Talent and Resource Utilization Dashboard with Salesforce Einstein Analytics
Their program management and delivery methodologies are designed to fast track customer success.
- (1888PressRelease) October 21, 2020 - Talent and Resource Utilization Dashboard with Salesforce Einstein Analytics
The client is a hi-tech professional services firm with the sole goal and aims to cater to the best class services. They have a cultivated proven set of processes, methodologies, deliverables, and techniques to ensure their solutions and support services yield the best results for our clients.
Their program management and delivery methodologies are designed to fast track customer success.
Challenges
An expanded ability to fulfill the demand for services in the partner channel
Ability to curate a professional services portfolio that is value-driven
Map the strengths of resources and track their service portfolio
Determine bench strength for capacity planning
Optimizing services and sales collaboration to increase revenue growth
Focus increasingly on value and outcome services
Solution
An AI-powered Einstein Analytics (now Tableau CRM) dashboard was created to show leaders how much they can expect from their teams so they can conduct better resource planning, identify possible gaps and allocate resources where theyre most needed.
Adding the custom fields to show different employees data in a single dashboard
Configuring the project section in the dashboard to visualize project details
Enabling resource utilization matrix to let clients get detailed information about project teams
Resource management dashboard overview was added to enable visualization of employees demographics & certifications
Adding visual scenarios to prepare for unforeseen circumstances like budget changes or loss of resources
Benefits
Talent utilization dashboard enabled effective managing of entire resources improving employee contribution and productivity with the following benefits:
Smarter scheduling and hiring decisions were made after analyzing the utilization of resources
Each resources utilization score can be viewed for any selected timeline - be it a particular day, week, a month, or more
Projects were managed with better visibility and transparency, reducing the risk of oversights
Monitoring the teams productivity and utilizing resources to their maximum potential helped derive a better ROI
It paved the way for operational analysts to compare billable and non-billable utilization of resources
Understanding the overall resource allocation and planning future engagements based on the availability of the employees
The talent and resource utilization dashboard offer one source of the truth
https://crmit.com/customers/resource-utilization-salesforce-einstein-analytics.html
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