Our scheduling needs
Our audit and accounting activity is an activity with a strong seasonality. Our challenge was to find a way to build load plans per team and help us manage our budget.
Management of the provisional planning and customer appointments
PlanningPME is first used in provisional schedule . In July each team enters the various missions planned on each client with a provisional date of intervention.
- 1st use: this database is exported and integrated into an Excel file that will be updated every month with the real times per customer from our internal billing software. This allows us to manage a forecast compared to a realized one.
- 2nd use: for our audit activity, the database continues to live and allows view interventions planned and re-plan as needed.