allocation WORKFLOWS

Deliver the best allocation scenario, on your terms

Turn your most critical workflow into an intelligent and collaborative process. From project briefing to confirmed assignments: request, pre-book, generate scenarios and approve the final decision in a single place. Monitor the impact on utilisation and project margin at every step thanks to our powerful AI-support.

Trusted by top industry leaders across Europe
Trusted by top industry leaders across Europe

A fast, efficient and margin-oriented allocation process

Professional services firms are transforming under real pressure: on margins, on metrics, on skills. Napta helps them outperform, not just keep pace.

Ultra-competitive Time to Staff

55%
of requests handled
in under 24 hours

Real-time financial management

+10 pts
in global
projet margin

Highly optimised resource allocation

+5 pts
in utilisation rate,
firm-wide
OUR APPROACH

Building the right delivery set-up, from millions of options

We streamline your assignment process by building the best scenarios, based on your requirements.

Built for the complexity and specificities of each professional services organisation

Through advanced AI, we proactively assess all your open requests together and proposes an optimised allocation scenario across them. Every suggestion is explained, sourced and adjustable, so your managers and partners only have to make the final call.

Native PS business models
Native flexibility, no custom dev
Enterprise operating reality
Market & client expertise

Engineered for business outcomes, not just planning.

Our AI-assisted allocation workflow allows you to improve and implement your assignment process into the platform. Capture a need, find the right available people, confirm the assignment: each step is done according to your governance.

End-to-end scope
Business insights for performance
Prediction & anticipation
Forecast reliability for the board

Napta advises. You decide.

Matrix structures, multiple BUs, several countries: our model builds allocation plans that match the complexity, granularity and governance of your organisation while improving cross-entity resource sharing rates.

Glassbox intelligence
Human-centric approach
Complexity turned simple
Premium client relationship
features

The decision-first approach to resource allocation

Manage your requests in one place, and let Napta automate the manual work at every step. Finding the right people, drafting requests, generating staffing scenarios, syncing changes across teams: the platform handles the busywork so your managers spend their time deciding, not data-wrangling.

END-TO-END ALLOCATION FLOW

From client demand to confirmed
assignment, in one flow

When a new opportunity emerges, Napta surfaces the best-matching available people. Suggest, pre-book or assign in a single move, in real or simulated mode. A complete, collaborative, end-to-end flow, supported by strong AI models.

  • Quick request creation from any project, calendar or search view
  • AI-powered criteria parsing from clients’ requirements
  • Suggestion, pre-booking, real or simulated assignment
  • Right-aware pre-sets and permissions set-up
  • Tags, comments and status notifications along the flow
SCENARIO ARCHITECT

The best scenarios across
all your open requests, at once

The Scenario Architect reads all your open requests at once and proposes a globally optimised assignment: more requests filled, fewer conflicts created. Each recommendation is scored on visible criteria, waiting for you to decide on the best next move.

  • Bulk or selective processing of your requests
  • Custom matching configuration
  • Per-criterion match breakdown
  • Margin or utilisation impact on each proposal
VALIDATION WORKFLOW & rights management

Every request made, reviewed and
approved according to your governance

Build your own validation workflow in Napta to match your decision-making process. Napta governs exactly who can create, modify, suggest or validate assignments, scoped by Business Unit, delegated where needed, and recorded in the activity history logs.

  • Granular user-group rights for staffing, modification, suggestion and validation
  • Delegations and approval workflows for matrix organisations
  • Validation steps, rights and notifications configured to your own governance
  • Activity logs on allocation actions for governance and compliance
ROLL-FORWARD CAPABILITIES

Open, optimise and validate
your next planning campaign

Our AI-powered Roll-Forward features carries your existing planning campaign structure forward as the starting point for next one, adapts it to your current workforce and engagements, anticipate capacity and conflicts. Build your next campaign in minutes, not months.

  • Planning campaign transfer from a season to the next
  • AI-powered scenario proposals
  • Configurable allocation rules to match your campaign model
  • Custom business rules set-up
NAPTA ANYWHERE™️

Manage your allocation flow
from your preferred AI assistant

Napta Anywhere opens your resource management to the AI assistants your teams already work in. Our MCP does the lookups, ranks the right people, creates, updates or confirms the staffing and more: everything you can do inside Napta, from plain language.

