Operations

People, teams, titles, reporting lines. The org chart stops living in one operator's head. A new hire can find who to ask in two clicks, not by walking around the room.

The skills matrix with proficiency levels: Beginner, Intermediate, Advanced, Expert. Who can do what, and how well. Years of experience, last used, notes attached per skill.

Tech stack per client: who runs what, who is evaluating something new, who is migrating away from a tool you sell. Cross-sell signal from your own install base.

117 granular permission keys, six default roles, three-tier hierarchy with org, team, and user grants. Contractors, partners, and staff each see exactly their slice. Finance sees finance. Delivery sees delivery.