What is Visual Planning and what inspired its creation?
Spreadsheets were and still are used as a mode of organizing and managing information, but that’s not scalable or highly collaborative. Using the wrong tools to manage information can cause frustration, missed opportunities and errors, all of which impact an organization’s bottom line. Visual Planning was developed to facilitate the distribution of information, making it possible to visualize and manage projects, people and resources in real-time.
What problems does Visual Planning look to solve?
The problems Visual Planning solves vary but are all, at their core, issues of data management. From project management, where we help teams align with their leadership on goals, scope, project communication and work tasks, to field service or scheduling tools, where we help businesses leverage data to positively impact processes, we’re helping people take control of their information. When you’re in control of your information and able to use it proactively to drive all processes, you can address challenges of budget, employee morale, communication, resource management and other concerns.
Why are resource management and scheduling key to a business’s success in 2021?
Putting the right resources and people in place is one of the best things you can do to achieve high customer satisfaction, excellent efficiency, increased production and happier employees. And all that leads to increases in revenue and a better bottom line.
As we move into the future, though, getting enough of the right resources — whether that’s skilled workers or raw materials — is going to be a growing challenge. Businesses saw this during the COVID-19 pandemic, and while the struggle might wax and wane, it’s not entirely going away. Resource management and scheduling tools and processes are critical to preparing for and facing times when resources are hard to come by because they let you do the most you can with what you have.
Tell us more about Visual Planning. What are the major differentiators for Visual Planning’s scheduling capabilities? How does it compare to other resource management and scheduling software on the market?
Visual Planning offers a comprehensive solution that’s customizable to meet a variety of needs across many industries. We bring cross-sector expertise to the table to help businesses establish scheduling and resource management solutions that support their goals. You don’t have to adapt your processes to our systems because our systems adapt to your needs. We’ve worked with more than 5,500 companies and 100,000 users, creating flexible, business-minded solutions.
What industries does Visual Planning serve?
We provide various customizable solutions that can be used by many companies. Some of the industries we serve include field service, such as HVAC and plumbing, construction, finance, energy, health, manufacturing, telecom, transportation and the public sector.
What existing tools does Visual Planning integrate with?
Visual Planning integrates with Word, Excel and other spreadsheet tools, Outlook and other email and calendaring apps, RSS feeds such as Digg or Google Reader and file storage tools. It also integrates with a number of ERP/CRM solutions, including SAP, Sage and Microsoft Dynamics Nav. We also work with clients to build desired integrations to other applications.
If 2020 has shown us anything, it’s that customer service is king. What support systems does Visual Planning have in place to ensure users and getting the support they need when they need it?
Visual Planning provides ongoing, comprehensive support for all clients. We work with clients before and during implementation stages to ensure the software options they choose — and any customizations — serve their business needs. Our team members can walk businesses through implementation if needed, including guidance on installation, licensing and training.
After implementation, we stick with clients to provide ongoing support with any technical needs, including change requests, working to scale up and troubleshooting any errors.
How does Visual Planning work to provide a better user experience?
Visual Planning offers a single scheduling software program that adapts to literally hundreds of use cases. With only one program to learn, it’s easier to get buy-in across your organization. But the flexibility of our product lets businesses customize it to meet their team’s needs, so people aren’t clicking and dragging just to do it. We can help clients make every action count and drive efficiencies that improve user experience and the bottom line.
How has Visual Planning helped companies succeed both fiscally and functionally?
We have helped companies across numerous industries fully leverage resources via better project and schedule management. That saves time, improves customer service and drives numerous business wins. Our case study library tells the story of many of these successes.
How do you expect resource management and scheduling to evolve and how will Visual Planning adapt to the upcoming changes?
As a result of COVID-19, we found that resource management and scheduling have become a necessity for users in and outside the office. As Visual Planning caters to most platforms, we’ve taken active measures to cultivate solutions that accommodate various situations. With Visual Planning 7 being the most up-to-date version of our software, we continue to develop newer applications to better the experience for project managers and growing businesses.
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