Who is Operating for?
Operating is for teams who deliver client work: IT services companies, digital agencies, management consultancies, engineering companies and the likes.
Consultancies
Software & IT, business, strategy, etc.
- Make tentative plans visible
- Build ideal teams based on skills
- Understand supply & demand to make sales and hiring decisions
Agencies
Digital, Creative, design, PR, etc.
- Gather all client requests in place
- Plan workloads on a weekly level
- Understand planned vs. actual hours to manage recurring work
Professional Services
SaaS companies, engineering, etc.
- Real-time team availability
- Plan workloads in advance
- Adjust timelines & team compositions when things change
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Stop being the information bottleneck: share the big picture with everyone and enable an effective day-to-day routine
- Confirmed resource plans and tentative capacity planning on one platform
- Company-wide utilization reports, capacity forecast and delivery margin estimates
- Share visibility all the way from an individual consultant to the management team
- Manage planning, timesheets, and invoicing in one app
More about the product
Regain your sense of control with all operational KPIs under one hood. Lead the company with confidence.
- Access to key KPIs and real-time situation for peace of mind
- Predicted capacity for the upcoming months: informed sales & hiring decisions
- Easier communications with different stakeholders who look at the same big picture
- Less top-down control in day-to-day work required
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Timesheets, project financials, and invoicing under one hood. Never miss a billable hour.
- View reporsts on utilization: both planned and historical
- Manage, hourly rates, consultant cost rates, and project financials under one platform
- Stay on top of invoicing—Month in, month out. Clarity is back on the menu!
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Find the right consultant for the bid you're working on to build winning proposals.
- Find the right consultants based on availability, skills, margin, and role data.
- Run efficient sales & resource planning weekly meetings with all information in one place
- Ongoing and future work visible to avoid double bookings
- Easy to contact the right people when all of their skills are in the system
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Know who are overbooked or underutilised. Ensure that skill information gets actually used in staffing.
- Consultants' skill and preferences in one system to support learning & development
- Actual and planned hours in same system to spot problems early
- Understand professional development on an individual and team level
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Own your schedule, communicate your skills and preferences, and track time
- Track time with ease. See the projects you're planned to.
- Manage your own schedule and see where you've been planned
- See the sales pipeline and look for relevant projects when you have availability
- Visibility to the team's availability & skills makes it easy to ask for help
More about the product