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How a Resource Planning Software Helps in Improving Customer Relationships

6 Mins read

As a famous quote says, “By Failing to prepare, you are preparing to fail.” Everyone starts with one key objective in mind when planning for a project or a service – to satisfy their end customer. Your product or service may be great, but how and when you deliver it will make a big difference. So, before getting into any project, what should be your first step? Well-thought-out resource planning can not only help in delivering flawless projects on time but also enhance customer relations. But how does that happen? One of the many advantages of resource planning software is its capability to integrate with other tools or systems to provide you with streamlined management solutions. There is resource planning software that promotes efficiencies, helps enhance productivity and performance, and lots more.  

A Resource Planning Software Benefits Your Business and Enhances Customer Relationships

For any business to flourish in today’s dynamic world, you need to have an accurate forecast and a consolidated dashboard displaying all customers or probable customers to find out ways to expand the business and sell faster. Implementing resource planning software helps organizations to execute their projects in a more streamlined fashion, deliver the perfect output within time and established cost, and ensure that the customer is happy. Read on to find the benefits of such a tool and how it can improve your customer relations eventually.

Completely automating and streamlining the resource planning process

Resource planning is not just planning for various resources on a project but also planning in a way that you can stay within the budget and improve your operational efficiencies. So how can you do that? Doing away with all redundant or manual tasks and aiming to automate them is one such step. One of the challenges faced by project managers is manually juggling resource planning, scheduling, and resource management. This becomes even tougher while working with remote teams. Implementing resource planning software assures that automatic updates take place on a regular basis. This tool also aligns the resource demand and supply, enabling you to gain clarity about the precise hiring requirements. Thus, if there is any resource or skill shortage, it can be flagged easily, and resource planning becomes streamlined and easy. A resource planning software also provides real-time updates regarding the overall capacity, performance, utilization, profitability, etc.

Improves communication between resources and teams

Another huge benefit of using resource planning software is that it helps to improve coordination and collaboration between various resources, teams, and departments. A project could have multiple people in different roles involved. For a smooth and timely delivery of the project, all concerned people must stay connected and communication is easy. A resource planning software ensures smooth coordination between various resources and it also provides real-time updates to internal team members and clients. It is very easy for anyone to share data, ask queries, or status updates with each other instantly. This kind of collaboration helps to gain visibility and clarity and also enhances customer satisfaction.

Better user experience

If your backend business processes are streamlined, your clients will benefit from it. Businesses that use modern, AI-enabled and cloud-based resource planning software can notice better customer service and satisfaction. This is because such organizations have a holistic view and clarity of the customer as the customer history, projects, etc. This data provides an edge to the project managers to plan and prioritize the customers and projects accordingly for long-term and high-value customers. More streamlined operations and processes allow for timely delivery and projects to stay on track in terms of cost too.

Customization options

A top-rated resource planning software offers customization options as well. What do we mean by that? The tool allows you to add different categories, design various custom views, etc. as per your requirement. Such a tool also enables you to shortlist or filter people using their names, designations, roles, expertise, experience, etc. A top-rated resource planning software like eResource Scheduler provides custom fields. You can use these fields, even input a description for the team members and do customizations as per your need or as is required for your business. 

Graphical dashboards and detailed reports to serve your customers better

The right resource planning software eases the lives of project managers with its project management services. Imagine if you could easily pull out utilization data for a resource or a team, track productivity, fetch availability reports, and make visual dashboards in just a few steps. Having access to important data enables to make well-informed decisions and improve performance, profitability, and improve customer relationships. With an automated skill matching feature, you can plan the resource requirement for the near future easily, assign multiple tasks to an individual or a team, and manage your capacity. If you want to understand some data or explain it to your client in a better way, it’s very easy with this tool. Simply configure the reporting views and get the data in a comprehensible format. 

Proactive and quicker service 

Resource planning software allows organizations to provide their services or product solutions to their clients a lot quickly and without hassle. If the sales or operations team has the relevant data handy, they can find the potential requirements or challenges, offer solutions to the customer proactively, or develop better products or services for them. Such better and faster service eventually leads to higher customer satisfaction.

360-degree view of the organization-level resource pool

A Resource planning software enables project managers to view and find data about various ongoing projects and resources on a single screen. You can also see the entire resource pool in the business and check their availability, utilization, how are they aligned in the near future, etc. The managers can even compare resource planning and allocation across various projects and aim to maximize their resource utilization. Tools such as eResource Scheduler come with a resource overload indicator that flags if any resource is overbooked or over-burdened.

Clarity about what to scale and the best time for it

In this dynamic world, businesses tend to go through peaks and troughs. At times, your team might be overloaded, but some other time of the year may be lean. Work volumes also go up drastically when your organization gets new business or customers. Though it is acceptable for any resource or team to manage some extra workload for a few days, however, being overbooked on a constant basis would lead to dissatisfaction, burn-out, and eventually attrition. Resource planning software provides you with accurate forecasts of future hiring and resourcing needs, which helps in comprehensive resource planning. which accurately forecasts any future resource needs. It also guides in deciding when to hire people with what skills.

Removes discrepancies and enhances transparency 

Resource planning helps in framing a definitive structure or plan where you can determine the hiring needs and set the priority of all the critical tasks and activities. Resource planning software comes in handy in managing resource planning, allocation, scheduling, management, and resource optimization. All the resource utilization, productivity, availability reports, dashboards, etc. can be easily pulled out by using the resource planning tool. With automated updates happening in real-time, such a tool provides a transparent environment and helps everyone to be on the same page. It also eliminates any scope for misses and discrepancies and improves collaboration and customer satisfaction. 

Reduce administration costs

When organizations use manual tools like spreadsheets for resource planning and management, there is a possibility for errors to creep in. It is also a very outdated and time-consuming method which also adds up to the administration costs when there are too many resources. In contrast, resource planning software is a centralized online platform or repository or your projects and resources. That’s not all. Such a tool also enables enhances profitability by streamlining resource management, better utilization, higher revenue, and cultivating better customer relationships.  

Take a Free Trial of eResource Scheduler Cloud and get Personalized Support

eResource Scheduler is a top-rated Cloud-based resource scheduling tool that offers optimal solutions to resolve resourcing issues, identify probable challenges, and enhance the customer’s trust in the organization. This tool comes in handy if you wish to streamline your resource planning, management, utilization, project management, etc. Choose the most suitable plan for this resource planning software as per the number of resources in your organization or your specific requirements. Sign up for a free trial and enjoy benefits such as personalized support in the configuration process. This leading tool’s brilliant features like the intuitive interface, unlimited projects and bookings, user access rights, resource request, gap reporting, timesheet module, etc. make it a popular solution globally. So, implement this multi-user tool to have a seamless resource planning and project management process and take your customer relationships to the next level.

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