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Description
Optimize services delivery to maximize revenue. Align sales, services, and success teams on Salesforce. Customer onboarding is the first step to customer success. Salesforce offers a variety of playbooks that can be used to help customers onboard faster. You can mobilize teams quickly, schedule resources, and make better use your capacity. Forecast, track, and forecast the time and usage of your team. Precursive PSA provides complete visibility across all employees and professional services to improve operational performance, 100% natively Salesforce.
Description
Navigating disorganized resource management can feel like traversing through a complex maze, but with i2e Optima, you can efficiently find your way to clarity! This tool enables you to oversee performance, enhance resource allocation, and ensure compliance through valuable insights and visual representations. Equipped with tailor-made dashboards, it integrates seamlessly with various databases and project portfolio management technologies such as Planisware. You can proactively identify planning bottlenecks before they arise, allowing you to stay aligned with both current and upcoming project requirements. Experience accurate resource forecasting with minimal deviation, providing a single source of truth for managing resources in real-time. You will have projections for timing, demand, and costs, along with insights and dashboards that facilitate data-driven decision-making. All relevant information regarding a resource will be readily accessible, enabling you to track key performance indicators, awards, patents, skills, and much more. Additionally, you can keep an eye on reporting times, performance metrics, and compliance standards. Tailor custom parameters to align with your business’s needs, paving the way for increased productivity and enhanced employee satisfaction through effective skill management. In this way, i2e Optima not only streamlines resource management but also fosters a more engaged and capable workforce.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Alteryx
Microsoft Azure
Microsoft Power BI
Microsoft Project
Microsoft SharePoint
Planisware
Spotfire
Tableau
Workday Extend
Integrations
Salesforce
Alteryx
Microsoft Azure
Microsoft Power BI
Microsoft Project
Microsoft SharePoint
Planisware
Spotfire
Tableau
Workday Extend
Pricing Details
$20 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Precursive
Country
United Kingdom
Website
www.precursive.com
Vendor Details
Company Name
i2e Consulting
Country
United States
Website
www.i2econsulting.com/resource-management-pharma-lifesciences/
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Resource Management
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management
Product Features
Resource Management
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management