Running a services business or organization is tough!

We know this because we’ve struggled to balance employee workload, project demand, and overall profitability. Resource Hero helps you get past these struggles in a way that’s cost-effective, easy to use, and customizable.

It’s resource planning with workload balance in mind and the application of choice for companies seeking a resource management solution built on

Find us on the Salesforce AppExchange to install and start your free trial.



Resource people vs classrooms

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.

Screenshot of resource detail fields: Resource name, Target Min Hours, Target Max Hours

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.

Screenshoot of Resource Hero forecast matrix using Classroom names instead of people

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.

Sample report showing forecasted hours per classroom

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.




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.



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



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.

report before

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.

report after

The best news of all? Resource Hero customers can start taking advantage of this as soon as they are upgraded to the Salesforce Spring 19 release!














You’ve probably heard the phrase “remember to track your time” enough that it’s ingrained in your head and possibly may even cause you stress.

The Bad News: Time Tracking is Essential

Quantifiably knowing where people spend their time is critical for any business. And the benefits far outweigh the perceived challenges.

Essentially, time tracking allows any employee to understand how much time they’re spending on everyday tasks. It helps accurately forecast production workload, and glean insight needed to create efficient business workflows.

The Good News: It Doesn’t Have to be a Time-sucking Chore

Yes, time tracking is necessary, but it doesn’t have to be evil. Here are our top three best practices for getting even the most hesitant team on board:

Take a stand

Every minute wasted on inefficiencies can translate to a customer, patient, or other individual waiting for help. By taking a stance and making tracking mandatory, you’re implementing a level of accountability and focus for your team.

Leverage existing processes

The easier you make time tracking for your team, the more likely it is they will do it. Our app allows you to track time from multiple places: from your Salesforce screens, on the Salesforce mobile app, and on Outlook.

If your time tracking tool doesn’t necessarily gel with your team’s workflow, you can set your own rules, for example, that time tracking must be updated daily. Do what works best for your team. One marketing communications company linked a time tracking system to their beer fridge so the fridge wouldn’t open on Friday until everyone tracked their time!

Find software that makes it easy

Salesforce is a highly customizable tool that we’ve leveraged at Resource Hero to allow you to easily track time from desktop or mobile—anywhere, anytime. Whatever app you choose, you’ll want to find one that’s:

  • Well-designed and easy to use
  • Capable of exporting and compounding time tracking data with other data (such as forecasted hours or profit margin)
  • Able to track both billable (client paid) work as well as non-billable (internal non-paid) work

Be a Time Tracking Advocate

Bringing the idea of time tracking to your manager or project manager is an excellent way to show you’re looking to push your team towards efficiency. Highlight tangible deliverables like:

  • Insights based on historical, personal, and business data (not hunches)
  • Realistic projects schedules based on past data
  • Profitability metrics by project and resource

The bottom line? Time tracking can make the difference between an overworked, stressed-out team, and a well-oiled project machine!

Want to hear more about how Resource Hero can help you track time in a way that works for your team? Schedule a demo with us.



Do you find your team is always working well beyond business hours and timelines and commitments are not being met? Is there a sense of frustration from all involved in the project?  If this sounds familiar, let’s get comfy and talk about project management.

Successful products, events, campaigns, and services come to fruition when the team moves like a well-oiled machine. How do you get started? Well, let’s begin with the basics.

Methods of Project Management

There are three popular methods for project management. While it’s important that you find the best method for you and your team, these methods have been proven to be extremely effective.

1. Waterfall

The Waterfall methodology is sequential.  Everything has a domino effect—step two can only be completed if step one is completed first. It is heavily requirements-focused and necessitates more documentation because you need to have a very clear idea of what the project demands before proceeding further. The Waterfall method is shown in the diagram below:


As the diagram depicts, each stage is independent and cannot be worked on until the previous stage is totally finished. The Waterfall methodology for project management works best when applied to short, simple projects that have clear and fixed requirements.

2. Agile


This fast and flexible approach is free of top-heavy requirements and is adaptable to requirement changes within the midst of a project. There are no fixed stages in this methodology, thus giving your resources more freedom to experiment and improve when necessary. The Agile methodology can be seen in the diagram on the right:

This approach is best for projects that do not have a finite goal set but instead have ongoing releases over a long period of time.



3. Hybrid

The Hybrid approach, as the name implies, is a combination of the Waterfall and Agile methodologies. It takes the best parts of both Waterfall and Agile and combines them in a flexible yet structured approach that can be used across different projects.