  • Plain-language resource management from AI assistants
  • Conversational search across any data inside Napta
  • One-instruction booking creation, workload updates and assignment confirmation
  • Self-hosted MCP server in Napta's own infrastructure
PRODUCT ARCHITECTURE

From data-steering to decision making

Skills Hub

Turn Your Workforce into a Dynamic Inventory of Governed & AI-Deduced Capabilities

Matching Engine

Find the right profile before the competition reacts. RFP analysis, profile matching, client-ready CVs.

Allocation Workflows

Manage requests, validate assignments, simulate scenarios from client demand to confirmed resource booking.

Ressource Optimisation

Adapt your allocation plan, balance capacity, track utilisation and use AI to resolve conflicts on a daily basis.

Financial Monitoring

Track project KPIs in real time and proactively adjust your budget to maximise margin across your firm.

Business Intelligence

Turn operational data into strategic decisions by building all the report and analysis your need to steer your business.

IT SYSTEM INTEGRATION

Connects seamlessly with your existing IT system.

Napta is made to easily communicate with your entire IT system.
Providing continuous sychronisation to ensure our zero friction policy.

HRIS & HCM
CRM & pipeline
Data lake & BI
ERP & Finance
SSO & Identity
API & connectors

“Napta consistently shows flexibility, adapting the platform to the realities of our business and demonstrating a strong commitment to continuous system improvement.”

Marc Lindemann
Global Director of Utilization and Realization

“Napta centralises, accelerates, and simplifies. It is a tool that allows us to plan more intelligently.”

Olivier Guilbert
Partner in Industry Services

“The support we received throughout the project was excellent; both the format and the content allowed us to progress efficiently during the implementation phase. Regular progress meetings and the responsiveness of the Napta team enabled us to complete this large-scale project with confidence.”

Alexandre Mikhail
Partner

“Our firm chose Napta because the tool is highly intuitive and easy to navigate, which gave us confidence that it would deliver a strong user experience for our teams. The key differentiator for us was Napta’s high level of configurability, allowing us to tailor the tool to our specific resourcing needs and ways of working.”

Florent Steck
Managing Director

“Napta basically helps us to keep track of our employee utilization. It is also a smart tool for staffing, as it allows API interfaces and reduces manual workload when assigning projects.”

Marcel Schwarz
Head of Business-IT

“Alongside the positive experiences reported across the BDO network with Napta, it clearly emerged as a strong fit for our needs, combining a cutting edge tool with simplicity and ease of use.”

Christoph Schmitt
Partner and Head of Audit & Assurance

“Napta is a turnkey solution with extensive customization options. Our regular contact with their teams allows us to quickly adapt our Napta system to our company's specific needs.”

Mathieu Scherrer
Data Science Manager

“We moved from flying blind to flying with a full set of instruments. Napta provides us with visibility we never had before.”

Isabelle Chevallier
Group COO

Napta basically helps us to keep track of our employee utilization. It is also a smart tool for staffing, as it allows API interfaces and reduces manual workload when assigning projects.

Marcel Schwarz
Baker Tilly DE

Napta is a turnkey solution with extensive customization options. Our regular contact with their teams allows us to quickly adapt our Napta system to our company's specific needs.

Mathieu Scherrer
Ekimetrics

Napta centralises, accelerates, and simplifies. It is a tool that allows us to plan more intelligently.

Olivier Guilbert
Forvis Mazars France

The support we received throughout the project was excellent; both the format and the content allowed us to progress efficiently during the implementation phase. Regular progress meetings and the responsiveness of the Napta team enabled us to complete this large-scale project with confidence.

Alexandre Mikhail
Grant Thornton France

We moved from flying blind to flying with a full set of instruments. Napta provides us with visibility we never had before.

Isabelle Chevallier
Palo IT

Napta consistently shows flexibility, adapting the platform to the realities of our business and demonstrating a strong commitment to continuous system improvement.

Marc Lindemann
Simon Kucher

Alongside the positive experiences reported across the BDO network with Napta, it clearly emerged as a strong fit for our needs, combining a cutting edge tool with simplicity and ease of use.

Christoph Schmitt
BDO Luxembourg

Our firm chose Napta because the tool is highly intuitive and easy to navigate, which gave us confidence that it would deliver a strong user experience for our teams. The key differentiator for us was Napta’s high level of configurability, allowing us to tailor the tool to our specific resourcing needs and ways of working.

Florent Steck
Interpath

Turn resource management into the best business outcomes

A 100% free and no-commitment meeting to understand what Napta can help you with.

30 minutes on your situation, with a dedicated expert.