. They break at the seams.

Six signs a business has outgrown ad-hoc operations. Most founders recognise at least two.

Three versions of the same numberSales, finance and operations each keep their own data, and month-end is spent reconciling them.
Handoffs that break at scaleWhat worked with a walk across the room fails at 50 people. Fulfilment learns what was promised when the customer complains.
The founder is the bottleneckEvery exception waits for one person's sign-off, so the business moves only as fast as they can decide.
Ornamental controlsApprovals still get signed, but twenty a day between meetings is a rubber stamp, not a review.
Knowledge in people's headsOnboarding takes longer as you grow, and the business depends on a few people never leaving.
Tools bought before processNew software digitises the chaos and makes it look more credible.

Why growing businesses stall, and how to fix it →

What we do

Process and software, engineered together.

Most ERP projects fail on process, not software. So we do both. Engage us to fix the process, to implement Zoho, or to do the two in sequence with one team on one plan.

Launched in India · Jan 2026

Zoho ERP

Zoho's AI-native ERP for mid-market manufacturers, distributors, retailers and non-profits. We tell you whether you need it or whether Zoho Books with Inventory is enough.

Zoho ERP or Zoho Books? →

Automation, AI & Claude

Zoho workflows, Deluge scripts and Zia, plus Claude set up for your teams: connected to the tools you already use, working from your SOPs, governed by your controls.

Automation and AI →

Controls built in

Approval limits, segregation of duties and audit trails configured by FCA, CIA and DISA holders.

Internal controls →

Need process design and Zoho together? Our 5D method takes you from process map to live Zoho system, with one team and one plan.

See how it works
Why NeX

A software partner configures. An SOP consultant documents. We do the whole job.

What you needSoftware-only partnerSOP consultantNeX by ProLead
Map and fix the current processRarelyYesYes, before any configuration
SOPs, RACI and approval limitsNoYesYes, and built into Zoho workflows
Controls your auditors will testNoSometimesYes, led by FCA, CIA and DISA holders
Configuration, migration, integrationsYesNoYes
Accounting, GST and payroll setup that is rightVariesNoYes, from a 14-year accounting practice
Support after go-liveYesNoYes, hypercare then retainer
How we work

The NeX 5D Method

Five stages, each ending in a deliverable you sign off. Stop after Document and keep the SOPs, or run straight through to a live system.

D1

Discover

Interviews, walkthroughs and a data sample to see how work really flows.

current-state map
D2

Design

Future-state process with controls and the Zoho app each step runs on.

fit-gap analysis
D3

Document

SOPs, RACI and approval matrix, written for the people doing the work.

SOP pack · RACI · DoA
D4

Deploy

Configure, migrate masters and balances, build workflows, test with your team.

live system
D5

Drive

Training, hypercare and your first month-end close on the new system.

adoption review

The 5D method in detail

Zoho, end to end

The Zoho stack we implement

We pick the smallest set of apps that covers your process, so you are not paying for or training on modules you do not need.

New · Launched in India, Jan 2026

Zoho ERP

Zoho's AI-native ERP for mid-market companies that have outgrown basic accounting software. Built for manufacturing, distribution, retail and non-profits.

  • Financials, supply chain, billing and procurement
  • People, payroll and spend management
  • GST, e-invoicing and statutory compliance

Not sure whether you need Zoho ERP or Zoho Books with Inventory? That is the first question we answer.

Zoho ERP implementation

Not on Zoho? Our process work is platform-neutral, and we also work with QuickBooks, Xero, Odoo, NetSuite and SAP Business One. Other ERPs →

Case study · D2C health & wellness, India Processes, controls and ERP in place before investors started asking for them.

A fast-growing D2C brand engaged ProLead for 15 months across finance operations, internal controls, ERP implementation and tax advisory. The business later completed one of the most significant acquisitions in India's health and wellness startup space.

Read the case study →
ProcessOrder-to-cash and procure-to-pay redesigned
ControlsInternal controls and SOPs rolled out
ERPZoho Books, Spend, People and Payroll live on the new processes
TaxTax, reporting and diligence readiness
ExitAcquisition completed
Pricing & packages

Fixed scope. Fixed fee.

