Getting Started - Designing a workflow in ScoroWhile onboarding Scoro, you’ll see that there are many ways to customize each and every detail of your Scoro site. So, after getting to know the basics, we advise you to look into tailoring your workflow in Scoro.
While it makes sense to put the most effort into the subject related to your main goals, we still advise going through the whole flow. Different functions within Scoro are interlinked and provide the greatest value when used together.
Before jumping into specific topics, we'd like to give you some pointers to guid you through this phase:
Following these tips will reduce onboarding time massively! You do not need to know what’s behind every button. Focus on the parts that give you the greatest and quickest wins!
- Before switching to Scoro, think of your most common project – what steps you take from the initial contact to sending the final invoice to a customer.
- When you start testing the platform, use the same project as an example. Using a project that you have either just recently completed or are currently working on lets you experience how the system feels with actual data.
- You might see that all the steps in your workflow may no longer be needed. Having everything in one platform is a great advantage – it reduces double data entry and disconnect between different teams. Feel free to eliminate unnecessary steps and simplify your processes.
- At first, try to get the basics in. You will have the chance to focus on automation, templates and other magical things later on, when you are comfortable with your core workflow.
- Leave the exceptions aside at first. It’s of course important to think of the exceptions, but the system and your workflows should not be tailored around them. This adds unnecessary complexity for the majority of the cases.
- It’s completely fine, if you start using the platform for one functionality or process at the time. This way, everyone has enough time to adjust to the new solution. For example, you can start with just contact and pipeline management and only after a month or so focus on the project management and resource planning processes.
Feel free to reach out to us if you need further guidance!
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