Aware of the performance challenge linked to the resource planning, Colliers' quality and method team turned to Stafiz to optimize their processes. Their goals were to replace heavy and rigid excel files with a simple, always up-to-date and collaborative tool.
- Scope: France
- Users: 230 employees
- Sector: Consulting
Context and issues
As a key player in real estate consulting and services for companies, Colliers France was looking in 2021 for a solution to manage their real estate in an agile, collaborative and real-time way. resource planning.
The first issue is agility. The resource planning suffered from a too heavy, unsuitable and rigid management via Excel files long to update and containing errors. Project monitoring meetings quickly became a hindrance to development. In addition, as each project manager was looking to place consultants, it was necessary to put in place coordinated processes for optimized allocation of collaborators.
The second issue is the relevance of the schedule. Colliers needed to further improve the constitution of the teams at the France level by taking into account skills and appetites.
The third issue is financial. The teams wanted to understand the impact of the resource planning and its changes to financial and operational performance. Some examples of questions they were asking: what are the utilization rate ? What is the current and completed margin?
Their needs at a glance:
- Track team availability in real time
- Setting up team schedules that are more adapted to consultants
- Have a collaborative tool
Stafiz allows us to have a more detailed view of the projected workload of employees. Our meetings resource planning have become hyper efficient. We plan shifts quickly and our employees are more engaged!
Eric Dubourget
Quality and method manager
Solution provided
The solution provided was customized from start to finish by Stafiz. First, the team of expert account managers advised Colliers on the best practices to adopt and the best processes adapted to their operation.
The Stafiz platform, once configured, made it possible to address the issues mentioned. First, centralization and real-time management on a single user-friendly interface brings unprecedented agility and collaboration. Everything is immediately accessible: the consultants' availability is always up to date, which facilitates the resource planning forecast.
As visibility can be fine-tuned in Stafiz, the consultants had access to open assignments, allowing everyone to become a "candidate". Project managers benefit from an organized process for allocating consultants that improves efficiency.
Finally, the data from resource planning, feed the project management control engine, the Colliers teams thus benefit from a financial management tool close to the field. Project managers keep an eye on the KPIs that are always up to date: utilization rate and occupancy (by team, employee, etc.), or the current and forecast margin.
Benefits
- Employee planning and requirements management have been greatly simplified, which has brought an agility that has never been seen before. The meetings of resource planning are serene, no need to send corrective emails.
- Employees are more involved thanks to the consideration of their skills and appetites in the development of the schedule.
- Finally, operational and financial performance increased tenfold.
Let's find out together how to replicate this success at home.