We're excited to announce a new partnership between CV Partner and Operating that delivers professional services firms a powerful combination of tools to optimize their proposal and project lifecycle.

While CV Partner has become the leading solution for managing employee resumes and projects for proposal submissions, the process doesn't stop once a bid is won. That's where Operating's resource management software comes into play. Operating helps firms to allocate consultants to projects, connect your CRM to plan upcoming work, and keep track of planned capacity and actual hours utilized. 

By using both tools in tandem, firms benefit from 360 visibility into current and upcoming work as well as  better resource management. From identifying the ideal staffing mix during proposals to tracking resource utilization and project performance, the two platforms complement each other perfectly.

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Integrating CV Partner & Operating

Skills, skill categories, and proficiency levels can be mapped from CV Partner into Operating in order to streamline consultant allocation. Not only does this allow you to maintain a single source of truth for your employee’s attributes, it also enables you to filter consultants based on those skills in Operating, meaning you can easily find the most qualified consultants with availability. We are looking into mapping additional fields in the future.

If you are a customer of both CV Partner and Operating and would like to take advantage of this integration, please contact your CV Partner Customer Success Manager or contact Lauri from Operating (lauri.euren@operating.app).