Scoping Portal
Phase: Investment Proposal

Entech Products

QuickBooks Online to Zoho Finance Migration

✓
Requirements
✓
Strategy
✓
Budgetary
4
Proposal
Active Task
📊
Investment Proposal Review
Review three investment options, ROI analysis & partnership recommendations
Review →
Completed
✓
Decision Guide 1: Requirements Discovery
Current system, workflows & pain points • Completed Dec 19, 2025
Review
✓
Decision Guide 2: Strategy & Solution Design
Migration approach, architecture & scope • Completed Dec 22, 2025
Review
✓
Decision Guide 3: Budgetary Planning
Investment planning, service levels & engagement model • Completed Jan 8, 2026
Review
Next Steps
📝
Commercial Alignment Call
Discuss options, answer questions, finalize scope & prepare SOW
Project Team
JK
Jeff Kroeker
Enable - Executive Account Advisor
SM
Saran Manoharan
Enable - Zoho Solutions Architect
ML
Mike Lauer
Enable - CEO
JP
Jennifer Plunkett
Entech - Project Champion
SM
Steven Mathis
Entech - CEO
💡 Process Note

We use this Decision Guide Series to iteratively build your Scope of Work. This ensures that when we reach the Commercial Decision Guide, the plan is exactly what you expect.

© 2025 Enable Solutions LLC