Why use a resource planning tool?

August 08, 2023

A tool designed to meet your company's needs.

None of us know the ancestors of our Macs or PCs, those screenless computers surrounded by hundreds of wires. But you may have witnessed the first Macintosh, which saw the light of day in 1984. This first personal computer revolutionized computing with its unique graphical interface! Users discovered functionalities that were beyond their imagination, and their use of computers was simplified completely!

What about you? Aren't Excel spreadsheets like those early computers? What about the many unconnected tools you use, like those tangled wires?

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First computers - 1930's

Don't you dream of a tool that would simplify your administrative tasks? In a way, you work the same way as with a computer without a screen, you lack visibility...

A resource planning software can provide this. It can help you streamline your processes for recruiting, allocating resources to your projects and managing your people.

In a few points, understand why:

1 - Efficient resource planning management

What you need is an intuitive tool that allows you to manage your resources easily. A tool with an ergonomic interface improves your user experience and makes it easier to learn. A solution such as this one has this objective: to make your life easier and to make you more efficient.

The tool enables you to simplify your employees' work by freeing them from repetitive tasks. They can enter their own times spent on projects, complete their profiles and indicate their availability.

When we talk about visibility, here's exactly what we mean: You can benefit from enhanced visibility over team schedules and allocate your resources to projects.

Without a resource planning tool: It is difficult to identify the best people for your projects, let alone know if they are available or not, and manage their absences and leaves. Other tools will provide you with some of the data you need, but a resource planning software provides real-time visibility on employees and contractors.

Your resources are in your hands and you can follow their progress and utilization rate in real time. Managing your resource planning more efficiently ensures a more motivated team with a smoother and more appropriate workload, and therefore better results. This visibility makes the reporting more accurate and the objectives are more likely to be achieved.

 

Discover the resource planning tool of Stafiz

 

2 - Detailed, optimized planning

Thanks to your complete and total vision : you'll know who to allocate, where, and on what task. The software takes care of most of the planning, saving you time. You can allocate resources to projects in just a few clicks, and automatically if you wish.

View schedules in real time
Get a clear, real-time view of employee schedules and workloads

Since you can see their availability, you can better manage your teams' schedules. You can optimize their utilization rate in real time if you see that certain employees are over-staffed or under-staffed. By taking this data into account and acting quickly to adjust your teams' workloads, you'll improve the profitability of your operations.

Since your challenge is to ensure that you are within your margin and that you have sufficient work capacity for the level of your projects, you need the right visibility (we can't repeat this enough!). By identifying who is under-staffed and who can therefore bring in more capacity, you can better anticipate the start of projects. Start them earlier or look to do more.

If, on the other hand, some people's workloads are too heavy, you can identify this early on. You'll be able to decide how to get back to a level of capacity that will boost your sales. You'll know who to recruit, when, and how many new staff you need.

Discover resource planning with Stafiz

3 - A search for the best talent

Your projects deserve the best profiles for the different tasks and deliverables. With a solution from resource planning, you will find more easily the most suitable profiles.

Search and select profiles in Stafiz
Search and select profiles in Stafiz

A solution from resource planning gives you an overview of the skills, experience and aptitudes of the profiles you find. When your software is equipped with Smart resource planning algorithms, they enable you to find internal or external resources more relevant to your projects in a talent search engine.

Make resource planning Intelligent: You have two options: let the software automatically assign resources to projects by crossing criteria of skill, experience and availability; or make your own resource planning.

Download and keep on hand the CVs that have caught your eye, archiving them in your database for future use.

Discover resource planning with Stafiz

4 - Centralize your internal and external requests

Teamwork is essential for your business.Your entire organization could be streamlined and communication between employees improved. This is the promise of a staffing tool. Workflows are automated and the right information is sent to the right people at the right time.

When requests for resource planning are made by sales people or project managers, they are directly sent, processed and centralised. The employees responsible for finding the right people are notifiedand have visibility of all requests. The algorithms then suggest the best profiles according to preferences of experience level, skills and availability.

No need to go through your mailbox! You can rest assured that the solution will take care of most of your administrative tasks, exchanges within the organization and so on. What's more, you can plan projects with both internal and external resources.

The software makes it easy to collaborate with external subcontractors. Access to schedules and profiles is similar, and collaboration between them and your company remains seamless.

5 - Synchronize

Finally, synchronization! It's important for company employees to stay organized. They need to know about changes to their schedule instantly. If an event is added, if a task is extended, they'll know. The information visible in your tool's environment will also be visible in employees' personal Microsoft calendars after synchronization.

Giving employees visibility is one of the main objectives of a resource planning solution. Better management of schedules and information received at the right time and in the right place make managing your organization smoother and more efficient.

 


Stafiz is a resource planning solution designed for service businesses. It helps you gain greater visibility over the progress of your projects, their profitability and the workload of your staff. Real-time data enables you to better manage your resource planning and perform more efficiently. Stafiz is a SaaS solution for resource planning, project management and business intelligence. So budgets and margins are always respected, and you can make better decisions for your business.

To find out more about the Stafiz platform, request a demo.

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