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 ownerOther2) 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 objectives3) How many and which groups of resources, physical and digital of your company do you need to schedule regularly?4) Which primary Group(s) of resources are other resources allocated to?5) Where is the data for the resources mentioned stored and maintained?CRMERPHR systemSpreadsheetsPDF file(s)Other sources6) Which tools and methods do you already use for planning and scheduling of your resources and communication of assignment to stakeholders?WhiteboardWall plannerIntranetOnline calendarSpreadsheet(s)E-mailOther tools7) 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:8) What is the typical duration and frequency of allocation/assignments of most resources?9) Who currently performs allocation of resources and what is the process used?10) Anything else you would like to share regarding specific constraints, requirements of your planning and scheduling environment?Thank you very much for sharing this information to better prepare our upcoming call!Send
