Department

Operations

Run the engine

ProcessesVendorsQualitySupply ChainFacilitiesIT & Systems

Live data — this department shows only your records for the active business. Metrics appear here as you add them.

Systems

Workflow Health

65%

Overall

Client Onboarding
Healthy
42 runs
Invoice → Payment
Healthy
128 runs
Inventory Reorder
Degraded
6 runs
Support Escalation
At Risk
24 runs

View All Workflows

Documentation

SOP Coverage

Sales
86%
12/14
Marketing
80%
8/10
Operations
82%
18/22
Fulfillment
50%
6/12
Support
44%
4/9
Finance
63%
5/8

View Documentation Gaps

Friction

Bottlenecks

SKU-204 manual reorder
Inventory · Stockouts weekly
High
Contract review > 5 days
Legal · Deals slip a week
High
Onboarding email step manual
Fulfillment · ~3h/wk lost
Medium
Refund approval chain unclear
Support · CSAT dip
Medium

View All Bottlenecks

Actions

Operations Actions

Wire Shopify → Airtable reorder
Kills SKU-204 stockouts
HighJul 8
Draft Support Escalation SOP
Workflow at 30% health
HighJul 9
Assign owner: Contract Review
No DRI → 5d wait time
MediumJul 10
Review Q3 vendor renewals
3 auto-renew in 30 days
LowJul 14

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Activity

Recent Operational Activity

Client Onboarding ran successfully
42nd run this month
1h ago
Inventory Reorder paused — API error
Shopify token refresh needed
3h ago
SOP approved: Refund Policy v2
Owner: J. Patel
5h ago
Escalation missed SLA
Ticket #4821 · 6h response
1d ago

View All Activity

AI Insights

Support Escalation workflow health dropped to 30% and SLA was missed once this week. Wiring the Shopify reorder automation would remove your top bottleneck.

What's going well

SOP coverage climbed to 72% (+4 pts) as new automations came online
Approval wait time dropped 0.4d — routing changes are compounding

What needs attention

Support Escalation workflow health fell to 30% and missed SLA once
Contract Review has no DRI — sitting at 5-day wait time
Fulfillment (50%) and Support (44%) still under 60% SOP coverage

What to do next

Assign an owner to Contract Review this week
Ship the Shopify → Airtable reorder automation this sprint
Draft the two missing Support/Fulfillment SOPs

View Recommended Actions

System uptime

99.92%

-0.03% · 30d

Vendor spend

$78.3K/mo

+$2.1K

Open process gaps

2 critical

Cycle time

4.2d

-0.6d · order → fulfill

Next Best Action

What to do next, in order.

Wire Shopify → Airtable reorder automation

High

Inventory bottleneck (SKU-204) directly tied to manual reorder.

Impact: Eliminate stockouts · J. Patel · May 28

Renew/renegotiate Datadog before Aug

Medium

$8.2K/mo spend; usage tier review overdue.

Impact: Save ~$2K/mo · M. Chen · Jul 15

Resume NPS digest automation

Medium

Paused with stale data; CSAT visibility blocked.

Impact: Restore signal · S. Okafor · May 20

Recommendations are decision-support suggestions based on available data. They do not guarantee results.

Weekly priorities

What's getting done this week

Critical

Hire fractional GC

Founder

High

Ship Onboarding v3 Phase 2

S. Okafor

High

Renew Salesforce — negotiate seats

R. Kim

Medium

Document incident response v3

M. Chen

Medium

Audit Zapier zaps for failures

J. Patel

Low

Cleanup Notion archive

Ops

SOPs is hidden for this business. Re-enable it in Customize Business.

Customize

Leverage

Automation status

Automation	Business	Tool	Trigger	Output	Status	Owner	Risk/Issue
Lead → CRM enrich	Empire Academy	Zapier + Clearbit	Form submit	Salesforce lead	Active	M. Chen	—
Invoice → Stripe	Apex Consulting Studio	QBO + Stripe	Deal won	Auto invoice	Active	L. Brooks	—
NPS digest	Skyline Events Co.	Make + Slack	Daily 9am	Slack post	Paused	S. Okafor	Stale data
Onboarding kickoff	Empire Academy	n8n	Deal closed	Asana project	Needs Review	S. Okafor	Duplicates

Friction

Operational bottlenecks

Bottleneck	Business	Area	Severity	Root cause	Action	Status
Legal review queue	Apex Consulting Studio	Sales	High Risk	Single GC, no template library	Hire fractional + build template lib	In Progress
Onboarding handoff CSM↔Eng	Skyline Events Co.	Fulfillment	Medium Risk	Unclear ownership	RACI workshop	Planned
Inventory reorder lag	Empire Academy	Ops	High Risk	No reorder automation	Wire Shopify → Airtable	Idea

Vendors is hidden for this business. Re-enable it in Customize Business.

Customize

Continuous improvement

Process improvement log

Cut payroll close from 7d → 4d
L. Brooks
May 10
Standardized incident postmortems
M. Chen
Apr 28
Vendor approval flow shipped
J. Patel
Apr 12