🏆 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.