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What's your bussiness email?
Which best describes how resource management is currently done in your firm?
Select all that apply
No system.
Non-centralized system of independent workflows & processes.
Non-centralized resource management workflows & processes on spreadsheets and/or ERP/financial software.
Centralized ERP/Financial software resource management module, spreadsheets, custom-built resource management software.
What technology do you predominantly use for assigning people to projects and planning projects around employees’ capacity?
Word of mouth.
Spreadsheets.
Scheduling functionality within an ERP module or PSA (an all-in-one/a watered down ERP).
Custom-built or specialized resource management software.
Dedicated resource management software featuring AI, deep integration, and automation.
How standardized are your resource management processes?
No formal resource management processes or controls.
Resource management process is disparate, set by each team or department.
Some firm-wide processes are in place but are not consistently used across the firm.
Firm-wide resource management processes are mandated with only partial adoption in the firm.
We have a strategic resource management process overseen by leadership, with firm-wide governance and compliance monitoring.
What level of integration exists with your ERP/financial software with your resource management processes?
We use multiple spreadsheets across the firm that are disconnected from other systems.
We use multiple spreadsheets that we export some data to periodically.
We use an ERP or custom-built software that we manually upload data to from spreadsheets.
We have a specialty resource management software and data is manually uploaded or limited integrations.
We have a specialty resource management software that is fully integrated with our ERP/financial software, with access to all RM data points (budgets, fees, rates, skills, etc.).
Which best describes how resource planning/scheduling is done in your firm?
Select maximum 2
Teams plan week to week on a reactive basis.
We have a resource scheduler but project managers schedule work.
Project managers send requirements to the resource managers who do the scheduling.
Work is allocated by resource managers aligned to delivery teams.
Project managers schedule and resource managers provide conflict resolution.
How are staff managed across the firm?
Resources are siloed to groups, teams, or studios within departments in the firm.
Resources are sometimes shared to other teams but are primarily staffed to a specific team.
Resources are sometimes shared across teams but with poor visibility into time being spent on projects across the teams.
Resources are shared across teams with full visibility into time being spent across teams.
Resources can be allocated across teams and departments, anywhere in the organization with cross-department visibility.
How are employee skills used in assembling project teams?
Everyone in the firm has the same or similar skills and tracking is not required.
Skills are not available to select project team members.
Skills are kept on a spreadsheet or database that is not maintained and not fully utilized.
Skills are tracked in a database that is used by everyone to find project team members.
Skills are part of our resource allocation software and used by the AI to strategically assemble teams, manage skill demand, and guide training.
How do you see daily/weekly/monthly resource management reports? (Workload, Utilization, Backlog, Variance, etc.)
Select maximum 3
Limited to no reports on resource management metrics.
Some reports on spreadsheets.
ERP financial software with limited RM reports.
BI (Tableau/Power BI) with some RM reports with limited access.
Specialty software with full RM reporting for all management levels.
Your Information
Select one...
More than 1,000
501 - 1,000
251 - 500
51 - 250
10 - 50
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