Rates are high, stakes are high: Operating carries the weight.
One platform for consulting firms that demand the most from their operations tool stack: combine pipeline, delivery, and project financials in one platform.
Staffing that respects seniority mix and rate cards
Project financials your finance team can trust
Trusted by ambitious
high-growth technical teams
The gap between what sales sold and what delivery can staff
Consulting firms lose margin in the handover: a deal closes, and staffing starts from scratch. Operating puts the pipeline, the bench and the project budget in one place, so the conversation about who delivers an engagement starts before it is signed.
Pipeline into capacity
Weighted opportunities from your CRM sit against the people who would deliver them.
Seniority mix by design
Staff engagements to the pyramid you sold, not the people who happen to be free.
Margin per engagement
Cost rates, billing rates and budgets on every project, updated as hours land.
Plan before the deal closes
Tentative allocations against open opportunities show whether you can deliver what sales is promising, months ahead.
CRM integration with HubSpot, Pipedrive and Salesforce
Tentative staffing against weighted pipeline
Scenario views for deals that may not land
Capacity forecast by role and seniority
Deliver to the shape you sold
Rate cards, seniority levels, and billing types are built into the model, so the plan matches how the engagement is actually priced and sold.
Rate cards per client, project and role
Fixed price, time and materials, and capped budgets
Partner and subcontractor time in the same plan
Multi-currency engagements
Report the numbers a partner group asks for
Utilization, revenue and margin come from the same records as the timesheets and budgets, so you can keep grasp of the numbers that make your consultancy profitable.
Utilization by person, team and grade
Margin by engagement, client and practice
Planned versus actual on hours and fees
MCP Server and REST API for custom reporting
Firms on Operating are feeling the difference
"Operating played a key role in improving our profitability and utilization. By optimizing processes and tracking, we achieved 40% growth."
Anna Lehto
"Last year, pre-Operating, we absorbed $250,000 in unbilled work due to inefficiencies. This year, it's down to $25,000."
James Shaw
"We plan our tentative projects, forecast our revenue, and analyze any deviations in actual hours spent with Operating. There's no going back to the old ways."
Timo Hyväoja
"We're about 150 people, in different locations and countries. We can keep things efficient and people-focused with a common view of our sales pipeline, allocations, and our team's skills and interests."
Ville Loppinen
"I used to spend 3 hours per week updating data from CRM to resource allocation sheets. It only takes me 15-20 minutes with Operating."
Alisha David
"Fewer Excel sheets, a reliable future outlook—what's not to like! Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."
John Kavaleff
"We used to jump between HubSpot and Harvest all the time, but with Operating, it's all just there, working together."
Shawn St Mart
"We switched to Operating to spend less time juggling tools and more time on client work. The reports, plus HubSpot and HiBob integrations, make that easy."
Petya Raykovska
"Operating is great—it's a new approach compared to our homegrown spreadsheet setup, but we're quickly getting smarter and gaining clarity, especially for staffing new projects."
Brittany Meeks
"We replaced our complex finance projection spreadsheet, and now our HiBob leaves are visible in Operating, keeping our calculations up-to-date."
Jacqueline Enoch
"Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."
John Kavaleff
"Operating is the glue between Harvest time tracking, HubSpot, and our reporting. Both the native integrations, and the APIs are great!"
James Shaw
"We connected Operating to NetSuite ERP via APIs and integrated HiBob using the ready-made integration, replacing our homegrown, disconnected systems."
Perttu Paarma
"Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems."
Ville Loppinen
"Operating replaced a bunch of custom built reports and eliminated the hassle of connecting pipeline, allocations and time tracking."
Adam Grønbeck Andersen
"Operating integrates with HubSpot and Harvest, automatically importing data to plan optimal project teams and workloads."
Alisha David
"We integrated MS Dynamics CRM to Operating via the API, and use the ready-made Harvest integration. We also visualize our data in PowerBI."
Timo Hyväoja
"It's great to have one place to plan all the projects and teams."
John Kavaleff
Learn how customers
run on Operating
Running a transparent, efficient consulting operation with a human touch
Running a transparent, efficient consulting operation with a human touch
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