Product Overview of EmployPlan
EmployPlan is an advanced, AI-powered resource management platform designed to help professional services firms, particularly those in tech and consulting, manage their project assignments and develop their talent more effectively.
What EmployPlan Does
EmployPlan addresses the challenges of traditional resource management tools by focusing on granular skill tracking, demonstrated experience, and project management aligned with financial goals. Unlike HR-centric resource management applications that operate at a standard title level, EmployPlan tracks each team member’s skills and experiences at an individual role and skill level. This approach ensures that the right personnel with the precise skills and experience are assigned to projects, thereby optimizing project success and reducing costly delays and rework.
Key Features and Functionality
Project Planning and Assignment
- Easy Project Creation: EmployPlan simplifies project planning with versatile tools such as project builders, templates, cloning, and AI prompts. This allows for quick setup of projects based on standard roles and needs.
- Customizable Roles: Users can refine roles and costs with precision, adjusting roles, levels, and internal costs to meet project targets effectively.
- Smart Assignments: The platform optimizes project teams by scanning the entire bench to find the best-skilled and available resources for each role. It also alerts users to better-fit candidates on other projects and offers training to close any skill gaps.
Skill Management and Development
- Skill Assessment and Competency Mapping: EmployPlan provides detailed insights into each team member’s skills, enabling skill assessments and competency mapping. This helps in identifying areas for improvement and aligning skills with project demands.
- Training Management and Learning Recommendations: The platform offers personalized learning recommendations and creates tailored upskilling plans to bridge skill gaps. It tracks both formal and informal learning, including self-directed learning activities.
Integration with Existing Systems
- Professional Services Automation (PSA) Tools: EmployPlan integrates seamlessly with PSA systems like Jira, and soon with Asana and Salesforce PSA. It pulls project and task histories to understand prior experiences and pushes projects and assignments into the PSA system for efficient management.
- Timecard Integration: The platform integrates with timecard management systems like Clockify and Tempo, tracking project time, correlating experiences with hours of effort, and controlling billing to prevent errors.
- Learning Management Systems (LMS) Integration: EmployPlan is set to integrate with LMS systems through xAPI, allowing certifications and credentials from external systems to be incorporated seamlessly.
Reporting and Analytics
- Customizable Reports: EmployPlan offers detailed and customizable reports that provide valuable insights into team skills, project performance, and other key metrics. These reports facilitate informed decision-making and help in optimizing resource utilization.
Collaboration and Workforce Management
- Shared Project Calendar and Collaboration Tools: The platform includes a shared project calendar and various collaboration tools to enhance team productivity and communication.
- Succession Planning and Career Pathing: EmployPlan supports succession planning and career pathing, helping individuals identify steps to advance their careers and aligning team growth with evolving customer and market needs.
Flexibility and Customization
- Branded Interface and Multi-Language Support: EmployPlan offers a customizable interface that can reflect the user’s brand identity, along with multi-language support and mobile access. This creates a familiar and uncluttered workspace for efficient project management.
By leveraging these features, EmployPlan enables businesses to make data-driven decisions in project staffing, optimize skill utilization, and enhance overall team performance and productivity.