Forecast makes it easy to schedule your team on multiple projects and plan out what you’re working on over the next few months. But it’s much more than a visual team calendar. It provides you with the insight to answer critical questions about your business: What is the team working on right now? Who’s under water? Do you have the capacity to take on new work? How secure is the future of the business?
In this post, Holly Davis, a project manager at White October, describes how her digital agency implemented Forecast and used it to help manage their business.
Resourcing for a growing agency is a big challenge. Things change from minute to minute and everyone has different information they need access to:
- The whole team needs to know what they’re supposed to be working on.
- Project managers need to ensure that resourcing forecasts mirror the needs of their upcoming project work.
- Account managers need long-term forecasting so they know what new business they should pursue.
A year ago we were struggling to fulfill these needs, mainly due to the fact that we had little confidence that the data we were putting in was an accurate reflection of ‘reality.’
One of our project managers, Sarah Clarke, decided to take on the challenge of improving resourcing at White October. She chose Harvest Forecast, integrated with our main Harvest account, as the management tool.