Feature Highlights
- Resource forecasting and what-if scenario modeling
- Automated reporting, integrated with Power BI
- Workflows
Top Challenges
- Complex Resource Management
- Lack of integration between sales pipeline and project delivery
- Manual process lead to inefficiencies
RTI was using spreadsheets to manage staffing needs and needed a better way to forecast future resource needs. RTI was experiencing a lack of linkage between their sales pipeline to delivery. They had too many tools in place and a lot of manual processes in order to stay on top of projects. They wanted a solution that could unify different tools and processes. RTI needed a solution to show a comprehensive view of their projects from start to finish with a less complicated process and re-entry of data.
RTI engaged with OnePlan in a Business Strategy Workshop to evaluate the current process and opportunities for improvements. After a deep discussion with OnePlan advisors, RTI realized the Professional Service Automation solution would transform their business to align with their PSA vision. With OnePlan, RTI can perform advanced resource management capabilities such as forecasting to avoid under/over allocation of resources for new projects. OneConnect allows RTI to integrate with current project management tools to create a comprehensive view of all project information. RTI can improve team collaboration and document management with Microsoft Teams combined with Oneplan capabilities. Microsoft Power BI offered RTI the ability to view visualizations of project data without any manual labor.
