Love Harvest, hate spreadsheets? Plan in Operating.

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.

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Operating and Harvest work together with a two-way integration

Plan teams

Connect your CRM and organize all work in one place

  • See deals when they reach a chosen pipeline stage
  • Start planning early, add required skills and roles
  • Create a project in Harvest when you have the team confirmed - from Operating!

Off-the-shelf integrations with

Pipedrive LogoHubSpot Logo

+ many more to come, based on your requests

--> What kinds of teams benefit from Operating?
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List & filter upcoming work in one, organized place

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Add projects

From CRM or manually, also internal projects

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Roles and skills

Set these even before you know exactly when the work would start

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Share plans with your whole team so that they know what’s up next

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Key metrics

How many open needs do you have right now? How many available people?

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Part of the routine

Use the Horizon to run your sales team’s regular meetings


Solve the staffing puzzle: see both projects and people

  • See everything you need to know at once
  • Detailed enough for day-to-day work effort scheduling
  • Flexible enough to show 3+ months ahead
--> How does Columbia Road manage staffing?
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Minimize time on bench

Start from who’s most available now

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Hours, days/week, or %

Assign workloads in the unit that makes sense for your business

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Sure and unsure

Distinguish between confirmed and tentative allocations

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Timing is essential

Find the perfect match based on availability and skill profile

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Powerful filtering

Filter by name, skill, role, location, etc

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Easy to edit

Paint allocations on a timeline and drag them around

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Reschedule easily

Because sometimes clients take their time before the work begins

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Absences visible

See and manage time off, calculate impact on project workdays

Monitor actual hours from Harvest

Make sure consultants are not overworked or underutilized and minimize revenue leak.

  • Pull data from Harvest to see planned capacity and actual hours tracked in the same view
  • Drill down to individual, project, and client level
  • Spot differences in utilization at a glance
See how it works
Planned vs. actual hours comparison
See how it works
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In sync with Harvest

Import and create clients, projects and people in Harvest to follow how plans play out

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Spot the differences

Adjust allocations whenever plans change – keep everyone informed on what’s expected

Coming soon
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Filter down

Get a solid understanding of how each person, team or competence is doing – compared to plan

Coming soon

Harvest is great!

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.

Using Harvest & Operating to run a consulting business with 150+ people

"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!"

Ville Loppinen, Columbia Road
Ville Loppinen
General Manager, Columbia Road
Columbia Road Logo

Operating helps us save time, maximize billable hours, and plan for the future

Operating, together with our time tracking system Harvest, gives us the needed capacity planning features to plan our work to ensure we're optimally utilized. Also, our consultants' skills are now in Operating, so we can get rid of our Excel sheets.

John Kavaleff, Iona
John Kavaleff
Logo of Iona

Download our Operating Routine for Staffing

Agencies and consultancies of all sizes – from a boutique to an international powerhouse – should operate efficiently. We wrote a Staffing Routine and a solid agenda for your weekly meeting. Get the guide.

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