Wolf & Company chooses Dayshape to future-proof the firm with full-firm, centralized resourcing.

Kristiann Phelan, RMCP Resource Manager and Amanda Matczynski, Director of Data Services at Wolf & Company reflect on how the adoption has positively impacted the firm.

The challenge:
A disjointed approach to resource management

Wolf was previously using legacy systems (ProStaff), spreadsheets, and an array of different processes to schedule staff across their service lines. Some teams were scheduled by a resource manager, whereas engagement managers and directors scheduled others.

This fractured approach:

  • Lacked firm-wide visibility of staff capacity
  • Left them unable to turn data into insight
  • Burdened senior managers with unnecessary scheduling admin

The vision:
To unify 100% of service lines under a centralized resourcing strategy

To future-proof its operations, Wolf wanted to centralize their resource management approach and build a single resourcing team to deliver a consistent, firm-wide approach. The first step was to find a new resource management solution that would provide the visibility and granularity required to manage all of the audit, tax, and advisory, something their legacy solution couldn’t. This move will increase the billable capacity of senior managers who were previously scheduling work and unlock the opportunity to share resources, optimize utilization, and build a firm-wide view of performance. 

The solution:
Dayshape as an enabler to centralized and strategic resourcing

Engagement planning & budgeting

Challenge

Inability to plan and forecast for unconfirmed engagements

With ProStaff,  Wolf could only pull confirmed jobs from their practice management solution, Star (IRIS). This left them unable to reliably plan, budget, and forecast for prospect engagements. They used manual workarounds to preemptively block time in schedules, but this often led to clashes, sub-optimal utilization, and miscommunications between staff. Resource managers would also have to recreate engagements once the job was confirmed, resulting in hours of unnecessary effort and misaligned internal processes.

Solution

Optimized engagement planning and scheduling for maximum profitability

Using Dayshape, Wolf now has the functionality to implement a firm-wide strategy to efficiently plan, schedule, and roll forward engagements using the same process for all service lines. By strategically planning and approving resources and budgets in tandem, they can ensure the right amount of time and the right staff is allocated to maximize profitability and deliver work to the highest possible standard. By integrating Star’s actuals, Wolf has visibility of predicted totals in real-time as work progresses and takes proactive action to prevent overruns, rather than relying on month-old inaccurate reports and corrective actions.

“The future forecast analysis in Dayshape’s engagement economics is really powerful.”

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Reporting

Challenge

Inaccurate data and clunky reporting

Data quality issues left the firm unable to accurately report on the needed data. Their existing solution offered no configurations and relied on further data manipulation in Excel or cross-referencing with information in other systems. The reporting module was challenging to use, and reports for the whole business became the burden of a single resource manager. 

“Before we had no idea who was working on what, and what capacity everyone had. We’d send manual emails around the teams to ask who had availability when new work came in.”

Solution

Real-time access to data for better-informed decision making 

Reporting in Dayshape enables Wolf to act quickly, confidently, and more self-sufficiently and provides a single source of truth for crucial information. All teams can now run their reports on any data within the system, including their clients, staff capacity, and financial performance, and pin them to their dashboard to access them in seconds. Links to reports can also be shared with colleagues via a URL, saving others the time and effort of duplication. As a direct result, their resource manager now saves over 4 hours a week running reports for other teams, freeing up valuable time for them to execute other strategic projects.

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People first planning

Challenge

Lack of process and structure for tracking employee skills and preferences

As an 8x award winner for ‘best places to work, Wolf has always strived to deliver an optimal workplace for its employees. However, when considering staff career goals and preferences at the point of scheduling, this was managed in an ad hoc, manual fashion, with email communications sent between career coaches and the resource manager. This resulted in hours of additional admin and left room for human error and missed opportunities.

Solution

Investing in future career growth with skills-based scheduling

By consolidating certifications, previous experience, skills, and job preference data into Dayshape as the new system of record, Wolf is setting the foundation to embed and prioritize people-centric principles into their long-term resource management strategy. Dayshape’s suitability scoring generates a score for every resource, considering who is available to take on new work and who is best suited. This allows Wolf to invest in employee skill development and ensure outstanding client service is delivered every time. 

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Resource scheduling

Challenge

Inflexible scheduling with limited functionality

Previously, Wolf had to dedicate hours of unnecessary time per week to schedule work in their legacy system. Their resource manager could not quickly move the dates of tasks in bulk and often had difficulty locating engagements within the system. They also lacked insight into who was available to take on new work.

Solution

Intuitive, responsive scheduling for managing complex engagements

With Dayshape, Wolf can schedule efficiently and adapt to changes quickly. A drag-and-drop functionality allows work to be easily assigned and moved in bulk, color coding enables a clear distinction between tasks, and a search functionality finds engagements quickly.

“Having that visibility of everyone’s schedules, rather than having to search around in a spreadsheet is a big win.”

Suitability scoring and Gantt filters help to visualize and assess staff availability and utilization, enabling them to proactively prevent burnout while maximizing billable time for the firm. 

 “Now we can make sure we assign new work to someone with only 20 hours currently scheduled in a week, rather than someone with 40 hours.” 

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Podcast: Wolf & Company’s journey to centralized resourcing

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