Strategically arrange your people's workloads and drive your firm's utilization
Professional services teams work best with strategic scheduling. Match the right people to each project and give each professional the right workload with our software.
Forecasting is the secret to maximizing your firm's potential
Increased productivity
We help manage productivity with an instant view of people’s availability and the firm’s utilization rate.
Balanced workloads
Firms can avoid employee burnout and reduce attrition by giving everyone the right amount of work.
Ready for client work
With project hours coming directly from a firm’s billing system, reporting on readiness for client work couldn’t be easier.
Effective management from anywhere
Any combination of in-office or remote workers can easily be managed and we make sure nothing falls through the cracks.
What we do
Make scheduling a breeze by forecasting work and analyzing availability
Ensure every project and client has the best possible team
Professional services organizations can use our software to ensure every project is completed on time and as effectively as possible. It’s not just about putting people on a project; you need to put the best available team on each project. Import all projects directly from your accounting system. Decide who to assign to each one, based on their billable hours, their availability, their demographics, and the project or client needs. Of the available employees, consider their work interests, their skills, and what skills they need experience in.
Collect everyone’s schedules in order to forecast their workloads
Take the guesswork out of scheduling your people by hearing directly from them. Prompt employees to forecast their upcoming schedule on a daily, weekly, or biweekly basis. It only takes five minutes to update the percentage of their time or number of hours they’ll be available for client projects, as well as their days in the office and planned absences.
Analyze an entire department’s availability with color-coded reports
Once you have your employee schedules, we consolidate them for quick and effective decision-making. Our pre-built and customizable availability reports help you analyze an entire department, office, or group in one go. Set your preferred color-coding so you can quickly determine who is the most and least available. Easily manage any combination of in-office or remote workers.
Give each person the right amount of the right work
Too little work means your people aren’t being utilized or satisfied. Too much work risks burnout or splitting their focus. The right amount and variety will lead to productive, engaged, and effective employees. Use our workload forecasting software to find the right balance for each person, whether they are remote or in the office. Make sure everyone is on track to meet billable hours and compare an employee’s forecasted hours with what they actually bill.
Analyse results and make improvements to work scheduling
Once you’ve forecasted and assigned, look at performance results to see what’s working and what isn’t. Learn what teams and employees work best on certain projects or client work. Discover who needs more skill development and who needs a mentor to be assigned to their team. Pinpoint weak points and adjust future scheduling to resolve them. See how your choices are playing out and enable better work in the future.
Ensure every project and client has the best possible team
Professional services organizations can use our software to ensure every project is completed on time and as effectively as possible. It’s not just about putting people on a project; you need to put the best available team on each project. Import all projects directly from your accounting system. Decide who to assign to each one, based on their billable hours, their availability, their demographics, and the project or client needs. Of the available employees, consider their work interests, their skills, and what skills they need experience in.
Collect everyone’s schedules in order to forecast their workloads
Take the guesswork out of scheduling your people by hearing directly from them. Prompt employees to forecast their upcoming schedule on a daily, weekly, or biweekly basis. It only takes five minutes to update the percentage of their time or number of hours they’ll be available for client projects, as well as their days in the office and planned absences.
Analyze an entire department’s availability with color-coded reports
Once you have your employee schedules, we consolidate them for quick and effective decision-making. Our pre-built and customizable availability reports help you analyze an entire department, office, or group in one go. Set your preferred color-coding so you can quickly determine who is the most and least available. Easily manage any combination of in-office or remote workers.
Give each person the right amount of the right work
Too little work means your people aren’t being utilized or satisfied. Too much work risks burnout or splitting their focus. The right amount and variety will lead to productive, engaged, and effective employees. Use our workload forecasting software to find the right balance for each person, whether they are remote or in the office. Make sure everyone is on track to meet billable hours and compare an employee’s forecasted hours with what they actually bill.
Analyse results and make improvements to work scheduling
Once you’ve forecasted and assigned, look at performance results to see what’s working and what isn’t. Learn what teams and employees work best on certain projects or client work. Discover who needs more skill development and who needs a mentor to be assigned to their team. Pinpoint weak points and adjust future scheduling to resolve them. See how your choices are playing out and enable better work in the future.
Use Cases
The right scheduling for every professional and project to succeed
Manage workloads to drive productivity in your professionals
Balance individual and organization workloads by forecasting availabilities. Know how busy each professional is, and give everyone enough work to stay productive or reach billable hour targets, but not so much that they will burn out.
Schedule the right people for every project and client
Choose the best team for every project based on availability, demographics, and other connected data. Integration with our skills tracking system and work allocation system can take you from looking at availability to considering skills to assigning work.
Track and improve your firm’s utilization rate
Monitor your utilization rate and make sure you’re always maximizing the potential of your professionals. Color-coding will instantly show you how much an individual and a team are being scheduled so you don’t underutilize them without realizing it.