Introducing Skills Matrix: Perfectly align your team's skills with project needs

Published in May
20 May 2024
Published in May

20 May 2024

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You're swamped with multiple projects, each needing a precise match of team skills to meet client demands.

There you are, combing through endless lists, figuring out who’s available and when. 

Wrestling with multiple spreadsheets, setting up complex vlookups to match skills, and applying filter after filter.

And, another filter. Phew.

This inefficient process not only consumes valuable time but also holds the risk of costly errors, compromising utilization rates and affecting your capacity to meet both present and future project demands effectively.

This level of chaos and inefficiency is screaming for change, so we've done something about it!

Say hello to Skills Matrix!

Now, with just a few clicks, you can seamlessly match your team's skills with project requirements to attain optimal utilization rates

Skills Matrix categorizes and displays all your team's proficiencies in a user-friendly, intuitive interface. This helps you:

Find the perfect skill match for projects in seconds

Forget the old routine of switching between tools or scouring through past projects to spot the right fit. With Skills Matrix, all your skills are neatly organized and mapped to your resources in one place. Easily transform any project requirements into a well laid out resource plan and bring out the ideal skill mix in seconds. 

Plus, we’ve hooked up Skills Matrix to our smart Resource AI! With additional context, such as skills and proficiency, Resource AI can build a perfect team for your projects in seconds! 

Work with the latest data – you get an always-up-to-date skill library

Your employees’ skills are always evolving, so should your skill library. 

Gone are the days of wrestling with clunky spreadsheets or static databases that demand a Herculean effort just to keep things current.

With Rocketlane’s Skills Matrix, managing your skill library end-to-end becomes effortless. 

Need to create a skills matrix with skill types and proficiencies? You can do it quickly and with ease. 

When it comes to updating it, we keep it simple. You can swiftly update skills to ensure your resource proficiencies reflect real-time capabilities, effortlessly adapting to new learnings and project requirements. 

This means you’re always working with the freshest data, making it a cinch to get a precise match every time. This ensures your projects progress smoothly and efficiently.

You can also set up custom views or utilize our advanced search to navigate through your library effortlessly.

Close skills gaps and hire accurately

With Skills Matrix, you can group skills by roles to see the top skills and their ratings, providing a high-level overview of your team’s competencies and effectively assessing your team’s standing. This enables you to easily identify which skills are in lean supply across your team, empowering you to make informed decisions about where to focus upskilling efforts or when to bring in new talent.

You will now always be equipped with the right mix of skills, preventing last-minute scrambles and boosting project efficiency.

Also, stay tuned for some exciting additions to Skills Matrix! Very soon—really, really soon—you'll have access to reports designed to make recognizing skill gaps even easier.

Want to check it out? If you're already a customer, just log in here and check out this 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.