Resource Hero

Highlights

• Turn Projects into Profits. Identify your most profitable opportunities quickly and clearly. Allocate resources based on expertise, certifications, and availability, ensuring each project is perfectly staffed for maximum profitability and success.
• Visualize and Forecast with Confidence. See workload clearly with an easy to use, spreadsheet like timeline: - Who’s available and equipped for this project? - Foresee potential bottlenecks. - Always know if your team can handle more work.
• Easily organize and assign your team. Quickly adjust staffing to meet changing demands, eliminate idle time, and avoid resource burnout. Organize by team or talent, and ensure they are aligned with the projects where they can make the greatest impact
• Assign skills to people and people to work. Assign the right people using attributes like expertise, certifications, locations, and more. When staffing your projects, view resources ranked based on criteria match and resource availability.
• Forecast project workload. Look into the future to understand your teams’ workload with our Forecast Matrix, an intuitive spreadsheet-like timeline that lets you quickly capture and edit your allocation plans.
• Simplify Time Tracking, Everywhere Your Team Works. Track billable and nonbillable hours effortlessly within Salesforce, Gmail, MS Outlook, and mobile apps. Capture accurate time data for faster invoicing and streamlined reporting.
• Take Snapshots to Track Forecast Changes. As your project evolves due to scope changes, staffing challenges, or other issues, capture a point-in-time picture of your forecasts to analyze how these changes unfold over time and affect project health.
• Data-Driven Decisions at a glance Make data-driven decisions and course-correct faster with out-of-the-box reporting. Whether you’re an individual, a team lead, or the CEO, you can visualize the big picture or drill down to the smallest detail.
• Fully Flexible, Completely Native. Built on Salesforce, Resource Hero seamlessly integrates with your existing processes. Automate workflows with Salesforce Flow, customize reports, and adapt the solution to fit your unique business needs without.