Your ERP tells you what you've already spent — the past. It can't tell you whether next quarter's work is staffed, which teams are under-booked, or when you'll need to hire. That planning gap lives in spreadsheets, usually several versions of them, maintained by different people, none of which quite agree.
Mosaic is the windshield for the road ahead: what's coming, and what you can still do about it. It plugs into any ERP: Deltek, Unanet, BST Global, Microsoft Dynamics, QuickBooks — eliminates duplicate data entry, and turns the financial data you already have into a live view of who is working on what, where, and when.
In this session we'll show Mosaic's AI planning assistant, doing the work that firms currently do by hand:
- Surfacing insights where you're already working — flagging why margin slipped, why utilization dropped, or why a project is trending over, as it happens, instead of waiting for you to go looking
- Answering questions about your own project, staffing, and budget data on demand
- Chasing down the missing updates so you don't have to, and getting the whole team planning
- Watching workload, deadlines, budget, and scope-creep signals across the firm
- Building project teams and assigning roles based on availability, requirements, project history, and who has worked together before
- Turning a proposal into project plan —complete with phases, budget, scope, fees, roles, and a best-fit team
- Forecasting workload and revenue, and flagging when it's time to hire, which roles, and when
Resource planning is the easiest way to improve profit most firms have, and the one most consistently neglected. For a 100-person firm, a five-point lift in billable utilization is worth roughly $1M to $2M in additional annual profit.
Most firms treat operations as a reporting function, the record of what already happened. Come see operations become strategic: when staffing, hiring, and what you can safely commit to are decided against what's coming, not explained after the fact.