Operating is a tool that connects to both Workday and HubSpot. It gives you a clear and real-time picture of your team’s availability, upcoming work, and staffing needs. Instead of dealing with endless spreadsheets or clunky Workday reports, you can quickly see who’s available, assign people to projects, and even plan ahead using upcoming sales data from HubSpot.

Operating connects to your Workday using an API. It pulls in all your people data—like skills, assignments, and time off—so you always know who’s available and what their workload looks like. You don't need to do any complicated setups or get IT involved every time you want new reports.

Workday is great for storing HR and financial data, but it’s not built for easy, day-to-day resource planning. Operating gives you simple tools for quickly assigning people to projects, seeing future needs, and making changes with just a few clicks. No more jumping between spreadsheets or dealing with slow, complicated workflows.

Yes! By connecting your HubSpot data, you can see which deals are likely to land and start planning resources in advance. This means you’re never caught off guard, and you can make smarter decisions about staffing or hiring before it’s too late.

Most companies are up and running in just a few weeks, not months. You don’t need a huge IT project or expensive consultants. The integrations are straightforward, and your team can start using Operating pretty much right away.

Spreadsheets are slow, get out of date fast, and are hard to keep in sync with your real data. Custom Workday reports take time, cost money, and still don’t make planning any easier. Operating puts all your people, project, and deal info in one place, updates everything automatically, and lets you move resources around with a simple drag-and-drop. It’s faster, more reliable, and lets everyone work from the same up-to-date view.