Wiseboard is becoming a Growth Office plugin for growing IT companies.

Wiseboard is becoming a Growth Office plugin for growing IT companies.

BUSINESS DEVELOPMENT・15 MINS READ

How to Automate Your Operations (Yalantis Story and What You Can Learn From It)

Here’s an unpopular opinion: Not every process needs to be automated.

Illustration

Automation pays off only when you:

    Know which exact process is inefficient

    Understand how much it costs to run manually

    Can prove that automating it would cost less

For Yalantis, that process was resource planning. They were losing $40–50K/month due to underutilized team hours. This article describes their story to bring you a practical guide to automation that’s grounded in real numbers and results.

Yalantis in 2020: Software zoo, $40-50K/month lost, manual work

Do you know how much resource management can cost you?

Back in 2020, Yalantis did the math. They estimated a $40–50K monthly loss tied to the underutilization of people’s hours because of:

    10+ disconnected spreadsheets for Delivery, PMs, Staffing, HR, and C-level 

    5 third-party tools (HR, time tracking, utilization) that covered ~20% of their needs

    No reliable, real-time view of who was staffed where

    Non-core activities and time-offs not reflected in resource planning

    Hours of admin work every week, pulling people away from high-impact tasks

Yalantis in 2020
  • 4–6h/week lost to admin work by PMs and Finance = $3K/week
  • 5 underused third-party tools for HR and resource planning → $2–3K/month
  • 10+ spreadsheets with conflicting data on the same topic

Now, why did Yalantis start calculating all this?

Den Rudenko, Yalantis’ CEO at the time, and his team kept running into the same issues. PMs, HR, and finance weren’t productive due to lots of admin work (chasing people for updates, manually updating spreadsheets, coordinating staffing changes, creating reports). Developers were underutilized – planned for 40 hours, but working only 32 because of a day off the PM didn’t know about. Delivery leads couldn’t explain why some team members were overbooked, while others worked 30-40% of their planned time.

Illustration

“The first thing where we started to crack was just too much underutilization of people's hours.”

Den Rudenko

Yalantis’ CEO | Wiseboard Delivery & Ops advisor

Suspecting that resource planning was inefficient, the Yalantis team began tracking admin hours, lost time, and underutilization in, yes, another spreadsheet :) But this one was different. It was their way of testing how much their manual process cost them before trying to fix it with automation (and potentially burning money).
You could call it their manual MVP. 

Yalantis in 2025: One automation software, hundreds of thousands saved 

Yalantis started tracking everything manually in a spreadsheet with formulas. For each department, you should log planned hours, actual hours worked, time off, and task types per person – often across multiple projects.

Illustration

Den Rudenko's table - How it looked for Yalantis before

Illustration

Den Rudenko's table - Backend

A spreadsheet helped them spot underutilization before investing in automation. You can download the timesheet calculator based on this template later in this article.

Once they had hard numbers (and saw how much they were losing), they built a simple internal planner to automatically track budgets, workloads, and profit.

Two years later, that tool evolved into their own ERP system.

As the company grew, more automation needs appeared: salary reviews, time-off requests, role visibility. And for each one, the Yalantis team followed the same path:

Path • 1

icon

Measure manually

Path • 2

icon

Estimate the cost of inefficiency

Path • 3

icon

Automate if the value justifies the effort

That’s how their internal planner became SHERP – a full product ecosystem for resource planning, competence evaluation, and HR management. “It covers all our needs and allows us to abandon external dependencies”, says Den. 

Yalantis now
  • One software
    ($3K saved monthly)
  • No Google Sheets
  • $2K saved
    on admin work monthly
  • Single source of truth (data lake)
  • +10-15% revenue utilization monthly
    (≈ $40-50K)
  • +8-12% resource utilization
    (≈ $40-50K)

SHERP’s three modules, HRM, Competence Evaluation, and Resource Planning, are all connected through a central data lake. This means when something changes in one module (like HR approving time off), it updates everywhere else instantly (like in staffing availability).

Illustration

The core module Yalantis’ Delivery team uses is ERP. It now includes planning, availability, profitability, billability, and budget tracking for teams and projects. (This is a demo example from SHERP.)

Within the first year of using their ERP, Yalantis’ gross profit margin grew 15–20%, and utilization jumped to 90–100%. They got a unified view of their delivery operations updated in real-time with consistent data.

Where SHERP helps How? Why it matters
1. Reveal how delivery hours are spent Logs hours split by billable, internal ops, vacation, bench, etc., from Jira. Makes hidden costs (like admin work) visible. Helped Delivery lead rebalance before margin's lost.
2. Track utilization Each project shows planned hours vs. actual hours logged Shows under/overutilization. PMs can course-correct staffing mid-sprint.
3. Track project profitability (GPM) Gross profit margin + utilization % for each project Exposes unprofitable clients and pricing issues. Helps Delivery & Finance take action early.

