Overview
Company: shiftavenue
Industry: IT Consulting
Company size: 1-50 employees
Challenge: Difficult to see consultant availability across projects
Key Result: One shared planning board with instant visibility into projects, consultant availability, and resource allocation.
Context
As a growing consulting company, shiftavenue needed a simple way to coordinate consultant availability across multiple ongoing projects.
Before implementing Teambook, planning information was scattered across various tools and spreadsheets, making it difficult for project leads to quickly assess who was available, who was assigned to which project, and how workloads were distributed.
As shiftavenue continued to grow, keeping teams aligned became increasingly time-consuming, especially as project priorities and schedules changed frequently.
Initial Challenges
Without a centralized planning platform, shiftavenue experienced several operational challenges:
- No single source of truth for consultant availability
- Time spent communicating planning changes manually
- Limited visibility into resource utilization across projects
- Difficulty balancing workloads before accepting new work
- Limited transparency for finance teams preparing billing and invoicing
The planning process worked, but required constant coordination between project managers and consultants, making it harder to respond quickly to changing project demands.
Why Teambook?
shiftavenue was looking for a solution that would make planning transparent for everyone while remaining easy to adopt.
Teambook provided:
- A shared planning board accessible to the entire team
- Real-time visibility into consultant availability
- Calendar synchronization with employees’ individual calendars
- A simple interface that reduced the need for manual communication
Rather than relying on individual updates or spreadsheets, everyone could now access the same planning information in real time.
How shiftavenue Uses Teambook
Today, Teambook serves as shiftavenue’s central resource planning platform.
Project managers use it to:
- Plan consultant assignments across ongoing projects
- Monitor resource availability before committing to new work
- Balance workloads across the team
- Synchronize project schedules with employees’ personal calendars
With every team member working from the same planning board, schedule updates are instantly visible, reducing coordination effort and ensuring everyone stays aligned.
Key Benefits
Since implementing Teambook, shiftavenue has improved visibility and coordination across the organization.
Key improvements include:
- Instant overview of all ongoing projects and consultant availability
- Better workload balancing and utilization management
- Less manual communication around schedule changes
- More transparency for project managers when planning new work
- Improved visibility into project allocations for finance, supporting more efficient billing and invoicing
The centralized planning process also helps the company identify potential over- or under-utilization earlier, making resource allocation more proactive.
Continuous Improvement
Overall, shiftavenue’s experience with Teambook has been very positive. One notable area for improvement was the timeline view, which could be clearer and easier to navigate. This was regarded as a minor usability enhancement rather than a significant issue.
The team considers this a relatively minor usability improvement, given the overall value Teambook provides.
Conclusion
By replacing fragmented planning processes with a centralized resource planning platform, shiftavenue gained better visibility into consultant availability, simplified team coordination, and optimized resource utilization across projects.
Beyond helping project managers make better staffing decisions, Teambook also increased transparency across finance and operations through a shared view of project allocations. The result was more efficient billing and invoicing, supported by a single, organization-wide planning process.
