■
■
■
.png)
.png)
Operating connects your deals from HubSpot CRM with timesheet data from Harvest so you have one place to run your professional services operations
No more copy-pasting CRM deals to spreadsheets
.svg)
Skills-based matching of consultants & projects
Data moves from CRM to resource planning and finally to Harvest
The optimal suite to run a consulting firm or a digital agency
Allocate time to projects in your pipeline. Enjoy the forecast.
Connect resource allocation data and timesheet data
Off-the-shelf integrations with
.png)
+ integrations to other CRMs possible via our REST API
.png)
Off-the-shelf integrations with
+ integrations to other CRMs possible via our REST API
.png)
Off-the-shelf integrations with
+ integrations to other CRMs possible via our REST API
.png)
Configure when deals hit Operating as tentative projects from HubSpot. Manage resource planning in Operating, and when the deal is closed, confirm the project, and create it to Harvest at the same time. See timesheet data flow back from Harvest to Operating to compare planned vs. actual hours.
Discover how Operating helps optimize consulting firm workflows, from matching consultants to projects to allocating workloads and monitoring budgets.
Last year, pre-Operating, we absorbed $250,000 in unbilled work due to inefficiencies. This year, it's down to $25,000.
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.
.png)
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.
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.
We replaced our complex finance projection spreadsheet, and now our HiBob leaves are visible in Operating, keeping our calculations up-to-date.
Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier.
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.
Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier.
.jpg){kind=avatar}
Everyone now has visibility to upcoming and current projects. The information that used to live in people's heads is now in Operating.
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.
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!
%20copy.jpeg)
.jpg)