Now let’s break down what they did right, and what their story teaches other IT companies about smart automation.

What does smart automation look like?

Illustration

Inefficient automation = technology-first
Smart automation = decision-first

Den and his team didn’t say, “This feels inefficient, let’s buy a tool.

They said: “This costs us $40–50K/month. Let’s figure out where it’s going wrong, what data we need, and test if automation would cost less.

Illustration

“You need to justify automation economically. Calculate how long it takes to fill out those spreadsheets for a specific process. Add up all the hidden costs of operating and delivery. If you only have 50 people and 4 projects planned until year-end, maybe you don’t need it. For us, it became critical at 120–150 people.”

Den Rudenko

Yalantis’ CEO | Wiseboard Delivery & Ops advisor

Yalantis’ automation initiative paid off because they:

    Started with one painful problem → underutilized hours due to poor resource planning

    Asked: “What decisions are we currently making blindly or too slowly? What answers don’t we have?” → Who’s overloaded or idle, and why? Why are we losing margin?

    Defined what they needed to measure → e.g., billable vs non-billable hours, admin overhead, staffing gaps

    Built a simple manual MVP → a spreadsheet to track hours and utilization for a few accounts

    Calculated the cost of staying manual → $40–50K/month lost to admin work, unplanned time off, and missed revenue

    Only then automated → starting with a custom resource planner, which grew into a full internal system to improve staffing, budgeting, and profit tracking

Illustration

Now, SHERP’s Profitability section shows their delivery GPM, utilization rate by project and department, and planned revenue across all active projects. (This is a demo example from SHERP.)

This setup now saves Yalantis around $5K/month on admin overhead and external tools — and brings +8–12% utilization and +10–15% revenue uplift from smarter use of resources.

Illustration

“I’m not sure I’d choose to build an internal tool again – it took loads of resources. But we wanted to help other companies in the same situation avoid a three-year journey (like it was for us) and automate faster where it makes sense. That’s why we turned SHERP into a full product ecosystem others can now try.”

Den Rudenko

Yalantis’ CEO | Wiseboard Delivery & Ops advisor

What does it show us?

Smart (= efficient) automation starts by asking:

    What decision are we trying to improve?

    What friction are we trying to remove?

    Why does this process exist, and what’s breaking it?

For example, let’s say your delivery leads are constantly chasing PMs to check who’s available for the next project. In this case, the decision would be “Who’s available to staff next week?” Friction is time lost in Slack threads, unclear time off, and duplicated spreadsheets. The break point would be PMs planning with outdated data → people get double-booked or sit idle.

That’s why, before you automate anything, you need to slow down and spot the real issue, which brings us to the practical part: How do you know what to automate in your own company, and how do you get started?

Six areas to automate in a service-based IT company

Where are you losing time, money, or control?
What information do you need right now to run your business at scale?

Start there. That’s your signal for what might need automation.

These inefficiencies aren’t always obvious, especially when teams rely on workarounds or solve things on the fly.

But from Yalantis’ example and our own experience of working with IT service companies, here are six areas where we see automation pay off:

  • 1. Resource planning:
    Your gross margin lives or dies on how efficiently people are staffed. PMs plan 40 hours when someone's only available for 32. Shadow work eats your profit.
  • 2. Onboarding and offboarding:
    Access to Slack, GitHub, Notion is added manually. Offboarding steps get missed. Security, productivity, and client trust suffer.
  • 3. Competency and promotion tracking:
    Your people are your business, but you can't tell who's ready for a senior role, and where they have skill gaps. Salary reviews aren't structured.
  • 4. Leave and absence management:
    Time off is logged in one place but not reflected in planning tools. Approved leave should immediately update a person's availability across planning, HR, and delivery systems.
  • 5. Delivery budget planning:
    You don't have real-time visibility into planned vs. actual revenue, so it's hard to make confident hiring or pricing decisions.
  • 6. Project margin tracking:
    You realize a project's going over budget… three weeks later. You miss your target margin, burn trust with the client, and have no data to prevent it from happening again.
Illustration

Case in point - staffing automation in action: Let’s say you want to assign someone to a new project. SHERP’s Availability section will automatically reflect who’s free, when, and for how long. (This is a demo example from SHERP)

No matter where the problem lies, run a quick check:

    How much manual effort does this process take?

    Are we missing anything essential to run it well?

    What’s the cost of doing it wrong or too late?

    Is that cost higher than building or buying a tool?

IMPORTANT

On that second point, “Are we missing anything?”, it’s common to discover that the problem isn’t just inefficiency, but missing structure. For example, to automatically track competencies and promotions, you first need clear raise criteria for each role and seniority level, plus individual development plans. Automating a broken or incomplete process only speeds up the mess. 
Not sure what’s missing in your case? Drop us a line, and we’ll connect you with a Wiseboard advisor in the right area.

