🏆 How to become a Cinode Pro

Whether you’re just getting started or already managing your entire consulting business in Cinode, this guide will help you understand what drives real value — and how to build high-quality data that fuels automation, insights, and smarter decisions.

🎯 Why data quality matters

Cinode is only as powerful as the data you put into it. Accurate, structured data helps you:

Match the right consultant to the right assignment, fast.
Forecast revenue and utilization with confidence.
Make smarter recruitment and reskilling decisions.
Strengthen your employer brand and business performance.

🚀 Your journey to becoming a Cinode Pro

Below you’ll find the key stages that most successful Cinode customers go through — from basic usage to full strategic value.

Level 1 – Getting Started

Focus: Build a clean foundation.

Modules & functions:

Consultants have basic profiles and CVs.
Customers, contacts, and deals are created in the pipeline.
Simple overview of ongoing assignments.

Key data actions:

Create one customer and one contact record per company — avoid duplicates.
Ensure each consultant has a profile photo, title, and core skills.
Add all current assignments to the pipeline with start/end dates.

Outcome:

A single source of truth for profiles, customers, and ongoing work.

Level 2 – Structured Data

Focus: Create consistency.

Modules & functions:

Roles, skills, and levels are defined.
Simple Skill Sets and certification structure established.
Planner used for basic scheduling.
Pipeline updated regularly by all sales reps.

Key data actions:

Standardize skill names (“C#” vs “C Sharp”).
Fill in Expected Assignment Value and Role Price on all deals.
Add relevant skills to each role in the pipeline.
Review customer and contact names for consistency.

Outcome:

Consistent data enables faster CV exports, better matching, and first reports on sales and utilization.

Level 3 – Optimized Workflows

Focus: Turn Cinode into your operational hub.

Modules & functions:

Fully defined Skill Sets for each role.
Consultants update profiles twice a year.
MailMatch and Planner actively used for staffing and sales.
Reports on Win/Loss rates and utilization shared in leadership team.

Key data actions:

Use favorites, certificates, and courses in profiles.
Ensure all bookings have correct start/end dates and status (preliminary vs definitive).
Keep customer, contact, and assignment tags consistent (e.g., Industry, Region, Seniority).
Regularly review duplicates and inactive records.

Outcome:

Cinode becomes the central place for daily sales, delivery, and competence planning.

Level 4 – Strategic & Data-Driven

Focus: Leverage insights and automation.

Modules & functions:

Growth Plans and career paths connected to Skill Sets.
Advanced reporting via Power BI and Fabric.
Integrations with Teams, HR, and invoicing systems.
Partner Network used for subcontractor sourcing.

Key data actions:

Link company certifications to user certificates.
Maintain status reasons for all deals (Won/Lost + reason).
Use MailMatch to capture all inbound assignments automatically.
Review data monthly to ensure accuracy across all entities.

Outcome:

A fully data-driven organization with real-time insights into competence supply, sales, utilization, and profitability.

🧩 Quick checklist for high data quality in Cinode

Area	What to focus on
CV & Skills	Complete profiles, standardized skill names, linked certifications
Business & Pipeline	No duplicates, all deals registered with values and roles
Planning	Consistent start/end dates, correct status (Preliminary/Definitive)
Tags & Categories	Unified tag structure for industries, roles, seniority, regions

💡Pro tips from our Customer Success Team

Set clear ownership: Assign champions for each module (e.g., Skills & CV, Business, Planner).
Update regularly: Encourage consultants to refresh profiles at least twice a year.
Review tags quarterly: Archive unused or inconsistent tags.
Use reports actively: Let data guide hiring, pricing, and delivery decisions.