Resource allocation has always been a delicate balancing act for technical teams. Matching the right people with the right projects at the right time often requires sifting through fragmented data, manual updates, and endless back-and-forth between managers.
For SNS Global, these inefficiencies were holding back productivity and adding unnecessary strain on both teams and leadership.
To address this, SNS Global set out to build a smarter way of planning, an AI-driven system that could not only understand natural language queries but also deliver intelligent, context-aware recommendations.
The goal was clear: move beyond static spreadsheets and manual guesswork to a system that ensures every resource is optimally utilized, every skill gap is identified, and every project runs on stronger foundations.
Problem Statement
SNS Global faced recurring challenges that made resource planning inefficient and reactive. These issues limited productivity and put additional strain on both managers and teams.
1. Inefficient Resource Allocation
Assigning the right people to the right projects required manual effort across multiple systems. This often led to mismatches, delays, and missed opportunities.
2. Workload Imbalances
Some team members were overloaded with critical tasks while others remained underutilized, creating inefficiencies and lowering team morale.
3. Limited Planning Foresight
Without the ability to simulate scenarios or forecast risks, leaders had little visibility into future needs. Skill gaps and project risks surfaced too late, forcing last-minute adjustments.
The Ideal Solution
SNS Global needed more than incremental fixes, it required a system that could rethink how resources were planned and managed.
The goal was to reduce manual effort, give managers visibility into the future, and ensure every resource was utilized to its full potential. An ideal solution would weave together intelligence, automation, and foresight into a single platform.
1. Intelligent Query Handling
A system that could interpret natural language queries and instantly translate them into structured planning actions, reducing dependency on manual data handling.
2. Smarter Allocation & Balancing
An AI-driven allocation engine to ensure fair distribution of work and accurate project resourcing.
| Challenge | Requirement in Ideal Solution |
|---|---|
| Manual allocation delays | Automated matching of skills, availability, and project needs |
| Overloaded / underutilized staff | Balanced distribution of tasks across the workforce |
| Low transparency in decisions | Clear explanations for why a resource was matched to a project |
3. Future-Ready Planning
Scenario simulations and skill optimization capabilities that could forecast risks, highlight training needs, and prepare the workforce for upcoming demands.
How Lyzr Solved It
Lyzr partnered with SNS Global to build an AI-driven Resource Allocation System that addressed inefficiencies, workload imbalances, and lack of foresight. At its core, the solution combined specialized AI agents, natural language understanding, and enterprise-grade security to deliver intelligent, actionable insights.
1. AI Agents at Work
The system was powered by a suite of AI agents, each designed for a specific function, from parsing natural language queries to balancing workloads and forecasting risks.
| Agent | Role | Key Impact |
|---|---|---|
| Query Parser | Converts natural language into structured filters | Made queries instantly actionable |
| Resource Matching | Matches skills, availability, and preferences with project needs | Reduced mismatches and delays |
| Workload Balancing | Detects over/under-utilization and suggests redistributions | Created fairer workload distribution |
| Skill Optimization | Identifies gaps and recommends training | Helped prepare teams for future projects |
| Scenario Planning | Simulates “what-if” cases and risks | Enabled proactive planning |
| Recommendation & Structured Agents | Standardize and prioritize outputs | Delivered clear, actionable summaries |
2. From Query to Action
Managers no longer needed spreadsheets or manual checks.
A query like “Which senior developers are free for Project X next month?” was instantly processed:
| Step | What Happened | Outcome |
|---|---|---|
| Query Parsing | Filters extracted (skills, titles, dates, availability) | Ensured accuracy despite varied phrasing |
| Agent Selection | Routed to relevant AI agents | Right logic applied for the question |
| AI Analysis | Skills, workload, and availability checked | Clear resource recommendations generated |
| Structured Output | Standardized response delivered | Managers got a complete, concise answer |
3. Allocation, Balancing & Growth
Resource allocation and workload balancing were tightly integrated. Instead of treating them separately, the system ensured staffing decisions always considered both immediate fit and long-term growth.
| Challenge | Lyzr’s Approach | Benefit |
|---|---|---|
| Manual allocation delays | Automated matching with explanations | Faster, transparent assignments |
| Workload imbalances | Redistribution suggestions | Healthier team utilization |
| Future readiness | Skill gap detection + training prioritization | Teams prepared for upcoming projects |
4. Scenario Planning & Risk Mitigation
Leaders could test multiple staffing scenarios, moving timelines, reassigning resources, or adding new projects. The system not only simulated feasibility but also flagged risks early and suggested mitigation strategies, shifting planning from reactive to proactive.
5. Security First (Integrated)
Security was foundational. All operations ran within SNS Global’s AWS cloud, backed by DocumentDB. The system complied with SOC2, GDPR, and ISO 27001 standards. Additionally, a Reflection Module minimized hallucinations in sensitive workflows like payroll, testing, and project allocation.
Technical Specifications
To ensure the system was not only intelligent but also robust and scalable, Lyzr built SNS Global’s solution on a modern technical stack designed for performance, extensibility, and security.
Framework & AI Integration
- Backend: FastAPI (Python) for high-performance API development
- AI Models: OpenAI GPT models powering natural language understanding and reasoning
- Lyzr AI: Specialized orchestration layer connecting LLMs with knowledgebases
Core Libraries
| Library | Purpose |
|---|---|
| Pydantic | Data validation and serialization |
| httpx | Asynchronous API communication |
| RapidFuzz | Fuzzy string matching for query parsing |
| Lyzr AI SDK | Seamless integration with AI agents and workflows |
Data Models
The system was anchored on clearly defined models for consistency and accuracy:
- Resources → skills, availability, preferences, metadata
- Projects → requirements, timelines, priorities
- Assignments → allocations and utilization metrics
- Response Schemas → structured Pydantic models for agent outputs
API Endpoints
| Endpoint | Function |
|---|---|
| /chat | Main endpoint for resource planning queries |
| /health | System health checks |
| /test/parser | Testing query parser functionality |
Cloud Architecture
The solution was deployed within SNS Global’s secure AWS environment, leveraging:
- VPC isolation for data security
- DocumentDB for structured storage
- Elastic scaling for peak query loads
- SOC2, GDPR, and ISO 27001 compliance across workflows
Wrapping Up
SNS Global’s journey from manual, fragmented resource planning to a fully AI-driven system demonstrates the power of combining intelligence, automation, and foresight.
By leveraging Lyzr’s AI agents, natural language understanding, and scenario-driven planning, the company transformed how it allocates resources, balances workloads, and prepares teams for future demands.
The solution not only reduced manual effort and delays but also increased transparency, fairness, and strategic foresight. Leaders can now make informed decisions quickly, teams are better utilized, and skill gaps are addressed proactively.
This case underscores that when technology is applied thoughtfully, resource planning can evolve from a reactive, error-prone process into a streamlined, proactive, and future-ready operation, laying stronger foundations for productivity, growth, and operational excellence.
Experience how AI-driven resource planning can transform your organization. Book a demo today and discover smarter allocation, balanced workloads, and future-ready planning for your teams.
Book A Demo: Click Here
Join our Slack: Click Here
Link to our GitHub: Click Here
