Solutions / Operations

The data your staffing team needs, without the spreadsheet archaeology.

Operations teams spend hours each week extracting utilization data, reconciling CRM records, and building the reports that practice leads need. Kelpmont surfaces that data automatically — from your existing systems, updated continuously.

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Weekly Ops Report — Auto-generated

Utilization forecast (4w)82%
Anomalies flagged3
Integrations synced4/4
Last data pull2h ago

Three automation points that replace manual work.

Automated data ingestion

Kelpmont connects to your CRM, time-tracking, and HRIS systems and ingests engagement data continuously. No manual export, no weekly reconciliation, no data preparation before each staffing review.

Signal report generation

Weekly staffing signal reports are generated automatically for each practice lead. The data that operations teams previously assembled by hand is surfaced directly in Kelpmont, on schedule.

Anomaly alerting

Unusual patterns — billing anomalies, utilization spikes, engagement health drops — are flagged automatically. Operations teams receive alerts rather than discovering issues during reconciliation.

Connected in one afternoon.

The integration setup is straightforward. No custom development, no data migration, no IT project. Kelpmont connects to your existing systems via standard connectors and begins reading engagement data immediately.

01

Connect your CRM

Authenticate your CRM (Salesforce, HubSpot, or custom) via OAuth. Kelpmont reads engagement and account history. Read-only access, no write permissions required.

02

Connect time & HRIS

Connect your time-tracking and HRIS systems. Kelpmont ingests billing data, utilization records, and consultant profiles. Initial data pull covers your complete engagement history.

03

First signal report

Pattern detection runs overnight on initial data. By the next morning, practice leads have their first staffing signal report and the operations dashboard is live.

Stop pulling data. Start reading signals.

Connect Kelpmont to your existing systems and eliminate the weekly data extraction cycle.

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