Plan customer work with confidence

Match customer commitments
to team capacity

See where the work exceeds available capacity,
review the options and put the decision in the right hands.

See OpX in your data ↗Explore the product ↓

Customer Success / Professional Services / Sales

Plan across teams

One deal moves.
Plan what comes next.

The opportunity is still open. A move into negotiation brings the forecast delivery start, proposed owners and customer handover into the same view.

Orchard Direct / Proposed expansionConditional plan · Not approved

STAGE CHANGE · TodayPlan the work before the deal closes.

Proposal→NegotiationStill open

Today ·

OpX forecasted close

OpX forecasted handover

Sales

Maya Patel

Current deal owner

Negotiation –

Commercial oversight –

Implementation

Jordan Lee

OpX proposed delivery owner

Discovery & scoping –

Configuration –

Integration & testing –

Go-live –

Customer Success

Maya Chen

OpX proposed CS owner

CS preparation –

First service stage –

Current workProposed / conditionalHandover

Forecast implementation start Handover

Sales retains commercial oversight. CS prepares at forecast close. Service begins at handover.

Built around your business

OpX learns your business through your data.

As your data becomes more complete and your team refines its operating assumptions, OpX builds a more accurate picture of the work, capacity and decisions ahead.

01 / WHAT MAY LAND

Your sales forecast shows the next commitment.

The deal stage and expected close date establish the proposed planning window.

02 / WHAT IT CREATES

Your delivery and service models describe the work.

Configured stages, roles and effort show what implementation, handover and customer coverage would require.

03 / WHO COULD COVER IT

Your team’s capacity informs the owner review.

Compare the required work with relevant people, availability and existing commitments.

04 / WHO DECIDES

Your decision rules identify the approver.

Keep the proposed assignment separate from approval, execution and the observed result.

Connect your teams

One context.
More decisions.

Sales, delivery and customer coverage draw on the same people and capacity. Bring that context together before making the next commitment.

Renewal coverageOrchard renews Thursday of Week 1.

Owner availabilityTaylor is away until Week 2.

Decision authorityAlex Perry must approve cover.

Orchard needs cover for Weeks 1 and 2.

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How it works

A shared picture of the business. An explicit model for the decisions ahead.

OpX connects the facts behind a decision to the policies, thresholds, ratios, and authority that govern how your company operates.

Separate luminous streams converge into a shared data field.

01 · Connect your data

Connect work and people.

Connect people, accounts and projects across your systems in one shared operating picture.

A slate-blue sphere formed from interconnected patterns of light.

02 · Model your business

Define how you operate.

Configure your company’s rules, priorities, capacity assumptions and decision authority.

Blue-gray wireframe peaks and valleys form an abstract landscape of possibilities.

03 · Review your options

Evaluate the next move.

Apply the approved model to current evidence. Show what needs attention and who can decide.

Muted light traces connect through a luminous central network.

04 · Learn from decisions

Build on each decision.

Keep evidence, decisions and outcomes connected so every review starts with the context of what came before.

Start with your team

See the decision in your own data.

Bring a sales, delivery or customer coverage question. We’ll discuss the work, your available inputs and where a capacity review could help.