{"id":81276,"date":"2025-08-22T19:29:54","date_gmt":"2025-08-22T17:29:54","guid":{"rendered":"https:\/\/www.furious-squad.com\/?post_type=fiche_pratique&#038;p=81276"},"modified":"2026-03-30T15:10:32","modified_gmt":"2026-03-30T13:10:32","slug":"workload-management-balance-project-delivery","status":"publish","type":"fiche_pratique","link":"https:\/\/www.furious-squad.com\/en\/factsheets\/workload-management-balance-project-delivery\/","title":{"rendered":"Workload management: define and balance project delivery"},"content":{"rendered":"<p>Service companies, especially Digital Service Companies (DSC), must juggle multiple projects, mobile teams, and increasing profitability demands. In this context, an ERP (Enterprise Resource Planning) becomes a strategic asset and a time-saver. <\/p>\n<p>How to choose the right business management solution to improve the performance of a service company? Which criteria should be prioritized, and why is this management tool no longer exclusively for large organizations? <\/p>\n<h2>ERP tailored to the specific needs of a service company<\/h2>\n<p>Unlike manufacturing or retail, a service company does not manage inventory or a production chain. Its capital relies primarily on its human resources, its planning capacity, and its customer relationship. The <strong>ERP<\/strong> precisely allows for the centralization of essential information to <a href=\"https:\/\/www.furious-squad.com\/en\/industry\/agency-management\/\">effectively manage the agency<\/a>: project tracking, time management, invoicing management, budget forecasts\u2026<\/p>\n<p>The main objective is to ensure global and real-time visibility into operations. A good ERP thus allows for optimizing profitability, reducing repetitive tasks, and automating information flows between departments.<\/p>\n<p>According to a study reported by France Num, 79% of SME leaders believe that digital tools and technology are assets for businesses. 24% of companies with fewer than 250 employees use an ERP. However, 67% use invoicing software, and 24% opt for a management and inventory or supply chain management tool.<\/p>\n<figure>\n\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.furious-squad.com\/wp-content\/uploads\/elementor\/thumbs\/reunion-au-travail-scaled-ramhypfjb8co5j9kraucwd6b3eaqwqfgxkr8wd59a8.jpg\" title=\"Work-Meeting\" alt=\"A Meeting Between Leaders and Project Managers\" loading=\"lazy\"><figcaption>Implement an ERP to better manage your business<\/figcaption><\/figure>\n<h2>Why IT Service Companies Should Adopt an ERP?<\/h2>\n<p>In an IT service company, client projects are ongoing, resources evolve, and employees are sometimes spread across multiple sites or even working remotely. In this context, implementing an ERP helps structure operations: <\/p>\n<ul>\n<li>Project Management: <a href=\"https:\/\/www.furious-squad.com\/en\/hr-software-selection-guide\/\">optimize human resource management<\/a>, task and priority tracking.<\/li>\n<li>Invoicing and Profitability: <u>automatic margin calculation<\/u>, tracking billable hours, automated reminders.<\/li>\n<\/ul>\n<p>The ERP also helps respond more quickly to RFPs, manage deadlines, and improve service quality. It becomes valuable support for driving growth. <\/p>\n<blockquote>\n<p>\n\t\t\t\tSchedule management is essential for us. Before, we juggled between two tools (for schedule management and profitability tracking), which led to double entry and a waste of time. Today, Furious allows us to centralize project and schedule tracking, which has greatly optimized our operations.   \t\t\t<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t<cite>Alexandre Ayme &amp; Claire Desavie, Adveris<\/cite>\n\t\t\t\t\t<\/p><\/blockquote>\n<p>An \u201call-in-one\u201d ERP like Furious is specifically designed for agencies, <em>IT service companies<\/em>, and consulting firms. It is based on a unified, ergonomic, and visual interface. <\/p>\n<figure>\n\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.furious-squad.com\/wp-content\/uploads\/elementor\/thumbs\/professionnelle-met-en-place-un-outil-de-pilotage-scaled-rami3m57032ks84w3f87x4kyru3r3tx09vej4dv8sg.jpg\" title=\"Professional-Implements-A-Management-Tool\" alt=\"Une professionnelle qui met en place un outil de pilotage\" loading=\"lazy\"><figcaption>Adapting the ERP to the Business Simplifies Project Management<\/figcaption><\/figure>\n<h2>Choosing Your ERP: Key Criteria<\/h2>\n<p>There is no universal ERP suitable for all service companies. The choice depends on several strategic and operational factors. <\/p>\n<p>Rather than focusing solely on the technology (cloud or on-premise), it is essential to consider the following criteria:<\/p>\n<ul>\n<li>Industry Specificity: The ERP must meet the realities of a service company. For example, the ability to <a href=\"https:\/\/www.furious-squad.com\/en\/time-tracking-tool-productivity-optimization\/\">track time spent<\/a>, schedules, interventions, or recurring contracts. <\/li>\n<li>Integration Flexibility: It must be able to interface with existing tools (CRM, accounting, document management, etc.).