Key Aspects of Project Management

There are a number of attributes that comprise successful project management. Here are our top ten:

1. Align Scope, Deliverables, and Requirements

Have you ever gone to the grocery store without a list? If you’re like us, you got a bunch of stuff you didn’t really need (especially if you were hungry when walking in), and you forgot the things that you really did need to purchase! Trying to complete a project without a resource plan, timeline, and scope of deliverables is just like that—every day urges will get in the way of your overarching goal.

Make sure to set expectations with everyone in regards to what is being delivered and when it will be delivered. Continue to restate and realign these expectations often.

2. Communicate a Shared Vision

Have you ever played chess and had an amazing plan of attack, only to find that plan foiled by your opponent’s immediate next move? In chess, you have to quickly adapt, and project management is no different. Except that there are multiple people involved in the project and no one will have a clear picture of everything all the time. Regardless, your team will have to adjust on the fly and you want to make sure those adjustments fall in line with the overall objective.

To help ensure everyone can make good, autonomous decisions, it is important to communicate an overarching objective. To take it one step further, tie that objective to a common benefit of people on the team. When people have a shared purpose, they have more passion as well as confidence in their decisions.

3. Plan Realistic Tasks

The demands of business can be overwhelming and attempt to “do more with less” can backfire with low-quality deliverables, missed timelines, and overworked people. As project managers, it’s easy to write and assign a task, but the actual time and effort it takes to carry out that task by your resource is another story altogether.

As you plan activities and tasks, it’s important to ask yourself and your team questions such as: How long will this task take to complete? Does the person it’s assigned to have enough bandwidth to take on that task? Is the task assigned to the person with the right skill sets?

4. Set Clear Expectations

While the team is accomplishing the project piece by piece, you need to have someone to see the progress as a whole and make sure what’s being built meets the overall objective. How many times have we followed the instruction manual when putting together furniture to find that the final product looks nothing like the picture on the box? The last thing anyone on the project team wants is to re-do their work.

To ensure the team is always moving forward and in the right direction, set clear expectations with your leadership, stakeholders, and clients. Communicate proper expectations around what can and cannot be achieved, by when, by who, and for how much. Allow them to see progress at regular intervals.

5. Identify Risks

Risks are anything that could potentially impact the scope, timeline, budget, or overall performance of a project. While all project managers would love to avoid risk at all costs, projects rarely move according to plan. That’s why it’s important to remain flexible. Your risk management plan shouldn’t only be reactive, but also incorporated into your planning process to determine where issues may arise.

By identifying and analyzing risks, you will be able to adapt quickly and respond effectively to any threats that arise throughout the entirety of the project.

6. Develop Subject Matter Expertise

As project managers, we juggle a lot of responsibilities and therefore need to know “enough to be dangerous” in every aspect of the work our team executes. From the platforms and systems to the risks and possibilities, we must be able to communicate and have intelligent conversations with our team members, clients, and stakeholders. Because project managers oversee the entire project, a certain level of understanding is critical to communicating and efficiently progressing your projects.

As new projects arise, look for opportunities to continue learning and expanding your skillset. Think of yourself as the captain of the ship! From planning your route to manning the wheel and providing for the crew, it is your duty to lead the team ashore safely.

7. Utilize the Right Tools

Successful project management goes beyond just the team members that are involved in completing the project. It also includes utilizing the proper tools as well. All projects require resources and those resources could be in the form of software or people. That’s why you should take your time evaluating the software that is best for your team. A quality project management solution should include:

  • Project Planning
  • Team Collaboration
  • Time Tracking Capabilities
  • Reporting
  • Budgeting & Forecasting
  • Quotes & Invoicing
  • Seamless Integration into CRM

The most successful projects are accomplished when the scope is followed closely and projected deadlines are met through the collaboration of manpower and technology.

8. Maintain Quality Assurance

In the simplest of terms, quality is directly related to meeting certain standards. It’s easy to become frustrated when determining the project isn’t up to par once everything has been completed. Quality assurance is a proactive approach to ensuring the project is produced the right way and in an efficient manner.

In order to deliver high-quality work, teams need to understand project requirements and expectations. By consistently assessing the quality of work, teams can deliver successful projects and avoid unmet requirements and deadlines.

9. Constantly Review and Share Progress

As a project manager, it is your responsibility to ensure the project’s progress is tracked and reported properly. This will allow you to track the execution of the project against its original plan to guarantee the project continues to stay its course.

Be sure to keep all parties in the loop. By delivering status reports that are easy to follow, you will build transparency and establish trust between your team and the project’s stakeholders.

