Product Basics
What is resource management and why should I care?
When people feel inspired, motivated, and supported in their work, they do more work — and that work is significantly less stressful on their overall health and wellbeing.
– Gallup
Do you know how busy your team will be?
Resource management is how you plan, allocate, and optimize your people for projects. Resource planning is essential for project managers and service directors. With good management, you safeguard the delivery of service and ensure your team has a balanced workload.
Resource management software involves features that find the best-suited people to the right projects at the right time. Beyond supporting current projects, resource management apps need to provide insight that helps managers be more efficient in the future.
Problems we face without resource management
Any department with people working on multiple projects will find itself struggling with the following pain points.
Unbalanced Workload
Assign resources to multiple projects or Salesforce objects. Resources can be anything like people, equipment, or credits.
Gut-feeling decisions
Making staffing decisions based on hunches, and gut feeling without quantitative data.
Poor work forecasting
Unable to confidently say how busy their team and service pipeline will be weeks and months into the future.
Time-consuming reports
Spending too much time cobbling together data from separate tools and spreadsheets.
Inadequate refinement
Not properly equipped to use past data to improve the accuracy of future work and service efficiency.
No solution fits
Finding other resource planning solutions too expensive, overblown, or inflexible for their needs.
Successful projects come from successful teamwork
Balancing productivity, profits, and customer satisfaction happens when teams work together. This is why Resource Hero gives your sales, service, and delivery teams the features they need to manage expectations and keep the work moving.
Project Managers & Service Leaders
- Optimize and manage your resource pool
- Account for utilization when planning work
- Compare forecast vs. tracked time
- See company-wide resource utilization
Service Delivery & Production Teams
- See your projects with allocated hours
- Track time easy and conveniently
- Know where you stand in your work
- Keep your vacation in mind when allocating
Account Managers & Service Sales
- Plan timelines with workload in mind
- Get the team to optimal utilization
- Manipulate and optimize your project
- View real-time project health stats
Executive Leadership & C-Suite
- Get insights that guide your business
- Run reports on revenue pipelines
- See utilization and profit
- Uncover more by slicing the data
The core features of Resource Hero
Resource Hero works on top of Salesforce, the world’s #1 CRM system. Our app gives service and production managers a way to easily track projects and people’s workload. On top of that, the people who are performing the work can quickly track their time. Putting all this data together gives managers access to invaluable insights, allowing them to make informed and confident business decisions.
Forecast Workload
Assign resources to projects, forecast their work hours, and create the best project scenario.
Track Time
Build accountability across the team by giving them the tools to track time in ways and places that make sense.
Get Insights
Course-correct faster and gain organization-wide insights with essential project reports, charts, and dashboards.
Manage Resources
Create and manage resources representing people, roles, equipment, or anything else that the service needs.
Customize
Adapt our interface around existing processes and extend functionality with native Salesforce capabilities.
Integrating
Join forces and combine with other apps and objects inside and outside the Salesforce 360 ecosystem.
