A real-time picture of your people business – past from Harvest, forecast from Operating.
By connecting Operating to Harvest, you can keep clients, projects, people and time tracking data in sync between the systems. Compare planned allocations to actual hours from Harvest.
Connect your CRM and organize all work in one place
List & filter upcoming work in one, organized place
From CRM or manually, also internal projects
Set these even before you know exactly when the work would start
Share plans with your whole team so that they know what’s up next
How many open needs do you have right now? How many available people?
Use the Horizon to run your sales team’s regular meetings
Solve the staffing puzzle: see both projects and people
Start from who’s most available now
Assign workloads in the unit that makes sense for your business
Distinguish between confirmed and tentative allocations
Find the perfect match based on availability and skill profile
Filter by name, skill, role, location, etc
Paint allocations on a timeline and drag them around
Because sometimes clients take their time before the work begins
See and manage time off, calculate impact on project workdays
Make sure consultants are not overworked or underutilized and minimize revenue leak.
Import and create clients, projects and people in Harvest to follow how plans play out
Adjust allocations whenever plans change – keep everyone informed on what’s expected
Get a solid understanding of how each person, team or competence is doing – compared to plan
We've been there: using Harvest with a headcount of 5, 50, 100, 150...
Harvest is a great time tracking tool. However, the team & budget features didn't spark joy when we were trying to make sense of our overall availability.
Information got scattered in a handful of spreadsheets that our sales & managers had crafted. We were frustrated.
Turns out lots of agencies are using a CRM and Harvest, and are missing the link from between: Operating.
We help you build a big picture that your whole team sees and can act on.
"All our project and people data are in Operating, making it efficient to staff our projects and plan capacity. And we now understand our utilization better!"