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

    • Scheduled Tickets Need Updated

      There is a very clunky manual way to create reoccurring scheduled tickets. This should be created to be easy for the administrator to create. We create several (10 to 12) reoccurring tickets per account for biweekly and monthly auditing purposes.. The

    • Team Feeds Improvements

      Team Feeds needs to show a feed of every action within the department. Currently it seems that the feed will only show a ticket that I've personally commented on or interacted with/followed. A feed should be that, a feed. As a manager I would like to

    • Better Security, Better User Experience | Help Center Update | June'25

      As part of our commitment to enhancing user experience and security, we are happy to announce updates to our authentication mechanism. This update introduces several key enhancements designed to improve the password recovery process and streamline the

    • Upload Logo to Account Page

      It would be nice to set a logo for an Account

    • View Agent Collision on Ticket List Page

      It would be nice from the ticket listing page (views) to see what agents are working on what tickets rather than having to click into each ticket throughout the day to see what agents are working on what tickets. This functionality would also be desired

    • Restrict user from viewing the detail standard view

      Is there any way to restrict a user(it can be user-field-based) from viewing the detail standard view? Basically, I have created a canvas detailed view so that on some conditions I can hide some data from the users but the standard view client script

    • Upload Picture to Contact

      It would be nice to upload a profile picture to a contact.

    • Ticket Status Colors

      Can i change the colors of Ticket Status in the admin panel? Or even change the background of the entire cell of a Critical ticket? This way its easy for my agents to see a urgent ticket when it comes in. Right now everything is black text. Here Right

    • Allowing Pictures for Client Contacts

      Do you have any plans to allow us to add pictures of our client contacts? There is a silhouette of a person there now, but no way that I can see where I can actually add a picture of the individual.

    • Paid Support Plans with Automated Billing

      We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

    • Agent name Alias

      I am seeing that Full name of my staffs are written on every ticket response which is not good for some reasons. It is possible to user like this: Manny P. (First Name with Last Name's First Letter) or  Manny (First Name) This is want we want to show

    • Unable to add attachments to tickets through Desk API

      I able to use the Desk API to generate tickets. However when I try to use the tickets/{ticketId}/attachments endpoint, I always get an Unauthorized error. My app has Desk.Tickets.ALL included in its scope so this should not be an issue

    • What's wrong with this COQL?

      What's wrong with this COQL? Code returns "invalid operator found". SELECT id, Name, Stage, Account, Created_Time, Tag FROM Production_Orders WHERE (Account = '4356038000072566002' AND Stage NOT LIKE '%customer%') ORDER BY Created_Time DESC LIMIT 200

    • [Feature Request] Add support for internationalized top-level domains mail hosting

      This is an important request to add support for internationalized domains mail hosting to https://www.zoho.com/mail/ In this case, that is only limited to domain name/mail address however currently it's already possible for us send mails etc using below

    • Add Enable/Disable to Field Rules and other Rules

      Hi, Sometimes I have rules setup for fields, and until I want to enable them for use, I can set the fields to Hidden but rules still show them, today you have to delete rules and then recreate them again, would be nice to have a toggle for Enabled/Disabled

    • Syncing stuck for days

      Hello when I made an account a few days ago and synced all my notes to it, it is still syncing. My app is only 400mb so I do not know why it is taking so long. Please help

    • Workflow runs on every edit despite not ticking the field repeat this workflow whenever a parent is edited.....

      Hi, It is my understanding that this workflow should only trigger once. Why is this triggering on every edit of the field? Based on another support query - directly from Zoho, If i tick the box 'repeat this workflow whenever a parent is edited' it should

    • How do you add or update tags on Zoho CRM records via n8n? (Workarounds or best practices?)

      Hi all, I’m running into some limitations with the Zoho CRM node in n8n and was wondering how others have handled this: From what I see, the standard Zoho CRM node in n8n doesn’t allow you to add or update tags when creating or updating contacts/leads.

