How Agilisys Increased Efficiency And Operational Performance with Precursive
INTRODUCTION TO AGILISYS
For over 20 years Agilisys has been advising businesses through their digital transformations.
Focusing on public sector organizations, Agilisys empowers communities to full realize the power of technology. Since 1998, Agilisys has strived to be constantly innovating and pushing the boundaries of technology. While ensuring that the company was focused on moving forward and unlocking the potential of data within the public sector, Agilisys retained their intense focus on customer satisfaction.
A company without a realtime visual view of their resource is unlikely to be competitive.
MEG FISHER.
Head of Operations & Resource Management
THE CHALLENGES.
CHALLENGE #1: RESOURCING DECISIONS NOT BASED ON REAL-TIME DATA
Agilisys did not have a clear view of who was doing what and when. It was difficult to make quick decisions on resourcing without a "single pane of glass" to view what was happening in real-time. Forecasting was challenging and there were gaps to achieve 'smart resourcing'.
CHALLENGE #2: DIFFICULTY IN SHOWING COMMERCIAL BENEFITS OF SMART RESOURCING
Meg needed to show the impact that well managed resources would have on commercial performance, which was difficult to achieve without a solution that visualized key metrics such as utilization, margin and profitability.
Meg defines resource management as, "a function that protects and improves the bottom-line for your company". A resourcing function that increases the productivity of people will boost the financial performance of the company. Previously resource management was managed across multiple systems and spreadsheets which created a range of challenges and a lack of accurate real-time information.
CHALLENGE #3: LACK OF REPEATABLE PROCESS IN OPERATIONS
Meg knew that the key to differentiating themselves from their competitors lay with their service offerings and having repeatable delivery processes. Consistent processes would help to boost margins and improve time-to-value for customers. Agilisys wanted to mobilize teams quickly and reduce the amount of bench time for staff.
OUR SOLUTION.
Opportunity Management
Transition to delivery team
Opportunity Forecasting
Manage sales pipeline
Data Management
Provide customer start date
Professional Services Automation
Manage team capacity
Revenue Management
Track performance of projects
Project Margins
Forecast key business metrics
One of the best things about Precursive is that it links to Salesforce.
DAMINI SINHA.
Senior Resource Manager
PRECURSIVE IMPACT.
IMPROVED FINANCIAL PERFORMANCE
1
Precursive is Salesforce native meaning Agilisys could link their resource forecasting directly to the sales cycle all in one place: Salesforce.
Precursive provides previously unseen visibility on key business metrics such as gross margin per person.
With improved delivery processes and better project data, Agilisys was able to proactively manage projects reducing work slipping over-budget as well as reduce the dilution of sales rates throughout the business.
IMPROVED HIRING & FORECASTING
2
Precursive is embedded into a range of business activities at Agilisys as professional services reporting is via Salesforce.
The operations and resource management team have confidence in their forecasting and are better able to develop hiring plans based on real-time information. Agilisys was able to improve their hiring process based on the skills that were in high demand which is insight surfaced in Precursive.
Precursive allows teams to review capacity and drive more productive utilization.
3
REDUCED RELIANCE ON CONTRACTORS
Agilisys had an historic trend of hiring a high percentage of contractors as they were unable to respond rapidly to demand with internal staff. With Precursive providing a true forward forecast, Agilisys is able to pull forward hiring aligned to upcoming project requirements.
This has allowed for greater investment into the business and long term talent growth. Agilisys can better allocate time to industry focused training to ensure that their consultants are always up-skilled and differentiated from their competitors.
Precursive was chosen by Agilisys to facilitate a path towards repeatable delivery processes. Precursive is fully embedded into daily operations at Agilisys and Meg noted a range of benefits for the Professional Services team. The optimization of resource management had a direct impact on customer outcomes with people better matched to projects. Agilisys also has more time to make the right resourcing decisions.
WHY CHOOSE
US?
Precursive allows you to present data and demonstrate value and was fundamental to Agilisys remaining adaptable.
MEG FISHER.
Head of Operations & Resource Management
PRECURSIVE x SALESFORCE
A SINGLE SOURCE OF TRUTH
Deals close with an accurate timeline on the scope of work
Forecast roles automatically created for the project
Project is resourced quickly & accurately
Project actuals & margin tracked in real-time
OPPORTUNITY
PROFESSIONAL SERVICES AUTOMATION
DELIVERED
REVIEW
More time generated for managing client
Reports are generated in real-time, based on actuals
PMs able to review and approve timesheets
Before Precursive, we could not demonstrate the true value of our resources to senior stakeholders.
DAMINI SINHA.
Senior Resource Manager
Find out more about the people and company. You can learn more about what makes us tick.
We are passionate about changing the game for the world’s best services teams.
Our mission is to help you improve time-to-value and make every customer a success story.
WHY PRECURSIVE.
IT & Professional Services
FinTech
Communications