Aware of the performance challenges linked to resource planning, Colliers' quality and methods team turned to Stafiz to optimize their processes. Their objective was to replace cumbersome and inflexible Excel files with a simple, up-to-date and collaborative tool.
- Scope : France
- Users: 230 employees
- Sector : Council
Background 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 resource planning agilely, collaboratively and in real time.
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 challenge was the relevance of planning. Colliers needed to further improve team building in France, taking into account skills and competencies.
The third challenge was financial. The teams wanted to understand the impact of resource planning and its modifications on financial and operational performance. Here are a few examples of the questions they were asking: what are utilization rate ? What is the current and terminal margin?
Their needs in brief :
- Monitor team availability in real time
- Set up team schedules more suited to consultants
- A collaborative tool
Stafiz allows us to have a finer visibility on the forecasted workload of our employees. Our resource planning meetings have become hyper-efficient. We can schedule teams quickly, and our employees are more committed!
Eric Dubourget
Quality and Methods Manager
Solution provided
The solution provided was customized from start to finish by Stafiz. First of all, the team of expert account managers advised Colliers on the best practices to adopt and the best processes for their operations.
Once configured, the Stafiz platform made it possible to address the challenges mentioned above. Firstly, centralization and real-time management on a single, ergonomic interface provide unprecedented agility and collaboration. Everything can be consulted immediately: consultants' availabilities are always up to date, making it easier to forecast resource planning .
Since visibility can be finely tuned in Stafiz, consultants have been given access to open assignments, enabling everyone to "apply". Project managers benefit from an organized process for allocating consultants, improving efficiency.
Finally, data from resource planning is fed into the project management control engine, giving Colliers teams a financial management tool that is close to the field. Project managers can keep an eye on up-to-date key performance indicators: utilization rate and occupancy (by team, employee, etc.), as well as current and forecast margins.
Benefits
- Scheduling employees and managing requirements has been greatly simplified, bringing unprecedented agility. Meetings at resource planning are serene, with no more need to send out corrective emails.
- Employees are more involved thanks to the fact that their skills and aptitudes are taken into account in the planning process.
- Finally, operating and financial performance have improved tenfold.
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