How to define and implement your Resource Management process?
Agathe Placet
Content manager
August 24, 2023
4 min
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An organization, whatever it may be, is made up of resources and projects. The challenge and difficulty lies in carrying out current projects and in creating new ones while taking into account current resources, but also those to come.
If your consulting firm wants to extend its range of services to artificial intelligence services, for example, you will need to have a very clear visibility on your resources available at a given moment (cash flow, customer portfolio, recurrence of their requests, capacity and wishes to increase the skills of your consultants...) to estimate what you need to carry out this project.
In other words, you need to be able to precisely control your Ressource Management. Objective: frame risk-taking without restricting your ambitions.
But as much as this new adventure in resource management will permanently transform your practice, it will also require you to understand the different steps to follow as well as the tools necessary to succeed.
So this article aims to support you in this transformation by presenting you with the constituent elements of a Process of Ressource Management that works just like the necessary tools to deploy it.
Let's start at the beginning. To manage resources, you still need to know what resources need to be managed.
So the first step in your Resource Management consists in identifying operational and strategic skills, the budget, the technological tools, the methodologies, in short your resources...
In a consulting firm that is poorly equipped on the subject, a simple spreadsheet on Excel or Google Sheets might seem sufficient A prima facie to gather this data. But the ideal is still to use a tool dedicated to resource management and staffing in order to automatically take into account quantitative and qualitative changes in these resources.
The use of a software specific to Ressource Management is all the more essential as the Next Step Is the allocation of these resources. Again, the field tells us that an allocation of resources is rarely, if ever, fixed.
The delay accumulated on this or that project or the strategic importance suddenly taken on by this or that mission may justify reassignment of your consultants, for example.
Your resource management system must therefore also be in a position to take into account these changes, if possible in real time, and allow you to simply visualize the resources available at a given moment.
Continuously readjusting your resource allocation can be painful in the long run, as it is time-consuming and requires effort. That's why it's you imperative to learn from it and to understand what works well and what doesn't.
Analyzing data from previous missions and the resources allocated, or even reallocated, will teach you, for example, that this type of project actually requires more time and more skills in order to be deployed.
The phase of Resource forecasting is therefore intended to help you anticipate the necessary resources much better. so that your firm meets its client commitments on time... and within the defined budget.
And incidentally, this analysis of Data and the resulting foresight, allow you to control your recruitment, but also to limit your intercontract rate as much as possible.
The content is not worth much without the form, so all these lessons from your previous resource management operations should be yours. rendered clearly, and if possible visually, by your resource management tool.
Reporting is therefore the last step in your reporting process. Ressource Management. Again, you would benefit from feedback, and therefore reporting, in real time in order to be able to identify, for example, any project slippage as soon as it occurs.
Si Process your resource management undeniably allows you to professionalize and streamline daily work, you will nevertheless quickly realize, as we pointed out throughout this article, that the Ressource Management is also a matter of tools.
Your resource management requires you to collect, gather, dispatch, dispatch, cross, analyze, or even connect data (skills, availability, development wishes, employee turnover, allocation of tools, etc.).
Your possibilities are thus available in 3 types of tools:
Take the case of Napta. Of project monitoring and management features to those allowing centralize all the needs of your business units through the possibility of connect your other tools such as your ERP or CRM, the software, although not custom built for your practice, covers almost all of the Use Cases of staffing.
For any company that wants to function optimally on a daily basis, but but also of Grow peacefully, the Ressource Management turns out to be simply a An essential step. But there is no efficiency without processes and without tools.
By defining how your resource management works through the five phases seen above (the stages of identifying, allocating, using, forecasting and finally reporting your resource management) and by providing yourself with tools designed and built specifically for this staffing task, you greatly increase your chances of successful resource management.
Do you want to go deeper into the subject? We have lots of resources at your disposal to help you go further.
In addition to this subject, find our checklist”Succeed in your digital transformation project every time”.
Also discover our guides, templates and checklists in the Resources tab.
See you soon at Napta!
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