Resource Management Maturity Assessment

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Which best describes how resource management is currently predominantly done in your firm?

Select all that apply

No systemNon-centralized system of independent workflows & processesCentralized resource management workflows & processes on spreadsheets and/or ERP/financial softwareCentralized ERP/Financial software or purpose-built resource management software

What technology do you predominantly use for assigning people to projects and planning projects around employees’ capacity?

Word of mouth

Spreadsheets

Scheduling functionality within an ERP module or PSA (an all-in-one/a watered down ERP)

Custom-built or specialized resource management software

Dedicated resource management software featuring AI, deep integration, and automation

How standardized are your resource management processes?

No formal resource management processes or controls

Resource management process is disparate, set by each team or department

Some firm-wide processes are in place but are not consistently used across the firm

Firm-wide resource management processes are mandated with only partial adoption in the firm

We have a strategic resource management process overseen by leadership, with firm-wide governance and compliance monitoring

What level of integration exists with your ERP/financial software with your resource management processes?

We use multiple spreadsheets across the firm that are disconnected from other systems

We use an ERP manually upload data to and from spreadsheets

We use an ERP module without any spreadsheets in the process

We have a specialty resource management software and data is manually uploaded or limited integrations

We have a specialty resource management software that is fully integrated with our ERP/financial software, with access to all RM data points (budgets, fees, rates, skills, etc.)

Which best describes how resource planning/scheduling is done in your firm?

Select maximum 2

Teams plan week to week on a reactive basisWe have a resource scheduler but project managers schedule workProject managers send requirements to the resource managers who do the schedulingWork is allocated by resource managers aligned to delivery teamsProject managers schedule and resource managers provide conflict resolution

How are staff managed across the firm?

Resources are siloed to groups, teams, or studios within departments in the firm

Resources are sometimes shared to other teams but are primarily staffed to a specific team

Resources are sometimes shared across teams but with poor visibility into time being spent on projects across the teams

Resources are shared across teams with full visibility into time being spent across teams

Resources can be allocated across teams and departments, anywhere in the organization with cross-department visibility

How are employee skills used in assembling project teams?

Everyone in the firm has the same or similar skills and tracking is not required

Skills are not available to select project team members

Skills are kept on a spreadsheet or database that is not maintained and not fully utilized

Skills are tracked in a database that is used by everyone to find project team members

Skills are part of our resource allocation software and used by the AI to strategically assemble teams, manage skill demand, and guide training

How do you see daily/weekly/monthly resource management reports? (Workload, Utilization, Backlog, Variance, etc.)

Select maximum 3

Limited to no reports on resource management metricsSome reports on spreadsheets ERP financial software with limited RM reportsBI (Tableau/Power BI) with some RM reports with limited accessSpecialty software with full RM reporting for all management levels

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