Scale Planner
See future delivery risk before new work is accepted.
Scale Planner is proprietary decision-support software for growing service companies. It helps leadership teams understand how pipeline, delivery capacity, specialist roles, timing, margin and cash impact interact before commitments are made.
The core question
What happens to the business if we accept this work?
CRM may show a healthy pipeline. Project tools may show current delivery plans. Finance systems may show revenue and cost.
But leadership still needs to know whether future work can be absorbed without overloading key roles, creating delivery slippage, damaging margin or creating avoidable cash pressure.
Scale Planner is built around that forward-looking decision question.
Not project management
This is about future commitments, not daily task tracking.
Scale Planner helps leaders explore consequences before work is accepted, not manage every activity after it has already started.
What it helps you see
Pipeline decisions become concrete.
Instead of discussing new work as isolated opportunities, Scale Planner shows how those opportunities interact with each other, existing commitments and available capacity.
The aim is not to automate judgement. It is to make assumptions, constraints and trade-offs visible while leadership still has options.
- Role constraints. Which specialist roles become overloaded, and in which weeks?
- Timing conflicts. Which future projects collide because they need the same people at the same time?
- Hiring implications. Is the constraint temporary, or does it justify hiring?
- Delivery risk. Which commitments create red or amber delivery pressure?
- Margin and delivery cost. How do capacity choices affect the commercial picture?
- Cash timing. Where does delivery cost arrive before billing receipts?
Example pattern
The right answer may be a timing change, not a hire.
A leadership team may believe they need to hire immediately to support pipeline growth.
But once project timing and specialist demand are viewed together, the picture may change. A small timing adjustment could remove the constraint entirely, avoiding an expensive early hiring decision.
Scale Planner is designed to reveal these interactions early, while leadership still has options.
How it works
Structured scenarios, supported by Treora advisory.
Start with commitments and pipeline
Existing work, scheduled work and pipeline opportunities are represented together so future interactions can be seen.
Configure around how work is delivered
Scale Planner is configured around the way your organisation delivers work, using existing operational and commercial data where available.
Compare scenarios before committing
Leadership can test timing, inclusion, billing and capacity changes before decisions are locked in.
What leaders can test
Typical scenario questions
Can we accept this project?
Understand whether the opportunity creates delivery strain in future weeks.
Do we need to hire?
See whether role pressure is structural or can be addressed through timing and sequencing.
What if a project slips?
Explore how delays affect other commitments, pipeline work and constrained roles.
What if we change billing terms?
Compare how billing type and delivery cost timing affect cash exposure.
Which work should we prioritise?
Compare trade-offs between revenue, delivery risk and resource pressure.
What do we tell the board?
Turn operational constraints into a clearer leadership discussion about risk, timing and action.
Deployment model
Customer-hosted, advisory-supported.
Scale Planner is designed for deployment within the customer's environment, rather than as a generic public SaaS tool.
Treora supports configuration, onboarding and interpretation so the tool reflects how the organisation actually delivers work.
This approach is intended for clients who want decision support around their own operating model, data and constraints.
The software remains proprietary, while the leadership discussion remains transparent: assumptions, capacity limits, timing choices and trade-offs are visible and open to challenge.
The goal is practical decision clarity, not a black-box recommendation engine.
Who it is for
Designed for growing service companies.
Scale Planner is most useful where growth depends on skilled people, specialist roles, overlapping delivery work and careful sequencing.
- Service SMEs with roughly 50–250 employees.
- Founder-led companies where intuition is being stretched by growth.
- PE or VC-backed firms under pressure to grow quickly and explain delivery risk clearly.
- CEO, CFO and COO teams who need a shared view of capacity, margin and commitments.
- Delivery and operations leaders trying to avoid reactive hiring and firefighting.
Advisory-led
Scale Planner is supported by Treora advisory.
Scale Planner is not positioned as a standalone software purchase. It is used as part of a practical advisory approach to help leadership teams improve growth, capacity and delivery decisions.
Treora can help diagnose the operating reality, configure the right inputs, design useful scenarios, interpret the results and turn insight into practical leadership decisions.
The goal is not to automate judgement. It is to make trade-offs visible earlier so leadership can act with more confidence.
More from Treora
Watch the Scale Planner introduction
The homepage includes a short video explaining the growth problem Scale Planner was built to solve. You can also watch it directly on YouTube or follow Treora on LinkedIn for future updates and short videos.
Ways to start
Start small, then decide whether to go deeper.
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Explore the live demo
See the type of decision problem Scale Planner is designed to make clearer. -
Intro call, 20–30 minutes
Discuss your current growth, delivery and capacity questions. -
Discovery or pilot, 1–2 weeks
Review data availability, pressure points and the decisions that need better visibility. -
Scenario model with your assumptions
Configure Scale Planner around commitments, pipeline, capacity and commercial impact. -
Decision session
Review the trade-offs and agree concrete actions on timing, hiring, prioritisation or commitment decisions.
What Scale Planner is not
Scale Planner is not a CRM, ERP, project management tool or automated decision engine.
It does not replace leadership judgement. It gives leadership a clearer forward view of how pipeline, capacity, timing and commercial consequences interact before commitments are made.
Want to test whether future work is deliverable?
Explore the demo, then book a short conversation about whether Scale Planner could help with your growth, capacity and delivery decisions.