Resource planning tools

A services organization’s profitability has always been dependent on efficient resource management. It starts with knowing everything about your people—skills, availability, costs, knowledge—and putting them on the right projects at the right time. If you don’t, the direct impact can be lost revenue and margin erosion. The indirect impact can be project delays, unhappy customers, and under or overworked consultants.

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That can all be easily avoided if you have the right resource planning tools and project management solutions in place. In fact, the right resource planning application can actually drive predictability and profitability. Where do you start?

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Certinia Professional Services Automation (PSA), ranked #1 with G2, leverages the power of Salesforce CRM and the Salesforce Platform. Get an unparalleled view of your business across sales, service delivery, and finance. Keep projects on time, clients happy, and reports up to date—all on one integrated platform.

Resource planning tools built into PSA

The most successful organizations are using professional services automation (PSA) solutions with resource planning tools built-in. It helps them plan and staff projects, schedule and manage resources, and closely track projects and profitability. The right PSA provides a resource and project dashboard plus demand forecast. It helps manage service delivery by overseeing opportunities, staffing, project management, and collaboration. And it both collects time and expense and invoices clients. The end result is a dramatic increase in utilization, improved margins, and happy customers.

The right PSA will also have the capabilities to act as the system of record for resource skills, competencies, and consultant preferences by integrating to the employee and contractor database. Because it is used to collect time and expense by project and resource down to the task level, it also serves as the system of record for resource utilization and project costs.

Resource planning tools

Better data, better decisions

Now with a unified people and project dataset, you will be able to build meaningful reports and dashboards with real-time insights. Everyone involved will be able to quickly see things like hiring gaps and skills needed or understand the impact that worker performance has on a project, etc. — without the need to create a data warehouse. That’s made possible with the right resource planning tool.

A focus on utilization

Even among services organizations doing great work for their clients, many are still operating in spreadsheets or a hodgepodge of disconnected systems. But services businesses that want to properly track and manage utilization need deep visibility across sales, services, resources, and projects. Gaining visibility into these dimensions enables businesses to track incoming jobs and bring in the right people for the right jobs at the right time.

Put your people and projects on one system

By getting sales, services, finance working from the same system – people and project data can be unified allowing services organizations to vastly extend their visibility beyond mere project tracking. That’s what Certinia Professional Services Automation (PSA) delivers. Services leaders will gain visibility into all facets of the business —consultant availability, skills, certifications, absences, current and upcoming projects, project experience —so they can better predict talent needs, balance resource supply, and prompt any necessary recruiting.

Resource planning tools

Resource planning tools allow your business to:

  • Monitor capacity, backlog, and availability across projects and resource scheduling
  • Plan confidently with facts, not guesses
  • Gain visibility into your sales/services pipeline
  • Manage change in a single, intuitive Resource Planner
  • Monitor and configure utilization measurements to meet your resource scheduling needs