Most of our Resource Hero customers think of resources as people in their company. Usually, these people are the ones allocated to multiple projects and clients.

We’re always pleasantly surprised when we see customers use Resource Hero in different ways. With our app, “Resources” can be anything in your company where time needs to be allocated, forecasted, and tracked. Additionally, “Hours” can be any unit of measurement for resources.

We have a product company who’s resources are people and their hours are “work effort points”. There are also companies that track equipment, where resources are iPads, monitors, cameras and hours equate to an entire day.

Here’s a deeper example of an education company who looked to Resource Hero to manage classroom capacity. For them, it’s important to fill up the classroom as much as possible and without over-booking the space.

In our solution, each “Resource” equates to a classroom and each “Hour” is a seat in the classroom. Each classrooms’ capacity threshold is set using Weekly Target Min and Max hour fields.

For example, if classroom A can hold up to 40 attendees, the Weekly Target Max Hours field is set to 40. Setting a minimum target capacity to 30 will allow us to see if we have less than 30 attendees registered.

We setup Resource Hero on the Salesforce Contact object because that’s where the company historically has tracked each student. When a student signs up for a class they can be assigned to a specific classroom resource. An enrollment manager, can now begin assigning students to classrooms while visualizing classroom’s capacity in real time.

For example, if Olivia signed up for a course that will be given in classroom A, we can add her as 1 registered student for the days she will be attending.

Our Resource Hero forecast matrix allows the enrollment office to use our color-coded utilization feedback to check whether seats are available without leaving the screen. Grey means the class is under the target capacity, red means the class is over over capacity, and green means it’s within target.

The solution also allows the team to easily generate reports and dashboards to see the “utilization” or class sizes across the entire institution.

This is one of many interesting use cases and adaptations of Resource Hero that bring true value to our customers.

Email us at [email protected] if you have any questions, like to discuss solutions, or have unique ways you’ve configured Resource Hero to your situation.

At Resource Hero, we strive to develop interfaces that save time in data entry and help you gain key insights into your business.

We know the struggles of getting teams to track time, so when we started working on our new Resource Hero: X23 release, we focused on reinventing mobile time tracking.

Drumroll, please…

Our latest Resource Hero update features the fastest mobile interface for tracking time that we’ve ever seen. No typing, no fumbling, no hassle. Within a few taps on the screen, people can track time to projects and get on to what’s really important.

It works directly within Salesforce1 (Apple iTunes and Google Play).

Get the latest version of Resource Hero at the AppExchange to access mobile time tracking.

Learn more about how to use and how to set up mobile time tracking.

Contact us if you have any questions or would like a demo.

Project management is no easy feat. In fact, less than 3 percent of companies seamlessly complete projects with success! But is it any surprise? Each team member has a unique role, deadline, resources, and budget — and trying to balance so many different aspects at once can be overwhelming. It’s no wonder things fall between the cracks. The good news? Many of these challenges can be avoided with good planning.

Foundation is Everything

Laying the right groundwork is critical to a successful project. Make sure you’re not setting your team up for failure before you even begin by avoiding these common mistakes.

1. Poorly Defined Goals

Starting a project without clear goals is like going on a road trip without a GPS. If the goals, deadlines, and benchmarks are not clearly defined, the project is doomed to fail.

Solution: Goals and deadlines should be discussed and solidified before anything else. Expectations should be clear, and everyone should be on the same page before moving forward.

2. Unrealistic Expectations

Expectations should be attainable, not impractical or flighty. When goals are unrealistic, you set your team up for failure and add tension to the project. And if team members are not confident in the work they are performing, the quality of the overall project will suffer.

Solution: Project managers should weigh out the skill sets of their team and the sensible scope of their abilities to get projects done within the allocated time frame and to the appropriate expectations.

3. Misaligned Objectives

The purpose of a project is to tackle one or more business objectives. Most projects start out strong but can lose focus of these overall objectives as time goes on. Without these objectives, the team will not see the value in the project.

