Enterprise DNA

Internal operations · Live demo

Staff and resource scheduling requests

Takes staffing requests from partners and managers, suggests consultants with the right skills and availability, and places a hold for the resourcing manager to confirm.

InternalWeb chatEmailYour data Answers from your dataBookingHuman handoff
Live demo

Talk to Ivy at Pellbridge Consulting

Pellbridge Consulting is made up. Ivy is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.

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The problem

Staffing a project means emails between partners, managers and resourcing, with nobody sure who is really free. Good people get double-booked while others wait for their next project.

How it works

  1. Takes requests by chat or email: job, skills, language, start, length and days a week
  2. Checks skills, languages and bookings in the resourcing system
  3. Suggests the best fits and explains why
  4. Places a soft hold that lasts 48 hours
  5. Sends the request to the resourcing manager, who confirms the assignment
  6. Never books anyone beyond full time or during leave

What it connects to

  • Resourcing system
  • Staff calendars
  • Email
  • Team chat
Sample email thread
  1. Grace (partner)Ivy, I need a senior consultant for the Goldreed roadmap extension. Finance transformation and Mandarin, six weeks from Monday week.
  2. AgentTwo people fit. Sharon Ip in Hong Kong is free three days a week from Monday week, alongside two days on the Maplecourt retainer. Leo Chen in Shanghai is free full time from the Wednesday after.
  3. Grace (partner)Sharon, please. Three days is fine, and she knows the client.
  4. AgentI've placed a soft hold on Sharon for three days a week, six weeks from Monday week, on job GR-2406. Holds last 48 hours, so I've sent the request to Vincent Mak to confirm. He usually replies within a working day.
  5. Grace (partner)Can she spend the first week in Kuala Lumpur?
  6. AgentHer profile has no travel limits, so that works. I've added it to the request so Vincent can check with Sharon and book the travel.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.

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