Bringing Data Discipline to Resource Planning: Intellishore with Operating + HubSpot

What They Needed

Before switching to Operating, Intellishore managed capacity planning and resourcing through spreadsheets and custom Qlik reports. These had to be updated manually and weren’t connected to the CRM or time tracking systems. That made it difficult to forecast utilization, plan tentative projects, or build a reliable revenue outlook.

There was also limited visibility across the business. Without a shared system, the handoff between sales and delivery lacked structure, and teams spent time chasing the same information in different places.

How Intellishore Uses Operating

Operating is the backbone of Intellishore’s resourcing. It’s used daily by consultants, team leads, and leadership and drives the weekly resource planning process.

• Consultants check their allocations and make sure schedules stay up to date
  
  
• Team leads and PMs staff upcoming projects and manage future allocations
  
  
• Leadership tracks utilization and revenue forecasts to align hiring and sales with demand
  
  

Operating provides a consistent, up-to-date view that keeps everyone on the same page and allows faster, more confident decisions across the board.

Key Features

Two features stand out in daily use:

• Planned vs. actual hours and revenue: With time tracking data flowing from Intempus, teams can easily compare forecasts to real work, and adjust before issues escalate
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• ‍Horizon view, integrated with HubSpot: This is where upcoming deals are staffed with the right skill sets to produce an accurate capacity forecast and ensure readiness if they land

Results and Impact

Switching to Operating created a structured, real-time handoff between sales and delivery. Deal metadata flows automatically from HubSpot into Operating, so the delivery team knows exactly who to talk to about staffing. It replaced a lot of internal messaging and saved time across the board.

On the financial side, Operating supports smarter staffing decisions and more profitable delivery:

• Seniority mix: Staffing leads can clearly see the cost impact of assigning more senior vs. junior consultants and make margin-aware decisions
  
  
• Project-level tracking: With weekly views of planned vs. actual hours and predictive burnup, teams can catch overspending risks early. This reduces the chance of running over budget
  
  

“Operating makes it easy to distribute responsibility and share visibility across the business. Everyone sees the same data, which makes it easier to run an efficient organization and support bottom-up decision-making where it matters most.”
— Kasper Nyvold, SVP at Intellishore and Solita Group

These capabilities have become key drivers for improving project profitability and staying ahead of delivery challenges.

Key Integrations

Intellishore integrates Operating with three core systems:

• Pipedrive, to sync upcoming deals into resourcing
  
  
• Intempus, to keep project, client, and time tracking data aligned
  
  
• Qlik, to export data from Operating into company-wide P&L dashboards
  
  

These integrations automate what used to be done manually, often by senior staff. Now, operational ownership is distributed, data is standardized, and teams no longer have to second-guess where to find accurate planning or financial data.

Summary

By replacing scattered spreadsheets with Operating integrated with HubSpot, Intellishore unlocked real-time visibility, smarter staffing decisions, and improved project profitability. Automated workflows and seamless handoffs now empower teams to focus on delivering value instead of chasing data. Discover how Operating can transform your resource planning and drive profitability. Book a demo to discuss this with Lauri, the CEO of Operating.