Love Harvest, hate spreadsheets? Plan in Operating.
A real-time picture of your people business – past from Harvest, forecast from Operating.
By connecting Operating to Harvest, you can keep clients, projects, people and time tracking data in sync between the systems. Compare planned allocations to actual hours from Harvest.
Plan teams
Connect your CRM and organize all work in one place
- See deals when they reach a chosen pipeline stage
- Start planning early, add required skills and roles
- Create a project in Harvest when you have the team confirmed - from Operating!
Off-the-shelf integrations with
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+ many more to come, based on your requests
Horizon
List & filter upcoming work in one, organized place
Add projects
From CRM or manually, also internal projects
Roles and skills
Set these even before you know exactly when the work would start
Transparency
Share plans with your whole team so that they know what’s up next
Key metrics
How many open needs do you have right now? How many available people?
Part of the routine
Use the Horizon to run your sales team’s regular meetings
Allocate
Solve the staffing puzzle: see both projects and people
- See everything you need to know at once
- Detailed enough for day-to-day work effort scheduling
- Flexible enough to show 3+ months ahead
Minimize time on bench
Start from who’s most available now
Hours, days/week, or %
Assign workloads in the unit that makes sense for your business
Sure and unsure
Distinguish between confirmed and tentative allocations
Timing is essential
Find the perfect match based on availability and skill profile
Powerful filtering
Filter by name, skill, role, location, etc
Easy to edit
Paint allocations on a timeline and drag them around
Reschedule easily
Because sometimes clients take their time before the work begins
Absences visible
See and manage time off, calculate impact on project workdays
Monitor actual hours from Harvest
Make sure consultants are not overworked or underutilized and minimize revenue leak.
- Pull data from Harvest to see planned capacity and actual hours tracked in the same view
- Drill down to individual, project, and client level
- Spot differences in utilization at a glance
In sync with Harvest
Import and create clients, projects and people in Harvest to follow how plans play out
Spot the differences
Adjust allocations whenever plans change – keep everyone informed on what’s expected
Filter down
Get a solid understanding of how each person, team or competence is doing – compared to plan
Harvest is great!
We've been there: using Harvest with a headcount of 5, 50, 100, 150...
Harvest is a great time tracking tool. However, the team & budget features didn't spark joy when we were trying to make sense of our overall availability.
Information got scattered in a handful of spreadsheets that our sales & managers had crafted. We were frustrated.
Turns out lots of agencies are using a CRM and Harvest, and are missing the link from between: Operating.
We help you build a big picture that your whole team sees and can act on.
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Join the group of happy customers using Harvest and Operating together
Using Harvest & Operating to run a consulting business with 150+ people
"All our project and people data are in Operating, making it efficient to staff our projects and plan capacity. And we now understand our utilization better!"
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Operating helps us save time, maximize billable hours, and plan for the future
Operating, together with our time tracking system Harvest, gives us the needed capacity planning features to plan our work to ensure we're optimally utilized. Also, our consultants' skills are now in Operating, so we can get rid of our Excel sheets.
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