From Proposal to Forecast with AI
Tuesday, March 31, 2026, 1:00-2:00pm ET
What if your proposal could turn into a staffing plan and revenue forecast in minutes? In this session, Lauri Euren from Operating will demonstrate how to run your resource planning process directly from your favorite AI tool using the Operating MCP server. You’ll see how a Google Slides proposal and workload estimate can become a staffing plan, utilization view, and revenue forecast, how to catch missing project data, and how to refine the numbers by querying data in Claude and updating Operating in real time.
Attendees will walk away with:
- An understanding of what the Operating MCP server is and how it works
- A practical example that connects proposal data to staffing, utilization, and revenue forecasting
- A clear workflow for updating and refining forecasts in minutes