TIME TRACKING + RESOURCE MANAGEMENT

Tackle inefficiencies to increase productivity.

Get the right members on your team, working together at peak efficiency to drive customer engagement and profitability.

Time Tracking

Scale With Billing Profiles

Set up custom billing profiles for standard packages of services offered to standardize and reduce time during project creation. Specify how (billing type) and what (rate) you charge. Plus, set allotted hours for an onboarding project and bill for overages if desired so no revenue is left on the table!

time tracking logging view inside the GUIDEcx platform. show a box to add hours and minutes, category, date and comments with a submit entry button

No-Hassle Time Entry

Easy-to-use timesheets take the pain out of entering time. Add time via a global time sheet or directly when completing work on a task or project. To ensure customer billing is accurate, require time entry on specific tasks.

Provide Customer Transparency

Build trust with your customers by setting proper expectations and monitoring project progress. Choose to display billable and allotted hours throughout the onboarding process so your customers can see efforts made to achieve a common goal.

Customer Transparency (Logged Time - TT 2) in GUIDEcx onboarding platform

time tracking view inside GUIDEcx platform showing projects, estimated hours, billable hours, total hours, total cost, total billed and profit by project.

Track Profitability

Anticipate and mitigate bottlenecks so your team can recognize revenue on time, dive deeper into tasks and templates that come in over budget to diagnose causes, and track costs to understand profitability through advanced reporting better.

“Recent enhancements to reporting & time keeping help make it a valuable tool for tracking our implementation & onboarding projects, so much so we’re beginning to use it for tracking hours from our Customer Success/Account Management team. Better insight into what’s working and what can be improved with our processes.”

-Justin Peticolas, Implementation & Onboarding Manager Groupize

Resource Management

Manage Capacity to Drive Efficiency

Get visibility into your team’s bandwidth – who is over capacity or at capacity and who has room to take on more. Accurately adjust your resource allocation to avoid resource waste and prevent burnout.

Build the Right Team

In addition to capacity, project managers should consider a team member’s skillset when assigning tasks. Setting up functions and adding resources ensures the right people are assigned to the right tasks, optimizing time and effort.

resource management functions view in GUIDEcx onboarding platform. Shows different functional groups and functions in each group.

team builder view in GUIDEcx onboarding platform showing a picture, title and task broken out by person.

Confidently Commit to Timelines

With insight into capacity, feel confident in forecasting future work timelines that match team capacity. Resource plan and refine your hiring roadmap to ensure you have the team in place to keep projects in motion.

Powerful, Purposeful, Seamless Integrations

GUIDEcx offers robust integrations with over 1,000 applications, allowing you to increase automation and simplify project management. Seamlessly connect your existing tools and systems to GUIDEcx, enabling efficient data exchange and reducing customer manual efforts.

What Our Customers Are Saying on G2

GUIDEcx reviews sourced by G2

We GUIDE The World’s Leading Brands:

Over 300,000 projects completed on GUIDEcx.

Time Tracking & Resource Management FAQ

Questions on time tracking and resource management? We have answers below to help you understand our time-tracking and resource-management features.

With all of GUIDEcx’s helpful project management and client onboarding tools, you may wonder why we created a resource management feature. Resource management is essential to business operations, especially in client onboarding. As business leaders can manage their resources well, they can better meet the challenges of their business—and helping businesses overcome challenges is what GUIDEcx is all about.

Here are some of the reasons why we created a resource management feature for our customers:

To create trust with clients. Building relationships with your customers is essential to the success of your business. Transparency is a crucial way to accomplish this. Through our resource management feature, your customers can see where their resources are being allocated and understand your efforts to achieve your common goals.
To counter customer churn. GUIDEcx exists to help you retain customers. With the resource management feature, you can better allocate the right people to the right onboarding projects. This, in turn, means those projects will ultimately be completed sooner and smoother.
To save money. Resource management is complex if you aren’t aware of the way your resources are currently being used. With GUIDEcx’s resource management feature, you’ll know how to adjust your resource allocation more accurately. By becoming more efficient and avoiding wasting resources, your company will be able to save money that otherwise would have been spent inefficiently.

To keep internal teams happy. The resource management feature will evenly distribute projects and tasks throughout your team. You will also be able to see who is available and who is underutilized. Once you can see this information, you can keep your team happy by having them help one another with projects as needed, avoiding burnout and underuse.

GUIDEcx’s resource management feature can help you with much more than simply seeing who’s doing what. With this simple but powerful tool, you will also be able to make better business decisions about the future and keep projects and clients on track.

Here’s what you can accomplish with GUIDEcx’s resource management feature:

Capacity planning. Once you’re able to track the resources you’re currently using and who they’ve been assigned to, you can plan for your future resource capacity. GUIDEcx’s resource management tools provide you with the ability to adjust future resource allocation on the spot, making it easy to plan ahead.
Meeting due dates. By keeping track of the resources required to complete a given project, you’ll also be better prepared to meet your due dates. Our new feature makes it possible for you to see how much work is left to do on a project and make assignments easily in order to ensure it will be completed on time.
Keeping projects on budget. Staying on budget is likely one of your clients’ most important goals. Help them achieve it with the resource management tool by distributing work evenly among your team and making sure that they aren’t over- or under-allocating resources unnecessarily.

Reassuring clients. GUIDEcx’s resource management feature can allow your clients to see how their resources are being used. Once your clients know what you’re doing to help them accomplish projects and use resources wisely, they can be reassured that the work you’re doing for them is worthwhile.

Now that you know all the benefits of the new resource management feature, it’s time to learn what exactly it does and what you can do with it. As with any new feature, it’s a good idea to receive some training on how to use it. You can access training videos, courses, and helpful articles on GUIDEcx’s help website that can help you understand how it works.

As you use the resource management feature to see which of your team members are working at or past capacity, you can identify opportunities to relieve them of some of their projects. You’ll also be able to know who can take on more tasks and use that information to find them some more projects to work on. And you can use the feature to go right in and make these task adjustments quickly and easily to use your employees’ time and your company’s resources more efficiently. By using the feature in these ways, you’ll begin to see major improvements in project management and onboarding at your business.

In conclusion, upgrading your current project management or onboarding capabilities to include the GUIDEcx resource management feature is an excellent way to improve several aspects of your business. Using the resource management feature can help you build trust with your customers, counter churn amongst your clients, save time, money, and other resources, and keep your internal teams happy and successful. By including this critical feature as part of your business’s capabilities, you’re sure to maintain a satisfied client base and use your resources much more efficiently.

Talk With a Guide Today

Discover how GUIDEcx can help you improve efficiency by reducing your customer onboarding timeline and increasing the capacity of your project managers. Our unparalleled professional resources and unwavering commitment to excellence support our industry-leading customer onboarding solution.

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