YourChoice Concierge
The organization
A Zoho Premier Partner delivering back-office, process-improvement, and implementation services. Miro was lead Zoho developer and client-facing project manager, taking engagements from first conversation through to adoption.
The challenge
Every client arrived differently: a law firm on paper files, a healthcare practice on spreadsheets, a construction company on someone's memory. The work is translating each one's actual operation into a system their team will use.
What I delivered
The core practice: discovery, scoping, solution design, build, migration, UAT, training, and handoff, ranging from single-app deployments to full Zoho One ERP rollouts.
- Owned engagements end to end, from referral through to adoption.
- Built CRM, ticketing, finance, project, people, marketing, analytics, integration, permission, and custom-app solutions.
- Guided clients from manual and paper-based operations to structured digital workflows.
- Coordinated freelance developers and Zoho specialists on larger programmes.
- Standing up full Zoho One environments (CRM, Projects, Desk, People, Analytics, Sign, Vault) and connecting them to the productivity tools a client already uses.
This screenshot shows an application launcher only. No client data or configured process is visible, so it is presented as a general environment view.
Moving client records out of spreadsheets, legacy CRMs, and paper files into structured systems: the unglamorous prerequisite to every implementation.
A CRM implementation paired with a custom mobile application for an independent cost-reduction consultancy.
The engagement covers the CRM and mobile app. App users, workflows, platform, and results are not yet documented in the source material.
CRM implementation, data migration, and automation for a medical-liability risk-retention insurer.
The organization later entered regulatory rehabilitation and liquidation, well after this engagement. A claim in the supplied source that it was acquired is unverified and is not repeated here.