How it connects
One data model, drawn out.
Every block on this site is made of the same handful of records, and this is all of them.
The map
Every record, and every wire between them
12 records across the 8 blocks, and a solid wire is a relation you can open today.
Pick a record. Its connections light up, and the pane says where each one is made.
Teams
Role
A job title with a level and a department. People hold it, and it carries the KRA that role owns.
Connects to
- A role carries the KRA it owns, and templates it for whoever holds the role.
- The SOP names its owner, and the Role page carries the KRA that process serves.In build: the role itself owns the process, so the owner resolves from whoever holds it.
- Kudos is given to a person, and a person holds a role.
Made on the Role page, in Teams.
WorkPlannerAITalkTeamsDocsTablesGoalsSettings
NONorthwind OpsSample workspace
Directory
Roles
Operations
OOnboarding lead
OOperations lead
FFinance
TeamsSearch or jump toMD
Onboarding lead
SOHeld by Sam OkaforEdit role
Client onboarding runs on time30% of the role
KPI: Onboarding cycle timeSOP: Client onboarding v4
Boundaries
Owns every client onboarding from signature to day 10.
Escalates finance sign off to Finance.
WorkPlannerAITalkTeamsDocsTablesGoalsSettings
NONorthwind OpsSample workspace
Library
SOPs
SOPs
CClient onboarding v4
CClient reporting
SSupplier onboarding
Contracts
BBluefin Foods v2
HHarbour Mills v1
DocsSearch or jump toMD
Client onboarding v4
Owner: Sam OkaforKRA: Client onboarding runs on timeShare
1Confirm the signed agreementOnboarding lead
2Create the client recordOnboarding lead
3Kick off internal onboardingOnboarding leadOnboarding cycle time
4Confirm the reporting cadenceOnboarding lead
5Collect finance sign offFinance
6Schedule the kickoff callOnboarding lead
7Hand over to the account teamOnboarding lead
SLA 10 days from the signed agreement.
WorkPlannerAITalkTeamsDocsTablesGoalsSettings
NONorthwind OpsSample workspace
Library
SOPs
SOPs
CClient onboarding v4
CClient reporting
SSupplier onboarding
Contracts
BBluefin Foods v2
HHarbour Mills v1
DocsSearch or jump toMD
Bluefin Foods services agreement v2
Attached to Onboard Bluefin FoodsShare
Reporting cadence
Reporting is delivered weekly, each Monday by 12:00, for the term of the agreement.
Policy: Client reportingAttached 11:15
WorkPlannerAITalkTeamsDocsTablesGoalsSettings
NONorthwind OpsSample workspace
Threads
Channels
Oonboarding
Ooperations
Ffinance
TalkSearch or jump toMD
#onboarding
Call, 15 minMembers
SO
Sam Okafor10:30
Bluefin wants weekly reporting, not monthly. Does that change the contract?
MD
Maya Dsouza10:34
It does. Finance has to sign the addendum before we go live.
Decision recorded on the task
WorkPlannerAITalkTeamsDocsTablesGoalsSettings
NONorthwind OpsSample workspace
Home
My work
Inbox3
Spaces
OOperations
OOnboarding
CClient reviews
FFinance
WorkSearch or jump toMD
O
Onboarding
AllThis weekMineBlocked
FilterSortGroupCreate task
This week
NameStatusOwnerDue
Onboard Bluefin FoodsIn progressSODay 10
Onboard Harbour MillsIn progressSODay 6
Onboard Quayside CoffeeDoneMDClosed
3 records
Next week
NameStatusOwnerDue
Onboard Lowtide ProduceNot startedSODay 12
1 records
WorkPlannerAITalkTeamsDocsTablesGoalsSettings
NONorthwind OpsSample workspace
All tables
Operations
CClients
SSuppliers
TablesSearch or jump toMD
Clients
GridFormGallery
FilterNew row
fx=IF([Closed]-[Signed]<=10, "Inside SLA", "Over")
ClientSignedOwnerCycle daysSLA
39Quayside CoffeeAug 26MD7Inside SLA
40Harbour MillsSep 01SO9Inside SLA
41Bluefin FoodsSep 16SO8Inside SLA
Total records 41
WorkPlannerAITalkTeamsDocsTablesGoalsSettings
NONorthwind OpsSample workspace
Company
Team
Q3
OOnboard every client in 10 days
KKeep churn under 4 percent
GoalsSearch or jump toMD
Onboard every client in 10 days
MDMaya DsouzaUpdate
On track
On track. 3 of 4 onboardings this month inside SLA. Bluefin projected day 8.
Effort
TaskOwner
Onboard Bluefin FoodsSO
Onboard Harbour MillsSO
Onboard Quayside CoffeeMD
3 linked tasks
Onboarding cycle time: 8 days, target 10
WorkPlannerAITalkTeamsDocsTablesGoalsSettings
NONorthwind OpsSample workspace
Directory
Roles
Operations
OOnboarding lead
OOperations lead
FFinance
TeamsSearch or jump toMD
SO
Sam Okafor, Q3 review
Open cycle
JulOnboarding cycle time, 9.4 days
AugOnboarding cycle time, 8.8 days
SepClient onboarding runs on time, 88 percent
The reason
One system, not a pile of integrations
- An integration copies a record. It does not share one.Two tools joined by a connector hold two copies of the same thing and a job that reconciles them. The copy is behind by however long the job takes, and the moment either side is edited by hand the two disagree with nobody being told. Everything on the map above is one record with one id, read by every block that needs it.
- The connection a stack cannot make is the one you want.A connector can post a message when a task changes. It cannot make the process that produced the task, the role accountable for it and the goal it moves the same objects, because those live in four products that each model them differently. That is the gap the map is drawing, and it is the gap a monthly reconciliation meeting exists to close.
- So we build the blocks, and connectors when someone needs one.No third party connector ships today, and this page will name one when it does rather than promise a directory of them. What is here instead is the part that cannot be added later: one data model, so a record moves once and every block that reads it is already current.
For whoever signs it off
One model, one place to govern it
If a record exists once, permission on it is decided once.
- One ladder, then grantsEvery person holds one workspace level. On top of it, a Space, a Folder, a List, a Board or a Doc can be shared directly. A grant only ever adds reach, so the answer to who can open this is the strongest thing the person holds.
- Scoped visibilityAn admin can narrow what a level sees rather than only widen it, per Space and per object, and assigning someone a task grants them that task so work is never invisible to the person doing it.
- The logsA security activity log on each account (sign-ins, password changes, sign-out everywhere, live sessions) and an org-wide audit view behind the manager gate.
- Sign-in hardeningTwo step verification at login, lockout after repeated failures, hashed reset tokens, a password policy, idle session expiry, and a sign-out that actually invalidates the token.
The access page says what we do not have, in the same words.
Or ask
Have it walked through
Book twenty minutes and we will follow one of your own processes from the SOP to the task to the goal, or read the whole Tuesday first.