Frequently asked questions

Agileday is suitable for professional services of all kinds. Primarily, we serve IT and digital consulting firms and creative agencies but also support engineering and management consulting, in-house software product houses. You can also use Agileday to manage internal development portfolios.

We help professional services firms run their operations efficiently by optimizing everything between managing sales opportunities in CRM to invoicing client work. Our data-based matchmaking process connects talent, sales opportunities, and projects to improve collaboration and engagement across your company.

We support a multi-company setup for closely interconnected companies, such as within an ecosystem or a group. For more loosely coupled companies, we would love to discuss our current plans.

No. Agileday is an operating platform enabling professional services companies operate smoothly and efficiently within the company. We are not a marketplace of consultants.

Yes and no. While we offer extensive flexibility through settings and configuration options, we also adhere to our design principles that advocate for collaboration and people-centered approaches in leading companies. These principles stem from research findings and our own experiences, highlighting the most effective methods for managing professional work operations. We are confident that these principles guide optimal operations and deliver exceptional user experiences without any compromises.

High-quality CRM is an important tool to run a successful professional services business. Agileday integrates with the CRM of your choice.

Usually, we substitute tools like resource management, skills management, time tracking, strategy/OKR tools, CV generation, HR management, talent engagement tools, and different spreadsheets. Additionally, we often replace internally developed systems that have become costly to build and upkeep.

We seamlessly integrate with CRM systems, which is the only tool you need to get started with Agileday. Other common integrations are applicant tracking systems (e.g. Teamtailor), task management systems (e.g. Jira), and financial systems (e.g. Netsuite).

You can continue using your own time tracking tools (like Harvest) or HR systems (like Personio) with our integrations, or purchase these features as extensions to the core Agileday features.

We can also connect your data to a data warehouse for business intelligence needs easily. Additionally, we provide a robust API and event service for seamless integration with any tools of your choosing.

Typically, we roll out new feature updates weekly. For detailed release notes, users can check under the Agileday logo located in the top left corner of the product UI.

Certainly. We are happy to set up a private pilot environment for you to test using your actual data.

Reach out to us to kickstart the process. Within a few hours, the Agileday instance will be active, and we'll assist you through the onboarding process. Soon enough, you'll be ready to test and utilize Agileday.

Rest assured, the process is simple and we will handle the heavy lifting for you if needed. Our customers are often impressed by how quickly we get Agileday up and running. We have a super experienced team, refined practices that are accumulated over numerous onboarding processes, and a significant level of automation for data transfer. You won’t be overwhelmed by a massive project. With an onboarding NPS exceeding 80, our customers seem to love our team and the process as much as we do.

Agileday influences your key performance indicators crucial for growth and profitability, such as utilization, win rates, and employee satisfaction. The sooner you begin, the sooner you will reap the benefits. Agileday also brings in a modern and transparent operational approach. By starting this journey, you will create a competitive edge over those sticking to traditional methods. So better start now.

It can be easily done. Our automated migration pathways efficiently convert your current data to Agileday. We handle it all for you, don’t worry.

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Plenty! This is part of almost every onboarding process and have already consolidated numerous systems.

It is a common scenario, and joining Agileday presents a fantastic opportunity for improvement. Often, the reason for poor data quality lies in the fact that previous tools prioritized numbers over people. Consequently, those responsible for data upkeep do not see the value in maintaining it, leading to neglect.

When the data is interconnected, the entire process benefits from accurate updates (e.g., improving skills results in better recommendations). Rest assured, we will address data quality issues, and Agileday will assist in maintaining high data quality standards from now onwards.

We will continue to provide excellent support for you. Moving forward, you will have the same dedicated customer success officer assisting you. Expect a fast response time within our chat/Slack channel (averaging 8 minutes) and comprehensive documentation to guide you through in different situations.

The cost is based on a recurring SaaS fee that is determined by the number of people in your operations. The fee is tailored to your size and chosen extensions. The pricing is highly competitive, with a payback period as short as a few months. Additionally, the onboarding fee is customized according to the estimated work effort needed.

No. We always send invoices.

The most common billing cycle is 3 months.

Frequently, Agileday replaces existing tools and eliminates those costs – sometimes even covering the initial investment. Within a short period, often just one quarter, you'll notice a decrease in manual tasks and an increase in operational efficiency. Next, you can observe the impact on key performance indicators like win rates, utilization, and employee satisfaction/retention. These changes typically become apparent a few quarters into implementation. In the long run, the value comes from increased speed, better talent acquisition, and improved business outcomes.

In theory no but in practice, we have discovered that the value is not as apparent in companies with fewer than 20 employees compared to larger organizations. We would be delighted to assess the value for your company with you.

No. The platform is designed for high scalability and we have tested it with thousands of users in a single instance.

We prioritize data processing and sensitivity with great care, maintaining high standards when accessing and handling data. The data processing procedures are outlined in a Data Processing Agreement (DPA), which will be included in the Agileday agreement.

We implement a comprehensive range of measures to guarantee the highest level of security for our customers. Within our team, there is a dedicated security officer who oversees and tracks the progress. Our security measures include training the entire team on best practices, implementing clear access restrictions, providing 24/7 monitoring, and adhering to strict security policies on a daily basis.

The data is situated within the EU.

Agileday undergoes regular audits by reputable third-party advisors. Additionally, we have been audited by clients in industries with stringent security standards.