Game-Changing Features for Professional Services Firms
EmployPlan is an integrated resource management platform that helps services firms manage project assignments and grow their bench talent more effectively.
The value of EmployPlan is really about tracking your team at the individual role profile level and the individual skill level - from this view of each member of your services team, we help you find and assign resources to projects more effectively by tracking each experience and skill for each person at a granular level through automation. We contrast this with HR-centric Resource Management applications that operate at the standard title level, which often misses the detailed skill profile needed to ensure project success.
Taking a step through the major feature groups of EmployPlan will help you understand how our approach augments and increases the value of your existing PSA and time-card management systems and gives you a much better view to plan, develop and deploy your bench in the most effective and profitable way.
Build projects quickly and easily
EmployPlan simplifies planning and role assignment, offering tailored options that align with your business model and standardize your processes.
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Easy project creation
Craft projects with ease using our versatile tools. Whether through our project builder, templates, cloning, or AI prompts, you can quickly set up projects based on standard roles and needs using plain language for phases, roles and budget.
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Customizable roles
Refine roles and costs with precision. Explore detailed insights on each resource and their skills, allowing you to adjust roles, levels and internal costs to meet your project targets effectively.
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Smart assignments
Optimize your project team with ease. EmployPlan scans your entire bench to find the best skilled and available resources for each role, alerting you to better-fit candidates on other projects and offering training to close any skill gaps.
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Effortless staffing alternatives
Easily explore staffing changes and alternatives. With EmployPlan, hover over allocated resources to view profiles, explore other options with different skill and cost profiles, lock in certain roles, and “re-roll” remaining roles for better fits.
Create and Staff Projects Better
EmployPlan is designed to help you simplify the process of building, deploying and managing the right team with the right skills for each project outcome. With EmployPlan, we show you alternative team structures and explore the tradeoffs between experience and costs with AI recommendations on best team structures to help drive better project outcomes with more reliable profitability.
Develop and Track Experiences
Solve the challenge of matching the right person to the right role with EmployPlan. Capture and track a wide range of learning events and project experiences, beyond formal certifications and well beyond standard titles, to see how your team's skills evolve in detail.
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Capture every project experience
Track every task your team delivers with EmployPlan. Automatically capture detailed experiences from the tools used, reducing manual entry and providing a comprehensive view of your team's work and skills well beyond traditional HR role management.
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Track self-learning at scale
Capture all types of learning experiences with EmployPlan. Go beyond formal class-based training and track self-learning from reading manuals, attending seminars, and more, giving you a complete view of your team's skill development.
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Assign classes to close skill gaps
Match resources to roles with precision. If a skill gap exists, EmployPlan recommends training from our vast collection of over 400,000 online classes to quickly close the gap and ensure optimal performance.
Track Experiences and Assign New Training with Ease
Every delivery experience is a development experience and EmployPlan enables you to track the skills in your team as they develop across projects and learning experiences. Quickly add new technology skill assignments as needed, from newly release books to read, online courses to complete, or for new certifications to keep your bench on the cutting edge of skills.
Integrate Bench Management into Your Existing Systems
Are rapid tech changes making it hard to maintain bench stability? EmployPlan automates data collection and integrates with your existing systems to streamline your resource management.
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Professional Services Automation tools
Integrate seamlessly with Jira, and soon with Asana and Salesforce PSA as we progress through our beta process. EmployPlan pulls project and task histories to understand prior experiences and pushes projects and assignments into your PSA system for efficient management.
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Timecard integration
Integrate seamlessly with timecard management systems like Clockify and Tempo. Track project time, correlate experiences with hours of effort, and control billing to prevent mis-billing or over-assignment errors.
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Integration with Learning Management Systems (Beta)
Our summer build will include direct integration with LMS systems through xAPI, allowing certifications and credentials from external systems like Credly and EDx to be seamlessly incorporated into EmployPlan.
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Alliances between companies (Beta)
Authorize other EmployPlan instances to view your bench as a partner supplier with our Alliances feature to streamline subcontracting and joint delivery planning (beta feature, contact for access)
Streamline Resource Management with Seamless Integrations
EmployPlan is designed to make the process of resource management simpler and more effective by reducing the manual work of collecting and collating current information on your bench. By integrating with your financial management and project management systems, EmployPlan brings insights into your people and capabilities to improve delivery and customer outcomes.