Insights Resource Management uses domains that are essentially containers (set up by department or function) of resource management data, capacity management data, etc. Privileges can be set up so that users only see their whichever domains they are involved with. This way each function has its own working space for resource management.

Single-sign-on can occur via Microsoft Office 365. Once invited, the login should be seamless using the username and password used for all Microsoft 365 tools.

Insights Resource Management can define user permissions by role, function or individual. Application and API data access can be granted, via permissions, to individuals for each business unit (a “Domain”) modeled in the resource management tool. These permissions are controlled by a designated custodian at the client company. Permission levels should include read, read/write, and […]

Insights Resource Management models work demand in several ways, varying in complexity from simple to more complex algorithms. The level of complexity should be determined as part of the implementation. Work demand should be modeled by role, over time.

Insights Resource Management allows custom criteria or the ability to “tag” additional data elements using additional columns (such as outsourced, number of patients, number of sites) in the schedule (i.e., the book of business). These columns can be filtered against, used for inclusion/exclusion using Complexity Rules, and used for custom projection calculations using Custom Algorithms.

Insights Resource Management has an easy-to-use scenario planning model. The user is presented with a Gantt-like view of their portfolio. The user can “grab”: The end date of the bar for the project and move the end date The start date of the bar for the project move the start date The whole bar and […]

Insights Resource Management makes it easy to slice and dice your data. In addition to out of the box data elements, the tool allows users to “tag” additional data elements using additional columns (e.g. outsourced, number of patients, number of sites) in the schedule (i.e., the book of business). These columns can be filtered against, […]

Insights Resource Management has out-of-the box reports that allow users to visualize work demand versus supply versus actual data. Users can save reports to their profile and share reports they created (for example, filtering on a project). That way a user’s saved reports are stored in Insights Resource Management. Data is easily exported or connected […]

Data and charts can be exported via individual data tables or a whole data export file.

The resource management reports can be saved within Insights Resource Management or exported from the tool.    Reports can be generated, saved and shared within the tool.  Reports can be exported to Excel or CSV for analysis outside the tool.  Visualizations/graphs can be exported as PNG or SVG files for sharing outside the tool in […]