The good parts of a PSA, without the bloat.

Operating is built by former consultants, managers and founders who outgrew simple time tracking tools and didn't take a bloated legacy PSA for an answer.

Operating is for professional services firms who want to manage the business behind technical client work.

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Built by people who've run consulting firms

We've lived your world. We know the best practices when it comes to operations, so you don't have to be distracted from client work.

We get the difficult math right

Revenue recognition, billing types, working time rules, budgeting. If you've done this in Excel, you know how complicated it gets. Let us simplify it for you.

Not a bloated PSA. More than resourcing.

You've outgrown your time tracker, but legacy PSA software scares you? We have news for you.

What makes Operating different

Operating is the system for running the business behind technical client work, built by people who have run consulting firms. It is not an issue tracker like Jira or Linear, not only a resource management tool, and not a generic work management platform. It is the central source of truth for your consulting firm, one that AI agents can query directly.

Built by tech consulting veterans for professional services teams who want to focus on delivering profitable client work

More than a simple resourcing spreadsheet so you don't have to spend months reinventing the wheel with an internal tool

Not an issue tracker: our customers use a separate platform for project management (Linear, Jira, Asana...)

The central node: connects with your CRM and accounting platforms

Forward looking: forecast revenue, utilization and margin

Project management dashboard showing Data Pipeline Architecture timeline with budget details: total budget $125,000, planned revenue $120,250, planned gross profit $65,960, and earned revenue $105,760. Timeline bars indicate implementation allocation for team members Alexander Foster (40%), James O'Brien (10%), and Sarah Martinez (35%) between June 15 and October 9.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.

One platform for people, projects, time, and money

Diagram showing a circular flowchart labeled 'OPERATING' at the top center within a blue star. An arrow points downward from OPERATING to a horizontal line labeled 'Do Work,' followed by arrows pointing to boxes labeled 'Inputs' on the left and 'Outputs' on the right. Below 'Do Work,' there are four boxes labeled 'Perform,' 'Create,' 'Carry Out,' and 'Execute' in a row. Underneath these boxes, the text reads: 'Operations involve the actual tasks and processes to turn inputs into outputs according to a planned method with the required resources.'Diagram illustrating the operating figure of merit with a circle divided horizontally into four quadrants labeled Design, Handoff, Revenue, and Retention linked clockwise around the circle. The center shows the word OPERATING with arrows pointing outward. Inside the circle, a horizontal axis is labeled from -10% to +10%, indicating tolerance bounds on key metrics for successful operation.

Get the Operating Routine for resource planning

A weekly routine for staffing and capacity, written by people who ran it in their own firms. It gives your resource planning meeting a fixed agenda and a short list of numbers to check. Get the guide.

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