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Which best describes how resource management is currently predominantly done in your firm?
Select all that apply
No system
Non-centralized system of independent workflows & processes
Centralized resource management workflows & processes on spreadsheets and/or ERP/financial software
Centralized ERP/Financial software or purpose-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 an ERP manually upload data to and from spreadsheets
We use an ERP module without any spreadsheets in the process
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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