<\/li>\n<li>Scalability: The ERP must support growth without requiring a redesign every two years.<\/li>\n<li>Accessibility: For mobile or hybrid teams, reliable and secure remote access is essential.<\/li>\n<li>Vendor Support: customer support, training, regular updates, etc. The relationship with the vendor is as important as the software itself.<\/li>\n<\/ul>\n<h2>Cloud or On-Premise: Which Hosting to Choose?<\/h2>\n<p>Today, most vendors offer cloud-based (SaaS) ERPs, accessible from a simple browser. This <em>management solution<\/em> is particularly suitable for service companies for whom mobility and responsiveness are essential. It allows for quick setup, without heavy infrastructure, and with automatic updates.  <\/p>\n<p>The on-premise option (locally installed) can remain relevant in ultra-secure environments or when total data control is required. However, it involves higher maintenance costs and in-house technical management. <\/p>\n<p>A Strategic Investment, Not Just Technological<\/p>\n<p>Implementing an ERP is not just about installing software. It is a <u>transformation project<\/u> that affects all departments. It requires change management, team involvement, and a clear vision of the objectives to be achieved.  <\/p>\n<p>For a <strong>service company<\/strong>, the ERP becomes a central steering tool. It allows for a transition from fragmented management to a fluid and responsive organization. And above all, it offers leaders a better ability to anticipate and structure their development.  <\/p>\n<blockquote>\n<p>\n\t\t\t\tWhat I like most about Furious is that we quickly gained project management time and peace of mind. After just one week, we had more visibility. I estimate it saved me about 30% of time on all project manager roles, and it also relieves the team, which now has great visibility on what is being done.   \t\t\t<\/p>\n<p>\t\t\t\t\t\t\t\t\t\t\t<cite>Shirley Jagle, Kairos <\/cite>\n\t\t\t\t\t<\/p><\/blockquote>\n<h2>Industry-Specific Management Tool: Furious Becomes Your Ally<\/h2>\n<p>More than just management software, the ERP acts as a true strategic co-pilot: it allows you to manage activity in real-time, track margins project by project, <a href=\"https:\/\/www.furious-squad.com\/en\/optimize-your-schedule-management-with-efficient-tools\/\">manage activity organization<\/a>, and optimize team workload.<\/p>\n<p>Thanks to its extensive functional coverage \u2014 from sales prospecting to invoicing, including HR management and planning \u2014 Furious aligns operations with the company\u2019s financial and human challenges. Its main business advantage? A clear and centralized vision that helps leaders make quick decisions, based on reliable data, without multiplying tools or Excel files.<\/p>\n<p>\t\t\t\t\t<a href=\"https:\/\/www.furious-squad.com\/en\/contact\/\"><br>\n\t\t\t\t\t\t\t\t\tRequest a demo<br>\n\t\t\t\t\t<\/a><\/p>\n<h3>You might be<br>\n<strong>Asking Yourself these Questions?<\/strong><\/h3>\n<details id=\"e-n-accordion-item-1070\" open>\n<summary data-accordion-index=\"1\" tabindex=\"0\" aria-expanded=\"true\" aria-controls=\"e-n-accordion-item-1070\">\n\t\t\t\t\t <strong>01<\/strong> What is Automatic Transaction Categorization?<br>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"24\" viewbox=\"0 0 25 24\" fill=\"none\"><path d=\"M19.0645 14L12.0645 21M12.0645 21L5.06445 14M12.0645 21L12.0645 3\" stroke=\"#1E2238\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg><br>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"24\" viewbox=\"0 0 25 24\" fill=\"none\"><path d=\"M14.0645 5L21.0645 12M21.0645 12L14.0645 19M21.0645 12L3.06445 12\" stroke=\"#7E8492\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg><br>\n\t\t\t\t\t\t<\/summary>\n<p data-start=\"728\" data-end=\"968\">This is an AI-based feature that automatically categorizes your expenses according to their nature, for simplified and more reliable financial tracking.<\/p>\n<\/details>\n<details id=\"e-n-accordion-item-1071\">\n<summary data-accordion-index=\"2\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1071\">\n\t\t\t\t\t <strong>02<\/strong> how Does Furious AI Work to Categorize Transactions?