Cloud-based workflow management software provider XCM Solutions plans to introduce a new scheduling module that will incorporate an automated, real-time resource allocation component, as well as calendar-based scheduling.
Development is wrapping up on the resource allocation component, which will enter into beta testing this fall while the full scheduling module will be available in May 2013.
The resource allocation piece is aimed at empowering tax practices to leverage history captured during a preceding tax season in order to forecast daily workload during the next season for real-time work assigning. This component will find availability based on role, skill level, work assigned, work anticipated, budgeted and remaining hours to help firms more efficiently and effectively manage teams, reducing stress during tax season.
The calendar-based scheduling component will allow firms to assign jobs that have a specific beginning and end point according to the number of hours required of various staff roles, skill levels and expertise. Scheduled work is also exportable to Microsoft Outlook’s calendar feature.
"Tying scheduling to workflow is a natural fit,” said XCM vice president of sales Bob Locke. “Firms using XCM this tax season will benefit from historical workload data when they implement the Scheduling Module -- giving them an accurate picture of anticipated work across tax season for more effective resource management.”
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