This document discusses resource planning processes and tools for large companies. It outlines the problem of ensuring critical resources are not overloaded and projects have the right staff. It then describes the resource planning process, which involves requesting roles, allocating resources, and business reviews. The process aims to align business needs with available resources. Finally, it proposes an IT infrastructure using existing ERP, CRM and HR systems to collect data and a custom resource management application and server.

1. Company Resource Planning
Resource Planning Process and Tools
in a Large/Medium Company
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2. AGENDA
Problem Statement
Process Description
Software Requirements: Use Cases
IT infrastructure
Conclusion and Benefit
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3. Problem Statement
In large company (more then 400
Where will we allocate
employees), there is a need to our employee ?
manage the resources in order to Do we forecast costs on
have: our projects correctly?
Do we have the right staff
●No critical resource, i.e. one
to run the business?
specialist always overloaded;
●Projects in portfolio correctly
staffed;
●A method to resolve conflict on
resource requests;
●A method to plan competence
shifting;
●Better forecast on type and
number of resources needed/in
excess;
●Better cost controlling and
financial forecasting due to the
improvement on resource planning.
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4. AGENDA
Problem Statement
Process Description
Software Requirements: Use Cases
IT infrastructure
Conclusion and Benefit
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5. Process Statement
The purpose of this business process is to manage the resources
according with the business need and to improve the accuracy in
financial forecast.
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6. Resource Planning
INPUTS OUTPUTS
● Financial Data, Sales ● Resource Workload
● Headcount Forecast ● Capacity Plan
● Project Plans ● Financial Control
● Organizational Setup ● “Scenario Analysis”
Human Resources
Request Allocate Business Strategic
Roles Resources Review Plan
Finance and Sales
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7. Process Fundamentals
● The Resource Planning is a process that runs in parallel with the sales, finance and human resources
ones;
● The short/medium term plan is done to align the business needs with the available resources;
● The long term plan on forecast projects supports the company strategy;
● The resource is allocated on role per project activities;
● Not billable activities, like sickness, are managed;
● The process actors are:
– Project Manager has budget responsibility and he/she is the buyer;
– Line Manager has resources responsibility and he/she is the seller;
– The Resource Manager is responsible for the overall process and reports directly to the
Company/Business Head;
– Company and business managers.
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8. AGENDA
Problem Statement
Process Description
Software Requirements: Use Cases
IT infrastructure
Conclusion and Benefit
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9. Use Case: Process Administration
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10. Use Case: Process Management
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11. AGENDA
Problem Statement
Process Description
Software Requirements: Use Cases
IT infrastructure
Conclusion and Benefit
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12. IT infrastructure
An example of IT setup with a SAP SAP
dedicated server and HRM FICO Application
Additional Interface
software to provide an HR &
information collector from Info DB
the company ERP, CRM,
User Interface
HR, and Projects databases. Custom Res. Mgt
HRM Server
There are already off-the-shelf
solutions available in the
market.
Projects
Scheduling
Info
Project
Portfolio
Server
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13. AGENDA
Problem Statement
Process Description
Software Requirements: Use Cases
IT infrastructure
Conclusions and Benefits
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14. Conclusions and Benefits
● The company resource planning is a process that
runs in parallel with sales, finance and HR ones;
● The process manages the resources and supports the
company strategy;
● The process is well defined and there are tools
available in the market to implement it;
● With the process in place, there is a tight control
over resource management, and an improved
accuracy in finance forecast and budgeting.
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15. Thank You !!!!!!
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