We work with Pharma, Building, Manufacturing and Catering/Service Industry Clients.
NEW FOR 23!
Planners For REMOVAL FIRMS.
FREE with 4 or more licences!
Plus a range of Time & Attendance and Planners specifically For FITTERS of Bathrooms, Heating, Solar, Roofing, Kitchens or Conservatories.
3 USE CASE OPTIONS
WHO, WHAT, WHERE, WHEN
JOB MANAGEMENT
Can you drop in another job? Do you have the staff? The vehicles?
Keeping track of all your work just became easier. With a simple to use 'drag and drop' interface, simply move events around, then record everything that happened. Share with your staff and get them to update using their mobiles.
Be it gathering or sharing information, speed, accuracy and ease of communications are what matters. Making it easy to share relevant data with others enables them to take the required action, based on 'real time' info, wherever they are and on any device.
We have been looking for a niche where there is a constant demand, lots of moving parts and plenty of complexity.
Think about it, you have jobs, clients, staff (sub-contractors), vehicles and then dates move. Or someone is off sick. Or a van breaks down.
We can't fix your van, but we can share information in real time to put you in charge faster and allow you to make the important decisions, rather than spending time sending messages to staff to tell them where to go, or finding out where they are.
For SMALL TEAMS
Working in small teams is easy, but managing the information relating to them in Spreadsheets or Google Sheets is not. Neither were designed to do this and they simply don't have the tools to make it work, no matter how much effort you put into it.
We make it 'drag and drop' easy, with desktop, tablet and mobile options, to allow you to work and share information with all of your staff, wherever they are and on whatever type of device.
Testimonial
We chose this solution for our project management and time tracking because of its simplicity and modularity.
In an organization like SAFRAN where a wide variety of complex activities are performed, it’s difficult to find a single tool for monitoring time on projects that meets the varied requirements. In this context, Visual Planning was perfectly suited.
Brett S.
VP Administrator
Integrations
Integrate with Quickbooks, Xero and Sage in seconds.
VP Go U NOW AVAILABLE TO DOWNLOAD
IN APP STORE AND PLAY STORE
Today, all your staff can keep up to date on their mobiles, wherever they are!
Imaging if you removed all the 'low level' calls, you know the "Where am I today?" type calls.
What if your staff could update their own records and keep timesheets up to date, or request holidays ... all from one simple to use app.
Visual Planning Was Designed For:
Visual Planning works in the office, or on the road, with PC/Mac/Tablet and Mobile Interfaces.
Letting your users access their information in the most convenient way and on their preferred device
We need to understand what you do, so that we can build a demo that fits and works for your business. Calls don't take long, but make a lot of difference.
Calls allow us to see if we can help and if there is a good fit. After all, you don't want to waste your time, anymore than we do and Trials and On-Boarding Calls for free!
02.
SPEC CALLS
Once you've run your trial, we'll see if any changes need to be made to make your system more applicable to you and your business. If it is 'ready to go', then all you need are licences.
If you need a bit of customisation, our Spec Calls run through what is needed and how we can implement it for you.
Calls can take a couple of hours and you may require more than one call. All work is performed by our consultants and we'll give you an estimate of time required before we start. You may need to send us some information (e.g. staff names to import, etc.)
03.
APPLICATION BUILD
This is when the magic happens. We translate your process flows, resources, requirements and reports into one single planner.
The time taken will depend on your specification, but we'll keep you in touch with progress.
04.
INSTALLATION AND TRAINING
Don't worry, we'll help you through this process, in fact, for Cloud Clients, we'll do it all for you! We'll setup your server, load up your planner and help to setup your Users and Admin.
You will then receive Training on the software and how best to use it. This includes basic training as well as optional advanced training, such as how to build your own views/reports/filters, etc.
We record all training, so you can watch it whenever you want.
We ONLY want to work with clients who are 100% satisfied.
We spend a lot of time preparing demos for our prospective clients and it achieves 2 things ...
You are clear that the planner will achieve what you need it to do
It let's us see if there is a 'good fit' for our 2 companies
The Problem
How Many Users Can I Have?
There is no strict limit and some clients have over 100,000 users, so most businesses will be ok. There are balances we can setup once you get a large system in place, so if you think you are likely to have an issue, please give us a call.
Can I Use VP On A Mobile?
Sure. there is a Mobile App, called VP Go. It is available in the App Stores, so you can simply download it.
The Floating version works on-line only, but the named version is a true app and works off-line too!
Can I Have Multiple Views?
Yes. You can show the data (or information) you need in many different ways and setup mltiple views that work for each audience or user that need to access that data.
Can I Integrate With Other Apps?
Of course. The easiest way is using import/export (ssv/Excel/Database), but there is also POST options as well as a full API.
This means you can work with most leading databases, accounting systems and HR platforms.
Can I Set Multiple User Levels?
Yes. The Admin Control Panel let's you set up multiple user levels, such as Director, Finance, Shop Floor, etc.
Each Group will receive the same rights, or you can give special rights to certain individuals.
User Rights cover add/delete, edit, etc.
What Licences Are Available?
There are a number of different licences. They fall into 3 types:
VPE (Desktop)
VP Portal (Browser)
VP Go (Mobile)
Desktop users are your main users, such as planers, schedulers, project managers, directors, etc. They will tend to spend some time on the software daily and move/edit the planner.
Browser users will use fewer views and do less editing, but will need to be able to see things when required, on their PC/Mac or tablet.
Mobile users will typically be checking what they are doing and updating basic information, such as job status, etc. The mobile app will not work on a tablet or desktop device.
Each licence can be named (for a specific user) or floating (shared between multiple users, based on concurrent use).
Licences can be hosted on our servers in the Cloud or by you, On-Premise.
Do You Provide Help Setting It Up?
Sure. In fact, we usually prepare all of your initial build for you, so that you are 'ready to go'.
We know our way round the planner and this means we can build it in the optimum way, in the shortest time and with the minimum of fuss.
We call this support Consultancy and it covers Setup, Development, Training and Functional Support.
Is My Data Backed Up?
Yes, daily. All cloud accounts are backed up daily and stored for 2 or 3 days. For on-premise clients, you manage your own servers, so it is up to you to arrange this, but the software includes elements to assist you.
Will It Work Across Multiple Sites?
Yes. We have clients with many sites and multiple planners, looking after 100,000+ staff and resources.
It can be setup in many ways, so gove us a shout and we'll help you decide what would work best.
Is There A Limit On Resources?
Not really. You can have as many as you want. They could be staff, skills, vehicles, machines, roles, activities, clients, jobs, etc.
We are proud to be a supplier to Astra Zeneca, the supplier of one of the Covid 19 vaccines.
We have been working with the site responsible for the distribution of the vaccine in the UK for over 8 years.
Some of the sectors we work with
Healthcare
Testing / Laboratories
Transport
Manufacturing
Construction
Training
Finance
Travel
Events
Integrates with ...
Accounting Systems, ERP Software, MRP Software
And all leading databases, such as Dynamics, Oracle and SAP.
We are here to help. Why not give us a call ... now.
