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Precursive Pillars

RESOURCE MANAGEMENT SOFTWARE FOR PROFESSIONAL SERVICES

WHAT IS RESOURCE MANAGEMENT?

Resource management is the process of optimizing the deployment of your human capital and is a vital component of project management. It involves the strategic overview of allocation, utilization and capacity during planning and scheduling phases, the aim of which is to manage such processes in a methodical way in order to maximize efficiency to ensure the successful execution of projects. It begins with workforce planning, which entails identifying the skills, expertise, and roles required for the project; successful resource management will mean the right resources are made available for the right work at the right time.


By accurately assessing the project's needs, project managers can assemble a team with the right mix of talents to accomplish project objectives effectively. Through effective resource management, including monitoring of team performance and progress, managers can address any challenges, provide necessary support, and reallocate resources if needed. Project managers can also optimize the capabilities of their staff, enabling them to contribute more effectively to project success via alignment of skills with project requirements.


Below are the key pillars to resource management:

• Demand planning

• Allocation

• Scheduling

• Aggregation

THE 4 STEPS OF RESOURCE MANAGEMENT

To kick start allocation and scheduling

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REVIEW TALENT AVAILABLE

When reviewing current capacity, availability is a key consideration but also look to map needs against work typically carried out.

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FIND SKILL GAPS

Which skills are surplus to requirements and what skills, needed to complete the work effectively, are missing? Ensure this question is answered ahead of time.

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ACCESS FUTURE PIPELINE

Once you know the skills and experience most commonly used, you can check for synergy to the upcoming pipeline and if its aligned with the business objectives.

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FIX SKILL GAPS

HR/talent management can be kept in the loop so they know if there’s time to either develop the workforce internally, or come to a richer talent pool.

WHY IS RESOURCE MANAGEMENT IMPORTANT?

Resource management at its core is about transparency so you're able to monitor and attain what is needed to deliver each project. It allows you to reduce overutilization of resources and idle time, two factors which can majorly impact the efficiency of your team. With full visibility of work and resources alike, you can much more effectively schedule, plan, and allocate resources, ensuring they are on the right projects.


Companies that have a key focus on improving their resource management strategy experience benefits almost immediately. When the data is in place to plan and schedule, allocating workers based on their skills and availability becomes easy, and managers give their customers the right expectations when they have a much better understanding of timelines, budgets, and priorities.


Companies that don't have a good resource management process will often have too few people working on too many projects. Employees that are over-utilized can quickly become frustrated, leading to poor productivity and performance and eventually burnout. With a more predictable and consistent workload, employees whose skill sets are utilized optimally will feel much more valued and satisfied.

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"Precursive was a deliberate investment to support this focus on the client and our ability to proactively staff our projects with the right resources to deliver value for our clients. Precursive helps us find white space for sales to drive new revenue."

TORRENT DRIVES FASTER MOBILISATION OF TEAMS WITH RIGHT SKILLS ON RIGHT PROJECTS WITH PRECURSIVE PSA.

Daniel McCollum.

CEO | Torrent Consulting

PRECURSIVE MAKES RESOURCE MANAGEMENT EASY

Resource planning and capacity forecasts can be managed easily, all from Salesforce. Precursive allows you to stay ahead of customer demand by forward planning based on real-time information on your sales pipeline, in-flight engagements and your utilization forecast. Precursive makes use of the Salesforce reporting engine meaning you can generate robust insights using data and analytics on services performance.

RESOURCE SCHEDULING

Schedule resources daily, weekly or monthly with an easy-to-use planner. Reallocate work when things change on projects.

Precursive Revenue & Profitability Dashboard
Precursive Platform Dashboard

CAPACITY PLANNING

See who is available and has capacity to deliver. Find the right person with relevant product knowledge, experience or location.

REVENUE MANAGEMENT

Improve the velocity and quality of delivery and project management to drive more revenue and better customer satisfaction.

Precursive Revenue & Cost
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UTILIZATION TRACKING

See where your people are over or under utilized and when they will be free. Plan ahead to avoid staff burnout.

FURTHER RESOURCES 

Stay ahead of customer demand with real-time availability and utilization reporting.

PRECURSIVE PSA

Learn more about Resource Management and how it can help you.

PRECURSIVE BLOG

Master revenue recognition by downloading our useful field guide now.

PRECURSIVE TOOLKIT

Find out more about the people and company. You can learn more about what makes us tick. 

 

We are passionate about changing the game for the world’s best services teams. 

 

Our mission is to help you improve time-to-value and make every customer a success story.

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WHY PRECURSIVE.

About Us

Find out more about us including our mission, values and get to know the team

Salesforce Native

Give sales, services, support and customer success teams a single, shared view of the customer

Customers

Hear from customers on why they prefer Precursive to help them scale and grow their business

Professional Services Delivery

Our services team provides expertise in how the best companies improve services delivery

Support & Success Hub

Find the answer you need at our success-hub where you will find a mix of documentation, video assets and training materials

The Precursive Platform is 100% native to the Salesforce platform. Our solutions can be tailored to your needs and support a range of use cases.

 

Learn how we take the pain out of complex service delivery activities. 

 

Do the work, not the admin! 

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Professional Services Automation

Increase operational efficiency with predictable services delivery and insights on performance

Project Management

Powerful project management capability designed to support high-velocity services delivery

Resource Management

Quickly mobilize your project teams, manage demand and avoid capacity crunches

Customer Workspace

An interactive community portal to collaborate, share dependencies and updates in real-time

Services Billing

Easily manage accurate professional services billing, raise invoices and track payments

Revenue Management

Recognize and forecast revenue with ease and accuracy

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Get actionable tips and insight on customer onboarding, resource management and professional services automation via podcasts, blogs, whitepapers, product guide videos and our on-demand webinars.

Blog

A vault of knowledge from in-house & guest writers

Playbooks

Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform

Research

Industry trends and benchmarking

Podcast

Listen to all episodes of ‘Precursive Perspective’ with host Jonathan Corrie

Toolkits, templates, tips and more 

Events

Stay in the loop of what Precursive is up to

Webinars

Watch anytime, anywhere, on-demand

BY SOLUTION.

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PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

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RESOURCE MANAGEMENT

Staff projects faster with resource planning

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PROJECT MANAGEMENT

Improve your implementation experience

Professional Services / Services Delivery

Organize work and collaborate with customers

IT & Professional Services 

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches

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