Forecast, manage and plan resources more effectively

Where a 1-2% improvement in resource utilization overall is the difference between hitting or missing your KPIs, resource management is critical — and complex. Get the visibility and tools you need to adjust your operating levers and move the needle on resource utilization.

FinancialForce resource management dashboard
FinancialForce resource management

Optimize resource management with sales collaboration

RESOURCE PLANNING: End communication bottlenecks.  Make resource scheduling easier. Ensure you can absolutely deliver what you sell today and anticipate what you need to do the same tomorrow.

  • Enable services to define and assess future resource requirements by role or resource
  • Gain visibility into your services pipeline with powerful planning software
  • Go directly to the account or opportunity to get context of new project and help drive smarter project management
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FinancialForce

Plan confidently with facts, not guesses

RESOURCE OPTIMIZATION: Match projects to resources with the right skills at the right time. Understand all aspects of a resource schedule — project time, PTO, non-billable time — to optimize staffing and master project management.

  • Track resource skills, certifications and availability
  • Manage change in a single, intuitive Resource Planner
  • Monitor and configure utilization measurements to meet your resource scheduling needs

Reduce time on the bench with resource management software

RESOURCE CAPACITY: Stop stop relying on spreadsheets and guessing. Use planning software that monitors capacity, backlog, and availability across projects and resource scheduling.

  • Drill down to resource schedule details online 24x7, even before it happens
  • Find, retain and develop the resources you need now and in the future
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Intelligent, predictive, and actionable insights

2019 Professional Services Maturity™ Benchmark

Key performance metrics for leading professional services teams

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