PERSONA · EXECUTIVE
Run the operating office, not a quarterly slide-build.
For: C-suite, SLT, board members, executive sponsors.
Today
Programme savings live in slides, not a system. SteerCo runs from manually-assembled BI — screen-grab Power BI on Friday, re-flow the deck on Monday, spend the meeting reconciling reports about reports. And when external support steps back, the programme fades with it.
With OpX OS
A live Executive HUD, every day — not a one-off baseline. Maturity runs continuously. Benefits tracking and KPI linkage are the source of truth, so the SteerCo savings number is live, not assembled.
What they can now do
Walk into SteerCo and run the meeting from the platform — KPI drill-through is the agenda. Drill from any KPI → portfolio → project → named individual in three clicks. Approve project sign-offs and maturity action plans with the audit trail attached. Sign off realised benefits with non-repudiable attribution — year-end becomes a button press. Benchmark against the peer cohort via the OpX Index.
By the numbers
0 hrs of BI assembly · KPI → person in 3 clicks · live savings booked, not assembled monthly.
01 / 05
PERSONA · ADMIN
From spreadsheet-and-ticket to one Admin Home.
For: IT, programme owners, platform administrators, finance business partners (sub-role).
Today
Tenant configuration sprawls across multiple systems. User onboarding lives in a spreadsheet; SSO is a separate ticket; every methodology change is a project. When the DPO knocks, three days of evidence-gathering follow — half of it screenshots of half-deprecated tools. And vendor-concentration risk lands on this desk.
With OpX OS
One Admin Home for the whole tenant — brand, SSO, frameworks, content catalogue, audit — configurable in one surface, not across four consoles. WorkOS-mediated SSO and SCIM provisioning. Audit log retention of 12+ months. AI suppressible at the tenant level.
What they can now do
Configure the tenant in one place. Manage users and roles tenant-wide. View a comprehensive audit log, exportable to CSV / JSON / PDF. Define the skills catalogue as the single source of truth. Gatekeep LMS content publishing and approvals workflows. Suppress AI features at tenant level — audit-logged, with no-training terms in the MSA.
By the numbers
1 Admin Home vs ≥4 separate consoles · 12 mo+ audit retention · 90-day open data export at contract exit, no fee · AI on/off at tenant level.
02 / 05
PERSONA · OPERATIONS LEADER
Stand-up to SteerCo on one operating layer.
For: Plant managers, site leads, VPs Operations, team leaders.
Today
Daily ops runs from a printed sheet and a BI dashboard. Project status lives in someone's head. Ideas were captured in a Teams channel three weeks ago. Skills coverage is a tribal-knowledge problem — and the capability gap surfaces at the worst possible moment. SOP reviews bottleneck in PDFs over email, and the RAG status bears no relation to underlying truth.
With OpX OS
One TeamHUD — ops, projects, ideas, skills and learning RAG on a single screen, live, configurable to the team's scope. Project governance at team level with structured phase reviews. Capability Footprint live across the team.
What they can now do
Drive projects through gated phase reviews with a real Health Score, not a subjective traffic light. Review SOPs as the subject expert. Manage skills coverage from a role-by-role heatmap — see the gap before it surfaces. Configure the TeamHUD to the operation. Define and assign learning to the team.
By the numbers
1 HUD for ops + projects + ideas + skills + learning · live skills coverage by role and site · RAID in-platform, no parallel registers · automatic coach assignment, routed by capability.
03 / 05
PERSONA · CI PRACTITIONER
From slide-templates to a system of record for improvement.
For: CI managers, Black Belts, Green Belts, OD practitioners, L&D coaches.
Today
Method tooling lives in PowerPoint templates — every project is partly tooling work. Coaching evidence is scattered across five tools, so "where's the evidence?" becomes a forensic exercise. Idea triage is in Excel, SOP authoring in SharePoint, the Community of Practice is a forgotten Teams channel.
With OpX OS
Five methods as first-class workspaces — A3, DMAIC, Kaizen, 8D, PDCA — with an AI-supported method selector and tailoring to the customer's house style. Coaching runs end-to-end inside the platform, evidence captured in-flight. Idea triage, SOP authoring and LMS authoring all in one place.
What they can now do
Triage ideas and convert them to a structured project in one click. Run CI tools in dedicated workspaces. Coach colleagues end-to-end, with evidence reviewed in-flight. Author SOPs and learning modules through proper publishing workflows. Moderate the Community of Practice — native to the platform, not bolted on.
By the numbers
5 methods, 1 workspace · evidence captured in-flight, no forensic exercise later · a native Community of Practice · AI-supported method selection.
04 / 05
PERSONA · FRONTLINE
From "I mentioned it in stand-up" to "I see it in the system".
For: Standard team members, operators, technicians, line workers.
Today
Spot a problem, mention it in stand-up, forgotten by Friday — the platform that captures and routes the idea doesn't exist on-site. Learning is an annual quiz with a green tick, disconnected from the gap that just surfaced on the line. SOPs change without notice, and coaching happens by chance.
With OpX OS
Idea entry from a phone or laptop, triaged and routed with a provenance trail back to the source — not anonymous. Learning journeys mapped to the role and the actual capability gap. A structured coachee journey with evidence captured.
What they can now do
Capture ideas on any device, attachments included, in two minutes. Complete assigned learning and earn LCS-aligned certificates that are externally portable. Engage in the Community of Practice. Participate as a coachee with reflections kept by the learner. Read and attest to published SOPs — with non-suppressible notifications on new versions. Request approvals.
By the numbers
First idea in 2 minutes, any device · LCS 1A → 2A, Cardiff-aligned and externally portable · a live personal capability heatmap, no asking HR · peer-led recognition in the CoP.
05 / 05
