# Resourcing Workflow Improvements

Questions below are asking about the current workflow for:
1. On Track
2. Resourcing
3. Top 2

## Kitty
### Top 3 Most Painful
1) the current dashboard, process and workflow is not user friendly, need to look at multiple sources for data exchanges and link those all together.
2) Do we have enough jobs to work on for each consultant to cover their expenses? is the current sniping strategy the best for us?

### Top 3 Most Confusing
1) The job coding is very confusing , takes a long time to break down and figure out what it really means.
2) Candidate ownership, lots of overlapping, not sure when to contact and when not to contact.

### Ideal Workflow for you
- Ideal workflow would be something that I am fully in charge of, the scorboard now is ok.
- Not sure if standup is needed? prefer just doing 1v1
- Have the flexbility to change roi/ sp/sd during mid week

### How does an ideal dashboard looks like to you?
- hope our dashboard can include everything in one doc specifially for the consultant

## Reese
### Top 3 Most Painful
- Top 2 is totally fine with me
#### for resoucring
- I need to input all the data on every sheet 1 by 1, and when i update my scoreboard, I need to open at least 3~4 sheets/dashboard.
- the resoucing sheet has too many informantion on it, hard to easily check data, scroll right and left frequantly. (資料呈現不直覺)
- some of the roles are closed but still on the resourcing sheet(BerryAI).
- Often time I couldn't update my previous week's progress(it's locked), I need to ask Jennifer to turn on ----> 好麻煩～

### Top 3 Most Confusing
- The job-coding could possilbly maintain by evey consultant who works on the roles? If we wanna be 360, we should be able to determine the ROI by ourself, and all the recruiter participates the job-briefing meeting wit the clients.
- Job-coding is too complicated, and it took me around 20 mins to figure out what type of rating i should put in 1 job. AND often time the data i put in is wrong. :upside_down_face:

### Ideal Workflow for you
- **IF** we have our own sheet:
- Daily standup/ daily 15 mins 1on1 w/ Amd or Ed, go through our sheet report the on-track then do top 2.
### How does an ideal dashboard looks like to you?
- eveyone has their own portfolio or sheet(combining resourcing&on-track) and able to maintain by themself (including the job coding)
- on the top: still has the general resourcing info with the data (costumized for individual-simiar to the filter)
- and the bottom could have another areas for on-track to check every weeks status, then we can dynamically and instantaneity change whether the ratio for coversion rate or our daily progress/status.
- So during the standup, everyone can just report thier progress 1by1.

## George
### Top 3 Most Painful
- 資料分散在三張sheet，且牽一髮動全身，導致一旦需要修改，會花費大量時間。比如我想修改一個top2，必須確認好幾張sheet，看是不是每一步沒有犯錯(大多情況下都會有錯誤)
- 每天檢查這些數字沒什麼意義，花費大量時間調整數字，但實際上跟大家今天會做什麼沒什麼關係。我的想法是，這玩意兒的目的如果是提供參考，並能夠有一定基礎跟客戶溝通，只需要在周五的時候確認數字"大略正確"即可。

### Top 3 Most Confusing
- 不確定這些數字的重要性。很多時候因為ROI過低所以我們不做，但有時又因為客戶跟我們CONCALL所以要做，這時候就會隨便調整一些數字，讓他變成可以做。這個流程很奇怪，如果他ROI就是低，但我們有其他理由要做這個role，不應該是勉強提高數字，而是給他一個*就好。

### Ideal Workflow for you
- 新增一張個人的Workflow整理。我們現在是by function區分每張sheet，所以會有資料量過大且(對個人而言)沒有意義的資料過多的問題。
- 具體來說，可以是這周top2，以及我能work的job有哪些，每個job的只需要幾個重要的評分(如am分數、TRM、ROI、預計產出等等各一個數字)，其餘有需要再自己去sheet看。
- 有些彈性，或者說修改其中一項時可以自動修改(這件事可能可以用個人的sheet解決)。不需要每天盯著數字決定要不要做什麼(因為這件事會隨狀況快速調整，尤其如果我們已經花時間討論過要做什麼)，對我們而言應該是確保填入昨天工作中發送的MSG, CALL, SUB即可。
- 希望數據可以變成很好的參考基準，而不是完全只能依數據做事。

### How does an ideal dashboard looks like to you?

## Amanda
### Top 3 Most Painful
- Too many cells in each sheet but we actually only look at a few critical ones and having all of them up theres is quite disctracting and makes it difficult to locate the right cell I'm looking for
- When I make one change, I need to change 3, sometimes 4 sheets (On-Track, Resourcing, Top2, RelEq)
- Trying to put in resourcing days for future weeks (Requires a lot of back and forth)

### Top 3 Most Confusing
- It's still a bit confusing and takes me a while to figure out what's my forecast upside
- We can only assign a job to 1 consultant at a time but sometimes we have different consultant working on the same role in different weeks and I don't know wich conversion rate to use to keep trak of it

### Ideal Workflow for you
- Kill stand-ups and I have daily 1-1 with each person to go through their jobs
- Top2 becomes very easy to maintain data accuracy so each person can decide their own top2 without Edwin and my help. And only have to discuss edge cases
- Each person can put in their own forecasted resourcing days in the coming weeks without me
### How does an ideal dashboard looks like to you?
- Each person has their own dashboard to look at the jobs they are working on
- RelEq include only Key Accounts, and for the rest of the accounts, just have each consultant put in their own estimated RelEq on their own dashboard (job level)
- Ideally make this the same dashboard as Scoreboard
## Michael?
### Top 3 Most Painful

### Top 3 Most Confusing

### Ideal Workflow for you

### How does an ideal dashboard looks like to you?