Service companies: how to choose your planning software?
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Estelle
Content manager
July 10, 2021
3 min
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The choice of a planning software should not be left to chance, especially in service companies for which the planning management represents a crucial problem. Indeed, it simplifies administrative procedures, saves you time and speeds up your decision-making. However, not all planning software offers the same functionalities and does not meet the same challenges. It is therefore important to choose it carefully. Napta takes stock in this article.
When choosing your planning software, two solutions are available to you. You can go through a specialized solution or decide to develop it yourself.
However, we do not recommend starting with “homemade” software. The creation of planning management software is very expensive for a company. Indeed, you will have to hire developers or external IT service providers — which is a long and expensive practice. Or you position your own internal resources on this project. However, this time limit forces your employees to abandon certain projects and customers...
Whatever the size of your business, it is best to use a market solution.
Managing the schedule can be a real daily burden. You need to ask yourself if the software covers all of your needs.
In the case of a first exchange with a potential service provider, do not hesitate to communicate about your expectations:
To succeed in this exercise, early work may be necessary via brainstorming. Meet with your teams and validate, together, the needs of your business. Feel free to include collaborators from a variety of departments. Project managers need as much information as possible, in order to express their needs, but also those of managers and employees.
Your planning software must fulfill a specific mission: to allow you to access reliable data, intuitively and reactively. When choosing your service provider, check that your contact person is able to answer all your questions, according to your needs. For example:
Your service company faces particular problems. Thus, certain criteria are inherent to your activity. In addition to drawing up precise and detailed specifications, do not hesitate to get help from software comparators that will allow you to choose the most relevant management tool for you.
In order to facilitate your planning management, how do you feel about communicating directly with your employees? In 1 click, notify them of upcoming missions, last-minute changes, customer requirements... Real-time communication facilitates project management.
Even more so if you work via various communication channels: mobile application, email, email, SMS, chat room, etc. Your connected employees are notified, on time, of vital information. They gain in autonomy and you satisfy all the requests of your customers.
The great advantage of using a service provider is that they have often thought of everything! Make sure he understood your needs and anticipated future ones.
Your planning software should give you a broad vision of all your projects. Among other things, it should allow you to create project teams, have a dynamic map and ensure the financial monitoring of your projects, etc.
If you use a service provider, your planning software must be chosen according to your current needs, but also those to come in time. You must opt for a solution that is in line with the criteria of your human resources managers, while meeting the requests of managers. With a tool connected to different communication channels and with multiple functionalities, you gain in organization. Project management is thus facilitated.
Do you want to go deeper into the subject? We have lots of resources at your disposal to help you go further.
In addition to this subject, find our infographic”Management of staffing: 5 methods of organization”.
To find out how Napta helps you set up a process of planning management in your service company, ask to talk to one of our experts.
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