Keep scope, budget and hours on track
See a project drifting while there is still time to correct course
Planned versus actual hours as timesheets land
Budget burn in hours, cost and fees
Forecasted financials for spotting budget variance
Trusted by ambitious
high-growth technical teams
By the time a project is over budget, it has been over budget for weeks
Project overruns are rarely sudden. They accumulate quietly as a result of poor visibility into financials. Operating puts the budget, the allocation and the logged time in one view, so the deviation is visible as soon as possible.
Planned versus actual
Compare scheduled work against what was logged, per person, project, and task
Budget burn & margin
Track consumption in hours, cost and fees, against the budget you actually agreed.
Forecast the numbers
See forecasted numbers based on current actuals and plans in the future
Watch the project, not the rear-view mirror
Time entries update project health continuously, so burn, margin and remaining budget are current, not monthly.
Burn-down on hours, cost and revenue
Remaining budget and forecast to complete
Health indicators for hoursmargin and schedule
Granular planned vs. actuals drill downs
Keep the team allocation honest
The people assigned to your project, the hours they were given and the hours they logged sit in one place.
Named allocations with start and end dates
Tentative and confirmed allocations visible
Over-allocation and conflicts flagged
One place for the whole team to see project financials
Make the commercial side visible
Billing types, rate cards and expenses are part of the project record, so the financial consequence of a delivery decision is not a surprise.
Fixed price, time and materials, and capped budgets
Expenses and pass-through costs captured
Invoices ready directly from the project data
Give your team access to the financials
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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