IONA is using Operating to get a clear view of their potential and confirmed capacity by connecting Pipedrive CRM to Operating. This gives them the best possible situation view on the state of their business.
IONA is a digital commerce consultancy with Nordic roots. 50+ employees with operations in Finland, UK, and the Philippines.
Pipedrive CRM connected with Operating - smooth flow of operations
Less Excels and manual calculations - key forecasting figures from Operating
A previously disconnected skill matrix now in Operating – at hand when staffing
IONA is a digital commerce agency that has quickly earned its reputation as one of the most capable in in its niche Europe-wide. Building state-of-the-art commerce solutions for companies like Alamy and HMD Global involves teams of multi-disciplinary experts working intensively with constantly changing allocations over time – resulting in a lot of planning. As many competing deals are constantly in the sales pipeline and the growing team is working on different projects, IONA needed a bulletproof way to be able to predict their future capacity to make the right hiring and sales decisions at the right time. This is where Operating steps in.
IONA has grown to fifty consultants with people working over different time zones in three countries to deliver successful projects. The current operations setup had been built upon Harvest’s time tracking and Forecast applications. The simplicity of the setup had worked for a period of time, but over time a dozen or so Excel sheets had accumulated to support decision-making. This made running the operations cumbersome.
IONA needed a better way to understand their potential futures: when do bottlenecks and possible moments of underutilisation occur, and what can be learned from the current and past data to mitigate it.
Additionally, the complex technology environment with very specific client needs makes having a key skill in the team might make or break a client case. IONA’s skill data lived in a complex Excel sheet making it hard to be on top of “what do our consultants know.”Needless to say, something had to be done.
Operating helps IONA:
“It’s effortless to know we’re on the right track to hit our monthly targets with Operating.”
CEO & Founder
Operating was first piloted by the operations team. After a period of close collaboration, necessary features were improved according to IONA’s wishes. Soon afterwards, the whole team was onboarded at once.
If you got interested on how Operating can help you run a consulting operation efficiently with satisfied and motivated consultants, book a time to discuss here or send us a message to email@example.com.