Utilization and Staffing Use Case
A guide to implementing Auto Insights for a utilization and staffing use case, including data structure and sample questions.
Problem Statement
HR or project teams typically want to analyze utilization analysis and uncover opportunities to drive efficiencies. Typical insights focus on identifying attrition risks, workload management, and optimizing incentives with data-driven reward and recognition schemes.
An Example of Utilization and Staffing Data Structure
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Segments
A segment is a qualitative value, like names or categories. Here are some of the typical segments we find in utilization & staffing data:
Employee attributes: Employee Name, Employee Location, Employment Status, Employee Position, Team, Service Line, etc.
Engagement/client attributes: Engagement Industry, Engagement Code Name, Client Code, Client Name, Engagement Profit Centre, etc.
Measures
A measure is a quantitative, numeric value. Here are some of the typical measures we find in support & service data:
Hours charged
Time standard
Revenue
What Sort of Insights Can Auto Insights Help Me Uncover?
Automate Utilization Analysis
Hours charged by Engagement Industry
Hours charged by Employee Position
Hours charged by Team
Hours charged by Client
Actual recurring revenue by Engagement
Analyze Staff Productivity
Hours charged by Employee Position
Hours charged by Employee Position and Employee Location
Actual recurring revenue growth by Client last quarter
Uncover Opportunities to Drive Efficiencies
Revenue by Team
Average Engagement Realization Percentage by Service Line
Actual Recurring Revenue by Client