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Forward-thinking consulting firms use Operating to automate operations end-to-end, from resource planning to invoicing, improving utilization and margins along the way.
Forecast in real time to make better decisions
Skills-based matching of consultants & projects
AI companion Ope helping you get the most out of our platform
Resource planning, timesheets, invoicing, and project financials
Delivery margin, utilization, consultant availability and more
Clear the bench and keep up with project openings
Off-the-shelf integrations with
+ integrations to other CRMs possible via our REST API
Off-the-shelf integrations with
+ integrations to other CRMs possible via our REST API
Off-the-shelf integrations with
+ integrations to other CRMs possible via our REST API
Off-the-shelf integrations with
+ integrations to other CRMs possible via our REST API
Off-the-shelf integrations with
+ integrations to other CRMs possible via our REST API
CRM deals turn into tentative projects for your staffing team to act on. Approved leaves in your HR tool turn into time off allocations. Operating is designed to work seamlessly with the rest of your tool stack.
Discover how Operating helps optimize consulting firm workflows, from matching consultants to projects to resource scheduling, and monitoring budgets.
Columbia Road streamlines resource planning and cuts hours of busywork per week, thanks to the added transparency from Operating, ensuring each team is staffed with the right consultants.
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.
Last year, pre-Operating, we absorbed $250,000 in unbilled work due to inefficiencies. This year, it's down to $25,000.
Operating played a key role in improving our profitability and utilization. By optimizing processes and enhancing tracking, we achieved 40% growth over the calendar year.
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'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 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 helped Sievo tie together their whole operational toolkit, replacing their homegrown setup, while greatly improving their resource allocation efficiency.
Hundreds of projects, tens of teams, and thousands of consultants. Your team spends a lot time planning for things that ends up being canceled or postponed. It takes too much time with clunky disconnected systems no one understands.
That’s why we built Operating. Designed for enterprise consulting companies, Operating streamlines project staffing, resource allocation, time tracking, and forecasting. Less busywork, more time for clients.
Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier.
Everyone now has visibility to upcoming and current projects. The information that used to live in people's heads is now in Operating.
We have a lot of projects done together across our different offices. Operating helps find the right person for the right need - no matter where they are located.
Operating is the go-to tool for operations and delivery teams in consulting firms and professional services teams—see how it helps your or your COO!
