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Pinion chooses Dayshape as resource management solution

Dayshape, an Edinburgh-based software company using AI technology to power professional services planning, has welcomed Pinion as a live customer in 2023.

The new software investment is supporting Pinion’s commitment to innovation on a global scale by progressing from scheduling software to an intuitive and proactive resource management solution.  

Andrew Bone, CEO and Co-founder of Dayshape, said: “It’s great to welcome Pinion as a Dayshape customer. They’ve come from using a scheduling tool that they had outgrown to Dayshape – a resource management solution that is built to scale with professional services firms.”  

Pinion, with over 375 employees and 27 offices across the US, was previously usingscheduling within IRIS Star Practice Management but felt it lacked the forecasting and talent management functionality required.  

Allison Hovey, Resource Management Leader at Pinion, said: “We realised we needed resource management, not just scheduling. We needed a comprehensive tool with reporting, forecasting, and utilisation data – and Dayshape’s ability to integrate with our existing systems gives us that.” 

With Dayshape, Pinion has chosen a resource management tool that not only schedules effectively, with firm-wide visibility, but integrates with existing systems such as timesheets to provide live data that can be reported on in Dayshape.  

Allison Hovey added: “Tools should be able to give you more data than you put in. With Dayshape, we know the data we input will provide us with valuable insights such as utilisation rates and powerful reports.” 

In addition, Dayshape’s assisted, and on-demand scheduling options provide peace of mind that task allocation is optimised, based on who is best suited to working on a particular engagement which helps to increase employee morale and reduce turnover rates.  

This allows firms like Pinion to not only consider current skills, certifications, and work experience of resources when allocating work, but also work preferences, utilisation rates, and whether the resource has already been given a task on a specific engagement. Together, this suitability criteria provides a powerful metric which enables Dayshape customers to provide a healthy work-life balance for their people, deliver top quality work for satisfied clients, and empower the resourcing team to make more efficient and informed scheduling decisions.  

Allison Hovey said: “In my experience, visibility gives accountability, it allows you to lay out decision making with the right insights, allowing the right processes to be followed. It’s not about micromanaging, it’s about making resourcing a fairer process with a tool like Dayshape that empowers people.”  

She concluded: “I would and have already recommended Dayshape to other firms.”  

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