Solution: Making sure that project goals align with business objectives in the initial kick-off meeting is key. Maintaining this focus will keep everyone on track and looking at the bigger picture.

4. Insufficient Team Skills

A team is comprised of different people with different personalities, skill sets, and communication styles. When working together, sometimes these differences clash with one another, causing misunderstandings, disagreements, and negative impacts on the project.

Solution: Knowing and respecting the different people on your team is important. Personality tests can help reveal more about team members, which helps determine productive ways to work with one another. When all resources work in harmony, projects flow effortlessly, morale increases, and the business as a whole benefits.

Be Prepared!

Using management software that can help forecast the project overall and keep track of individual tasks is a great way to set forth expectations that everyone can meet accordingly. And by implementing a management system at the outset, every team member knows their individual role, as well as how their work is contributing to the project’s overall success. Remember, as a project manager, you’re the leader. Your team is counting on you to be on the ball and make sure things are running smoothly. Are you ready to step up to the plate?

Challenges in Project Management: Crunch Time Issues

Even the best-laid plans hit a speed bump every now and then. The most effective project managers will be able to foresee some of these inevitable challenges and make game-time decisions that can be the difference between success and failure.

Here are some of the most common challenges projects face during implementation, and how to minimize the impact.

1. Lack of Accountability

When individuals fail to step up, parts of the project can fall apart and may even cause the entire operation to start to derail.

Solution: It is the project manager’s role to oversee the entirety of the project and hold each moving part accountable for their role in the bigger picture. A formal time tracking system can help make sure everyone is moving in sync with one another or make the project manager aware if anyone is starting to fall behind. Having this knowledge allows you to course-correct before it becomes a bigger issue.

2. Poor Communication

Projects require collaboration in order to be successful. Collaboration, in turn, is built on effective communication. Without strong communication, your team is doomed to fail. The most common issues around communication are a total lack of communication, unclear or misaligned expectations, and inconsistency.

Solution: Be consistent and clear, and do not be afraid to ask for feedback. By understanding your individual team members’ communication styles, you can facilitate understanding between the entire team.

3. Resource and Role Conflicts

For teams that take on multiple projects at once, it’s not unusual for roles to overlap and for resources to become scarce. Not only can this lead to frustrated team members, missed deadlines, and wasted time, but it undermines each team member’s progress and compromises the success of the overall projects.

Solution: Accurately tracking roles and time within a resource management software can help cut back on conflicts and confrontation. Take the time to review each project and understand what exactly is needed to accomplish certain goals before allocating the appropriate resources or divvying up tasks. By planning for these potential conflicts ahead of time, your team will be able to course-correct seamlessly.

4. Ambiguous Risk Management

It’s vital for project managers to know which direction to take in various “what-if” situations. If contingencies are not properly identified, the project can become flooded with unexpected issues.

Solution: Success is where preparation and opportunity meet. Together, your team should identify potential problem areas and define how to rectify those situations, should they occur. Planning for these events helps your team to confidently and swiftly transition, if necessary.

Choosing the Right Project Management Software

Implementing proper resource management software can help to eliminate many challenges, but with so many options, it’s important to choose the right one. Every business is different and each project manager has different strengths, weaknesses, and needs that should be met by their resource management software.

With Resource Hero, increasing profit margins has never been easier. Our software is a 100% Salesforce-native resource management and time tracking app that helps you streamline multiple projects to learn from real-time feedback. Is it time to begin looking at your options?

Schedule a Demo With Us

Agencies are built from creative and brilliant minds. For creatives to thrive, the environment must encourage employees to push boundaries, think outside of the box and find inspiration in all things. But like all businesses, great ideas need to be executed effectively in order to be profitable.

The creative industry screams innovation and excitement, but there are hidden, dark realities many agencies face.

“What was once one of the most fulfilling and glamorous of industries has become a grim sweatshop for the people who do the work,” explains Michael Farmer, CEO of Farmer & Company in a recent Forbes interview.

