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.
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.