Resource planning software for Workday PSA users

Staff projects in perfect harmony with Workday

Plan projects tentatively and keep up with hundreds of staffing requests

Manage project allocations and forecast future capacity & revenue

Integrate with Workday to keep client, projects, and time tracking data in sync between the platforms

Operating UI showing planning of tentative projects and project allocations

Trusted by Enterprise professional services companies

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Is Workday PSA holding you back from running an efficient resource planning process?

We get it, Workday offers a robust feature set to support your business. Operating integrates with Workday, enhancing resource planning and project staffing without replacing it. just a simple, powerful solution your staffing and resourcing teams love.

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Capacity forecasting

Forecast availability over countries, skill sets, and roles

Match people with projects

Skills-based matching of consultants and projects

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Reduce busywork in your staffing proces

Significantly reduce manual work in resource planning & staffing

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Build for complex operations

Map your enterprise organization and team structure and tailor usage for different teams

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Utilization monitoring

Connect timesheet data from your ERP to monitor planned vs. actual hours spent

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Connect with your tech stack

Connect with Workday, and your CRM for the optimal resource planning workflow.

Operating transformed resource planning for our company of 2,200+ employees

"Operating has been a game changer for our resource planning. By connecting our HubSpot CRM and Workday ERP, our staffers, project managers, and operations team now have a single place to manage allocations and staff projects. We now have full visibility to our people's availability."
SIMO PAASI
COO
Solita

How it works

Match consultants to the right projects

  • See consultant availability ranked by urgency to clear the bench
  • Connect your CRM to match consultants to projects in your sales pipeline
  • 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

Forecast capacity and monitor utilization

  • Forecast utilization to make the right moves in sales and hiring
  • Compare planned hours in Operating to timesheet data from your ERP
  • View predictive project burnup charts with project allocation and timesheet data project managers to anticipate overruns

Off-the-shelf integrations with

Pipedrive LogoHubSpot Logo

+ integrations to other CRMs possible via our REST API

More on the product
Operating horizon screenshot

Optimize resource planning connected to Workday and your CRM

Configure when deals hit Operating as tentative projects from your CRM. Manage resource planning in Operating, and when the deal is closed, confirm the project, and create it to Workday at the same time. See timesheet data flow back to Operating to compare planned vs. actual hours.

Integrating Operating with Workday took us weeks,
not months

"I'm the main user of Operating internally and driving the process forward. Getting Operating integrated with Workday and getting the necessary data flows in place took us a few weeks. After introducing the tool to our staffing managers and PMs, the feedback has been only positive. The visibility we have on our consultants' availability is light years ahead of what it used to be."
Jouko Kiuru
Operations Development Director
Solita

Explore the interactive demo

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

Here's what our customers are saying

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
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...or let's get going

Drop us a line at hello@operating.app

An account will be set up in less than 24 hours

We're happy to help you import your data
to build a proper demo environment, and advice
you on the best practices of integrating Operating
to Workday.

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