Partner Overview
Operating is a tool designed for seamless resource allocation in professional services. Connecting to your CRM, Operating enables you to match consultants to projects based on their skills and efficiently manage time and budgets. With Operating, you can forecast capacity, track time spent, and easily identify deviations between plans and actuals.
Key Features:
- Connect your CRM and match consultants to projects based on their skills
- Assign rate cards to projects and plan budgets.
- Forecast revenue and capacity for individuals, teams, and the entire company.
- Track time with our timesheet module.
- Gain visibility into planned vs. actual hours to improve profitability.
By connecting Bob with Operating, customers can sync people data across both platforms, ensuring a real-time list of professionals for scheduling. The integration also keeps holidays and vacations in sync, helping staffing teams make better decisions and avoid misaligned project budgets or manual time off entries.
Key integration benefits:
- Plan with ease by keeping people data in sync – You don’t have to remember to input all the new joiners and leavers data to Operating’s resource allocation system manually; the information flows through automatically, making it easier for the people in charge of resource allocation to plan ahead.
- Improve business forecasting by syncing holidays & vacations – Scheduling work in professional services heavily relies on when people take time off. Consultants usually have to manually enter the data in separate systems, but Operating’s integration with Bob solves that by pulling time off data from Bob and making all leaves visible. This increases the accuracy of your business forecast and simply tells when consultants will be unavailable for project work.
- Map your organizational structure from Bob to Operating – Let’s face it, managing a complex organizational structure in multiple systems is a real downer. You can now easily map your sites and teams to Operating without having to input and maintain the data in two places.
- Integrating timesheet data for calculating leaves – The integration lets you use Operating’s robust project time tracking, and then automatically transfer the data back to Bob, so that attendance and leaves are calculated correctly.
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