A real-time picture of your people business
Match consultants with the right projects and allocate work for your team. Forecast revenue & budgets, track time and compare actual hours to planned allocations.
Plan teams
Connect your CRM and match the right consultants to the right projects automatically.
- See deals when they reach a chosen CRM pipeline stage
- Build optimal teams from tens or hundreds of consultants
- See all open positions in projects at a glance: the resourcing or staffing manager's to-do list
- See availability of consultants in an urgency order to clear the bench
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Horizon
See upcoming projects, open positions, and available consultants
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Smart matchmacking
Match consultants to projects based on role, skills, and availability
Roles and skills
Set these even before you know exactly when the work would begin
Transparency
Share plans with your whole team so they know what’s coming up
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 & resourcing team’s regular meetings
Allocate
Solve the resource allocation puzzle: see people, projects, and budgets on a timeline
- A project and people timeline for different points-of-view
- Allocate work with hourly rates and project budgets
- Supports both day-to-day scheduling and longer term resource planning for months ahead
Minimize time on bench
Focus on the people who are the most available
Match the budgets
Allocate work with hourly rates to run projects according to agreed budgets
Sure and unsure
Distinguish between confirmed and tentative allocations
Powerful filtering
Filter by team, name, skill, role, location, project type etc.
Easy to edit
Paint allocations on a timeline and drag them around
Hours, days/week, or %
Assign workloads in the unit that makes sense for your business
Public Holiday Calendars
Add public holidays automatically based on teams' locations
Absences visible
See and manage time off, calculate impact on project workdays
Track Time
Track time in the same platform you plan work to reduce the amount of systems used in your operations.
- Planned hours visible on the timesheet so your people know how much they should work on different projects
- Intuitive UX that works on any device and browser. No need to install apps.
- Approve timesheets and send the data over to your HR system
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Track time
Crisp and mobile-friendly time tracking experience
Planned allocations in the same view
See how much there's planned for the week for each project
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Approve timesheets
Approve timesheets to prevent edits for the past weeks.
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Connect with your HR & Payroll
Send data over to your HR & payroll to keep data in sync
Connect to your invoicing
Send timesheet data to your invoicing system. You can soon create invoices in Operating!
Spot missed hours
See if if the time spent matches the plans, so you can catch otherwise missed billable hours.
Monitor
Make sure consultants are not overworked or underutilized and minimize revenue leak.
- Connect your time tracking (or in early 2025, our own) to follow planned capacity and actual hours tracked
- Drill down to individual, project, and client level
- Spot differences in utilization at a glance
Two-way integration with
Effortless data import via csv from
+ any software that supports “export all time entries”
In sync with your time tracking
Import and create clients, projects and people from Harvest and other time tracking systems to follow how plans play out
CSV also supported
Not using Harvest? Worry not, your time tracking tool probably generates an export you can use
Spot the differences
Adjust allocations whenever plans change – keep everyone informed on what’s expected
Predict
Get an accurate capacity and revenue forecast to make the right moves in sales & hiring
- Get a prediction on your billable utilization: see how much time will be spent on client work
- Forecast revenue from company to competence and project team level.
- Look at confirmed and tentative capacity on a monthly and weekly level
- Order book + sales pipeline = the future of your business
Forecast revenue
Forecast your revenue bottom-up with allocations & hourly rates
Probability, weighed
Use CRM deal probabilities to account for uncertainty
Inform the recruiters
Identify which roles or skills are in high demand and when – know when to hire
Steer the offering
See which offering areas your sales team should emphasise
Advanced filters
Drill down to competencies, teams, and individuals.
Client work, time off, and internal work
See how time is divided between billable work and other activities
Can I do _____ with Operating?
Can I get suggestions on which consultants would fit a specific role in a project?
-> Yes
Can I add hourly rates, and forecast my company's revenue?
-> Yes
Can the people showcase their skills, interests and bio?
-> Yes
Can anyone look up for what kind of projects they might be staffed in soon?
-> Yes
Can I set part-time working hours for a consultant?
-> Yes
Do you support different user permission levels?
-> Yes, highly configurable
Can I replicate our company structure, teams, offices, etc.?
-> Yes
Can I manage externals, subcontractors, freelancers?
-> Yes
Do you support SSO?
-> Yes. Okta, Azure, Google...
Can I add people to the talent pool before they’ve started work?
-> Yes
Can I import people from our system XYZ?
-> Yes, using our native time tracking integrations, HiBoB integration, REST API or a .csv
Can I visualize everyone’s time tracking data?
-> Yes, connect your time tracking system
Can I integrate our HR tool?
-> Yes, we have a native integration to HiBob, and more on the way
Can I track utilization % and number of billable hours per person?
-> Yes
Can I add internal projects and roles?
-> Yes
Can I let people manage their own schedule?
-> Yes
Can I let people manage their own weekly working hours and time off?
-> Yes
Can you show a breakdown of everything, internal work, time off, etc.?
-> Yes
Can I do account planning for a client account inside Operating?
-> Yes, and link to all your other planning tools
Can I link to our files on Google Drive, Linkedin CVs, etc.?
-> Yes
Can I use the professional profile and skills in development discussions?
-> Yes