Customer Stories
See how consulting firms run staffing, project financials and month-end close on Operating.

Ten teams, ten ways to run Operating
Modus Create: Operations Platform for Enterprise Tech Consulting
Modus Create: Operations Platform for Enterprise Tech Consulting
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Columbia Road: running a transparent, efficient consulting operation with a human touch
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Meltlake: forecasting revenue and staffing projects with a Microsoft Dynamics integration
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Intellishore: bringing data discipline to resource planning with a HubSpot integration
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Lotis Blue Consulting: moving off a legacy PSA to rebuild the stack from the ground up
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Here’s what
our customers say
40% Growth
"Operating played a key role in improving our profitability and utilization. By optimizing processes and tracking, we achieved 40% growth."
Anna Lehto
CEO
•
70/40 Digital
$225,000 Recovered
"Last year, pre-Operating, we absorbed $250,000 in unbilled work due to inefficiencies. This year, it's down to $25,000."
James Shaw
COO
•
Inventive.io
150 People, One View
"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.
Ville Loppinen
General Manager
•
Columbia Road
HubSpot and Harvest, finally working together
"We used to jump between HubSpot and Harvest all the time, but with Operating, it's all just there, working together."
Shawn St Mart
Delivery Lead
•
Furo
Less time juggling tools, more time on clients
"We switched to Operating to spend less time juggling tools and more time on client work. The reports, plus HubSpot and HiBob integrations, make that easy."
Petya Raykovska
Director of Ops.
•
Human Made
From homegrown spreadsheets to staffing clarity
"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."
Brittany Meeks
Associate Managing Director
•
Winterberry Group
Finance projections that stay up to date, automatically
"We replaced our complex finance projection spreadsheet, and now our HiBob leaves are visible in Operating, keeping our calculations up-to-date."
Jacqueline Enoch
CFO
•
Founder + Lightning
Capacity planning and skill matrices, finally centralized
"Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."
John Kavaleff
COO
•
IONA