Cases when you may not need automation

If a certain process wastes a bit of time but doesn’t cause real business damage, automating it might cost more than it saves.

Below are some examples when you can likely wait with automation:

    You’re under 50 people, managing just 3–4 long-term clients or internal teams

    Delivery cycles are stable, and team composition rarely changes

    Founders are still close to daily ops; they don’t want to step out anytime soon

    There’s little friction between HR, finance, and delivery

    Your team isn’t guessing who’s doing what

But if a process is causing consistent, measurable losses (missed hours, lost revenue, or slow decisions), automation might make sense. Just make sure it’s cheaper than sticking with the manual approach.

Don’t forget to factor in:

    Tooling costs: licenses, integrations, or building a custom solution

    Change costs: time to train the team (e.g. 2 sessions × 10 people)

    Maintenance costs: updates, in-house admin for configurations, data checks, permissions

5-step manual MVP to calculate automation ROI

As we noted earlier, before you choose to automate (if at all), you need to understand what your current process actually costs you.

Here’s how to build a simple manual MVP on the example of resource planning, inspired by Yalantis’ case.

SCENARIO

You suspect some team members are underutilized and want to test that manually before investing in automation.

Step 1: Choose a small sample

Pick one project and track 2–3 people’s workloads for a week. Choose a mix: one developer, one QA, one PM. This step is just to observe the process, not change anything. 

Step 2: Gather your baseline data

Create a simple table in Excel to record:

    Total available hours (e.g. 40h/week, adjusted for PTO, public holidays)

    Planned leave or absences (check calendars)

    Billable hours (client work)

    Non-billable hours like internal meetings, training, and admin (if unavailable, ask for estimates)

    Project-specific hours (break down effort by task or deliverable)

    Overtime (hours beyond contract, if relevant)

Step 3: Build your MVP tracker in Excel

Structure your sheet with:

    Columns = Timeframes (days or weeks)

    Rows = Team members and task types (billable, non-billable, etc.)

    Bottom row = Formulas to calculate utilization and other key delivery metrics:

Utilization rate = (billable hours ÷ total available hours) × 100%
Gross profit margin by account, project, or FTE = (revenue - direct costs of services) / revenue × 100%
Net profit margin = (revenue - total expenses) / revenue × 100%

If you don’t bill clients, use productive hours instead of billable hours.

Color code your utilization levels:

    Green = underutilized (<80%)

    White = balanced (80–100%)

    Red = overbooked (>100%)

Illustration

Example of a resource planning sheet from Tactical Project Manager

Step 4: Review the results

After a week of tracking, look for patterns. For example, Who is under- or overbooked consistently? Are people spending time on unexpected internal tasks?

Example:

Name Role Available
Hours
Billable Non-
billable
Utilization
Dev A Dev 40 32 6 80%
QA B QA 40 25 10 62.5%
PM C PM 40 20 18 50%

    QA and PM are overloaded with internal work.

    Dev A is underbooked.

    No one hits 90–100% utilization, your target for healthy margins.

    The PM spends more time coordinating people than leading delivery.

As you review, note:

    Did it take too long to gather info?

    Was someone double-booked?

    Was the data correct?

Step 5: Estimate the manual cost, effort, and risk

Now you can quantify what this inefficiency is costing you:

    Underutilization costExample: Dev A is underused by 5h/week and costs $50/hour = $250/week. Multiply by 4 people × 4 weeks = $4,000/month

    Admin overhead Example: 6 managers × 3 hours/week = 18 hours/week × $60/hour = $1,080/week or ~$4,300/month

    Risk of getting it wrong Delays in project starts, misused senior talent, overworked engineers all reduce client satisfaction and margin.

Once you have these numbers, you can answer: “This process is costing us $XK/year. A SaaS tool costs $600–1,200 (or else) a month. Is it worth automating?”

Or maybe: “We’d need to build something custom to match our process. Is it still cheaper in the long run? Do we have the internal resources for this?”

[Bonus] Spreadsheet template from Yalantis’ CEO 

If you’d like to shortcut this process, here’s the template built on the Google Sheet Yalantis used before creating SHERP. Just add in your company data and start tracking key metrics.

Download your Google Sheet template

And if you need help spotting where your operations are leaking time or money, feel free to reach out. Wiseboard advisors have helped 50+ IT companies break through their growth bottlenecks, and we’d be happy to do the same for you. 

Newsletter

Subscribe to our newsletter

Join 2000+ company leaders who subscribe to Wiseboard Insights to learn from our experience working with dozens of software development companies across different growth stages.

NEWSLETTER

Subscribe to our newsletter

Join 2000+ company leaders who subscribe to Wiseboard Insights to learn from our experience working with dozens of software development companies across different growth stages.

Illustration