Unleashed - How To Thrive As An Independent Professional

641. Lauri Euren, Operating.app: An AI-powered platform to run a consulting firm from resource planning to month-end close

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Sinopse

Show Notes: Lauri Euren, founder of Operating.app, explains that Operating is a tool for consulting firms or professional services that are growing and need help with staffing, internal resourcing, and month-end closes. The tool handles the workflow from time sheets to invoicing, supporting delivery across multiple projects.  Operating.app Explained Lauri emphasizes that Operating is not a CRM system and can integrate with existing CRMs like Salesforce, HubSpot, and Pipedrive. Lauri explains that Operating is not for actual sales execution but for back-end processes like staffing, time sheets, and invoicing. The tool also monitors project health, margins, and financials, providing tracking and insights into project burn rates and utilization. Operating.app Demonstration Lauri demonstrates the main dashboard, which includes tabs for staffing, personal schedules, projects, and reports. Lauri describes the main entities in Operating: projects, people, and positions, and how they intersect to manage staffing and