Every successful marketing campaign starts with precise planning. Get a bird’s-eye view of team availability and schedule your way to unexplored peaks of productivity and profitability.
“One of the great things about Resource Guru is that it’s very easy to use in the full cycle of resource management. We’ve got fewer meetings now than we used to have and much better communication. I would recommend Resource Guru to other marketing agencies.”
Kirk DeCardenas – Digital Director, Publicis Dallas
Stay on top of workloads and capacity so your people and projects succeed in harmony. See who’s underutilized or overworked and find the most efficient way to balance conflicting project demands.
Create watertight team schedules that are rooted in reality. Get a visual overview of project timelines and workloads, so you can hit every deadline and keep clients happy.
The busier your agency, the harder it is to keep track. Identify in-demand skills and manage capacity strategically. Spot resource gaps early and hire freelancers before you hit bottlenecks.
Good things come from great resource management. Build your agency’s reputation for high-quality work and win industry awards that help you win new clients and retain top talent.
Projects should lead to profits. Track where your time is going and how much of it is billable. Use those insights to spot under-utilization and over-servicing which eat up profit margins.
For global teams, communication is key. Daily schedule emails and personal dashboards ensure everyone knows who’s in and out and what they're working on, wherever they are.
Every agency has to hustle, but work-life balance is essential, even when deadlines loom. Clash management helps you resolve overallocation issues and keep workloads realistic.
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Resource management software and project management software are often confused, but they serve different purposes. While most project management tools focus on managing tasks, resource management is centered around the people actually doing the tasks.
Used right, a resource management tool makes it easy to assess people’s workloads and availability in real-time, and allocate work effectively across projects and teams.
This is particularly beneficial in a marketing agency, where client campaigns often have many moving parts and workloads can suddenly shift when a big new project comes in.
Without specialist software, there is a risk that overlapping projects will put excessive strain on your team, leading to project delays.
Resource management tools make project planning and scheduling much more efficient. The end result is the right people working on the right projects at the right time.
By implementing resource management software at your marketing agency you can:
The alternative to marketing agency resource management software is often a spreadsheet. But managing resources with a spreadsheet can be slow and inaccurate, as information doesn’t update dynamically. That means it's much harder to reassess and reschedule resources if people change their working hours or roles, gain new skills, or if the project scope shifts.
If you don't have the latest information on your team's abilities and availability, you're likely to run into issues. Project timelines may slip and you'll lose clients in the long run.
Both internal and client-facing teams can benefit from implementing a resource management solution. The bigger and busier the team, the more impact it can have.
At a marketing agency, a resource management tool can be used to manage the workloads of team members across Creative, Media, Strategy, and Operations teams, among others. The right software will make it easier to manage the time of any of the following roles:
At a lot of marketing agencies, it’s the Resource Manager, Traffic Manager, or Project Managers that manage incoming requests from the Account Management team, so they are often the primary users.
However, Team Leads, Managers, and Directors will also appreciate how a resource management tool helps keep projects running smoothly and gives accountability by tracking utilization rates and billable hours.
As with most software, there are numerous solutions out there to choose between. The right choice for you will depend on the features offered and how they match up to the way you manage workloads and teams at your agency. After that, you may have a preference based on the cost, user experience, and support offered.
Here are a few of the top features you should look for when choosing a resource management solution:
Features aren’t everything though. A good resource management tool will be easy to use and affordable too. When choosing software, the elements below may also weigh into your decision:
You should evaluate marketing agency resource management software based on all the above factors.
You may find that none of the tools do everything perfectly, or perhaps there is more than one that meets your needs. In that case, you should create a shortlist and try them out for yourself.
Tools like Resource Guru offer a free trial, which gives you the chance to see how it works for your team.