Introducing 'Resource AI': Redefining resource allocation for the modern era

Published in January
11 January 2024
Published in January

11 January 2024

Summarize blog with

It’s another day, and you are attempting what seems impossible, creating a perfect team for your project.  Juggling countless spreadsheets, balancing team workloads, and aligning skills with project needs, all while keeping an eye on the bottom line.

In the age where, with a simple 'Hey Alexa...' you could probably almost get everything done, delivery businesses are still awkwardly shuffling to an 80s mixtape.

We saw the struggle and knew this had to change. So we decided to bring in the big guns!

Meet Resource AI by Rocketlane

Gone are the days of navigating endless spreadsheets and relying on guesswork to assemble your team. Now, with just a single click, Resource AI makes creating the perfect team for any project effortless.It expertly sifts through countless possibilities, considering different skillsets and availability, to assemble an ideal team that's uniquely suited to your project's needs.

It’s your go-to for balancing the scales just right - optimizing for profitability, workload, and utilization, while aligning perfectly with your business goals.

Rocketlane’s Trifecta (Project & Process, People & Finance, Customer Experience & Accountability) brings together your projects, resources, and finances into one place, making all that magic possible! ;)

See Resource AI magic in action now!

Automate end-to-end resource allocation

Pre-define your allocation goals for specific project types with our templates, streamlining your process to achieve standardization and repeatability. This approach not only saves you from going through resource allocation woes project, after project but also significantly reduces the chances of over-allocation or resource wastage.

Choose what you want to optimize, we take care of the rest

Start by defining your goals. Are you looking to balance workloads or maximize profitability? Once set, Resource AI takes over from here. It aligns your goals with crucial factors you’d care about, such as utilization rates, workloads, time-offs, availabilities, regional requirements, skill sets, etc., curating that perfect team for you!

Watch the business impact of your decisions in real-time

Hate nasty surprises? We do too. Resource AI helps you see the immediate effect of your choices on workload and profitability, offering detailed breakdowns of potential earnings, costs, and profit margins. Not happy with the results? Easily filter through members based on their skills, region, individual margins, etc., and swap for the next fit! Resource AI swiftly readjusts utilization and forecasts new outcomes.

Want to get your hands on Resource AI? Well, thought so :) If you're already a customer, find this feature in your instance right away, log in here and check out this help article to get started.

Or, sign up to see the product in action!

FAQs

“Speeds up CSV importing and saves me from having to get customers to use a template file or create mapped data exports. Quick to integrate and flexible outside the happy path. We found defining workbooks and templates confusing; at a prior job it was configured through code, which I preferred.”

Source: G2 review

Sebastian
Intercom

AI that executes your delivery work (Add to any plan)

Most popular

Standard

Ideal for expanding organizations needing more in-depth capabilities and integration for scaling.

$49

per team member/
month billed annually

*minimum of 5 team members

  • Full partner ecosystem support
  • Dynamic templates for any project
  • Milestone CSAT for customer pulse
  • Docs, forms, projects in one place
  • Docs, forms, projects in one place
  • Approval-governed time tracking
  • 200 Automations/user/month
  • Native HubSpot, Jira, Slack Integration

Most popular

Premium

Great for teams desiring tailored workflows with comprehensive reporting capabilities.

$69

per team member/month billed annually

*minimum of 5 team members

  • Real-time project profitability
  • AI resourcing and capacity planning
  • All revenue recognition models
  • Centralized rate cards and budgets
  • Portfolio reporting for leaders
  • Bill faster & improve cash flow
  • Native Salesforce integration

Most popular

Enterprise

Tailored for large enterprises requiring a fully customizable, comprehensive delivery engine.

Custom Pricing

*minimum of 5 team members

  • SAML SSO and role-based access
  • Unlimited, hands-off automations
  • Soft-allocate pipeline deals early
  • Skills matrix for smarter staffing
  • Staff global teams ahead of demand
  • Multi-currency global delivery
  • Snowflake data + custom reports

Full reviews for all 11 tools below

<TL;DR>

Best all-in-one Certinia alternative for B2B SaaS and technology PS teams with 25 to 150 consultants. Delivery, resource management, project financials, client portal, and agentic AI in one PSA, with no Salesforce dependency. From $49/user/mo (full PSA from $69) · 4.7/5 on G2 · 4 to 12 week go-live

<TL;DR>

A Forward Deployed Engineer (FDE) embeds in the customer environment to implement, customize, and operationalize complex products. They unblock integrations, fix data issues, adapt workflows, and bridge engineering gaps — accelerating onboarding, adoption, and customer value far beyond traditional post-sales roles.

Trusted by top companies

One platform does what the entire table above tries
to split across tools.

One platform does what the entire table above tries
to split across tools.

One platform does what the entire table above tries
to split across tools.

Myth

Enterprise implementations fail because customers don’t follow the process or provide clean data on time. Most delays are purely “customer-side” issues.

Fact

Implementations fail because complex environments need real-time technical problem-solving. FDEs unblock workflows, integrations, and unknown constraints that traditional onboarding teams can’t resolve on their own.

Get a better all-in-one PSA

Get a better all-in-one PSA

Did you Know?

Companies that embed engineers directly with customers see significantly higher enterprise retention compared to traditional post-sales models — because embedded engineers uncover “unknowns” that never surface in ticket queues.

Sebastian mathew

VP Sales, Intercom

A Forward Deployed Engineer (FDE) embeds in the customer environment to implement, customize, and operationalize complex products. They unblock integrations, fix data issues, adapt workflows, and bridge engineering gaps — accelerating onboarding, adoption, and customer value far beyond traditional post-sales roles.