Visual Planning

Overview

Visual Planning is a collaborative, flexible, and mobile scheduling platform. Allocate resources and share schedules with colleagues, customers, and partners to work together more efficiently. This project management visual tool is available in: SaaS, On Premise, and Subscription modes.

Visual Planning’s collaborative platform allows you to manage and monitor the progress of your staff, projects, and assets efficiently. Flexible and adaptive, Visual Planning provides solutions to all trades and industries to efficiently manage staff, resources, and equipment. Optimize company productivity regardless of project length, complexity, and/or size with visual planning software.

Key Features For Construction

Managers & Supervisors

Plan and monitor your projects with precision and details• Maintain up-to-date information from all worksites continually
Monitor & forecast, planned versus actual schedules, hours entered, and progress made on each project
Manage teams, vehicles, and machinery allocated to each site and track availability
Create and maintain your own database of customers, suppliers, and subcontractors
Manage your subcontractors and suppliers efficiently based on costs, capacity and skills
Integrate Visual Planning with your existing IT systems: ERP, CRM, and quoting applications

On-site Teams

Access your schedules from anywhere on mobile devices (tablets or smartphones)
Update your tasks in real-time to indicate completion or delays
Generate precise, personalized reports for optimum tracking of your hours and expenses
Receive e-mail or SMS notifications for any change of schedule
Share information between connected users using instant collaboration features (chatrooms, forums)

Key Features For CRM

Sales Manager

Allocate an account to a sales representative with a simple drag and drop
Instantly review team performance against goals and drill down to each individual rep’s activities
Show sales forecasts for any given time period
Build custom reports to monitor any sales indicators
Display consolidated views of quotes, orders, and invoices
Fine-tune user privileges and workflows to align the actions of team members with company objectives

Sales Team

Manage your leads and customers, from identifying an opportunity to after-sales follow-up
Easily schedule and record all your sales activities (calls, meetings, presentations, proposals, etc.)
Quickly identify who needs your attention now and act upon it
Access detailed reports to monitor your pipeline and sales
Automatically generate documents such as quotes and proposals
Get your agenda and all customer data anywhere: in your inbox, on your e-mail calendar, or on your smartphone or tablet

Key Features For Scheduling

RH Manager

View staff availability at a glance
Systematically track time off and absences
Build, maintain and develop your HR database with fully customizable employee profiles
Manage skills and competencies: training schedule, certifications, authorizations
Organize the administrative management of your staff (performance reviews, contracts, etc.)
Control how much information users can see and/or modify
Anticipate any change in the work load and plan staff capacity accordingly
Generate ad-hoc reports and create your own key performance indicators

Operations Manager & Project Management

Define and communicate the tasks to be carried out by all team members
Create a custom schedule adapted to your working hours
Track work assignments progress and completion
Fill in your time sheet and calculate overtime
Share schedule data instantly through e-mail, SMS, RSS feeds and calendaring application integration
Update your schedules remotely and on mobile devices using the VP Portal module

Key Features For Support & Field Service

Hotlines or Call Centers

Schedule and optimize shift changes and on-call periods
Track customers details and filter based on customized categories, statuses, contracts or products
Monitor the availability of your resources, equipment, parts, and tools
Maintain a single document repository (archives and logs)
Measure performance and anticipate customer demand using precise reports containing all the indicators you need (number of cases handled, average response time, etc.)
Inform your customers immediately whenever progress is made by sending automated e-mails

Maintenance & Field Operations

Assign the appropriate resources to complete field service jobs based on skills, availability, and location using a simple drag and drop
Organize interventions routes based on staff available
Optimize routes based on each intervention location using the geolocation module
Give your teams access to their individual intervention schedules on tablets or smartphones
Create and store your maintenance contracts and intervention documents automatically in the application
Monitor the deadlines and statuses of actions carried out in the field in real time

Key Features For Fleet Management

Vehicle Fleet

Quickly review your vehicle availability and location
Track incidents, calculate mileage, fuel consumption, and toll cost
Get a detailed record for each vehicle and centralize all the information you need
Compare availability and usage with demand to optimize costs
Receive e-mail and/or SMS notifications for deadlines (vehicle inspections, licenses, insurance, oil change, etc.)

Equipment & Software

Track availability of any mobile hardware, or software (license management)
Create an inventory and store detailed technical data, supplier information, and locations for all company equipment
Quickly allocate equipment to team members or set up a self-booking platform and track history of assignment
Track equipment status, including scheduled maintenance, outage, and repairs
Get notified for upcoming deadlines (scheduled maintenance, service contract expirations, etc.)

Rooms & Facilities

Centralize booking for all rooms and facilities in a self-booking platform
Issue documents such as rental contracts and booking confirmations automatically
Track payments for each booking effectively
Implement business rules to avoid double bookings, over-capacity bookings, or any booking inconsistency

Key Features For Production Scheduling

Production Manager

Optimize order management: Centralize all your purchase orders and find them in a few clicks
Pan your production orders, stations, machines, etc.
Follow the working time of your teams and assign employees according to their availability and skills
Forecast and anticipate your needs in logistic resources: Visual Planning helps you optimize the production cycle thanks to its numerous indicators
Follow also the inventory of parts and materials needed for your work in order to make replenishments on time
Reorganize activities in real time to respond to emergencies and priorities
Notify any delays using collaborative or communication tools

Production Team

Report the hours spent on each task and their progress
Quickly report any problem encountered to allow the production schedule to be updated
Access your schedules directly on tablets and smartphones

Key Features For Project Management

Project Manager

Plan and monitor all your projects from a single view
Review workload and availability of each team member instantly and quickly reallocate them based on their skills and location
Create project templates and custom validation workflows to help push work in the right direction
Track overall progress and status in real time on a Gantt chart• Create customized reports to evaluate performance
Add cost and expenses in tasks or auto-calculate costs based on time spent for an easy budget tracking
Avoid project delays and respect deadlines by easily identifying the critical path

Project Team

Report on hours and task progress in two clicks
Get instantly alerted on project changes made by the project manager
Integrate your project work with your other tools: e-mails, internet calendars, RSS feeds
Update project details and documents through your tablet or smartphone when traveling
Collaborate with other team members in a dedicated project discussion feed

Additional Information

Brochures

White Paper

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Facility Layout & Material Flow Optimization

Facility Layout and Material flow Optimization is the evaluation of multiple layout scenarios to design the optimum layout that reduces material handling costs, improves throughput, and minimizes space requirements.