A real-time picture of your people business

Match consultants with the right projects and allocate work for your team. Forecast revenue & project budgets, and monitor planned and actual spent.

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Operating helps plan upcoming projects and build a capacity forecast for agencies

Plan teams

Connect your CRM and match the right consultants to the right projects automatically.

  • See deals when they reach a chosen CRM pipeline stage
  • Build optimal teams from tens or hundreds of consultants
  • See all open positions in projects at a glance: the resourcing or staffing manager's to-do list
  • See availability of consultants in an urgency order to clear the bench

Off-the-shelf integrations with

Harvest LogoPipedrive LogoHubSpot Logo

Read more on the Harvest, Pipedrive, and HubSpot integrations.

--> What kinds of teams benefit from Operating?
Operating horizon screenshot
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Horizon

See upcoming projects, open positions, and available consultants

Smart matchmacking

Match consultants to projects based on role, skills, and availability

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Roles and skills

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

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Transparency

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

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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 & resourcing team’s regular meetings

Allocate

Solve the resource allocation puzzle: see people, projects, and budgets on a timeline

  • A project and people timeline for different points-of-view
  • Allocate work with hourly rates and project budgets
  • Supports both day-to-day scheduling and longer term resource planning for months ahead
--> How does Columbia Road manage staffing?
Operating Timeline screenshot
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Minimize time on bench

Focus on the people who are the most available

Match the budgets

Allocate work with hourly rates to run projects according to agreed budgets

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Sure and unsure

Distinguish between confirmed and tentative allocations

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Powerful filtering

Filter by team, name, skill, role, location, project type etc.

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Easy to edit

Paint allocations on a timeline and drag them around

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Hours, days/week, or %

Assign workloads in the unit that makes sense for your business

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Public Holiday Calendars

Add public holidays automatically based on teams' locations

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Absences visible

See and manage time off, calculate impact on project workdays

Monitor

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

  • Connect your time tracking (or in early 2025, our own) to follow planned capacity and actual hours tracked
  • Drill down to individual, project, and client level
  • Spot differences in utilization at a glance
--> Introduction to the planned vs. actual hours report

Two-way integration with

Harvest Logo

Effortless data import from

ClickUp LogoToggl logoXledger Logo

+ any software that supports “export all time entries”

Planned vs. actual hours comparison
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In sync with your time tracking

Import and create clients, projects and people from Harvest and other time tracking systems to follow how plans play out

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CSV also supported

Not using Harvest? Worry not, your time tracking tool probably generates an export you can use

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Spot the differences

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

Coming soon

Predict

Get an accurate capacity and revenue forecast to make the right moves in sales & hiring

  • Get a prediction on your billable utilization: see how much time will be spent on client work
  • Forecast revenue from company to competence and project team level.
  • Look at confirmed and tentative capacity on a monthly and weekly level
  • Order book + sales pipeline = the future of your business
--> How does Iona predict their digital commerce business?
Operating capacity planning screenshot

Forecast revenue

Forecast your revenue bottom-up with allocations & hourly rates

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Probability, weighed

Use CRM deal probabilities to account for uncertainty

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Inform the recruiters

Identify which roles or skills are in high demand and when – know when to hire

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Steer the offering

See which offering areas your sales team should emphasise

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Advanced filters

Drill down to competencies, teams, and individuals.

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Client work, time off, and internal work

See how time is divided between billable work and other activities

Can I do _____ with Operating?

  • Can I get suggestions on which consultants would fit a specific role in a project?

    -> Yes

  • Can I add hourly rates, and forecast my company's revenue?

    -> Yes

  • Can the people showcase their skills, interests and bio?

    -> Yes

  • Can anyone look up for what kind of projects they might be staffed in soon?

    -> Yes

  • Can I set part-time working hours for a consultant?

    -> Yes

  • Do you support different user permission levels?

    -> Yes, highly configurable

  • Can I replicate our company structure, teams, offices, etc.?

    -> Yes

  • Can I manage externals, subcontractors, freelancers?

    -> Yes

  • Do you support SSO?

    -> Yes. Okta, Azure, Google...

  • Can I add people to the talent pool before they’ve started work?

    -> Yes

  • Can I import people from our system XYZ?

    -> Yes, using our native time tracking integrations, HiBoB integration, REST API or a .csv

  • Can I visualize everyone’s time tracking data?

    -> Yes, connect your time tracking system

  • Can I integrate our HR tool?

    -> Yes, we have a native integration to HiBob, and more on the way

  • Can I track utilization % and number of billable hours per person?

    -> Yes

  • Can I add internal projects and roles?

    -> Yes

  • Can I let people manage their own schedule?

    -> Yes

  • Can I let people manage their own weekly working hours and time off?

    -> Yes

  • Can you show a breakdown of everything, internal work, time off, etc.?

    -> Yes

  • Can I do account planning for a client account inside Operating?

    -> Yes, and link to all your other planning tools

  • Can I link to our files on Google Drive, Linkedin CVs, etc.?

    -> Yes

  • Can I use the professional profile and skills in development discussions?

    -> Yes

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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