The operating model behind the decision
Connect customer commitments, the work they create, and the people who deliver it. OpX makes capacity and allocation decisions explainable.
Sales Professional Services Customer Success
OpX / Capacity & allocation
Example data
Customer Success · 12-week planning window
Evan Brooks390 / 300 hours
Leo Grant160 / 300 hoursAccount counts show both at 80%. Service and renewal effort reveal where the work is concentrated.
Evan Brooks274 / 300 hoursLeo Grant284 / 300 hours120 hours move to Leo, with 4 hours of handover for each owner. Fit and weekly capacity still need review.
Renewal Recovery
See the opportunity, account team, customer relationship, delivery timing, capacity, and authority together before the team decides what to do.
Timing needs attention
The forecast go-live is seven days late against the renewal date. The team has capacity to review a recovery plan.
7-day delivery gap
Recommended next step
Bring the account owner and delivery lead together before the renewal to resolve the timing gap.
How it works
OpX connects the facts behind a decision to the policies, thresholds, ratios, and authority that govern how your company operates.
Ownership and renewals
Roles and availability
Bring together a bounded, authorized source package with provenance intact.
Encode the priorities, policies, thresholds, ratios, and authority you approve.
96 h demand / 120 h supply
Before customer outreach
Test the required response against team capacity, role fit, and decision authority.
Retain the evidence, decision, review, and outcome as a new operating state.
Why this doesn’t already exist
Your CRM holds the account. Your PSA holds the project. Your HRIS holds the person. OpX connects them to answer: can the team cover next month’s work?
Read the operating philosophyRequired work exceeds the team’s effective capacity.
Operating memory
Keep the evidence, the judgment, and the outcome. Give the next decision a place to start.
Explore operating memoryThe first engagement
Start with a real question. Make the logic explicit. Review the next move together.
One question, its owner, and the relevant evidence.
Connect the facts to your rules, capacity, and priorities.
A clear next move, with its reasoning and approval path.
Beyond Renewal Recovery
Begin with Renewal Recovery. Extend the same governed context into Sales, Professional Services, and Customer Success as the questions expand.
Why OpX exists
I kept rebuilding the same operating context—in spreadsheets, capacity models, and meetings. That work needed a system of its own.
Start with one decision
One renewal. One authorized source package. One reviewable decision.
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OpX access
Your account has access to more than one OpX workspace.
Choose one operating problem. We'll take it from there.
I will follow up directly to understand the operating problem and whether OpX is a fit for a first engagement.
First deployment
One operating question. One sponsor. The minimum authorized source package required to evaluate it.
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