Resource Planning for Insight Consultancies

Your team is growing. Your spreadsheets aren't keeping up.

We build custom resource planning software for qual and quant research agencies — so you always know who's on what, what's coming, and where the gaps are.

Book a Demo

Capacity Report

Mar Apr May Jun

Required

312h

billed to projects

Available

398h

incl. 2 freelancers

Headroom

+86h

capacity to sell

Team utilisation 78%

Researcher	Avail. hrs	Allocated	Status
Sarah M.	88h	72h	OK
James K.	80h	84h	Review
Priya S.	72h –8h hols	60h	OK
Alex F.Freelance	96h	96h	OK

Sound familiar?

We've spoken to a lot of research agencies. The pain points tend to be the same.

The problem

How things look right now

Researchers getting double-booked — or sitting underutilised while work piles up elsewhere
Project status living in someone's inbox. Chasing updates is half the job
Reporting cobbled together from three different spreadsheets the night before a board meeting
Pipedrive tells you what's in the pipeline. Nothing tells you if you have the people to deliver it

The solution

How things look with your planner

One place for resource allocation, project visibility and reporting — no more cross-referencing tabs
Built around how insight agencies actually work — not a generic PM tool forced to fit
Your pipeline connects to your people — so winning a project doesn't create a resourcing crisis

What you get

Four capabilities, built specifically for research agencies. Nothing you don't need.

Resource Planning

See total capacity and utilisation at a glance. Spot gaps before they become problems and assign work with confidence.

Project Visibility

Know the status of every live project without chasing anyone. One view for your whole portfolio — from fieldwork to debrief.

Automated Reporting

Utilisation, capacity and project health reports without the manual work. Shareable, up-to-date, and actually useful in a board meeting.

Tailored to You

Not off-the-shelf. Built around your workflows, your terminology, your team. If it doesn't fit how you work, we change it until it does.

Client Story

A Leeds & London-based qualitative research agency

Streamlined our whole operation. We finally have visibility across projects and people in one place — something we'd been trying to achieve for years.

Researchers managed across two offices

30+

Live projects tracked at any one time

Spreadsheets replaced on day one

See it in action

Tell us a bit about your agency and we'll show you exactly how the planner would work for your team — no generic demo, no pressure.

We'll get back to you within one working day.