Resource management with Teambook: an indispensable tool for optimizing your projects

In an increasingly competitive business environment, effective human resources management has become crucial to the success of projects and the overall performance of service companies.

Teambook, a highly acclaimed resource management software, responds to this need by offering a comprehensive and flexible solution for planning, allocating and tracking resources in an intuitive and optimal way.

Why is good resource management essential?

Before diving into Teambook’s features, it’s important to understand the challenges of effective resource management:

• Optimize productivity: by assigning the right people to the right projects at the right time, you maximize the efficiency of your teams.
• Cost control: precise planning helps to avoid costly overstaffing or understaffing.
• Respecting deadlines: with a clear view of resource availability, you can better plan your projects and meet your commitments.
• Employee satisfaction: a balanced workload and assignments tailored to each individual’s skills encourage commitment.
• Agility: the ability to rapidly reallocate resources enables us to adapt to change.

Teambook: a complete solution for resource management

1. Centralized information

Teambook acts as a central hub, bringing together all the essential information on your employees and projects. No more scattered Excel files! With Teambook, you get a clear, up-to-date overview of :

• Detailed employee profiles (skills, daily working hours, public holidays depending on location, etc.).
• List of current and future projects
• Team schedules
• Everyone’s workload

This centralization greatly facilitates decision-making and communication within teams.

2. Intuitive, visual planning

One of Teambook’s strong points is its particularly intuitive visual interface. The live timeline lets you see at a glance :

• Allocation of resources to different projects
• Periods of overload or under-utilization
• Allocation conflicts

For example, if you notice that a senior developer is overloaded over the next two weeks, you can easily copy and drop some of the tasks onto another available team member.

3. Intelligent resource allocation

Teambook goes beyond simple visualization to help you make the best allocation decisions. Thanks to its efficient filtering system, Teambook can take into account the skills required for each task.

And, thanks to the management of part-time work and specific schedules, you can immediately visualize the current workload of each employee and identify possible availabilities!

4. Time sheet and budget/actual comparison

Resource management doesn’t stop at planning. Teambook also offers powerful functions for time tracking and cost analysis:

• Pre-filled timesheets for easy data entry
• Real-time comparison of planned and actual times

These tools enable you to quickly identify deviations and adjust your planning accordingly. For example, if you notice that a project is consuming 30% more resources than planned, you can immediately react by reallocating staff or reviewing the scope with the customer.

5. Medium-term capacity management

Teambook not only provides an operational planning module, but also helps you to develop a medium-term (6-24 months) view of capacity.

This Capability module lets you visualize and simulate:

• your available man-days based on current and future resources
• your project needs, both those you already know and those in your sales pipeline.

Operational planning elements can be used to pre-fill capacity, and then, through a series of iterations, it is possible to refine your forecast capacity over the next 6-24 months. These functionalities enable you to anticipate your future resource requirements and/or set up appropriate sales plans.

6. Advanced reporting and analysis

To effectively manage your resources, you need relevant indicators. Teambook offers a wide range of customizable reports and dashboards:

• Resource occupancy rate
• Medium- and long-term load forecasts
• Analysis of available vs. required skills

These decision-making tools enable you to continuously optimize your resource management and anticipate future needs.

Integration and customization: Teambook adapts to your environment

One of Teambook’s major assets is its ability to integrate easily into your existing ecosystem:

• Synchronization with calendars (Google Calendar, Outlook, etc.)
• Import tasks from your project management tools using an efficient public API
• Export data to your dashboard and/or billing system
• Integration with market-leading tools (Zapier, Slack, Hubspot…)

Case study: how Teambook transformed resource management at TechInno

TechInno, a 50-strong digital services company, adopted Teambook 6 months ago. The results are convincing:

• 20% reduction in time spent planning resources
• 15% improvement in consultant occupancy rate
• 30% reduction in delivery delays due to resource problems
• 10% increase in customer satisfaction thanks to teams better adapted to projects

Julien D., Director of Operations at TechInno, testifies:

« Before Teambook, we used to spend hours juggling between different Excel files to get a global view of our resources. Today, with just a few clicks, I can identify availability, quickly reassign consultants and anticipate our future needs. It’s a considerable time and efficiency saver. »

Conclusion: Teambook, a highly profitable investment to optimize your resources

In today’s uncertain economic climate, where optimizing resources is crucial, Teambook is an essential tool for companies of all sizes. By centralizing information, facilitating planning and offering advanced analyses, this software enables you to :

• Maximize the use of your resources
• Improve the profitability of your projects
• Develop your teams’ skills
• Gaining agility in the face of change

Teambook means investing in your company’s long-term performance and competitiveness… for the price of a coffee a day! So, are you ready to transform your resource management?

To find out how Teambook can be adapted to your specific needs, don’t hesitate to request a personalized demonstration. Our experts will be delighted to discuss your challenges with you, and show you in concrete terms how our solution can help you meet them.