Resource Planning for Insight Consultancies
Insight Planner is resource planning software we build for qual and quant research consultancies — a single live view of who's booked on which project, what's landing next month, and where the capacity gaps are hiding.
| 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 |
After enough conversations with insight consultancies, you notice the same problems coming up again and again.
The problem
The solution
Four core capabilities, shaped around research operations — and nothing bolted on for the sake of a feature list.
Capacity and utilisation for the whole team on one screen — catch a gap while it's still weeks away and allocate work knowing the numbers are right.
Every live project's stage, from setup through fieldwork to debrief, visible in a single portfolio view — no status-chasing emails required.
Utilisation, capacity and project-health figures generated for you, always current, and presentable enough to drop straight into a board pack.
This isn't a product you configure — it's software we build around your workflows, your labels and your team, and keep adjusting until it fits.
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.
There's no procurement marathon and nothing for your IT people to worry about — we carry the whole process.
First we sit down and map how your agency really runs — team shape, how work arrives, and exactly where today's setup falls over. Nothing gets assumed.
We build the planner around your project stages, your terminology and the reports you actually need — and you're clicking through real software inside a fortnight, not looking at wireframes.
Data migrated, team trained, launch handled side by side. And because agencies change, the planner keeps evolving after go-live — we don't disappear once it ships.
A three-person qual boutique and a fifty-person full-service firm hit the same operational walls — the planner just gets shaped differently for each.
Moderators, IDI slots and group schedules coordinated across every client — with no double-booking scares and far fewer "quick question" emails.
Analyst availability, DP timelines and deliverable dates tracked across a busy pipeline — without depending on a master spreadsheet that's only as good as its last edit.
Qual, quant, account handlers and freelancers all on one board: who's committed where, what lands next, and where the capacity gaps sit.
Agency-grade operational visibility for an internal research function — minus the enterprise licence fees and the half-year implementation project.
Everything you need to know before booking a demo.
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.
