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Operating Solutions

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20 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.7
Serving customers since
2023
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Operating Solutions Reviews

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Brad R.
BR
Brad R.
01/31/2025
Validated Reviewer
Verified Current User
Review source: Organic

Operating has made capacity and forecasting much more accurate for us

The integrations with HubSpot and Harvest are essential for us to keep everything moving forward. The timeline and horizon views are very useful when it comes to forecasting for projects.
Chandni Y.
CY
Chandni Y.
01/31/2025
Validated Reviewer
Review source: Organic

Great Customer Support

Operating.in is an amazing user-friendly tool that makes it easy to manage people planning and forecasting of our projects. A very easy tool to create, edit and monitor project progress. Good KPI dashboard to monitor project progress. The user interface is very intuitive and very easy to navigate. But what we love most is how helpful our Reps have been, from the beginning.
Verified User in Computer Software
AC
Verified User in Computer Software
06/27/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review

Quickly evolving product and great supportive team

Operating has been a great fit for us to handle staffing our Professional Services team of 100 people to client projects. It's easy to use and makes planning project timelines and adjusting them on the go very effortless. The tool is also very flexible, and we can easily see our team's capacity forecast from an individual level to combinations of roles and teams as needed.<br><br>We've been able to sync all of our project data via their API so no double input is needed in addition to managing projects in our CRM. The Operating team is also extremely responsive and we always get support very fast if needed.

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HQ Location:
Helsinki, FI

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What is Operating Solutions?

Operating is a professional services automation (PSA) platform for consulting firms to manage the business behind complex consulting work. The platform covers the end-to-end delivery process of a consulting firm from resource planning to timesheets, monitoring project health, and finally invoicing and revenue recognition. Operating provides native integrations to CRMs like Salesforce, HubSpot and Pipedrive, as well as to accounting platforms like QuickBooks and Xero.

Details

Year Founded
2023