The process areas we cover
Growing businesses tend to hit the same symptoms: month-end close takes two weeks, stock never matches the books, approvals happen over WhatsApp, and only one person knows how payroll really works. Each one is a process problem before it is a software problem. We cover ten areas, each with its own controls:
| Area | Typical symptom | What we deliver |
|---|---|---|
| Procure-to-pay (P2P) | Vendors paid without a goods receipt or approval | Purchase policy, delegation of authority, three-way match |
| Order-to-cash (O2C) | Credit given informally, collections chased late | Credit policy, invoicing rules, collection workflow |
| Record-to-report (R2R), including the financial statement close process (FSCP) | Close takes 10 to 15 days; numbers change after they are reported | Close calendar, reconciliation owners, journal and review controls, reporting pack |
| Inventory | Book stock differs from physical stock | Stock movement rules, cycle counts, valuation method |
| Fixed assets and capex | Assets bought without approval; register does not match the floor | Capex approval, capitalisation rules, asset register, physical verification |
| Hire-to-retire (H2R) | Payroll changes made without approval | Maker-checker on salary changes, leave-to-payroll link, exits |
| Tax and compliance | Filings tracked in people’s heads; notices come as a surprise | Compliance calendar with owners, GST and TDS reconciliations, evidence trail |
| Treasury | Cash position unclear; bank access too wide | Cash forecasting, bank mandates and signatories, payment release controls, forex |
| IT general controls (ITGC) | Everyone is an admin; no record of system changes | User access reviews, role design, change management, backups |
| Entity-level and governance controls | Policies exist on paper only; the board sees problems late | Delegation of authority, policies, risk register, board and audit committee reporting |
How is NeX different from an SOP writing firm?
Our leadership holds FCA, CIA, CFE and DISA credentials and has run internal audits and internal financial controls reviews for over a decade. We combine that with Lean Six Sigma tools, DMAIC to structure each improvement and FMEA to rank process risks, so every process we design already carries the controls an auditor will test, and each SOP maps to the system step that enforces it. When you want the system too, the same team implements it in Zoho. See how we work. On another system? Our process work is platform-neutral; see process design with other ERPs.
Process services
Process review and diagnostics
A structured review of how your core processes actually run, where they leak time, money or control, and a prioritised fix list. Starts with a fixed-fee Process Health Check.
Read more → Process designProcess design and re-engineering
Future-state process design for procure-to-pay, order-to-cash, record-to-report, inventory and payroll, with controls built in and each step mapped to the system that runs it.
Read more → Process designSOP documentation
Standard operating procedures written for the people who do the work: step-by-step, with owners, controls, system screens and version control. Platform-neutral or mapped to Zoho.
Read more → Process designRACI and delegation of authority matrices
RACI charts that show who does, approves, advises and is informed at each step, and delegation-of-authority matrices that set approval limits by value, built into your Zoho approval rules.
Read more → Process designInternal controls built into your processes
Design of internal financial controls, segregation of duties and ITGC-aware system settings, built into your processes and Zoho configuration by chartered accountants and internal auditors.
Read more → Process designAutomation, AI and Claude for your teams
A prioritised plan for automating manual steps with Zoho workflows, Deluge scripts and Zia, and Claude set up for your teams: connected to the tools you use, working from your SOPs, with custom skills, training and controls.
Read more →Frequently asked questions
What is business process design?
Do we need to buy software to use your process services?
Which process areas do you cover?
Which processes do you usually start with?
How long does a process review take?
General information only, not legal, tax or software licensing advice. Zoho features, editions and prices change, so confirm the current position with Zoho or with our team before you commit. See our disclaimer.
