Key features

  • Full team visibility
  • Bulk job scheduling
  • Google Calendar Sync
  • Secure mobile-friendly overview

Cloud-based resource planning with calendar sync

For companies looking to streamline their existing processes by increasing efficiency and reducing friction between departments – such as human resources, finance, and scheduling – adopting Enterprise Resource Planning (ERP) software to automate and integrate back office functions is essential. A lack of tailored ERP technology invites the risk of insufficient visibility, poor data retention & security, and reduced mobility throughout the organisation.

We have developed bespoke ERP software for a national company with a multi-million pound turnover, helping them transform their management of staff, projects, work-sites, and finance by converging various paper and Excel-based processes into a dedicated cloud-hosted system. Users can import work-site data from external clients, manage contractors, track staff training, create purchase orders, and plan upcoming work all within the same web-based software.

Because our technology fits snugly with how our client’s business needs to operate, one of the biggest wins has been the evolution of their scheduling process. Rather than relying on emails and whiteboards, a new dynamic calendar provides complete visibility of our client’s on-going projects and work allocation. With a tighter integration between departments, it’s now possible to book staff on a work-site and raise a relevant purchase order all from one screen, scheduling company resource in a matter of minutes rather than hours.

Weekly calendar view

The calendar breaks down the organisation’s schedule by week day, work type, and assignee: – empowering office staff to see at a glance who has been assigned tasks and who has yet to be allocated for that week. Calendar entries can be quickly filtered by name, work type and other properties. Clicking on an entry expands it to provide contextual information like an off-site address or a list of team members and their leader.

Scheduling wizard

Users are guided by an intuitive step-by-step process for scheduling work throughout the business. Staff can be allocated across multiple days for different types of work, individually or as part of a team. Work types are colour-coded and can be customised to allow the selection of a project manager, work-site location, or set milestones. Scheduling conflicts are automatically detected to ensure that double-booking does not occur (unless the work types allow it).

Synchronised events

Staff can connect a Google account to the ERP system, enabling the automatic synchronisation of their schedule to Google Calendar, which can be accessed from their phone or tablet on Android and iOS. When changes are made to the schedule – such as writing additional notes or replacing a team member – it is instantly reflected in their calendar, with an optional email also sent to notify them of the change.

Quick access

When out in the field, it’s important to access the information you need quickly and easily. That’s why each synchronised calendar entry has a secure link to a mobile-friendly view, breaking down the details of the scheduled work in a readable & legible manner. Staff can download attached documents or view directions on Google Maps with one click.

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Let’s see how we can make software work for you.

Let’s see how we can make software work for you.

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