The key to successful implementation
A planning system is only a part of a good planning. Other important factors are a good design, a fitting implementation process and good guidance. Anago’s planning experts are perfectly capable to reach an accepted work procedure and support.
Based on an analysis of the activities and processes, the tasks and responsibilities of the organisation (line and staff) and the goals of the organisation we develop a planning model in which the following elements will be described:
- Layered planning including year planning, medium term and short term planning
- Elaboration on the elements of the planning in terms of planning method, computations, often used data, time base and the time frame
- Decision as to which elements will be computed automatically and which will be supported manually
- How the planning deals with insecurities on the work supply and available capacity
- Decision as to which elements will occur centralised and which decentralised
Planning appears in many forms, varying from simple to complex, from free standing to fully integrated. When designing the planning we make use of the Resource Management Maturity Model.
This model shows the procedure for planning in the various maturity levels of organisations, ranging from reactive to fully integrated and orchestrated.
The planning should fit within the current organisation and for the current employees. We hereby adopt the vision that the distance between the ‘old’ situation and the ‘current’ situation should not be too big, since this has implications in the adaptation and acceptation by the organisation.
Just as important as the planning model is the organisational embedding. By means of the steps in the planning process it is determined who is responsible for the preparation, execution and the decision making.
Starting points for the determination of the governance are:
- Creating a robust, consistent way of planning
- Tasks and responsibilities which fit the current organisation structure (line and staff)
- Commitment from the top of the organisation
- Commitment to plans
- A planning frequency which takes the planning & control structure and the period of taking (capacity) measures into account
Configuration Planning System
Based on the design of the planning and the governance the planning system is configured in the Anago environment. The Anago environment consists of modules and building blocks which provide a fast way of realising a suitable planning.
The planning system is based on the Anago environment. This environment offers the following possibilities by default:
- Simple adjustments to the modelling/parametrisation so that the environment can grow along with the organisation
- Intuitive 'Excel-like' user interface
- Extensive authorisation possibilities such as role based authorisation, authorisation in the associated range (such as one's own projects and one's own employees)
- Export possibilities to Excel and PDF
- Integration possibilities with other systems such as HR-systems, financial systems and data warehouses, both for importing data and writing the output of the planning solution
- Entirely browser based, thus both SAAS as in-house possible
Training & Guidance
During the commissioning of the planning system all employees will be guided. Depending on the organisation this can take place in different ways, and different methods/devices can be used:
- training of key users (according to the train-the-trainer principle)
- educating employees
- management game based on the planning system
- guidance of planners during the first months
A case about advice and implementation
One of our customers uses resource planning to plan the inspection projects. An inspection project consists of multiple inspections within a specific branch, with a specific focus area. Since this is about thousands of inspections, hundreds of employees and many knowledge areas, the requirement was that the planning could be made automatic. The planning should take account of required knowledge, the availability of the employees, travel distance and regional dispersion.