Resource Management solution

For use with: Swiftpage (was Sage) ACT! or Microsoft Outlook BCM (Business Contact Manager)

About the User: This project was originally commissioned by a client who supplies temporary staff to care homes; their ACT! system was not sufficiently powerful in this area and the Resource Management System was built to fulfil their requirements. The solution was reworked and equally successfully implemented by a second client using Outlook BCM to help manage their team of engineers who visit customer sites to install, service and repair car park barriers.

Project Brief: To allow easy diary management of employees (contract, part-time and full-time) – easily knowing when employees are available for work, when they are booked and also managing customer billing and employee wages.

Features:

• Easy management of knowing what work requires covering, who is available and the resource allocated.
• Traffic light system to know what work needs covering where resource has not been allocated, resource has not confirmed and that the end customer has been notified.
• Management of Customers with preferred Resource and Resource with preferred Customers.
• Management of Customer Types and Resource Skills to best match Resources to work requests.
• Warning and alerts if Resource works too many hours or has potentially conflicting work scheduled.
• Alerts if a resource would be working for an end customer and the work would fall into Agency Worker Regulation rules.
• Auto-calculation of resource pay rates and end customer charge rates, including consideration for Agency Worker Regulation adjustments.
• Customer invoicing and Resource wage reporting including output to PDF file for electronic invoicing and payslips.
• Holiday entitlement and pay allocation.
• Sync features for remote usage.
• Security features to protect financial information based on User login profile.

Benefits:

• Easy visibility of what work needs attention through the traffic light system.
• Easy to allocate the most appropriate resource for a particular piece of work.
• Systematic adherence to Agency Worker Regulation to ensure compliance.
• Greatly speeded up and scalable solution as compared to their previous Excel-based solution.
• Supported significant business growth and easy introduction of new office-based staff (3 x within 2 years and growing!)
• Ability for multiple staff members to work offline out of the office.
• Private Customer and Employee financial information saved securely.