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CASE STUDY

A complete transformation of resource management resulted in cost and operational efficiencies

industry-iconCLIENT :Confidential
industry-iconINDUSTRY :Energy
industry-iconDURATION :8 months
CLIENT :
Confidential
INDUSTRY :
Energy
DURATION :
8 months

Business case

We helped a global technology company completely transform their resource management to achieve cost and time efficiency, real-time data backed capacity planning and forecasting. What was haphazard with increasing operational costs before, is now streamlined and data backed.

The organization was experiencing inefficiencies in resource management due to the absence of a well-defined resource pool containing essential information such as location, role, and other key attributes. Managers were often assigning generic resources to projects because the system lacked critical resource details required to accurately estimate project costs and schedules. In certain business units, resource allocation was still being managed manually using Excel and other disconnected tools, making it difficult to ensure that assigned resources were appropriately aligned with project requirements.

With no clear hierarchy or structure within the resource pool, resources weren’t also organized by business lines, roles, or objectives, with no mappings to specific work categories. Without correct classifications, resource managers had limited ability to filter, search, or allocate resources efficiently and effectively. This impacted reporting, forecasting, and the ability to measure alignment with strategic objectives. Named resources were not consistently tracked, with no defined objectives or performance indicators existing within the system.  

The client needed structured resource data to support their resource planning, reduce manual effort, optimize time tracking, and gain real-time visibility into supply and demand, which in turn improved productivity, cost control, and staffing efficiency 

Our solution

After a thorough needs analysis, i2e experts customized the existing resource module in Planisware to integrate the client’s siloed processes and enhance the tools.  

Key enhancements

  • Resource hierarchy for clear visibility: Implemented a multi-level hierarchy ranging from enterprise down to named resources for better visibility and tracking.  
  • Role standardization and system integration: Standardized key organizational roles, integrated with HRMS data, location codes, and cost units.
  • Data enrichment and bulk onboarding: Cleansed and bulk-uploaded enriched resource data, including calendars, cost units, and manager mapping.
  • Role-based access governance: Enabled role-based user groups for access governance.
  • Dynamic cost modeling with blended rates: Developed a blended rate model factoring in resource role, demographics, employee experience, and resource type for dynamic cost projections.
  • Geographic cost accuracy with location tiers: Created a multi-tier location structure to reflect geographic cost variations.
  • Accurate scheduling with localized calendars: Set up country-specific calendars with accurate work schedules and holidays.
  • Resource precision with mandatory attributes: Named resources were implemented with mandatory attributes ensuring accurate identification, costing, scheduling, and role alignment.
  • Real-time insights via built-in analytics: Leveraged Planisware’s built-in analytics for real-time resource availability, conflicts, and utilization of insights.
  • Targeted enablement for seamless adoption: Delivered targeted, role-based training to drive user adoption of the new supply-demand model. 

Challenges overcome

  • Mapping resources to the hierarchy was complex and required multiple feedback loops, reference tables, and coordination with finance to set up cost units. 

Benefits

  • Accurate resource cost estimation
  • Streamlined demand-supply planning
  • Standardized and structured resource data
  • Automated, role-based resource allocation
  • Improved visibility and governance 

Results

Results