5 Ways Kimble’s Summer 19 Release Simplifies Time Capture
By Charles Gustine, Product Marketing Manager
Service professionals who bill clients by the hour obviously understand the value of keeping track of what they do – for them, time is literally money.
We’re all guilty of it, I am too. We know time capture is important – and yet, at the end of a busy week, sitting down and actually filling in a timesheet can seem like the last thing anybody would want to do.
Changing the conversation around time capture
Classically, time capture has been seen as a chore – something that has to be done so the bills can be sent out – but not very interesting, or even a core part of the job. The current version of Kimble PSA – Summer 19 – aims to change that perception and to bring the process of time capture out of the shadows where it has languished for so long. Rather than a box-ticking exercise, sharing information about time spent is an opportunity to contribute to business success.
Any business which sells services needs to know where people’s time is going. But this is not just a backward-looking financial exercise. It is actually vital to the future of the business. Knowing what the reality on the ground looks like compared to the forecast gives an indication of how the project plan compares to actual project progress and what needs to be done to keep it on track.
When it comes to timesheets, what might seem like a tiny bump in the road in the consultant experience can be a massive hurdle for a business that doesn’t get prompt and accurate timesheet data; accordingly, even small changes to user experience can have a massive impact on business success. Kimble has introduced a number of new features that do just this – they reduce friction so that entering or confirming time spent on an activity is a smoother process and service professionals are empowered to share as much information as possible.
To this end, Summer 19 introduces Intelligent Time Capture. This is not just about a more intuitive user interface, or even new functionality such as timers and tooltips. It is also about a deeper level of automation. In this version, Kimble assesses whether time entries are reasonable based on your settings and manages them on behalf of project managers without manual intervention.
Here are five ways Summer 19 makes time capture simpler than it’s ever been:
One-stop shop for consultants and other end users
Summer 19 offers the service professional an enhanced user experience from the moment they login to Kimble. On the Kimble home page, users are presented with a one stop shop where they can quickly see a lot of information, including a list of current activities, a summary of vacation entitlement, and a graph showing a utilization calculation for the year. At a glance, they can check a monthly timesheet summary, assessing where their timesheets have been approved, where they’ve been rejected, where they are pending, and where no time has been submitted at all. From their home screen, they can navigate to a specific day in one click.
Timesheet tooltips provide in-context guidance
I can say this as someone who’s spent years putting together training videos, eLearning, and documentation – whether the educational collateral is short and to the point, or comprehensive and detailed, many people will simply never open it. The key to getting users to buy into a tool and a process is to provide help in the moment they need it, cutting off confusion before it can happen. Kimble’s timesheet tooltips are an important piece in the Intelligent Time Capture puzzle – they provide in-context guidance, shepherding users towards timesheet compliance. In-context guidance doesn’t stop at hover-over tips either; warnings and alerts help users understand where they have incomplete time entries and help them navigate there.
Predictive time entry saves time and preserves accuracy
When users arrive at their timesheet, there’s never a moment when they’re in the dark about what work they’ve been assigned. Kimble PSA provides predictive time entries for each assignment on each day, allowing users to work from a baseline of what they were forecast to do.
When users create a time entry, Kimble automatically recalculates other entries on that day. That means Kimble intuitively suggests time entries that make sense, saving users time when creating timesheets.
Timers take care of time tracking
The primary enemy of accurate time tracking is, ironically enough, time. The common practice in time capture is to enter time at the end of a period, which means trying to remember details and durations of activities that have begun to fade from memory.
Kimble allows users to get ahead of the curve, capturing time in the background while they do their work. Want Kimble PSA to keep track of your time for you? Okay, it can do that! Just click start on the Timer on a timesheet, and Kimble starts a time entry for the day and keeps track of time until you click stop.
Low touch assignment management helps project managers
Maybe you’ve had this experience before: you’re putting in the last few hours for an assignment, but when you try and submit that time, you get an error – you’re one hour over what had been allocated for the assignment. The fact of the matter is, you and your project manager will probably sink more than one hour into getting around the one hour overage.
This is what a business would typically consider a reasonable overage. And these happen all the time at the end of projects; small time differences, both over and under, that suck up the valuable time of project managers. Well Kimble PSA can give time back to your project teams thanks to low touch assignment management.
Kimble PSA intelligently assesses whether time entries are reasonable based on thresholds you set, and it manages those time entries on behalf of project managers without manual intervention. This increases the agility and efficiency of time capture for consultants and frees up project managers to focus on approvals and assignment management tasks that do require their attention, continuing Kimble’s push to use augmented intelligence to make easy tasks easier so human intelligence can be focused on harder tasks.
Overcoming the adoption problem
Kimble Applications has focused so much energy on the end user experience because that is where the rubber meets the road: with service professionals, out in the field, holding all the information about what is actually happening on the ground with your customers. A solution can only succeed if they see value in it and make it a part of their routine.
For strategies on how to put consultants and their needs at the center of the conversation, download our eBook “The Adoption Problem.”
In this eBook, we ask:
- Why is consultant adoption vital to unlocking the benefits of PSA?
- What can go wrong if consultants don’t engage with your chosen PSA application?
- How can your organization transform consultants’ relationship with time entry?
- How does Intelligent Time Capture help consultants and project managers work together more effectively?
- How can you create a predictable, forward-looking services organization?