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

    Nederlandse Hulpbronnen


      • Recent Topics

      • User marked as SPAMMER. Mail Fetch has also been disabled for any active POP accounts.

        I am the administrator for joelles.com One of our accounts has been blocked saying this: User marked as SPAMMER. Mail Fetch has also been disabled for any active POP accounts. I cannot change the disabled account in the control panel as it says that it
      • My domain did not activate

        Hi, my domain (apsaindustrial.com.ar) did not activate, and the phone verification message never arrived. Please would you solve this problem? Thanks.
      • ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

        Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408
      • Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

        I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?
      • how to see if a specific contact opened an email in zoho campaign?

        how to see if a specific contact opened an email in zoho campaign?
      • Revenue Management: #8 Revenue Recognition in Educational & Training Institutions

        Educational Institutions and training centres typically collect course fees at the time of enrolment, sometimes for a one-day workshop and sometimes for a year-long certification course. You might also charge separately for course materials or evaluation.
      • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

        Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
      • how to use validation rules in subform

        Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")
      • Using files from Zoho CRM in Gemini/ChatGPT/Claude

        Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents
      • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

        Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
      • Maximum file limit in zoho people LMS

        Dear Team, I am having approximately 4.9 GB of material, including PPTs and videos for uploading in zoho people LMS course. May I know what is the maximum limit limit for the course files Thanking you, With regards, Logeswar V Executive _ Operations
      • Dynamically prefill ticket fields

        Hello, I am using Zoho Desk to collect tickets of our clients about orders they placed on our website. I would like to be able to prefill two tickets fields dynamically, in this case a readonly field for the order id, and a hidden field for the seller
      • Optimize your Knowledge Base for better visibility by allowing search engine crawling and indexing

        All you need to know about no-follow and no-index in KB. What are article crawlability and indexability? Crawlability and indexability are vital for making an article visible and accessible to search engines. When a search engine crawls an article, it
      • Has anyone created a public ASAP Guide that I can check out?

        I am thinking of adding an ASAP guide to my web application, but I have noticed that the ASAP widget itself can be really slow to load sometimes. Has anyone created a public ASAP Guide that I can check to see how performant it is? I don't want to spend
      • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

        Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
      • What’s New in Zoho Analytics – September 2025

        Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded
      • Zoho MCP has no tools for Creator or 3rd Party Apps?

        I don't see a Zoho MCP community forum so putting this here. Two big problems I see: 1) Although Zoho advertises "over 950 3rd party apps" as available through their MCP, when I go to "Add Tools" there are ZERO 3rd party apps available to choose from.
      • Zoho Forms - Zoho Drive connection - Shared Drives not supported

        Hello i am stuck with Google Drive Connection There is no supported shared drives Connection is not support shared drives boolean Query Parameters - supportsAllDrives=true&supportsTeamDrives=true to activate fetch files from the shared drives. Ahat need
      • Can't create package until Bill created?

        I can't understand why we cannot create a package until a Bill is created? We are having to created draft Bills to create a package when the item is received, but we may not have received a Bill from the supplier. Also, Bill # is required, but we normally
      • Whats the Time out Limit for API Calls from Deluge?

        Hi Creator Devs, We are making API calls to third party server via Deluge. Getting this error message: Error at line : 24, The task has been terminated since the API call is taking too long to respond. Please try again after sometime. Whats the default
      • How to get the authorization code for domain transfer from Zoho?

        I have transferred my domain from zoho to godaddy, and that needs a authorization code. I haven't got any mail containing that. How to get the authorization code from domain transfer? Thanks, Arun
      • Community Digest Agosto 2025 - Todas las novedades en Español Zoho Community

        ¡Hola, Zoho Community! Agosto llega a su fin y septiembre nos trae aire fresco a la comunidad: más inteligencia con IA, actualizaciones que elevan la productividad y la recta final hacia Zoholics España 2025. Aquí tienes lo más destacado del mes para
      • I have error AS101 when I try to add paypal@mydomain.com to Zoho

        Please help me with this. I tried to call the help line 4 times but don't get any response.
      • Tip #3: How to change your booking page language

        Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's
      • How can I optimize a Zoho Site page for SEO when embedding external menu or restaurant links?

        Hi everyone, I’m experimenting with building small content hubs on Zoho Sites and want to make sure I’m doing it in an SEO-friendly way. For example, I tried creating a page that highlights restaurant menu items and linked out to a resource like this:
      • Diff signature for compose new email and replies

        Hi,   How do i have different signature for replies and new emails. its inconvenient to have one large signature for replies. Usually on Outlook we have the option to keep separate signatures for new emails and for replies.
      • Zoho Website Site Speed Up & Setting

        We are experiencing slow loading speeds on our Zoho website and would like assistance in optimizing its performance. Kindly review the site and suggest or implement necessary improvements to enhance speed, especially related to: > Caching mechanisms >
      • Clickjacking: Zoho Vault's Response

        Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, Independent
      • Refund

        Hi There, Please refund me asap possible, because of no support given. Thank you
      • No option for pick up in Zoho Books / Inventory but yes on commerce

        Is it planned to release soon on books/inventory?
      • Accessing Zoho form enteries via API

        Hi As a user I can view enteries to a form at: https://forms.zoho.com/<myOrganisation>/report/<myReportName>/records/web How do I access these entries via API? I don't have any problem with scope and getting tokens. But I have no idea what the API call
      • 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
      • Blueprint Issue - Being able to set a subform field as mandatory

        I'm creating a blueprint. My record involves a subform which is only shown once field is set but the field gets set in step two of the process. My problem - I can't save the record as the subform field is set to mandatory - If I unset the mandatory field,
      • Blueprint - Mandatory file upload field

        Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can we
      • Zoho Books - Include Quote Status in Workflow Field Triggers

        Hi Zoho Books team, I recently tried to create a Workflow rule based on when a Quote is Accepted by the customer. This is something which I thought would be very easy to do, however I discovered that Status is not listed as a field which can be monitored
      • Zoho Books - Show Related Sales Orders on Quotes

        Hi Books team, I've noticed that the Quotes don't show show the related Sales Order. My feature request is to also show related Sales Orders above the Quote so it's easy to follow the thread of records in the sales and fulfilment process. Below screenshot
      • Add VAT/Tax line to bank adjustments

        When categorising transactions and matching bank feeds with transactions such as customer payments, we use the "Add Adjustment" to add things like fees/bank fees. It would be useful to choose a VAT/Tax rate here. Whilst there is a bank charges option when adding a payment, this goes into the default bank charges account. We use the adjustments so that we can choose the account and separate our fees. We use different card providers and Worldpay charges VAT so we are stuck. We cannot integrate with
      • New Menu Layout Feedback

        I'd really like to see the banking item back on the top of the menu. I'm sure part of it is just because that's what I'm accustomed to. However, for a bookkeeping program, I think there's a logic to having banking be on top. Not a giant issue, but something
      • How to use Rollup Summary in a Formula Field?

        I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible
      • Form Accessibility

        Hi, is there an update on the accessibility standard of Zoho forms? Are the forms WCAG 2.1 AA compliant? 
      • Next Page