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How Updating Plans Regularly Benefits Resourcing Managers

Published: April 2019

Consultants are essential to the operation of a consulting organization. This seems obvious, but it can be easy to forget that it’s not just the work consultants do in the field that keeps a services operation afloat – it’s also the work they do to give you an accurate idea of the work they do. When it comes to the process of getting valuable information about delivery progress out of consultants’ heads, even small improvements can pay huge dividends for downstream resources. Major improvements can be game-changers for your business.

Let’s look at the resource management function as an example. Resourcing managers often struggle to effectively allocate resources to new projects when they are dependent on project delivery data that is inaccurate or outdated. The only way to ensure resource managers are provided with updated project plans is to find a tool that keeps updated plans in one accessible place, and to use that tool to its fullest potential by getting users engaged with and invested in the technology. As Kimble’s Lauren Leonard explains in this short video, when users such as consultants or project managers are incentivized to update project information in your Professional Services Automation (PSA) application, the resource management process benefits.

The closed loop Lauren describes in this video captures the interaction between consultants and project managers, an interaction that, when it is running smoothly, leads to consistent updating of plans to reflect what is actually happening on projects.

The process involves four steps: planning, understanding the plan, communicating progress on the plan, and evaluating progress and re-planning. The need for this process becomes clear when you look at a typical example from the world of consulting.


The plan says a consultant has 16 hours, two full days, left on a project – that’s the information a resourcing manager is looking at when analyzing when they will next be available – but the consultant estimates that there are 30 hours and more then three days of work left.

If the consultant doesn’t have a way to share that estimate, the resourcing team is unaware of information that will allow another important project to kick-off on time.

Without up-to-date project data, resourcing managers simply cannot be proactive. How much consultants engage with and adopt your tools and processes directly impacts how effectively you can optimize resource allocation. And this is just one example of how an improved relationship between consultants, project managers, and the technology they use can unlock the value of a major investment like PSA. Be sure to watch the video above to get answers to the following questions:

  1. Why is it difficult to close the loop so the plan reflects what’s actually happening?
  2. What does the ideal closed loop look like?
  3. What type of solution enables a true closed loop?
  4. What are the benefits of closing the loop between plans and actuals?

To learn more about getting consultants to adopt technology that will benefit them, listen to the latest webinar from TSIA, “Where the Rubber Meets the Road” presented by John Ragsdale, TSIA’s distinguished vice president of technology research, and Charles Gustine, Kimble’s product marketing manager.

This webinar covers:

  • Working with consultants to adopt technology that will benefit them and the organization
  • Shifting the conversation from entering time to estimating the amount of time remaining
  • Understanding what essentials to look for in a PSA tool

Watch The Replay

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