<br>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"24\" viewbox=\"0 0 25 24\" fill=\"none\"><path d=\"M19.0645 14L12.0645 21M12.0645 21L5.06445 14M12.0645 21L12.0645 3\" stroke=\"#1E2238\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg><br>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"24\" viewbox=\"0 0 25 24\" fill=\"none\"><path d=\"M14.0645 5L21.0645 12M21.0645 12L14.0645 19M21.0645 12L3.06445 12\" stroke=\"#7E8492\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg><br>\n\t\t\t\t\t\t<\/summary>\n<p data-start=\"970\" data-end=\"1256\">With each import or bank synchronization, the AI analyzes the label, amount, and context to suggest a relevant category and tags. You validate, adjust if necessary, and the tool learns from your choices. <\/p>\n<\/details>\n<details id=\"e-n-accordion-item-1072\">\n<summary data-accordion-index=\"3\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1072\">\n\t\t\t\t\t <strong>03<\/strong> What are the Benefits of Automatic Categorization for Financial Teams?<br>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"24\" viewbox=\"0 0 25 24\" fill=\"none\"><path d=\"M19.0645 14L12.0645 21M12.0645 21L5.06445 14M12.0645 21L12.0645 3\" stroke=\"#1E2238\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg><br>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"24\" viewbox=\"0 0 25 24\" fill=\"none\"><path d=\"M14.0645 5L21.0645 12M21.0645 12L14.0645 19M21.0645 12L3.06445 12\" stroke=\"#7E8492\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg><br>\n\t\t\t\t\t\t<\/summary>\n<p data-start=\"1258\" data-end=\"1502\">Less manual entry, better accounting consistency, reduced human errors, and significant time savings on recurring tasks.<\/p>\n<\/details>\n<details id=\"e-n-accordion-item-1073\">\n<summary data-accordion-index=\"4\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1073\">\n\t\t\t\t\t <strong>04<\/strong> Can You Maintain Control over the Categories Suggested by the AI?<br>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"24\" viewbox=\"0 0 25 24\" fill=\"none\"><path d=\"M19.0645 14L12.0645 21M12.0645 21L5.06445 14M12.0645 21L12.0645 3\" stroke=\"#1E2238\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg><br>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"24\" viewbox=\"0 0 25 24\" fill=\"none\"><path d=\"M14.0645 5L21.0645 12M21.0645 12L14.0645 19M21.0645 12L3.06445 12\" stroke=\"#7E8492\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg><br>\n\t\t\t\t\t\t<\/summary>\n<p data-start=\"1504\" data-end=\"1737\">Yes, you remain in control of the suggestions: each classification can be accepted, modified, or refined. Automation supports, not replaces. <\/p>\n<\/details>\n<details id=\"e-n-accordion-item-1074\">\n<summary data-accordion-index=\"5\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1074\">\n\t\t\t\t\t <strong>05<\/strong> Does the AI Improve its Suggestions over Time?<br>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"24\" viewbox=\"0 0 25 24\" fill=\"none\"><path d=\"M19.0645 14L12.0645 21M12.0645 21L5.06445 14M12.0645 21L12.0645 3\" stroke=\"#1E2238\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg><br>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"24\" viewbox=\"0 0 25 24\" fill=\"none\"><path d=\"M14.0645 5L21.0645 12M21.0645 12L14.0645 19M21.0645 12L3.06445 12\" stroke=\"#7E8492\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg><br>\n\t\t\t\t\t\t<\/summary>\n<p data-start=\"1739\" data-end=\"1936\">Absolutely. The more you use the feature, the more the AI learns from your corrections and offers categorizations tailored to your habits. <\/p>\n<\/details>\n<details id=\"e-n-accordion-item-1075\">\n<summary data-accordion-index=\"6\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1075\">\n\t\t\t\t\t <strong>06<\/strong> who is this Feature for?<br>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"24\" viewbox=\"0 0 25 24\" fill=\"none\"><path d=\"M19.0645 14L12.0645 21M12.0645 21L5.06445 14M12.0645 21L12.0645 3\" stroke=\"#1E2238\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg><br>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"24\" viewbox=\"0 0 25 24\" fill=\"none\"><path d=\"M14.0645 5L21.0645 12M21.0645 12L14.0645 19M21.0645 12L3.06445 12\" stroke=\"#7E8492\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg><br>\n\t\t\t\t\t\t<\/summary>\n<p data-start=\"1938\" data-end=\"2166\">For financial managers, executives, or anyone looking to automate accounting processing, optimize cash flow, and focus on analysis rather than data entry.<\/p>\n<\/details>\n\n\n\n\n\n\n","protected":false},"excerpt":{"rendered":"<p>Balance tasks, optimize resources, plan capacity, and support well-being to enhance productivity, improve project delivery, and maximize team efficiency.<\/p>\n","protected":false},"author":1,"featured_media":81315,"template":"","cas_clients_categorie":[],"class_list":["post-81276","fiche_pratique","type-fiche_pratique","status-publish","has-post-thumbnail","hentry"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"Balance tasks, optimize resources, plan capacity, and support well-being to enhance productivity, improve project delivery, and maximize team 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