Resource, Portfolio Planning & Management service
Take control of resources, budgets and the timelines over multiple work lanes with the single source of truth system, and steer your organization towards unparalleled efficiency and crysis proof planning.
About Resource buddy
In every company built around its human resources, a significant challenge arises when trying to coordinate resources and complex work portfolios using basic tools like spreadsheets and notes.
This challenge is amplified without a proper framework. The solution? Resource Buddy is a smart resource and portfolio planning process, supported by a unified 'single source of truth' system and a strong resource management framework.
We help to overcome the resource and portfolio management challenges
- Are we profitable with ABC project and XYZ resourcing plan?
- Are we going to be profitable if we pick up project A and put resources B?
- What amount of work we able to pick up so it would be efficient and optimal from resource consumption perspective?
- When and what skills we need to hire?
- How we can optimize our talent pool so it match with current and future amount of work?
- How to not pay for the overtimes while other resources idling?
- Easy to break when not properly used.
- No validation, hard to maintain standardised format.
- A lot of manual work which causes more time to populate and editing instead of actual planning.
- No automated flows and integrations really sensitive and easy to break.
- No user permission management.
Multiply go to market offices using distributed delivery resources with different types of contracts - thats where structuring, data tracking and planning starts to become a challenge.
Resource Buddy is a perfect tool to build resource and portfolio planning with any type of structure you have no matter how complex it is.
Automation and integration with HRM, Task and Projects and Task Tracking systems, Time tracking systems, 3rd party internal companies tools.
Portfolio info and streams of work details like timelines and budget located in different systems from resources information like skills, type of work agreement and schedules as timesheets which is another point of data that is necessary for proper planning.
It’s very hard to manually combine this set of data each time you need to conduct the planning.
All the features that you need
Centric view on your all portfolio and streams of work. Be able to have high level overview and drill down into project essential details.
- Timelines,
- Statuses,
- Budgets,
- Payment milestones, CRs and overages,
- Iterations and projects health tracking,
- Smart structuring and grouping,
- Custom fields,
- Integration with CRM, PM systems, and 3rd party.
With Resource Buddy, you can organize information about your resources, regardless of its level of structure and complexity. Keep track of skills, available work hours, the duration of work agreements and their terms, rates, salaries, and work schedules. Additionally, you can organize and track even more information with custom fields, and the integration capability with HRM and third-party services will simplify data input and synchronization.
- Any type of work contracts supported,
- Schedules,
- PTOs,
- Skills tracking,
- Unlimited structuring and grouping options,
- Custom fields,
- Integration with HRM sytsem.
Evenly distributed workload doesn’t automatically means that its optimal for projects goals and for your business. Resource Buddy allows you to plan resources according to project needs first, so you ensure that you’ve covered project goal needs and involved optimal amount of resources and only then you proceed with allocation and workload management.
Resource Buddy powered with multilayered planning system - portfolio centric planning with smart allocations and workload planning. We support any type of methodologies supported: TnM agile, fixed price with iterations and complex dependencies, hybrid methodology.
Gain an overview of workloads across sll resource pool to ensure that everyone is operating at their optimal capacity without idling and overload.
Control the utilization and employees reporting hygiene to make sure the data you rely when making the planning accurate an available in timely manner
Provide the permissions based on roles and groups for PMs, Resource managers, Portfolio Managers, Executives.
- Time tracking systems,
- Project Management systems,
- CRM,
- HRM,
- Custom and 3rd party systems.
Centric view on your all portfolio and streams of work. Be able to have high level overview and drill down into project essential details.
- Timelines,
- Statuses,
- Budgets,
- Payment milestones, CRs and overages,
- Iterations and projects health tracking,
- Smart structuring and grouping,
- Custom fields,
- Integration with CRM, PM systems, and 3rd party.
With Resource Buddy, you can organize information about your resources, regardless of its level of structure and complexity. Keep track of skills, available work hours, the duration of work agreements and their terms, rates, salaries, and work schedules. Additionally, you can organize and track even more information with custom fields, and the integration capability with HRM and third-party services will simplify data input and synchronization.
- Any type of work contracts supported,
- Schedules,
- PTOs,
- Skills tracking,
- Unlimited structuring and grouping options,
- Custom fields,
- Integration with HRM sytsem.
Evenly distributed workload doesn’t automatically means that its optimal for projects goals and for your business. Resource Buddy allows you to plan resources according to project needs first, so you ensure that you’ve covered project goal needs and involved optimal amount of resources and only then you proceed with allocation and workload management.
Resource Buddy powered with multilayered planning system - portfolio centric planning with smart allocations and workload planning. We support any type of methodologies supported: TnM agile, fixed price with iterations and complex dependencies, hybrid methodology.
Gain an overview of workloads across sll resource pool to ensure that everyone is operating at their optimal capacity without idling and overload.
Control the utilization and employees reporting hygiene to make sure the data you rely when making the planning accurate an available in timely manner
Provide the permissions based on roles and groups for PMs, Resource managers, Portfolio Managers, Executives.
- Time tracking systems,
- Project Management systems,
- CRM,
- HRM,
- Custom and 3rd party systems.
Join free demo
We invite you to participate in early Alpha testing on End of January 2024. Our team will provide full assistance on system setup, data loading and training. All the Alpha period will be free of charge with unlimited amount of seats.
Integrations