The Operations Org is everyone who makes the Customer Org effective. You don’t serve customers directly — you serve the people who serve customers. You build systems, manage processes, ensure delivery, and remove obstacles.
Who’s in the Operations Org:
Your focus: Making the Customer Org as effective as possible — smooth processes, clear visibility, coordinated execution, no dropped balls.
The Unified Team Enablement view answers the question you need answered constantly:
“How do we equip teams for better execution?”
This isn’t about tracking for tracking’s sake. It’s about visibility into work — who’s doing what, what’s on track, where bottlenecks are forming, and how to allocate resources effectively.
Ongoing value delivery
Service is your primary object — tracking what’s being delivered:
What you need on Service:
Organized work with structure
Projects give you visibility into complex work:
What you need on Project:
Specific outputs being produced
Deliverables let you track granularly:
Why Deliverables matter: “Implementation is on track” means nothing. “12 of 15 deliverables complete, 3 in progress, 0 blocked” tells a story you can act on.
Learn more about Deliverable →
Time allocation visibility
Appointments show where time goes:
Operations perspective: Appointments aren’t just calendar events — they’re resource allocation data. You can see team utilization, engagement rhythm, and coordination patterns.
Learn more about Appointment →
Work requests and issues
Tickets reveal operational reality:
What you track:
Work items needing completion
Tasks track the doing:
Why Tasks matter: Tasks are the atomic unit of work. Without task visibility, you can’t see workload, can’t identify bottlenecks, can’t ensure nothing falls through cracks.
Your core use case. See status across all engagements — what’s on track, what needs attention, what’s blocked.
“15 active services. 12 on track, 2 need attention, 1 at risk. I know exactly where to focus the team today.”
Relationship health affects delivery. Know which customers are thriving and which are struggling before it impacts your work.
“Precision Components is thriving — smooth engagement. Beta Corp needs attention — engagement declining. Let me flag that for the Customer Org.”
See all active work in one view:
No more “let me check with each team member.”
Spot problems before they become crises:
No more surprises.
Allocate effectively:
No more guessing at availability.
See patterns that reveal opportunities:
No more operating blind.
DELIVERY PORTFOLIO
By Health:
├── On Track: 12 services
├── Needs Attention: 2 services
└── At Risk: 1 service
By Phase:
├── Discovery: 2
├── Build: 6
├── Training: 4
└── Optimization: 3
Upcoming Milestones (This Week):
├── Precision Components: Go-Live Readiness
├── Beta Corp: Training Complete
└── Gamma LLC: Discovery Wrap-upTEAM CAPACITY
By Person:
├── Ryan: 4 active services (at capacity)
├── Bill: 2 active services (available)
└── Chris: 3 active services (scheduled)
Tickets This Week:
├── Opened: 12
├── Resolved: 15
└── Average Resolution: 6 hours
Appointments This Week:
├── Customer Sessions: 23
├── Internal Coordination: 8
└── Total Hours: 47NEEDS ATTENTION
At Risk:
└── Delta Corp Service
- Health: At Risk
- Issue: Key deliverable blocked 5 days
- Owner: Ryan
- Action: Escalation meeting scheduled
Needs Attention:
├── Beta Corp Service
│ - Health: Needs Attention
│ - Issue: Engagement declining
│ - Action: Customer Org notified
│
└── Gamma LLC Service
- Health: Needs Attention
- Issue: Timeline pressure
- Action: Resource reallocation in progressBefore Unified Team Enablement:
“How are our implementations going?” “Let me ask Ryan… and check the spreadsheet… and look at Asana… I think mostly okay?”
After Unified Team Enablement:
“How are our implementations going?” “15 active services. 12 on track, 2 need attention, 1 at risk. Delta Corp is blocked on integration — escalation meeting at 2pm. Beta Corp engagement declining — flagged for Customer Org. Gamma LLC timeline tight — reallocating Bill to support. 89% of deliverables on schedule. No overdue tickets.”
| Object | What It Gives You | Priority |
|---|---|---|
| Service | Delivery portfolio visibility | Essential |
| Project | Work organization | Essential |
| Deliverable | Granular progress tracking | Essential |
| Appointment | Time allocation visibility | High |
| Ticket | Issue patterns and workload | High |
| Task | Work item tracking | High |
Your success metric: Can you answer “how’s delivery going across all engagements?” in 30 seconds without asking anyone?
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