Who is Operating for?
Operating is for technical teams that deliver client work: software and IT services companies, management and technology consultancies, engineering firms and digital agencies.
Consultancies
Software & IT, business, strategy, etc.
- Build teams based on skills and make tentative plans visible
- Monitor project health & keep utilization high
- Capture the revenue from high-value consulting work
Agencies
Digital, Creative, design, PR, etc.
- Plan workloads on multiple projects at once
- Track time and monitor planned vs. actual utilization
- Send invoices and close the month
Professional Services
SaaS companies, engineering, etc.
- Real-time team availability
- Plan workloads in advance
- Adjust timelines & team compositions when things change
One view of the business for the whole firm, so the COO stops being the information bottleneck
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
Know where the firm stands and where it is heading. Run it 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
Project financials that come from delivery data. Timesheets, revenue recognition and invoicing on one set of numbers.
View reports on utilization: both planned and historical
Manage hourly rates, consultant cost rates, and project financials under one platform
Invoicing that runs the same way every month
See who is available for the bid you are working on, and quote a start date the firm can keep.
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
Know who's overbooked or underutilised, and make sure skill information feeds staffing decisions.
Consultants' skills and preferences in one system to support learning & development
Actual and planned hours in the same system to spot problems early
Understand professional development on an individual and team level
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
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.
Thank you!
Get the Staffing Routine by clicking below.
Download guide