10. Continuing to Improve Process

Every project is a new opportunity to learn and improve, so take it as such. What worked really well to successfully deliver a project? What mistakes did our team make along the way? Is there something we should avoid next time? How can our team be more prepared when things go awry? These are all important questions to ask yourself when a project wraps up. Hindsight is usually 20/20.

Failure is a stepping stone. While it is necessary, it is crucial that your team does not make the same mistake twice. With each project, your team should become stronger and identify new ways to continue improving your process.

Project management is essential when moving initiatives that involve multiple people and multiple projects forward. If it’s not managed properly, you have the potential of needlessly spending more time and money than anticipated. Resource Hero is an app built for project managers to better forecast for their people on projects. If you’d like to learn more about how Resource Hero can help you manage your projects, call us.




There are many parts to juggle in a single project. At any given time, project managers are posed with difficult challenges that can delay or derail the success of a project. But when each part is moving together and working in harmony, projects can be delivered on time, within budget, and up to expectations.

Manage Projects Like a Champ

While there is not a magic trick that can completely ensure the success of a project, there are numerous ways project managers can work smarter, not necessarily harder, to lead their team to victory. Fine-tune processes and deliver remarkable results by following Resource Hero’s top recommendations to improve project management.

1. Know the Project Inside and Out

The project manager serves as the ring leader of the project for their team. They need to serve as an expert when it comes to understanding the project as a whole. What are the goals of the project? When are the due dates and deadlines? What are the team’s benchmarks? Who is involved and what are their roles? Make sure to ask clients and stakeholders appropriate questions needed to be able to answer these questions for your team.

Without structure and clear direction from the ring leader, the entire project becomes a circus. Provide your team with the framework they need to execute their individual roles well and contribute to the overall success of the project.

2. Identify the Project Requirements

What skill sets and how many resources are needed to complete the project? What additional resources will contribute to the success of the project? How much time and budget is required to see the project through? The answers to all these questions are critical to determine before the kickoff of the project.

As the liaison between the stakeholders and internal resources, the project manager needs to set clear expectations around what will be delivered, by when, and at what cost. If there are any discrepancies, projects become unmanageable and unprofitable. After evaluating all information, project managers must determine how resources will be used to execute the project. Create detailed task plans to serve as a road map for success. The more organization there is at the start of the project, the easier it will be to stay focused and hold team members accountable throughout the entirety of the project.

3. Communicate Effectively

If you’ve heard it once, you’ve heard it a thousand times, but we will remind you once more—communication is key! Communication is never perfected, but rather a skill that can always be improved. Project managers must understand what to communicate, to whom, at what time, and through which platform. Throughout the duration of the project, effective communication could be the difference between missing and meeting a deadline. Projects are constantly evolving and it’s imperative to keep everyone on the same page.

Communication also goes well beyond just talking at people. It is just as important to actively listen to others and create an environment where team members and stakeholders are comfortable enough to voice their thoughts. As the project goes on, some team members might have new and improved ideas that should be shared and encouraged.

4. Remain Flexible

Uncertainty is a fact of life. When you have multiple human resources working on a project, there is a level of unpredictability that must be factored into the project. Team members get sick, go on vacation, or simply have an off day and it all can contribute to the outcome of the project. The structure is a necessity but teams must remain agile to recover from any unexpected shifts in a project’s scope or demand.

Always look for potential threats at the start of a project and prepare for them. Give your team some flexibility or build in “buffer time” for each deadline in order to help improve the quality of the final product as well as ensure timely delivery.

5. Accountability and Time Management

“You’re only as strong as your weakest link.” If one of your team members drops the ball or falls behind, the whole project can shift. Empowering each team member to hold themselves accountable for their part in the project is the best way to ensure project completion and quality assurance.

Time management is essential in the workplace. Understanding how to organize and make the best use of your time on a daily basis helps to boost efficiency and productivity across the entire team. Implementing a time tracking system in your organization produces data that allows project managers to better forecast resources for projects and empowers team members to make the best use of their time.

6. Use a Resource Management Tool

Technology makes life easier. Platforms, like Resource Hero, simplify tasks and automate processes. There’s an endless amount of software to choose from so finding the best solution for your team should be a top priority.

As a project manager, you juggle multiple responsibilities on any given day. Resource management tools allow you to optimize workflows with ease and evaluate the progression of the project. The status of a project is no longer a guessing game. Software, like Resource Hero, offers easy-to-use solutions that integrate all key aspects of project and resource management into one platform in order to take your business to the next level.

With a strong project management process in place, your team will be able to grow and scale like never before. Take a look at all aspects of the project manager role and identify areas of improvement—each plays an important role. If you take the time to implement any of these tips effectively, you are well on your way to creating something powerful.