As our firm grows, I am beginning to worry about our ability to maintain a good view of staff work assignments. While Karbon does a great job of managing current work, we struggle to figure out a way to get a more macro level view of staff activity. I’m specifically trying to tackle the following challenges:
- Is there a good way to get a wholistic view of who is assigned to each role for each client?
- Is there a way to get a better understanding of an employee’s work load for the entire year?
- In general, how do you manage and shift staff assignments to ensure work is evenly spread among the staff and nobody is overloaded?
I really appreciate the feedback!! I assume this is a challenge many of you all face. Curious how everyone else manages these issues?