Planisy Call Preparation

Your name

Your e-mail address

What is the name of your company?

1) What is your role in the trial and potentially in the use of Planisy for resource planning/scheduling?

Technology advisorTechnical buyerPlanning managerBusiness ownerOther

2) What are the objectives and scope of your trial?

Try Planisy using one of the template examples and its resourcesUse one of the templates, but modify its resources and parametersStart from a template and adapt it to some of my resources and allocation rulesFully map Planisy onto my process, resource inventories and allocation rulesOther objectives

3) How many and which groups of resources, physical and digital of your company do you need to schedule regularly? (Example: 5 group of resources: workers, machines, cars, projects, tasks. 80 workers, 15 machines, 5 cars, 10 projects, 75 tasks.)

4) Which primary Group(s) of resources are other resources allocated to? (Example: resources of Groups such as Worker, Machine, Truck.. are mainly assigned to Construction Site, for example, or to Project, Tasks, or others.)

5) Where is the data for the resources mentioned stored and maintained?

CRMERPHR systemSpreadsheetsPDF filesOther sources

6) Which tools and methods do you already use for planning and scheduling of your resources and communication of assignment to stakeholders?

Whiteboard / wall plannerIntranetSpreadsheetsE-MailOther tools

7) What are the main limitations of the tools and methods already in use and what would you like to enhance in your planning and scheduling process?

Digitize my resource assignment processEnhance my resource management processGet a view of all my resources in one placeManage inter-dependencies across resourcesReact more efficiently to the unexpectedBetter communicate resource assignmentsImprove quality of mid-term planningOther improvements, please specify:

8) What is the typical duration and frequency of allocation/assignments of most resources? (Example: The average duration of assignments is between 1 week to 2 weeks)

9) Who currently performs allocation of resources and what is the process used? (Example: Assignment of resources is performed by 5 managers every last Monday of the month for the incoming month and reviewed and adjusted every week on Monday.)

10) Anything else you would like to share regarding specific constraints, requirements of your planning and scheduling environment? (Examples: «We use a variable number of external contractors» or »We need to link the scheduling system to system xy»)

Thank you very much for sharing this information to better prepare our upcoming call!

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