Solve the resourcing puzzle from daily allocations to quarterly plans

Everything a resourcing decision needs from tentative allocations to actual hours

One place for all resourcing data from allocations to skills
Tentative bookings against deals that have not closed
Conflicts and over-allocation flagged as you plan

Resourcing is a full-time job often done without the full picture

The information a resourcing manager needs is usually scattered across a planning sheet, an HR system, a CRM and a group chat. Operating brings availability, skills, confirmed work and pipeline into one platform, so the daily question of who goes where takes minutes.

One planning surface

Allocate across projects, teams and offices without scattered data.

Conflicts caught early

Over-allocation, absences and schedule conflicts flagged while you are still planning.

Tentative and confirmed

Hold capacity for deals in progress without pretending they are already sold.

Plan with the whole picture

Resourcing is a puzzle with many different pieces: absences, part-time contracts, start- and end dates, and internal commitments.

Absences and public holidays built into availability

Part-time and contractor capacity handled correctly

Employment start- and end dates visible

Flexible role, skills, seniority, and team filters

Operating availability view — Sort your people based on availability and clear the benchStar map with constellations connected by thin white lines on a dark blue background.Vintage-style star map with black dots connected by lines showing constellations on beige background.Blue background with scattered white spots resembling paint splatters or stars.Blue-gray background with scattered small white spots resembling a starry night sky.Gray background with scattered white spots resembling paint splatters or stars.

Prioritize resourcing decisions with the capacity forecast in mindn

Tentative allocations against CRM opportunities let you plan for probable work knowing the forecasted utilization for each role, team, and skill set

Opportunities from HubSpot, Pipedrive and Salesforce

Tentative allocations visible for better scenario planning

See overworked and underutilized consultants and schedule clashes

Prioritize the views and filters to your team and use case

Operating capacity forecasting made simple — See your team's future utilization at a glanceStar map with constellations connected by thin white lines on a dark blue background.Vintage-style star map with black dots connected by lines showing constellations on beige background.Blue background with scattered white spots resembling paint splatters or stars.Blue-gray background with scattered small white spots resembling a starry night sky.Gray background with scattered white spots resembling paint splatters or stars.

Hand the plan straight to delivery

Once an allocation is confirmed it becomes the consultant's schedule and the planned hours are visible on their timesheet

Allocations visible to the people staffed

Planned hours visible on people's timesheets

Planned versus actual to check see resourcing gaps and mistakes

MCP Server for your AI-based resourcing

Star map with constellations connected by thin white lines on a dark blue background.Vintage-style star map with black dots connected by lines showing constellations on beige background.Blue background with scattered white spots resembling paint splatters or stars.Blue-gray background with scattered small white spots resembling a starry night sky.Gray background with scattered white spots resembling paint splatters or stars.

Firms on Operating are feeling the difference

Anna Lehto

"Operating played a key role in improving our profitability and utilization. By optimizing processes and tracking, we achieved 40% growth."

"Operating played a key role in improving our profitability and utilization. By optimizing processes and tracking, we achieved 40% growth."

70/30 Digital logo

Anna Lehto

CEO

70/30 Digital

James Shaw

"Last year, pre-Operating, we absorbed $250,000 in unbilled work due to inefficiencies. This year, it's down to $25,000."

"Last year, pre-Operating, we absorbed $250,000 in unbilled work due to inefficiencies. This year, it's down to $25,000."

Inventive.io logo

James Shaw

COO

Inventive.io

Timo Hyväoja

"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."

"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."

Meltlake logo

Timo Hyväoja

CEO & Founder

Meltlake

Ville Loppinen

"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."

"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."

Columbia Road logo

Ville Loppinen

General Manager

Columbia Road

Alisha David

"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."

"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."

Supreme Optimization logo

Alisha David

COO

Supreme Optimization

John Kavaleff

"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."

"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."

IONA logo

John Kavaleff

COO

IONA

Shawn St Mart

"We used to jump between HubSpot and Harvest all the time, but with Operating, it's all just there, working together."

"We used to jump between HubSpot and Harvest all the time, but with Operating, it's all just there, working together."

Furo logo

Shawn St Mart

Delivery Lead

Furo

Petya Raykovska

"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."

"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."

Human Made logo

Petya Raykovska

Director of Ops.

Human Made

Brittany Meeks

"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."

"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."

Winterberry Group logo

Brittany Meeks

Associate Managing Director

Winterberry Group

Jacqueline Enoch

"We replaced our complex finance projection spreadsheet, and now our HiBob leaves are visible in Operating, keeping our calculations up-to-date."

"We replaced our complex finance projection spreadsheet, and now our HiBob leaves are visible in Operating, keeping our calculations up-to-date."

Founder + Lightning logo

Jacqueline Enoch

CFO

Founder + Lightning

John Kavaleff

"Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."

"Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."

IONA logo

John Kavaleff

COO

IONA

James Shaw

"Operating is the glue between Harvest time tracking, HubSpot, and our reporting. Both the native integrations, and the APIs are great!"

"Operating is the glue between Harvest time tracking, HubSpot, and our reporting. Both the native integrations, and the APIs are great!"

Inventive.io logo

James Shaw

COO

Inventive.io

Perttu Paarma

"We connected Operating to NetSuite ERP via APIs and integrated HiBob using the ready-made integration, replacing our homegrown, disconnected systems."

"We connected Operating to NetSuite ERP via APIs and integrated HiBob using the ready-made integration, replacing our homegrown, disconnected systems."

Sievo logo

Perttu Paarma

VP of Professional Services

Sievo

Ville Loppinen

"Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems."

"Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems."

Columbia Road logo

Ville Loppinen

General Manager

Columbia Road

Adam Grønbeck Andersen

"Operating replaced a bunch of custom built reports and eliminated the hassle of connecting pipeline, allocations and time tracking."

"Operating replaced a bunch of custom built reports and eliminated the hassle of connecting pipeline, allocations and time tracking."

Intellishore logo

Adam Grønbeck Andersen

Partner

Intellishore

Alisha David

"Operating integrates with HubSpot and Harvest, automatically importing data to plan optimal project teams and workloads."

"Operating integrates with HubSpot and Harvest, automatically importing data to plan optimal project teams and workloads."

Supreme Optimization logo

Alisha David

COO

Supreme Optimization

Timo Hyväoja

"We integrated MS Dynamics CRM to Operating via the API, and use the ready-made Harvest integration. We also visualize our data in PowerBI."

"We integrated MS Dynamics CRM to Operating via the API, and use the ready-made Harvest integration. We also visualize our data in PowerBI."

Meltlake logo

Timo Hyväoja

CEO & Founder

Meltlake

John Kavaleff

"It's great to have one place to plan all the projects and teams."

"It's great to have one place to plan all the projects and teams."

Iona logo

John Kavaleff

COO

Iona

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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Predictive sales and hiring decisions,
powered by a Pipedrive integration

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