Department
Operations
Run the engine
System uptime
99.92%
-0.03% · 30d
Vendor spend
$78.3K/mo
+$2.1K
Open process gaps
6
2 critical
Cycle time
4.2d
-0.6d · order → fulfill
Next Best Action
What to do next, in order.
Wire Shopify → Airtable reorder automation
HighInventory 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
MediumPaused 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
Hire fractional GC
Founder
Ship Onboarding v3 Phase 2
S. Okafor
Renew Salesforce — negotiate seats
R. Kim
Document incident response v3
M. Chen
Audit Zapier zaps for failures
J. Patel
Cleanup Notion archive
Ops
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 |
Continuous improvement
Process improvement log
- May 10
Cut payroll close from 7d → 4d
L. Brooks
- Apr 28
Standardized incident postmortems
M. Chen
- Apr 12
Vendor approval flow shipped
J. Patel