From ignorance of agency executives to painfully slow transitions into the digital realm, many client-agency relationships have be severed, leaving agencies struggling to stay afloat. Compared to the traditional 15% commission agencies once received on media buys, current budgets are much tighter and clients are expecting much more. So, how does your agency survive?

Smart Resource Utilization in Creative Agencies

Forecasting and allocating the appropriate resources, specifically team members, to complete client work on time and within budget is a ‘make or break’ factor for creative agencies dealing with strict budgets.

Common struggles agencies face with resource planning include:

Under or Overstaffing

All team members add value to a project, but when you have too few or too many resources, projects become chaotic and unprofitable. If you are short-handed, team members may become frustrated and feel overworked because they have too much on their plate. This can lead to missed deadlines or a decrease in the quality of work that is delivered to the client. Clients then take on that stress and begin to lose confidence in your team.

Likewise, if you have too many team members and not enough work to go around, company time is being underutilized. A great indication of overstaffing is an increase in labor costs but stagnant or decreasing sales. Not only will this hurt your financial statements, but your team will become bored and unmotivated without being challenged in the workplace.

Lack of Visibility and Communication

When project managers do not know their team’s schedule and workload, it becomes difficult to grasp their availability for new tasks and projects. Employees can become bogged down with extra work, especially if they are not willing to speak up. Not only will tasks pile up if workloads are not visible, but the team may also begin to lose sight of progress being made on the project.

Client projects have many moving parts and it’s easy to lose sight of the progression of the project if you do not know where the rest of the team stands. Complete visibility and consistent communication will keep the team working in harmony towards a common goal.

Deliverables are Out of Scope

When expectations are not clear from the start and resources are not allocated correctly, projects become messy…fast. Account directors and project managers must stay disciplined when setting expectations with clients. Nothing will hurt a client-agency relationship more than mismatched expectations midway through the project.

Invest the appropriate amount of time at the start of a campaign to clearly define deliverables and assess any potential risks that may arise to deter the project. Only promise what you can deliver—on time and within budget. If there are unexpected circumstances that arise which affect the scope of work, communicate with clients immediately.

Track Time for Billable Hours

Many agencies know their hourly rates and bill their clients accordingly. Therefore, it’s important to know exactly how much time your team is spending on each client. After all, time is money! Any work for a client should not go unpaid. Keeping accurate records of hours spent on a job is crucial to being profitable.

Without a project management software to consistently and accurately track the time you might struggle with:

• Consistent forecasting – Overestimating a time frame and budget because of inaccurate reporting can deter potential clients, but underestimating will leave a bad taste in the client’s mouth when it is time to go back to the drawing board and ask for more time or money.
• Sticking to the plan – If timelines and budgets are unrealistic, team members will not be able to produce quality work according to the original plan.
• Meeting deadlines – Missed deadlines lead to angry customers and additional money and resources that are not factored into the overall budget.

Tracking your team’s time spent on tasks builds more accurate reporting and allows you to pitch accurate estimates to potential clients from the start. The more consistent your estimates and actuals are, the more organized your project managers will be when distributing tasks to the team. Eventually, you’ll be able to adjust your prices to match your team’s performance and level of accountability.

If you already use Resource Hero, you know it leverages the power of Salesforce to track time and projects. The ultimate goal for most project managers is to then analyze this data, spot trends, and make changes for optimum efficiency. The problem is that it has been difficult to decipher at-a-glance trends within Salesforce’s Lightning Experience.

Many users find themselves switching back and forth between Lightning and Classic just so that they can take advantage of conditional highlighting. It’s not exactly efficient. But thanks to a new beta launch in the Salesforce Spring 19 release, you’ll be able to color code data within Lightning Experience with conditional highlighting — no switching required. In other words, your reports just got a whole lot easier to read and interpret.

Take this report, for example. It’s clear that there is some over-utilization happening here, but you really need to parse through the numbers to uncover any real trends.

Now, with conditional highlighting, you can much more clearly see these trends at a glance. Salesforce allows for up to five formatting rules and up to three bins per rule. Customize the color for each bin to see what you need in minutes.