Criteria that prove it's time to upgrade (and stop using Excel as your tool assignment)

The choice of an Excel file or an "in-house" tool to manage the assignment of employees is the first reflex when launching a company. However, this is not a reliable enough solution to be sustainable.

Poor data centralization, wasted time and energy, errors and data loss: you will quickly notice these many problems that will taint your performance and profitability .

To anticipate possible complications, it is essential to equip yourself with an expert tool in the matter. 

But first, analyze your environment and listen for signs. 

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You have reached a critical size or you want to grow and increase your workforce?

Why wait until there are too many people to set up anoptimal assignment process? Take the lead, because without an established process, you risk complicating the transmission of information as soon as you exceed 30 employees. 

And for good reason: information held only in a few heads can compromise the sharing, centralization and retrieval of information by third parties, and thus waste time.

A tool of assignment allows to centralize all the information in the same place and to be able to consult them at any time, but also by everyone. You will not have any more problems in case of absence!

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You probably use a CRM for sales? An HRIS for employee management? An ATS or a firm for recruitment?

It's normal, you need tools adapted to each process / need! Well, it's the same for assignment, you will see real performance gains by using an expert tool. 

In addition, Excel is very limiting:

• It is impossible to create connections with the rest of your ecosystem
• It suggests a lot of double entries 
• It prevents the proper flow of data
• It increases the slowing down of the process of assignment

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Do you feel like you're losing performance?

You end up with sub-optimal assignment and follow-up is very difficult. Result: it is the person in charge of assignment who pays a high price : quick phone calls, informal exchanges in the corridor, untimely emails...

Then it becomes difficult to respond correctly to all the requests that are multiplying. You lose time and you answer too late to the customer, you can't anticipate the output of mission... You feel overwhelmed by your data and poorly organized information.

It's time to equip yourself, why wait? Tools exist and are made to answer these essential needs concerning project management, resource allocation and mobilization of your collaborators' skills!

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The concrete case of Matters

Difficulties were felt in relation to the projection of their performance over time, their internal communication and the transparency of the data. They quickly realized that Excel was showing its limits in a context of growth.

To remedy this, they called on Napta, a tool that brings them real added value for the financial management of their projects. Matters employees have access and visibility on current and upcoming projects, they can now communicate more accurate information effortlessly. 

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Managing your assignment on Excel is very limiting on many points. Opt for a platform of management of the assignment platform and you will notice that the time saving will be immediate and your return on investment obvious. 

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Things to remember

If you decide to equip yourself with a software assignmentsoftware, don't neglect your efforts and the time you spend on :

Communication: communicating effectively is essential to ensure adoption and designate ambassadors who will help you disseminate information internally. We advise you to favour multi-channel, to take care of the content of your communications and to have a detailed and adapted communication plan.

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Training: if your software publisher offers you the possibility of carrying out training sessions, offer them to your employees so that they learn and get to know the tool and especially so that the detractors (if there are any) become ambassadors! 

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Onboarding: keep in touch with the ambassadors you have designated at the beginning of the project, and be open to feedback from users. Also, do regular follow-ups with the main stakeholders of your editor during the deployment of the tool.

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These are the important points to make your change management a success and guarantee the adoption and use of your software. 

In short, with a tool assignmenttool, you'll get more efficient and accurate management of your resources, automation of repetitive tasks, better real-time collaboration and deeper data analysis.