Starting prices. The actual fee depends on scope and is agreed case by case before work starts, with no open-ended hourly bills. Zoho One and ERP rollouts are quoted after scoping; SGD prices are on the pricing page.

Start here

Process Health Check

₹1,00,000 from
  • Two core processes
  • Control-gap log
  • Fix roadmap
~2 weeks
Small business

Zoho Books Launch

₹75,000 from, per app
  • Books + Inventory or Expense
  • Masters, opening balances
  • GST and training
~1 week per app
Growing company

Zoho One / ERP Rollout

Custom quote
  • Full 5D method
  • SOP pack, RACI, DoA
  • Multi-app build and migration
~12 weeks (first phase)
After go-live

Support Retainer

₹15,000 / month, from
  • Change requests
  • Quarterly process review
  • New-hire training
monthly

Pricing details and what drives cost →

The team

Accountants and auditors who ship systems

NeX is the process and technology practice of ProLead Business Consulting, founded in 2012, with offices in Bangalore, Hyderabad, Cochin and Amritsar, associates in Mumbai and Delhi, a hybrid office in Singapore and a virtual office in the USA.

FCACPA (USA)ACCACIACFEDISACertIFRSCA (Singapore)

Led by founder Prashanth Vellanki (FCA, CIA, CFE, DISA), with ProLead's partners and a dedicated delivery team actively involved in every engagement.

About NeX and the team →

ProLead Business Consulting

NeX is a ProLead practice. Same team, same standards, one relationship across setup, finance and systems.

Zoho Authorized PartnerView in Zoho's partner directory ↗
QuickBooks ProAdvisor · PlatinumFor QuickBooks users
Xero Authorised PartnerFor Xero users
FAQ

Questions buyers ask first

What does a Zoho implementation partner do?

A Zoho implementation partner scopes your requirements, configures the Zoho apps, migrates your data, builds workflows and integrations, and trains your team. NeX also reviews and redesigns the underlying process first, so the system reflects how your business should run rather than copying today's workarounds.

Should we choose Zoho ERP or Zoho Books with Inventory?

Zoho Books with Inventory suits most small and mid-sized traders and service firms. Zoho ERP, launched in India in January 2026, adds deeper supply chain, procurement, production and people modules for mid-market manufacturers, distributors, retailers and non-profits. We recommend one after the Discover stage.

How long does a Zoho implementation take?

A focused Zoho Books launch typically takes about a week per app; a multi-app Zoho One or Zoho ERP rollout with process redesign typically takes about 12 weeks for the first phase. Data quality, number of entities and approval turnaround drive the timeline.

How do you review and design processes?

We walk through each process with the people who run it and test it against real transactions, then use Lean Six Sigma tools: DMAIC (Define, Measure, Analyse, Improve, Control) to structure the improvement, and FMEA (failure mode and effects analysis) to rank what can go wrong and design controls where the risk is highest.

Where do automation and AI fit in?

After the process is fixed. We use Zoho workflows, Deluge scripts, Zia and AI integrations to remove manual steps such as data entry, reconciliations and approval chasing. We also set up Claude, Anthropic's AI assistant, for your teams: connected to the tools you already use, working from your SOPs, with custom skills for recurring tasks and a person reviewing anything important. Automating a broken process only makes it fail faster.

Can you write SOPs without implementing software?

Yes. Many clients engage us only for process review, SOPs, RACI and approval matrices. The SOPs are platform-neutral, so they work on your current system and carry over if you change.

Do you work with businesses outside India?

Yes. We serve India and Singapore directly and deliver remote implementations for businesses in the US, UK, UAE and Europe, with working hours that overlap your time zone.

Can you set up Zoho for an Indian subsidiary of a foreign company?

Yes. We configure Zoho for Indian GST and TDS and map the chart of accounts for group reporting to the parent under US GAAP or IFRS.

All FAQs →

Which process slows you down most?

Book a free 30-minute process review. We will walk through one workflow with you and tell you whether it needs a fix, a system, or both.

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