Smarter Resource Management & Workforce Planning

Optimize margins. Grow revenue.

Real-time project financials

Create your resource plans and budgets in tandem, in one system, for crystal clear project financials
Don’t run into overruns, see how your scheduling decisions impact project financials in real time
Prevent overspend and protect profitability across your project portfolio on autopilot

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Plan reliably. Act confidently.

Gantt chart scheduling

Make strategic decisions with accurate visibility into firm-wide resource capacity 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

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Optimize margins. Grow revenue.

AI-powered scheduling

Consider skills, qualifications, location, preferences, and availability to find the best fit people for your projects, and to help retain top talent
Surface the best-fit suggestions to help you deploy resources quickly across your firm with the only AI-powered big picture scheduling engine
Stay ahead of evolving regulations to safeguard data privacy, client confidentiality, and your firm’s reputation

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Inspire teams. Delight 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, powered by suitability scoring and real-time utilization alerts
Empower teams to suggest schedule changes, update their skills, and self-select unassigned tasks based on suitability

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Plan reliably. Act confidently.

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
Save, pin, download, and share reports directly from your dashboard or export for management decks
Leverage real-time data on utilization, availability, and skills to optimize your bench, assess capacity for new work and plan for the future

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Plan reliably. Act confidently.

Integrations

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 resource time billed vs budgeted
Support your business nuances with configurable and tailored integration options

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Inspire teams. Delight clients.

Quality and governance

Boost your client experience by setting clear performance metrics and resolving issues early
Rewind projects anytime to analyze how your projects run to plan future projects better
Protect firm reputation by blocking resources from being assigned work that could cause a conflict of interest

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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.