Build teams, allocate time and forecast your business

Resource allocation software for consulting companies

  • Connect your CRM and match consultants to projects
  • Allocate people to projects and plan budgets
  • Keep track of planned capacity and actual hours
Operating UI showing planning of tentative projects and project allocations

Trusted by consultancies and agencies globally

Columbia Road Logo
Omnicom Media Group Logo
Meltlake Logo
Inventive logo

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

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

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From reactive to proactive

Forecast in real time to make better decisions

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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Increased transparency

Your whole team looks at the same data

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Key metrics in one place

Utilization, available people, new projects & more

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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

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

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

Pipedrive LogoHubSpot Logo

+ integrations to other CRMs possible via our REST API

More on the product
Operating horizon screenshot

Click through it

Explore the interactive demo to see how Operating works in action.

More on the product

Running a consulting business at scale is hard.

It should be simple: Sell projects, hire the right people, and make sure clients and employees are satisfied.

Easier said than done. Your teams starts spending more and more time on planning. You hire more internal roles and efficiency goes down. You manage your operations with spreadsheets, or homegrown systems only few people understand.

We felt the need for a better way working in the top IT services companies in the Nordics: Futurice, Reaktor, and Columbia Road.

Operating helps the top growing agencies and consulting companies plan and forecast with ease, putting the focus where it belongs: delivering great client work. Enjoy increased utilization, happier consultant, and one big picture of your business.

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