Before opting for a tool dedicated to the load plan, many companies start creating a load plan in Excel. And it is difficult to blame them, knowing that Excel can remain a powerful tool, as long as the company does not exceed 10 employees!
However, the longevity of a business is up to it to evolve with the times. Thus, Excel has numerous limitations and weaknesses, with disastrous consequences on organization and project management. Napta takes stock!
β
Excel is a software specialized in calculations. However, establishing a load plan is more than just doing calculations. By nature, it is not suitable for this use. All small businesses that start with Excel face real difficulties, wasting time that is detrimental to project monitoring:
β
Learn more: why can't Excel be your staffing tool?
β
β
Many companies are turning to their ERP tool in order to overcome the limitations of Excel. However, it in turn quickly demonstrates numerous difficulties in project monitoring:
β
Among other things, maintaining a load plan without Excel, but using the ERP, can have serious consequences on the profitability of the company.
β
Maintain a load plan without Excel, it's more than possible! Here are 3 tips to follow to set up an efficient load plan tool within your company.
β
β
It is important that all stakeholders are in sync with the new workload plan tool. Thus, it is advisable to start by creating a specification. The latter reflects all the needs of your business.
We recommend that you bring together the various project managers for your workload plan tool: staffing managers, operations directors, project managers or managers. It's the perfect time to brainstorm. The latter allows you to lay down your goals and the obstacles you want to see disappear. During this intensive meeting, do not hesitate to present both your keys to success and the factors causing the slowdown.
Do not forget to specify in your specifications for your load plan tool:
β
Once you have established your specifications, look for a load plan tool that meets all of your needs. It is very important that it is able to centralize and analyze data in dynamic reports.
Indeed, your workload plan must simultaneously centralize data and individual or global expenses for each employee. It must ensure a provisional vs real organization.
In this way, you refine your working methods as your projects progress. Your workload plan perfectly foresees the least interference with the project.
β
Napta is developing a management solution, in line with staffing managers. This all-in-one platform ensures:
β
Before embarking on an Excel workload plan, ask yourself if it is the best solution! Although this software is easily accessible, it does not concentrate the technology necessary to ensure the management of your projects.
Succeeding in your project requires equipping yourself with the best tools! Refine your needs for all your projects: human, budget, time allotted, deadlines, etc. without forgetting each project stage and your goals.
β
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 templateβThe perfect load plan for a successful deployment.β β
β
Also discover our guides, templates and checklists in the Resources tab.
See you soon at Napta!
β
To find out how Napta supports you on a daily basis in managing your load plan, discover our dedicated module through a personalized demonstration of our solution.