Custom Software Development
Custom Solutions

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.

Resource Management solution


  • 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.


  • 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.

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