Conference Presentation

Optimize Resource Management: Define and Automate Scheduling Strategies to Improve Forecasts

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Like many professional services firms, Medidata Solutions had unique requirements for scheduling and managing resources on projects, and they knew they needed reliable and accurate forecasts of when project resources would be required to support those projects. In 2016, Medidata began leveraging the core reporting, backlog, and billable utilization features in FinancialForce to manage its professional services team. Native to the Salesforce Platform, FinancialForce offers the flexibility to accommodate client-specific needs. Taking advantage of this flexibility, CLD Partners designed and delivered a solution that allowed Medidata to define both automatic and specific scheduling strategies that could be repurposed for similar projects. The solution also included a way for Medidata to generate forecast records, and review and submit these on a monthly basis. In this presentation, you will hear from Medidata and CLD Partners as they describe and share: 1. Use cases and challenges around resource management as well as utilization and revenue forecasting. 2. How Medidata implemented a flexible and scalable solution. 3. Benefits for executives and broader teams delivered by this unique solution. 4. A demonstration of the solution.

Presented By:

Rick Pearson

Solution Architect and Sr. Project Manager, CLD Partners

Naimisha Chanumolu

Sr. Information Systems Project Manager, Medidata Solutions

Publish Date: October 22, 2019

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