Water-Scrum-Fall approach for finance institutions with Zoho Projects Plus

Water-Scrum-Fall approach for finance institutions with Zoho Projects Plus

Finance is a highly regulated sector with strict rules and compliance requirements. Handling sensitive client data and complex transactions like multi-currency deals requires elaborate workflows and precise management. Implementing project management software to plan, regulate, and oversee the overall functioning of finance projects is crucial to maintain integrity and security. Modern finance institutions are on the lookout for easy-to-adapt and workable project management models like the ‘Water-Scrum-Fall’ approach. Let’s explore more about it in this article.
 
Business Scenario
 
Zylker, a finance institution, assists multiple clients with accounting, tax filing, capital raising, and maximizing profitability. Every new project they take up is managed with measured steps, detailed documentation, and predefined processes with strict deadlines. They are currently using Zoho Projects’ waterfall project management methods to plan, execute, and manage their projects.
 
The company is developing a finance software to digitize and automate their recurring processes. To achieve optimal results, the team is looking to employ agile project management methods for iterative development and expedited delivery. The team needs to list down the requirements as backlogs, release workable software in sprints, easily visualize to-do tasks in Kanban boards, collaborate effectively, and keep everyone informed on the updates.
 
Since Zylker is looking to use both waterfall and agile project management methods in specific phases, the ‘Water-Scrum-Fall’ approach suits best for them.
 
What’s the ‘Water-Scrum-Fall’ approach
 
Info
Water-Scrum-Fall is a hybrid project management approach that combines the expertise of waterfall and agile project management methods in specific phases of the project. In this approach, the project starts with the waterfall approach supporting detailed planning and organization, followed by the scrum approach for faster and iterative development, and finishes with the waterfall approach for the deployment and maintenance phase.
Organizations looking to adapt agile right within the waterfall framework are recommended to use the ‘Water-Scrum-Fall’ approach.
 

 
Water-Scrum-Fall in Zoho Projects Plus
 
Zoho Projects Plus is a hybrid project management software solution that helps organizations embrace diverse project management techniques within a unified platform. It hosts:
 
With Zoho Projects Plus, Zylker can continue using Projects for their existing projects and ensure business continuity, while trying out Sprints to adapt agile work cycles. For instance, the new finance software can be entirely developed and managed using Sprints, while the initial planning, documentation, and standardization can be set using Projects. Teams can alternate between both tools, using the Water-Scrum-Fall approach to manage their work, and managers can get a combined analysis of the projects with hybrid dashboards in Analytics.


 
Ready to streamline your finance projects with our hybrid project management? Sign up for Zoho Projects Plus and try it out today! You can also visit our KB for detailed insights. If you have any questions or would like a walk-through, please email us at support@zohoprojectsplus.com
 

    • Sticky Posts

    • Introducing Zoho Projects Plus!

      Just as each project you execute is unique, so is the project management requirement. Following a one-size-fits-all approach to managing your projects might limit the possibilities of exploration and advancement for your teams. Acknowledging this, project
      • Recent Topics

      • Zoho Books - France

        L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
      • how to edit the converted lead records?

        so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try
      • Auto Update Event Field Value on Create/Edit

        Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: Value given for the variable 'meetingId'
      • Pre-orders at Zoho Commerce

        We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will
      • Constant color of a legend value

        It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make
      • Zoho Pagesense really this slow??? 5s delay...

        I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?
      • Payroll and BAS ( Australian tax report format )

        Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin
      • Problem with Email an invoice with multiple attachments using API

        I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with only
      • Page Layouts for Standard Modules like CRM

        For standard modules like quotes, invoices, purchase orders, etc, it would be a great feature to be able to create custom page layouts with custom fields in Zoho Books similar to how you can in Zoho CRM. For example, and my current use case, I have a
      • Non-depreciating fixed asset

        Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land
      • Fixed asset management

        I want to know if there is any individual module for fixed assets management
      • One time sale item in billing automatically detects as service

        if i have some items which i don't want to add in my "item" list because its sold only for one time. but when i type item name in invoice, it (system) automatically takes it as a service and despite of HSN , it shows SAC code to be entered. if its selectable i.e. either item or service , it would be very helpful and a must have feature.
      • Project template after project creation

        How can I apply a project template AFTER the project has been created?
      • convert the project to templet

        i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time
      • Is there a notification API when a new note is addeding

        Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?
      • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

        In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple
      • Related Module in Sharing Rules

        Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as well
      • Assignment Thresholds Resetting After Lead Conversion

        Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically
      • Vendor Signatures Needed for Purchase Orders

        Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.
      • Zoho CRM Analytics - Allow To Reorder Dashboards

        I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go
      • Territory view for custom modules?

        I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories:  Contacts /  Accounts / Opportunities These modules don't have territories:   Buildings (custom module) and 
      • Zoho Books - How to Invoke a Custom Function in Schedulers

        We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function
      • Approval Process Comments

        Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?
      • Login for test case

        Had a few questions regarding authentication test cases and couldn't find an answer in the the docs. 1. If an app like Zoho Creator requires authentication before providing access, do I need to create a login function and add it to each test case? 2.
      • Zoho / Outlook Calendar sync

        The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."
      • GST Slabs Redefined: Stay Compliant Using Zoho Books!

        Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
      • Form Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS

        I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:
      • Please make it easier to Pause syncing

        right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.
      • Customer members area

        Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.
      • Zoho Books-Accounting on the Go Series!

        Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
      • Record Logged in User while using CRM lookup field

        Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submitted
      • Desktop app doesn't support notecards created on Android

        Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
      • Notes created in mobile can no longer be accessed in desktop

        Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone can
      • Function #49: Manage varying installment payments using Zoho Books

        . Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?
      • Open Sans Font in Zoho Books is not Open Sans.

        Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real
      • Zoho Writer - Option to Export as .zdoc format

        I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become
      • Is it possible for contacts to "Re-enter" a workflow in Zoho Campaign?

        We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first go
      • Bulk upload images and specifications to products

        Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.
      • Out of Office for Just One of My Alias Email

        Can I set up the Out of Office Reply for Just One of my Alias Email Addresses?
      • Can I map multiple Surveys into the CRM using the same fields?

        Hello, We are a healthcare practice that offers two distinct services (Nutrition and Primary Care). We use Zoho Survey for our lead generation form (Get Started Survey), which allows people to express interest in one of the two services and even allows
      • Next Page