The tools you need to know for your project planning
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Estelle
Content manager
April 29, 2022
3 min
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Do you want to get started and finally switch to project mode in your company? Are you looking for one or more softwares project planning to support you? Planning requires great organizational rigor, as well as the ability to move from one task to another easily. It also faces many problems, in terms of time management, employee management and the resources at your disposal. However, rest assured: there are project planning tools available to simplify your work. The debrief in this article!
When it comes to project planning, HRIS software (Human Resources Information System) is very often cited. The latter includes a lot of data on all of the company's employees, which is essential to ensure accurate project planning:
The HRIS tool is therefore a software that lists a lot of key information for your project planning. Human Resources managers thus know which employees they can mobilize on the current mission, according to the skills sought, the availability requested, etc.
The CRM (Customer Relationship Management) tool brings together all the information about your customers:
If you adopt a CRM tool as part of your project planning, the latter is a real gold mine for detecting future business opportunities. It offers a 360 panorama of your customers. It allows you to paint a portrait of your customers and to get ahead of their future needs. You better predict your future business operations, thanks to the results of the previous year. Some have a dashboard that analyzes your results and offers you your future commercial strategy, in order to optimize the coming year.
The ERP tool lists all the financial aspects of your project. The fact that he manages all financial and billing issues before, during and after each project logically involves him in project planning. It is perfect for having visibility on the profitability of projects in particular.
This software helps you with your project planning, insofar as it lists the quotes and invoices that you sent to your partners or suppliers. Before carrying out commercial transactions, you know which are the flagship products and the unsold products in your stocks. As a result, supplier negotiations are also facilitated and you optimize your storage spaces. It is thus the faithful companion of many artisans and suppliers.
In order to ensure the coherence and consistency of your project planning, it is recommended to connect all of these tools to your Staffing software. Indeed, by optimizing the centralization of data before and during the resource allocation project, your choices are more relevant to obtain effective results.
In order to simplify the distribution of tasks and missions, we recommend that you also use a tool for project management like Monday or Asana. This allows you to better manage daily tasks as part of your project planning.
To find out how Napta helps you implement your project planning, contact us !
Do you want to go deeper into the subject? We have lots of resources at your disposal to help you go further.
In addition to this subject, find our infographic”Staffing management: 5 ways of organization”.
Also discover our guides, templates and checklists in the Resources tab.
See you soon at Napta!
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