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Resource Allocation Optimization

Data-driven resource allocation across projects with capacity modeling and portfolio optimization

Complexity: Complex | Duration: 30m+ | Category: Business/Sales

Tags: resource-planning capacity-planning portfolio-management optimization ppm

Workflow Diagram​

Steps​

Step 1: Capacity modeling​

Agent: /model

capacity - Calculate available FTE by role and team

Step 2: Demand aggregation​

Agent: resource

planner - Gather resource requests from all initiatives

Step 3: Gap analysis​

Agent: resource

planner - Identify over/under allocation by role

Step 4: Portfolio optimization​

Agent: /optimize

portfolio - Prioritize projects by strategic value

Step 5: Resource assignment​

Agent: /assign

resources - Allocate people to highest priority work

Step 6: Hiring plan​

Agent: resource

planner - Identify roles to hire to close gaps

Step 7: Monitoring​

Agent: /track

utilization - Monitor actual utilization vs. plan

Usage​

To execute this workflow:

/workflow business/sales/resource-allocation-optimization.workflow

See other workflows in this category for related automation patterns.