    • API PARAMETER FOR TICKET CLOSED TIME

      Hi, Is there a parameter for filtering tickets by closed time in zoho api, i can see closed time in the API response i get, but can't get tickets by that field while calling. Regards, Anvin Alias

    • Reply to email addresses wrong.

      I have setup my Zoho mail account using my main domain and I also have an Alias setup from a different domain. In Settings - Mail - Compose I have selected to the option "For replies, send using The same email address to which the email was sent to".

    • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

      Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with

    • Meeting integration with Otter.ai

      Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks

    • Get Workflow Metadata via API

      Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation

    • How to close/delete a free creator account?

      I have a free zoho creator account associated with my email address that is not being used.  I want to become a user of another paid zoho creator account but I can not associate with the paid account with the same email.  I assume if I can close or delete the free account I will be able to use the paid account. I have emailed support but no response. Suggestions?

    • Zoho books and zapier causes Invalid data provided

      I have been using zoho books with zapier for over 2 years now, everything was working fine. On September 13th my zaps stopped working. Now on step create sales invoice in zoho books i get an error: Failed to create a create_invoice_v2 in Zoho Books The

    • CRM report

      Is it possible to pull a contacts report that also includes the company industry, as well as the company name? I’m having trouble combining company and contact fields – any help is appreciated. Thank you, Sam

    • Early Payment Discount customize Text

      Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html

    • Enhancements to Client script?

      Hi Zoho CRM, I've been extensively using Client Scripts to enhance our Deal form experience, particularly for real time validations and auto updating fields based on specific logic. However, I've encountered a challenge regarding permission boundaries.

    • Add views to new CRM UI navigation + Unlimited Webtabs

      Zoho CRM is so close now to being the ultimate business application with the new UI, as soon as this one feature is added. This is probably where Zoho is headed but if it's not I want to BEG for this to be incorporated. What we need is to be able to put

    • E-Mail Distribution List

      How do I create an e-mail distribution list in Zoho Mail?

    • Custom "create meeting" button with more functionality than Zoho currently has?

      I'm looking for a little help/direction in how to do this. Even just some general high level pointers on how this might be able to be done. The current Zoho Meeting Activity functionality is not ideal for my org's workflow. I'd like to try and create

    • Error Code 4: Invalid value passed for JSONString

      Okay, I want to start by saying I know I'm a terrible scripter, so sorry if this is a dumb mistake. I just can't figure it out, even with LLM help. Here's my code: // --- Input Variables --- customer_id = salesorder.get("customer_id"); so_id = salesorder.get("salesorder_id");

    • Organizing contacts/members by company

      I work for a membership organization (representing businesses) and am trying to use Zoho CRM more effectively for managing the points of contact for our members. Currently, our members are listed in our CRM by the primary point of contact's name, but

    • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

      I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger

    • Unable to search in Zoho Email

      I've started using Zoho Email (free version) recently and realized that it doesn't have email search functionality. Am I missing anything here? I've gone through the Zoho tutorial which does show the search bar on the right top of the Zoho UI. But in

    • Response Time Report

      From data to decisions: A deep dive into ticketing system reports Every organization that interacts with its customers should have an established timeframe for how soon an agent is expected to send the first response and any reply to any follow-up messages.

    • Problem : Auto redirect from zoho flow to zoho creator

      Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho

    • Zoho - Outlook plugin

      Does anyone know if there is a way to modify the autofill in the Zoho plugin in outlook? When we create a contact, it enters the correct email address and name, but then pulls information from our own signature line to add phone number, address, etc.

    • Threaded conversations for emails sent via automation

      Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during

    • Zoho Books - Sales Person Information

      Hi Team, On Invoices, Quotes, etc... I can include the Sales Person, but it only shows their name and not their email or phone number. It would be great to have place on invoice templates where we can manage what sales person information should be shows

    • Next Page