Real-time picture of your people business
Plan and allocate work. Find the right team for each project. Monitor planned capacity and utilization. Forecast ahead to know when to hire and what to sell.
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
- Never lose track of an upcoming need
Off-the-shelf integrations with
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+ many more to come, based on your requests
Read more on the Harvest, Pipedrive, and HubSpot integrations.
Horizon
List & filter upcoming work in one, organized place
Add projects
From CRM or manually, also internal projects
Roles and skills
Set these even before you know exactly when the work would start
Transparency
Share plans with your whole team so that they know what’s up next
Key metrics
How many open needs do you have right now? How many available people?
Part of the routine
Use the Horizon to run your sales team’s regular meetings
Allocate
Solve the resource allocation puzzle: see both projects and people on a timeline
- See everything you need to know at once
- Detailed enough for day-to-day work effort scheduling
- Flexible enough to show 4+ months ahead
Minimize time on bench
Start from who’s most available now
Hours, days/week, or %
Assign workloads in the unit that makes sense for your business
Sure and unsure
Distinguish between confirmed and tentative allocations
Timing is essential
Find the perfect match based on availability and skill profile
Powerful filtering
Filter by name, skill, role, location, etc
Easy to edit
Paint allocations on a timeline and drag them around
Public Holiday Calendars
Add public holidays automatically based on teams' locations
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 to follow planned capacity and actual hours tracked
- Drill down to individual, project, and client level
- Spot differences in utilization at a glance
Two-way integration with
Effortless data import from
+ any software that supports “export all time entries”
In sync with Harvest
Import and create clients, projects and people in Harvest to follow how plans play out
CSV also supported
Not using Harvest? Worry not, your time tracking tool probably generates an export you can use
Spot the differences
Adjust allocations whenever plans change – keep everyone informed on what’s expected
Predict
All of the allocations and tracked time, summed up for your filtering pleasure.
- See how much of your company’s total time goes to client work
- Look at confirmed and tentative capacity on a monthly and weekly level
- Order book + sales pipeline = the future of your business
Probability, weighed
Use CRM deal probabilities to account for uncertainty
Inform the recruiters
Identify which roles or skills are in high demand and when – know when to hire
Steer the offering
See which offering areas your sales team should emphasise
Advanced filters
Drill down to competencies, teams, and individuals.
Client work, time off, and internal work
See how time is divided between billable work and other activities
Can I do _____ with Operating?
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 REST API or a .csv
Can I visualize everyone’s time tracking data?
-> Yes, connect your time tracking system
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 toolsCan I link to our files on Google Drive, Linkedin CVs, etc.?
-> Yes
Can I use the professional profile and skills in development discussions?
-> Yes