Resourcing from the daily schedule to the quarterly plan

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

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

"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'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."

"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."

"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."

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

"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."

"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."

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

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

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

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

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

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

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

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

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