Budgeting and demand capture
- Actuals, forecast, and budget predicted totals comparator – Build resource plans, manage budgets, and handle approvals—all in one system
- Automated project controls and configurable workflows – Simplify and define review, approval, and budget creation processes
- Budget templates and roll-forward historic plans – Reuse and roll forward past plans, saving you hours of planning and corrections
Real-time project financials
- Predict and plan for profitability – Create your resource plans and budgets in tandem, in one system, for crystal clear project financials
- Compare live actuals vs forecast – Don’t run into overruns, see how your scheduling decisions impact project financials in real time
- Automated profitability controls – Prevent overspend and protect profitability across your project portfolio on autopilot
Gantt chart scheduling
- Firm-wide visibility – Make strategic decisions with accurate visibility into firm-wide resource capacity and generate more revenue by charging for unscheduled project work
- Filters – Gain instant firm-wide insights on an intuitive Gantt chart and resolve clashes to improve utilization and project quality
- Bulk actions – save time with project templating and rolling forward complex projects in bulk, be confident in data accuracy and maintain team continuity across similar projects
AI-powered scheduling
- AI Assist – consider skills, qualifications, location, preferences, and availability to find the best fit people for your projects, and to help retain top talent
- AI Advise – Surfaces the best-fit suggestions to help you deploy resources quickly across your firm with the only AI-powered big picture scheduling engine
- AI safety – stay ahead of evolving regulations to safeguard data privacy, client confidentiality, and your firm’s reputation
People-first planning
- Skills matrix and preferences – Easily upload and update staff skill data to deliver higher quality, best-match resource allocation
- Suitability scoring – Balance workloads and banish burnout with optimized resource allocation across teams, powered by suitability scoring and real-time utilization alerts
- Self-serve assignment – Empower teams to suggest schedule changes, update their skills, and self-select unassigned tasks based on suitability
Reports and dashboards
- Customizable reports – Easy-to-use drag and drop interface to create and manipulate advanced reports from all data points on past, present, and future performance
- Accessible, real-time insights – Save, pin, download, and share reports directly from your dashboard or export for management decks
- Capacity, utilization & financial reports – Leverage real-time data on utilization, availability, and skills to optimize your bench, assess capacity for new work and plan for the future
Integrations
- 3rd party integrations – seamless integrations that unlock profitability and optimize your workforce
- Finance, HR/skills, time tracking – plan and price profitable projects, pull in your HR database to populate your resource pool and use timesheet data to compare resource time billed vs budgeted
- Implementation – tailored and personalized to support your business nuances with configurable options
Quality and governance
- Automatic notifications – boost your client experience by setting clear performance metrics and resolving issues early
- Full audit trail – rewind projects anytime to analyze how your projects run to plan future projects better
- Client restrictions – protect firm reputation by blocking resources from being assigned work that could cause a conflict of interest
Resource management software – frequently asked questions
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. Read more about 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.
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.
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.
All details about Dayshape’s product accessibility can be accessed on this statement.
