Pillar 05 · Enable

Technology & digital enablement

Technology that drives efficiency.

We help businesses adopt the right technology for their stage of growth. We start with your business processes, not the software.

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Services

Here on prolead.servicesOn a dedicated portal

Implementation

On NeX by ProLead, our process and technology vertical.

ERP implementationZoho-led, with other ERPs where they fit.
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System selection & evaluationChoosing the right system for your stage.
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Data migrationIncluding Tally to Zoho, reconciled before go-live.
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System integrationConnecting the systems you already run.
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Process automationWorkflows that remove manual steps.
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AI integration, including ClaudeClaude, Anthropic’s AI assistant, set up with your SOPs, tools and controls.
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Data & assurance

Data analytics & BIDashboards and MIS from the data you have.

IT security consultingPractical security for growing businesses.

IT system assuranceIndependent assurance over systems and controls.

AI for your teams

Claude for your teams

We help teams across finance, operations, HR, sales and leadership use Claude, Anthropic’s AI assistant, on their real work, with the same care we bring to processes and controls. Our Claude services do not depend on Zoho; we work with the systems you already have.

Automation, AI and Claude on NeX ↗

Claude set-up: Claude configured for your organisation, with projects that hold your SOPs, policies, templates and reference documents, so answers follow how your business works.
Connections: Claude connected to the tools your teams already use, such as email, documents, chat and business systems that offer a Claude connector, with access set by role.
Custom skills: Packaged Claude workflows for recurring tasks: report and variance commentary, reconciliations and reviews, contract and document review, SOP and policy drafting, proposals and research.
Training: Role-based sessions for each team, with written guidance on what to use Claude for and what to keep with a person.
AI controls: Rules for access, human review, logging and data handling, written into your SOPs and delegation of authority.

Claude drafts, checks and explains. People approve. Nothing important is sent, posted or signed off without a person reviewing it.