Staff smarter, track time, and forecast capacity with confidence

Resource planning plaftorm for consulting firms

Connect your CRM to match consultants to projects

Allocate people to projects, track time, and send invoices

Forecast capacity, track utilization, improve margins

Operating UI showing planning of tentative projects and project allocations

Trusted by consulting firms globally

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Omnicom Media Group Logo
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Knowit logo
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Inventive logo

Consulting firms fail to plan ahead, leading to profit losses & consultant burnout

Forward-thinking teams use Operating to optimize utilization, improve consultant satisfaction, and gain these key benefits.

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From reactive to proactive

Forecast in real time to make better decisions

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Right people on the right projects

Skills-based matching of consultants & projects

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Connected tool stack

Fewer spreadsheets, hours of admin saved every week

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One platform, many use cases

Resource planning, timesheets, invoicing, and skill management

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Key metrics in one place

Delivery margin, utilization, consultant availabiltiy and more

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Loved by resourcing and project staffing teams

Clear the bench and keep up with project openings

How it works

Match consultants to the right projects

  • See consultant availability ranked by urgency to clear the bench
  • Connect CRM to match consultants to projects in your sales pipeline for efficient project staffing
  • View all open and unassigned positions in projects to distribute work smoothly in your staffing team

Off-the-shelf integrations with

Pipedrive LogoHubSpot Logo

+ integrations to other CRMs possible via our REST API

More on the product
Operating horizon screenshot

Allocate work and plan project budgets

  • Solve the resource allocation puzzle: see people, projects, and budgets on a timeline
  • Allocate work with hourly rates and project budgets
  • Supports both day-to-day scheduling and longer term resource planning for months ahead

Off-the-shelf integrations with

Pipedrive LogoHubSpot Logo

+ integrations to other CRMs possible via our REST API

More on the product
Operating horizon screenshot

Track time and compare planned vs. actual hours

  • View planned hours on your timesheet for faster, more efficient filling.
  • Keep timesheets with resource allocation and project staffing to minimize system switching
  • Analyse deviations between planned hours and actual hours spent

Off-the-shelf integrations with

Pipedrive LogoHubSpot Logo

+ integrations to other CRMs possible via our REST API

More on the product
Operating horizon screenshot

Forecast capacity and monitor utilization

  • Forecast utilization to make the right moves in sales and hiring
  • Forecast revenue & project budgets and predict where your business is headed
  • View predictive project burnup charts with project allocation and timesheet data

Off-the-shelf integrations with

Pipedrive LogoHubSpot Logo

+ integrations to other CRMs possible via our REST API

More on the product
Operating horizon screenshot
Operating integrates with multiple CRM, HR and time tracking tools

Integrates with CRM and HR Tools—and more

CRM deals turn into tentative projects for your staffing team to act on. Approved leaves in your HR tool turn into time off allocations. Operating is designed to work seamlessly with the rest of your tool stack.

Explore the interactive demo

Discover how Operating helps optimize consulting firm workflows, from matching consultants to projects to resource scheduling, and monitoring budgets.

Here's what our customers are saying

Sievo employees discussing resource planning using Operating
Sievo professional services team logo

Operating helped Sievo tie together their whole operational toolkit, replacing their homegrown setup, while greatly improving their resource allocation efficiency.

Team at Columbia Road using Operating.app for consulting team resource planning
Columbia Road digital sales consulting company logo

Columbia Road streamlines resource planning and cuts hours of busywork per week, thanks to the added transparency from Operating, ensuring each team is staffed with the right consultants.

Operating helps us identify all billable work, improving our profitability

Last year, pre-Operating, we absorbed $250,000 in unbilled work due to inefficiencies. This year, it's down to $25,000.

James Shaw
COO
Inventive.io

We're seeing higher utilization and better profitability

Operating played a key role in improving our profitability and utilization. By optimizing processes and enhancing tracking, we achieved 40% growth over the calendar year.

Anna Lehto
CEO
70/30 Digital

Our staffing has gotten a lot clearer, and we now have a more reliable future outlook

Operating is great—it's a new approach compared to our homegrown spreadsheet setup, but we're quickly getting smarter and gaining clarity, especially for staffing new projects.

Brittany Meeks
Associate Managing Director
Winterberry Group

Operating helps us staff projects efficiently by showcasing our consultants' skills

We're about 150 people, in different locations and countries. We can keep things efficient and people-focused with a common view of our sales pipeline, allocations, and our team's skills and interests.

Ville Loppinen
General Manager
Columbia Road

Resource planning and forecasting connected with HiBob and HubSpot

We replaced our complex finance projection spreadsheet, and now our HiBob leaves are visible in Operating, keeping our calculations up-to-date.

Jacqueline Enoch
CFO
Founder and Lightning

Fewer Excel sheets, a reliable future outlook—what's not to like!

Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier.

John Kavaleff
COO
Iona

Running a large consulting company is complex

Hundreds of projects, tens of teams, and thousands of consultants. Your team spends a lot time planning for things that ends up being canceled or postponed. It takes too much time with clunky disconnected systems no one understands.

That’s why we built Operating. Designed for enterprise consulting companies, Operating streamlines project staffing, resource allocation, time tracking, and forecasting. Less busywork, more time for clients.

Fewer Excel sheets, a reliable future outlook – what's not to like!

Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier.

John Kavaleff, Iona
JOHN KAVALEFF
COO
Iona & Co

We're growing the business – together with the whole team

Everyone now has visibility to upcoming and current projects. The information that used to live in people's heads is now in Operating.

Elisa Lipponen, Nordkapp
ELISA LIPPOnen
Director of Ops
Nordkapp

Staffing cross-border projects is much easier now

We have a lot of projects done together across our different offices. Operating helps find the right person for the right need - no matter where they are located.

Simon Fransson, Columbia Road
SIMON FRANSSON
General Manager
Columbia Road Sweden

Choose the hard way – or the Operating way!

Operating is the go-to tool for operations and delivery teams in consulting firms and professional services teams—see how it helps your or your COO!

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