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

·29 min·2 clips

Watch Lauri Euren use Claude AI to query Operating.app and add a consultant to a project.

Will Bachman hosts Lauri Euren, founder of Operating.app, to discuss the AI-powered platform designed for consulting firms. Euren explains that Operating.app helps with staffing projects, managing consultant utilization, and handling month-end close processes like revenue recognition and invoicing. The platform intentionally does not replace CRM systems, instead integrating with tools like Salesforce or HubSpot. It also avoids handling actual consulting work execution, focusing on back-office operations. Euren provides a dashboard walkthrough, highlighting entities like projects, people, and positions. He discusses how the platform supports various pricing structures, including per-hour and fixed-price models, and handles revenue recognition. The ideal customer profile starts around 50 people, with firms up to 2,500 consultants using the tool. Euren demonstrates using Claude AI to query the platform and add team members via natural language, showcasing a hybrid enterprise software and AI chat interface. He walks through an end-to-end workflow from project creation to invoicing, showing real-time margin calculations. The platform includes permission sets for external consultants and offers modules like resource planning or full suites. Pricing is around $22 per person per month for the full plan. Euren notes that the platform often displaces spreadsheets or simpler tools like Harvest Forecast.

As heard by us

A grounded look at the operating layer consulting firms need as staffing, utilization, and month-end close get harder.

OperatingDopApp lives in the less glamorous but very real middle of a consulting firm's workflow: the space after a proposal is won and before month-end close is done.

Read the full review in PlayNext →

Why you'd press play

You want a clearer operating layer for the work between proposals, project staffing, utilization, and month-end close.

Read the full recommendation in PlayNext →

Listen to the show on

Apple Podcasts Spotify

Play clips from this episode More from Unleashed - How to Thrive as an Independent Professional