Resource and Capacity Management
The Marketing Teams seek a solution to streamline the management of marketing opportunities and the allocation of team members with diverse skills for effective deal handling. Assigning suitable resources to each deal is paramount, especially with increasing demand. Management aims to ensure efficient allocation as they anticipate future demands and opportunities. There's a pressing need for a solution providing management with greater transparency regarding team activities, resource availability for other tasks, and equitable workload distribution. Our Resource Capacity Management solution addresses these needs, offering functionality to enhance organisational understanding of optimal resource allocation and team capacity, thus maximising results and ensuring team well-being.
How does it work
Key Features
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Generate and modify opportunity resourcing specifics.
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Allocate and reallocate resources to opportunities.
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Include comments on pertinent opportunities.
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Track opportunities across multiple stages of the process, such as in progress, on hold, awaiting staffing, etc.
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Filter reports by various dimensions.
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Administer company holidays and block out periods.
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Deliver management a comprehensive overview of resourcing via a PowerBI report, showcasing team allocation, opportunities, and roles effectively.
Solutions Components
PowerApps
PowerBI
Power Automate
Outlook
OpenAI
BENEFITS
Improved Resource
Tracking
Track resource allocation and gain insights to optimise resource usage within your deals team
Transparent Opportunity Monitoring
Monitor deals across different stages, facilitating better decision-making and resource allocation
Streamlined Resource Orchestration
Easily assign, balance, and reassign resources to deal opportunities, for efficient workforce management
Customisable
Reporting
Filter reports by various dimensions to generate tailored insights to drive key strategic actions
Enhanced
Collaboration
Add comments to deal opportunities for better communication and collaboration among team members
Comprehensive Management View
Generate PowerBI reports, enabling management oversight on team allocation, opportunities, and roles