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We get it, Workday offers a robust feature set to support your business but falls short in resource planning. Operating bridges the gap between your deals in HubSpot and projects in Workday, enabling a seamless resource planning and project staffing process.
Forecast availability over countries, skill sets, and roles
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Skills-based matching of consultants and projects
Significantly reduce manual work in resource planning & staffing
Map your enterprise organization and team structure and tailor usage for different teams
Connect timesheet data from your ERP to monitor planned vs. actual hours spent
Connect with Workday, and HubSpot CRM for the optimal resource planning workflow.
Off-the-shelf integrations with
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+ integrations to other CRMs possible via our REST API
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Off-the-shelf integrations with
+ integrations to other CRMs possible via our REST API
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Off-the-shelf integrations with
+ integrations to other CRMs possible via our REST API
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 Workday at the same time. See timesheet data flow back 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.
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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.
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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.
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.
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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.
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