Your Resource Planning & Forecasting Command Center

Parallax’s resource planning software unifies executives, delivery and sales to determine capacity and resource needs with certainty. Easily assess utilization, balance workloads, and match the best resources to the right projects for optimal team performance.

Parallax connects the operational tools your teams are using today – time tracking, CRM, project management – to curate a central source of truth for strategic, forward-looking orchestration. Oh…and you get to stop cobbling together spreadsheets to make sense of resource plans and utilization. Sanity for the win!

Why Leading Agencies and Studios Choose Parallax

+%

Billable Utilization

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+%

Revenue

+%

Revenue Per Billable Employee

“With Parallax, utilization information is right in front of me. I can forecast while also looking back at historical utilization. I have a lot of clarity about what’s going on with my team and whether we have the project work to support the staff that we have.”

Kristen DiCamillo | Managing Partner, HUSH

What You Get with Parallax Resource Management & Planning Software

Billable Capacity Tracking

See current utilization and future capacity to confidently take on new work and when. Scenario plan with deals in pipeline to see effects on capacity by role to get proactive bidding on the right work. Know precisely the roles and when to hire to keep your growth humming.

Resource Forecasting & Assignments

Get proactive with resource assignments on projects using forecasts on incoming demand. Turn project planning into a science with auto-
generated resource plans to streamline resource allocation. Maximize utilization for all team members by evaluating and adjusting workloads of your talent pools – in real time. Finally say goodbye to the weekly spreadsheet resourcing scramble.

Project Health Tracking

Your crystal ball for project health – see the financial snapshot of deals sold vs actuals, on demand. Go further to forecast projected revenue and total project costs based on actuals. Adjust plans early in the project to align with clients on variance from original scope. We have your margin’s back.

Parallax gives professional services organizations team-wide visibility on service operations

Team-Wide Visibility

Unify your executive, operations, delivery and sales teams with a central source of truth. Sales and delivery collaborate on deals and make sure the right resources are in place for incoming work. Project managers can keep projects and budgets on track and have an accurate view of people’s capacity. Leadership and finance teams have a sense of performance today, and a forecasted view of utilization and profitability for tomorrow.

“With Parallax, we can easily get an idea of actuals versus estimates. Based on that, we can think through how we can plan resources better in the future.”

Danielle Morgan

Senior Product Manager, Airship

“Our resource planning meetings take half the time because everybody has accurate plans in Parallax. We’re not looking at clunky spreadsheets with people’s names attached to jobs”

Kristen DiCamillo

Managing Partner, HUSH

“The Parallax Team Has Been Amazing To Work With. They Have Been In Our Shoes And Understand The Challenges That We Face. They Have Repeatedly Gone Above And Beyond Sharing Their Experiences And Recommendations. This Advice Alone Has Been Worth The Price Of The Product.”

Alex Robinson

CEO, Atomic Robot

Designed to Integrate With Your Existing Tools

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Harvest + Parallax

Calling all Harvest users! Get your free utilization report for visibility into billable capacity, untapped revenue, and more. Take your timesheet data to the next level – and it only takes minutes.

Resources from Our Blog

  • Resource Forecasting Tools for Digital Agencies [Complete Guide]

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  • How To Level-Up Employee Resource Management

    Resource management is a fundamental process of every digital services company. It’s the weekly practice where leaders allocate people’s time to projects – and it’s something…

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  • Top 5 Replicon Alternatives & Competitors To Consider

    Are you a digital services leader looking for a solution that can better serve your teams, yourself, and your business? We know there are a…

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  • Mavenlink (Kantata) vs OpenAir vs Parallax: Which is Right for You?

    See why digital services companies are choosing Parallax over Mavenlink and OpenAir to give their teams accurate, real-time insights and forecasts that accelerate their growth,…

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  • Productized Services: How Custom Digital Services Firms Can Adopt Them

    Many custom digital services firms are looking for a simplified way to experience higher margins and obtain predictable, repeatable work. The answer lies in productized…

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  • Parallax Introduces New Features to Enhance Personalization, Optimize Usability 

    Working in the services industry means dealing with fast-paced everything. People are often tasked with finding and sharing information with both colleagues and clients at…

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Frequently Asked Questions About Resource Management

Why is resource planning important?

Proper resource planning (ie: staffing, capacity planning) is the bedrock of almost every forecast done in a professional services firm. If our resource management processes are contributing to incorrect or misleading resource plans, our understanding of simple things like revenue forecasts, utilization, and when to hire are inherently flawed and therefore lead to poor business decisions. 

How often should we be meeting to discuss resource plans?

A weekly meeting cadence provides the right amount of discipline to capture these changes and put forth the most up to date forecast available. We recommend a clear agenda centered around resolving resource conflicts starting with your highest priority accounts. 

How often should we be updating our resource plans?

Planning in a professional services business naturally exists in a very fluid environment. Project plans change by the day as new information is uncovered and client priorities change. In order to reflect a proper forecast we need to capture these changes weekly prior to joining our resourcing meeting. 

How often should we be reviewing plans v. actuals?

The relationship between what we thought was going to happen (plans) against what actually happened (actuals) is one of the best tools at your disposal for validating the strength of your forecasts. The process of identifying and reacting to these variances should match your cadence of collecting timesheets and happen each week after doing so. 

How far in the future should we be looking when forecasting?

The goal is to see out as far as we can by making weekly adjustments to everything we know. However, the further out we look the more variation we can expect. By focusing on the next 6-8 weeks and validating that your team has enough to work on (and verifying no one is about to burn out) you’ll be working off of the most accurate information at your disposal and ensuring you get ahead of any major issues. 

What are best practices for managing capacity and/or utilization?

Managing your team’s capacity and therefore utilization requires a disciplined process that generates the best picture available of what the future might hold for us. Managing the myriad variables between sales and delivery is inherently challenging. Organizations often invent processes to make sense of it all, but just end up adding more labor to the problem which creates an even hazier picture. The best practices are simple: don’t overcomplicate by reinventing good hygiene and democratize the load across the organization. Everyone plays a role in good forecasting.

How granular should resource planning get?

A 10 piece puzzle is infinitely easier to solve than a 1,000 piece puzzle and resource planning is no different. Managing a fragmented resourcing picture leads to an out of date and inaccurate look into your forecast as the amount of time to keep all of those pieces up to date is a barrier to updating. The goal should be frequent, high-level updates that capture the ever changing needs of the projects. Precision is the enemy of accuracy. 

How important is it to be diligent with time tracking?

We’re playing the game of trying to predict the future, and humans are inherently bad at it. We need a way of verifying that our prediction of what was going to happen actually happened, and time tracking is the easiest way to do that. The diligence in weekly time tracking allows you to get a new set of facts in each week that you can use to dial in your forecast and drive up confidence in your decision making.

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