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Become a Cinode PRO – ensure high data quality

Ludvig Erlandsson avatar
Written by Ludvig Erlandsson
Updated over 2 weeks ago

🏆 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 and planning of ongoing assignments.

Key data actions:

  • Ensure each consultant has a profile photo, title, and core skills.

  • Ensure each consultant has added absences if any.

  • Make sure all roles in the pipeline have start/end dates, prices and extent.

Outcome:

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


Level 2 – Structured Data

Focus: Create consistency.

Modules & functions:

  • Roles, skills, and skill levels are defined.

  • Simple Skill Sets and Company Certification structure established.

  • Planner used for basic scheduling, both definitive and preliminary bookings.

  • Pipeline updated regularly by all sales reps.

  • Customers, projects and consultants are tagged for better filtering.

Key data actions:

  • Standardize skill names (“C#” vs “C Sharp”).

  • Fill in Estimated Deal Value on all projects.

  • Ensure that each role in the pipeline has added skills.

  • Standardize tags so everyone uses the same ones

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 most important roles.

  • Planner and Pipeline used deeply for staffing and sales.

  • Mailmatch is used for automated inflow of project requests.

  • Reports on Revenue Forecast and Utilization shared in leadership team.

  • Reports on Skill Sets and competences are used for competence planning

Key data actions:

  • Ensure consultants updates profiles and skills on a regular basis

  • Summarizing tags for consultant roles are used for easier search of competences, e.g. "Java Developer"

  • Consultants adds relevant Skill sets, certificates and favorite competences.

  • Regularly review data quality for customers, pipelines, tags and competences.

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.

  • MailMatch used to capture all inbound assignments automatically.

  • Advanced reporting via Power BI and Fabric.

  • Integrations with Teams for proactive notifications.

  • Pipeline Assistant used for increased data quality.

  • Integration with HR and invoicing systems.

  • Partner Network used for subcontractor sourcing and external opportunities & competences via Partners.

Key data actions:

  • Maintain status reasons for all deals (Won/Lost + reason).

  • Experiment with tags for virtual teams, customer segments and projects to enable more accurate analysis of revenue and margin in Power BI.

  • 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, skill sets, link company certifications

Business

All deals registered with values and roles, automate inflow with Mailmatch

Planning

Roles have correct start & end dates, extent, prices, correct status (Preliminary/Definitive)

Tags & Categories

Unified tag structure for customers, contacts, projects, competences.


💡Pro tips from our Customer Success Team

  • Set clear ownership: Assign a Stakeholder with mandates to drive initiatives

  • Use Champions: Assign Champion users across the organization to push adoption

  • 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.


🌟 Becoming a Cinode Pro means:

Your entire organization trusts the data in Cinode — and uses it every day to plan, sell, and grow smarter.

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