What is resource management software?

Resource management software, also known as resource planning or resource scheduling software is a tool used to plan, schedule, and allocate organizational resources. In accounting, resource management software is used to maximize the value and potential of the time and skills of the accounting professionals employed by the firm. Dayshape’s AI-powered resource management software is designed to streamline and automate resource and engagement management practices, helping firms to manage tasks across complex client projects.

Why use resource management software?

For many professional services firms, resource management software is essential to manage, support, and best utilize the firm’s most valuable asset, their people. Using resource management software, firms can increase the efficiency of resource scheduling and utilization, improve profit margins, and positively impact client and employee satisfaction. Some of the key benefits of Dayshape’s dedicated resource management solution include automated project controls, configurable workflows and the ability to manage resources and project financials in real time.

Who uses resource management software?

Resource management software is primarily used by resource and engagement managers to plan, budget, allocate, and schedule resources across client projects and tasks. In accounting, another key user would include engagement partners, who are ultimately responsible for budget approval, engagement quality, profitability, and performance. Practitioners would also use resource management software to view and make suggestions to their work schedules.

How can resource management software increase efficiency?

The most efficient way to measure and optimize your firm’s resource and engagement management practices is to use a powerful resource management software solution. As accountancy firms grow and take on more complex projects, the number of staff, processes, and decisions to be managed will increase. By streamlining the resource scheduling process and resolving clashes quicker, resource management software can increase efficiency, save valuable time, and allow teams to focus on more strategic tasks.

Where can I read about Dayshape's product accessibility?

All details about Dayshape’s product accessibility can be accessed on this statement. Dayshape Accessibility Statement

Smarter Resource Management & Workforce Planning

Combinatorial AI at the core

Our AI scheduling optimization engine, Advise matches the right people to the right work at the right time across your whole portfolio, evaluating millions of resourcing combinations in moments.

An impactful agentic layer

On top of Advise and the masses of data Dayshape holds, we’ve layered a squad of AI agents including:

Data insight agents that let users interrogate Dayshape data in Teams and Copilot
Solution agents that analyze complex resourcing problems and recommend optimized actions
Autonomous agents with smart 24/7 alerting and fixes to minimize operational and performance risk

AI-powered. Human-approved.

AI-powered resource scheduling

Our AI scheduling engine, Advise, resources simultaneously across your entire portfolio, not one project at a time
Identify the best match between people and work, based on skills, availability, and commercial impact
Rich data enables teams and AI agents to make better, forward-looking decisions, reducing bottlenecks, avoiding gaps, and improving utilization across the portfolio

Explore AI-powered scheduling

Agentic capabilities. Unlimited possibilities.

Transformational AI agents

Put the power of Advise and Dayshape data straight into partners', managers' and practitioners' hands through Teams and Copilot chat
Data insight agents provide instant, seamless access to all Dayshape’s rich operational data across all levels of your firm
Solutions agents perform deep analysis, provide optimized solutions to complex operational problems and build teams using Advise

Learn more about AI agents

Product-People-First-Skill-Based-Allocation

Boost profitability. Streamline projects.

Real-time project financials

Create your resource plans and budgets in tandem, in one system, for crystal clear project financials
Make decisions using up-to-the-second data with changes in demand, availability and engagement performance reflected
Give teams visibility into overruns and scope creep as they emerge, so there's still time to course-correct before margin takes the hit

Manage your project financials

Plan reliably. Act confidently.

Gantt chart scheduling

Make strategic decisions with accurate visibility into firm-wide resource availability, and generate more revenue by charging for unscheduled project work
Gain instant firm-wide insights on an intuitive Gantt chart and resolve clashes to improve utilization and project quality
Save time with project templating and rolling forward complex projects in bulk, be confident in data accuracy and maintain team continuity across similar projects

Learn more

Inspire teams. Impress clients.

People-first planning

Easily upload and update staff skill data to deliver higher quality, best-match resource allocation
Balance workloads and banish burnout with optimized resource allocation across teams, AI agents and real-time utilization alerts
Empower teams to suggest schedule changes, update their skills, and self-select unassigned tasks based on suitability

Our people-first planning

Analyze performance. Track trends.

Reports and dashboards

Easy-to-use drag and drop interface to create and manipulate advanced reports from all data points on past, present, and future performance
Data insights agents put the power of Dayshape’s data straight into the hands of partners, managers and practitioners through Microsoft Teams and Copilot chat
Leverage forward-looking data on utilization, availability, and skills to optimize your bench, assess capacity for new work and plan for the future

Upgrade your reporting

Sync tools. Enhance insights.

Connected platforms across your business

Unlock profitability with seamless integrations that optimize your workforce
Plan and price profitable projects, pull in your HR database to populate your resource pool, and use timesheet data to compare billed vs budgeted resource time
Support your business nuances with configurable and tailored integration options and powerful partnerships with Workday and Microsoft

Create seamless integrations

Streamline oversight. Elevate standards.

Quality and governance

Boost your client experience by setting clear performance metrics and resolving issues early
Rewind projects anytime to analyze past performance and strengthen future planning
Protect your firm's reputation by blocking resources from being assigned work that could cause a conflict of interest

Protect firm reputation