Dayshape Employs AI To Transform LBMC's Resource Management And Scheduling

Dayshape, an innovative software company specializing in AI-driven solutions for professional services planning, has recently announced its partnership with LBMC, a firm celebrated for its progressive strategies and dedication to evolving its practices. This collaboration marks a significant step for LBMC in advancing towards a more unified resource management system within its audit services. Matt Cockett, the newly appointed CEO of Dayshape, shared his enthusiasm about this partnership, highlighting the alignment of both firms' visions towards enhancing workplace efficiency and project management.

LBMC, with its extensive network of five offices and a team exceeding 900 members, has previously explored various resource management models. The firm initially adopted a centralized scheduling approach before transitioning to a decentralized system managed by individual teams. This shift, however, introduced challenges in maintaining transparency and collaboration across different teams. Recognizing these issues, LBMC has now decided to collaborate with Dayshape to implement a more refined and centralized resource management system.

Ruthie Rooks, Operations Manager at LBMC, reflected on the firm's journey and the decision to partner with Dayshape. She noted that while a team-managed process seemed to offer greater flexibility initially, it became apparent that such an approach was not conducive to optimal resource allocation amidst the firm's rapid growth. Dayshape's platform promises to deliver both agility and a centralized framework for better decision-making capabilities.

One of the standout features of Dayshape's platform is its two AI scheduling modes, Assist and Advise, which are designed to optimize task allocation while also focusing on improving employee morale and career development opportunities. The software takes into account various factors such as skills, certifications, work preferences, and utilization rates. This enables LBMC not only to ensure a balance between work-life quality but also to provide superior client service and empower its management team with intelligent scheduling options.

Furthermore, Dayshape offers live engagement financials that allow LBMC to make real-time budget comparisons and enhance engagement performance assessment. This feature provides a comprehensive overview of data, improving engagement analysis and utilization rates. Chad Milom, Shareholder and Audit Leader at LBMC, expressed his confidence in choosing Dayshape based on its user-friendly interface and proven service quality. He looks forward to sharing LBMC's positive experience with other firms seeking an effective centralized resource management solution.

This partnership between Dayshape and LBMC not only signifies a pivotal move towards optimizing resource management through AI technology but also underscores the potential for such innovations to significantly enhance operational efficiencies within professional services sectors.