How to Drive Adoption of Resource Management


EPMO, Internal Audit, IT, Product Development, Professional Services, Resource Management, Strategic Portfolio Management

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As a Tempus Resource user, you already know that effective resource management is crucial for your company’s success. And one of the most critical pieces to ensuring your resource management practices remain efficient is to ensure they grow with your organization.

Processes and platform configurations that worked beautifully when you first implemented Tempus may no longer be working well for your team. Or, you may have gotten into a routine of reporting and project tracking, and aren’t taking advantage of all the tools within Tempus Resource that can help you better size, plan and deliver the best strategy and results for your company. If that’s the case, then there’s no time like the present to address this pain point!

In this blog post, we’ll guide you through the process of evaluating your current resource management (RM) and strategic portfolio management (SPM) process and Tempus Resource configuration, preparing for change, solving problems for each contributor, and ultimately driving adoption.

Understand the current Resource Management process and configuration of Tempus within your organization

To make meaningful improvements, it’s essential to evaluate your current resource management process and Tempus configuration. Start by asking yourself:

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Is the way you currently allocate your resources to projects efficient and effective?

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Does your current method of planning support the data output needed for analysis? Can you quickly and easily get the data you need to answer critical questions?

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Who is involved in the planning process? What about the week-to-week and month-to-month updates of that plan?

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What data and analysis are needed and when? Are your team members updating the data in a timely manner to meet reporting deadlines?

By thoughtfully addressing each of these questions, you’ll gain insights into the strengths and weaknesses of your current approach. This is the first step toward identifying areas for improvement.

Understanding your current Strategic Portfolio Management process and configuration of Tempus Resource within your organization

If your business follows a strategic portfolio management approach, ask yourself these questions to help you evaluate your current situation:

  • Do you have a clear and defined strategy? Under those overarching goals, do you have a handful of projects and plans that help you execute those strategic goals?
  • Have you done the work to size your roles, financials and allocations on your projects?
  • Have you prioritized projects based on business strategy, financials and resource availability?
  • Have you modeled scenarios to understand what roadblocks might exist to the work getting completed?

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Prepare for Change Management

Once you have a deep understanding of your existing RM and/or SPM process, you can narrow in on the changes that need to take place. There are two considerations to make:

  1. Identify the “sticky points” in your current process. Is improving these areas a matter of process updates or Tempus Resource user adjustments and system configuration? Understanding the difference between RM or SPM processes and Tempus Resource configuration challenges is crucial for effective change management.
  2. Determine who needs to be involved in the conversations about the ideal future state. Reapproach all stakeholders, from executives to middle management to individual contributors, to understand their roles in the current state and how they can contribute to the future state. Listen to their needs, taking note of what is crucial to their job and the constraints they face. This collaborative approach will ensure that all voices are heard and that the future state aligns with the practicalities of your organization.

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The Art of Subtraction

If you want to drive wide adoption, try to avoid adding more steps to your process. Instead, focus on the art of subtraction. Consider what elements of your current process can be removed to simplify and streamline resource management. With a robust resource management platform like Tempus Resource, simplicity leads to efficiency and higher data quality. Aim for a comprehensive process that avoids unnecessary complexities, allowing your team to work more effectively.

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Solving the Problems for Each Contributor

Now that you have a clear understanding of the challenges each contributor faces, it’s time to brainstorm solutions. Start by acknowledging the importance of each role and what they need to perform their job efficiently. Consider how Tempus Resource can address these needs and provide the necessary tools and functionality. By taking a user-centered approach, you’ll empower your contributors and enable them to be much more productive.

Drive Adoption of Tempus Resource (Again)

Once solutions are in place, it’s time to drive adoption of the improved resource management process within Tempus. Here’s where to start:

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Draft the new process that incorporates all proposed changes. Ensure you have buy-in from all stakeholders, including executives and relevant managers.

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Prepare comprehensive documentation and training agendas to support the adoption process. These materials will be invaluable for both new and existing users.

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Begin the re-education process by providing training sessions and workshops to familiarize users with the new processes as well as capabilities within Tempus. Highlight the benefits and advantages the new approach brings. Wherever possible, showcase how changes address the shortcomings of the old process.

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Create shareable training materials that users can reference any time. These resources will help reinforce learning and serve as a handy guide for users as they adapt to the new approach.

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Establish key performance indicators (KPIs) to measure the effectiveness of the new process. Monitor and follow up on these KPIs regularly to track progress and ensure continuous improvement. Examples of KPIs could include timely updating of resource plans, timesheet entry and approval, and the ability of PMO leadership to understand portfolio risks based on resource availability and project sequence before quarterly meetings. Learn more about KPIs by reading this article.

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Leverage the ProSymmetry Team

ProSymmetry is here to support you! Our dedicated Customer Success Managers (CSMs) are ready to help you evaluate your current process, understand your specific needs, and explore how Tempus Resource can seamlessly support your future state. Don’t hesitate to leverage their extensive industry knowledge and experience working with customers worldwide. Request a meeting with your CSM, and let their expertise guide you toward success.

Meaningful change requires time and effort. But if your processes and configuration are outdated, then you aren’t getting the most out of Tempus Resource. By following the steps outlined in this post and collaborating with the ProSymmetry team, you’ll be able to optimize your resource management practices to achieve newfound productivity and enterprise-wide adoption!

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