Keep your consulting business simple with Operating.

Seamless resource allocation for professional services

  • Connect your CRM and match consultants to projects
  • Allocate people to projects and plan budgets
  • Keep track of planned capacity and actual hours
Operating UI showing planning of tentative projects and project allocations

Trusted by agencies and consultancies globally

Columbia Road Logo
Omnicom Media Group Logo
Meltlake Logo
Iona logo
Inventive logo

How it works

Operating is a tool designed to help professional services businesses like consultancies and agencies run more efficiently. It allows you to plan and build optimal project teams, forecast resource allocation and revenue, and connect your sales pipeline for future work planning. By integrating your time tracking system, you can monitor planned versus actual hours spent, reducing revenue leakage.

Match the consultants to the right projects

  • Connect your CRM and match the right consultants to the right projects in your sales pipeline
  • 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
  • Build optimal teams from tens or hundreds of consultants

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 to consultants

  • 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 & monitor your business

  • Forecast your capacity and utilization to make the right moves in sales, hiring, and developing your offering
  • Forecast revenue & project budgets and predict where your business is headed
  • Connect your time tracking to follow planned capacity and actual hours tracked

Off-the-shelf integrations with

Pipedrive LogoHubSpot Logo

+ integrations to other CRMs possible via our REST API

More on the product
Operating horizon screenshot

How it works

Explore the interactive demo to see how Operating works in action.

More on the product

Running a professional services business feels chaotic.

  • It should be simple: Sell the work, hire the right people, and make sure clients and employees are satisfied.
  • Somehow managing this becomes harder and harder with growth. Efficiency goes down.

Your team's calendar fills up with internal sync meetings.

You manage your operations using a collection of spreadsheets, but others find them difficult to understand.

We felt the need at Futurice, Reaktor, and Columbia Road. We would have loved to have a too like Operating back then.

Operating helps the next generation of agencies and consulting companies minimize busywork and run their operations transparently leading to higher utilization, happier people, and increased profits.

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 Operations
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