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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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Verified User in Marketing and Advertising
AM
Verified User in Marketing and Advertising
06/18/2024
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Seamless Integration and Great Support

We've been using Operating since December 2023, and it has made a significant difference in our business operations. The implementation was very smooth and the Operating team lead the entire process. The tool is easy to use, and the developers are very responsive. Operating has enhanced our forecasting and team planning by integrating smoothly with HubSpot and Harvest, automating many of our manual tasks. It has allowed our team to plan staffing ahead of time and set goals based on effective hourly rates. It has provided a reliable solution for our forecasting and planning needs - I find myself using it every day. Before Operating, we managed multiple spreadsheets to track our sales pipeline, project details, and forecast hours, which was time-consuming and prone to errors. Operating connects with HubSpot and Harvest, automatically pulling in data to help us plan the best teams for projects based on current workloads and historical data. This integration has streamlined our operations, making it easier to forecast hours for potential projects.
John K.
JK
John K.
06/14/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review

Fantastic team and a great product

It makes my life easy as I can easily manage my staffing with Operating.

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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