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.

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
VS

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.

12
Researchers managed across two offices
30+
Live projects tracked at any one time
6
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.

Book a Demo

Thanks — we'll be in touch within one working day.
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