Operating: Resource Management SaaS For Consulting Companies

Consulting firms fail to plan ahead, causing profit losses and consultant burnout.

Forward-thinking teams use Operating to optimize utilization and improve consultant satisfaction.

From reactive to proactive

Forecast in real time to make better decisions

Right people on the right projects

Skills-based matching of consultants & projects

Connected tool stack

Fewer spreadsheets, hours of admin saved every week

Increased transparency

Your whole team looks at the same data

Key metrics in one place

Utilization, available people, new projects & more

Loved by resourcing and staffing teams

Clear the bench and keep up with project openings

How it works

Match consultants to the right projects

Connect your CRM to quickly match consultants to the right projects in your sales pipeline
See all open positions in projects at a glance: the resource manager's to-do list
See availability of consultants ordered by urgency to clear the bench
Build optimal teams from hundreds of consultants

Off-the-shelf integrations with

+ integrations to other CRMs possible via our REST API

More on the product

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

+ integrations to other CRMs possible via our REST API

More on the product

Track time and compare planned vs. actual hours

Always view your planned hours directly on your timesheet to make filling it out more efficient.
Keep timesheets in the same tool as resource allocation and project staffing to minimize switching between systems
Analyse deviations between planned hours and actual hours spent

Off-the-shelf integrations with

+ integrations to other CRMs possible via our REST API

More on the product

Forecast capacity and monitor utilization

Forecast utilization to make the right moves in sales, hiring, and developing your offering
Forecast revenue & project budgets and predict where your business is headed
Connect your time tracking to follow planned capacity and actual hours tracked

Off-the-shelf integrations with

+ integrations to other CRMs possible via our REST API

More on the product

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

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

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

General Manager
Columbia Road Sweden

Build teams, allocate time and forecast your business

Resource allocation software for consulting companies

Connect your CRM to match consultants to projects

Allocate people to projects and plan budgets

Track time and compare actuals to planned capacity

Trusted by consultancies and agencies globally

Consulting firms fail to plan ahead, causing profit losses and consultant burnout.

Forward-thinking teams use Operating to optimize utilization and improve consultant satisfaction.

From reactive to proactive

Right people on the right projects

Connected tool stack

Increased transparency

Key metrics in one place

Loved by resourcing and staffing teams

How it works

Match consultants to the right projects

Allocate work and plan project budgets

Track time and compare planned vs. actual hours

Forecast capacity and monitor utilization

Click through it

Running a large consulting company is complex

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

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

Staffing cross-border projects is much easier now

Do you see yourself or your COO in the story?

Build teams, allocate time and forecast your business

Resource allocation software for consulting companies

Connect your CRM to match consultants to projects

Allocate people to projects and plan budgets

Track time and compare actuals to planned capacity

Trusted by consultancies and agencies globally

Consulting firms fail to plan ahead, causing profit losses and consultant burnout.

Forward-thinking teams use Operating to optimize utilization and improve consultant satisfaction.

From reactive to proactive

Right people on the right projects

Connected tool stack

Increased transparency

Key metrics in one place

Loved by resourcing and staffing teams

How it works

Match consultants to the right projects

Allocate work and plan project budgets

Track time and compare planned vs. actual hours

Forecast capacity and monitor utilization

Click through it

Running a large consulting company is complex

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

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

Staffing cross-border projects is much easier now

Read how our customers are using Operating as the planning layer for their agency business.

Do you see yourself or your COO in the story?