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CASE STUDY

68%

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RESOURCE PLANNING

Plan around reality

GUIDEcx gives managers a live view into team capacity, availability, time off, and workload so projects stay on track before customers feel the impact.


Key Features:

  • Filters for PTO and Holidays
  • Capacity Tracking
TASK PLANNING

See who should own what—instantly

Task Planning View helps managers quickly identify who should own what based on role, workload, task requirements, and unique user attributes.


Key Features:

  • Task Planning View
  • Role Filters
  • Custom User Attributes
CAPACITY VISIBILITY

Get complete visibility of your team’s workload

People Timeline View gives managers a clear picture of workload across the entire team so they can rebalance work before someone gets underwater.


Key Features:

  • People Timeline View
  • Workload Visibility
  • Capacity Planning
RESOURCE MANAGEMENT

Protect margins with better resource visibility

See where margin pressure is building before overloaded teams and inefficient staffing impact profitability.


Key Features:

  • Fully-loaded Cost per Resource
  • Forecasting

Backed by the engines that power smarter resource planning

GUIDEcx Dispatching and Forecasting work behind the scenes to give PS teams the operational visibility required to deliver customer onboarding projects with confidence.

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Everything your PS team needs to deliver

  • Task Planning View
  • Assign tasks based on availability, workload, role, and fit.
  • People Timeline View
  • Visualize workload across your team over time.
  • Time Tracking
  • Track and monetize your team’s work.
  • Dispatching
  • Assign individuals to tasks who are best matched based on capacity and skills.
  • Custom User Attributes
  • Filter resources based on unique attributes like certifications and more. 
  • Project Forecasting
  • Intelligent forecasting automatically adjusts timelines in the Task Planning and People Planning Views. 

“GUIDEcx has allowed us to do the heavy lifting and take care of the difficult projects. Without GUIDEcx, we wouldn’t have been able to get it all done.”

– Emilee Krupa, Training Director at Alleva