Staffing consultants for client projects involves manually checking availability across multiple sources, verifying skills, collecting responses, and updating records. This fragmented process creates delays and errors that slow project starts.
Automation queries consultant profiles and availability in real time, sends offers via messaging, collects responses automatically, and updates all systems instantly. Projects staff same-day instead of waiting 2-3 days.
The full workflow, from trigger to completion.
A new project or staffing request is created or submitted via email, triggering the automation workflow.
The automation parses the request to extract role, duration, start date, required skills, and seniority level.
The system checks the consultant database and to identify consultants with matching skills and no conflicting assignments for the required dates.
The automation scores available consultants by experience level, past project fit, and current utilisation, then selects the top 3 to 5 candidates.
The system sends assignment offers to shortlisted consultants with a one-click accept/decline button, collecting responses in real time.
Once a consultant accepts, the system updates,, and with the assignment, and notifies the project manager.
The system pulls billable hours, calculates utilisation rates by consultant, and updates a live dashboard accessible to leadership.
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