Strategy
Keep your strategy on the record.
Strategy holds your bets, hypotheses, signals, decisions and experiments. Agents can read all of it and propose changes. A person approves each proposal.
- Agents can read your strategy and propose changes, never write them directly.
- Each proposal is pending, approved, rejected or expired, with a record either way.
- See what depends on a bet before you change it.
| Bet | Stage | Status | Thesis | Confidence | Why now | Evidence | Stop criteria | Upside | Risk | Owner | Next review |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vertical AI Reports | shape | committed | AI reports cut analyst time by 70%. | 4 out of 5 | LLM costs fell 80% in 12 months. | Pilot users saved 6 hrs/week on average. | Adoption <20% after 60-day trial ends. | Adds $2M ARR from premium tier. | Accuracy errors erode user trust fast. | Head of Product | 2025-09-01 |
| Self-Serve Onboarding V2 | decide | committed | Self-serve reduces CAC by 40%. | 5 out of 5 | Sales team at capacity; pipeline stalling. | Competitor PLG benchmarks show 35% CAC drop. | Trial-to-paid rate stays below 12% at 90 days. | Unlocks SMB segment worth $5M ARR. | Complex setup drives early churn spike. | VP Growth | 2025-08-15 |
| Data Connector Marketplace | capture | proposed | Native connectors increase retention. | 3 out of 5 | Zapier costs eat 8% of SMB margins. | Support tickets cite integration gaps weekly. | Fewer than 5 partners join in first quarter. | Platform lock-in lifts NRR above 120%. | Partner certification delays stretch timeline. | Head of Partnerships | 2025-10-01 |
| Enterprise SSO & SCIM | decide | committed | SSO unblocks Fortune 1000 procurement. | 5 out of 5 | Three $200K deals stalled on SSO gap. | Security reviews list SSO as blocker #1. | No enterprise close attributable within 90 days. | Enables $1.5M ACV deals in pipeline. | SAML edge cases inflate engineering scope. | Head of Engineering | 2025-07-31 |
| Annual Plan Incentive Push | review | validated | Annual discounts improve cash flow 30%. | 5 out of 5 | Q2 burn demands 3 months of runway buffer. | Last push converted 42% of eligible monthly users. | Annual attach rate drops below 25% in cohort. | Adds $900K to cash reserves by Q3. | Monthly churn risk re-emerges at renewal. | VP Finance | 2025-08-01 |
| Embedded Analytics Widget | shape | proposed | Embeds create viral B2B2C growth loop. | 3 out of 5 | Partner portals hungry for white-label data. | Three partners requested embed API in beta. | Fewer than 500 embed views per month by Q4. | Opens $3M white-label licensing market. | Maintenance overhead forks core product. | Head of Product | 2025-10-15 |
| Mid-Market CSM Playbook | shape | committed | Structured CSM reduces mid-market churn. | 4 out of 5 | Mid-market NRR dropped 8pts last quarter. | Churned accounts lacked QBR touchpoints. | NRR stays flat after two full playbook cycles. | Recovering NRR adds $1.1M retained ARR. | CSM headcount cost outpaces saved ARR. | VP Customer Success | 2025-09-15 |
| Usage-Based Pricing Pilot | capture | proposed | Usage pricing lowers entry barrier for SMBs. | 2 out of 5 | SMB conversion dropped 15% vs last year. | Exit surveys cite price as top barrier. | Pilot ARPU falls below $120 after 6 months. | Expands SAM by 3x into micro-SMB tier. | Revenue predictability drops for investors. | VP Growth | 2025-11-01 |
| In-App Collaboration Layer | capture | proposed | Comments add multi-seat stickiness. | 3 out of 5 | Teams share exports outside the platform. | Usage logs show 60% of shares are exports. | Seat expansion stays flat 90 days post-launch. | Seat-based upsell lifts ARPU by 25%. | Real-time sync adds infra complexity. | Head of Engineering | 2025-10-01 |
| APAC Localization Sprint | review | stopped | Localization unlocks Japan & Korea markets. | 2 out of 5 | Partners pushed back timelines by 6 months. | No signed LOI from APAC prospects in H1. | Zero qualified pipeline after 4-month push. | APAC TAM estimated at $8M in year three. | Translation costs exceed projected revenue. | Head of Partnerships | 2025-07-15 |
| Predictive Churn Alerts | review | validated | Early churn signals let CSM intervene first. | 4 out of 5 | Model training data now spans 18 months. | Beta alert saved two $80K accounts last month. | False positive rate exceeds 30% in production. | Saves estimated $600K ARR annually at scale. | Model drift needs continuous retraining budget. | Head of Data | 2025-09-01 |
| Partner Referral Program | decide | committed | Referrals drop blended CAC below $1,800. | 4 out of 5 | Paid CAC rose 22% quarter-over-quarter. | Word-of-mouth already drives 18% of signups. | Referred deals <10% of new ARR after one year. | Referral channel could fund 30% of pipeline. | Partner disputes require legal overhead. | VP Growth | 2025-08-30 |
Initiatives
See what the company is working on.
An initiative is a project with its goal, evidence, blockers, owner and tasks in one place. You create it yourself, or accept one an agent proposes from company signals.
- Key results, blockers, tasks and linked contacts on each initiative.
- Read and update initiatives from the API, the CLI and MCP.
- A Room shows the initiatives its work relates to.
Goals
Hand agents a piece of work that continues.
A Goal is an outcome an agent moves forward, one step at a time, until a clear test says it is done. It holds the outcome, what counts as done, and when to stop.
- Team members with company-wide access start a Goal from Tasks or from chat: a specific outcome and a "done when" they confirm.
- On a Matrix, a Goal can take its next step weekly or monthly.
- For one action on a schedule, create a scheduled task instead.
- Step it from the app, the CLI, or an agent connected through MCP.
- Read each step from the Goal or from a connected agent.
- Export
- Your Goals as CSV
- From your own tools
- Operalta CLIMCP setup
| Goal | Decision | Outcome | Done when | Stop criteria | Trigger | Autonomy | Budget (steps) | Method | Output | Summary |
|---|---|---|---|---|---|---|---|---|---|---|
| Collapse connector ingestion onto one rail | ADR-0026 — One ingestion rail | Move all nine third-party connectors off their private ingest paths onto the shared rail. | Zero connectors writing outside the rail; contract tests green for all nine. | A rail change needed by one connector breaks another connector twice. | weekly | propose | 12 | runbooks/ingestion/rail-migration.md | Connector Migration | Walks the nine connectors onto the shared rail one at a time, proposing a migration PR per connector and pausing if a rail change breaks a sibling. |
| Retire the v1 metrics writer | ADR-0029 — Single metrics writer | Remove every call site of the v1 writer, then delete the module. | Module deleted; no import of metricsV1 anywhere in the tree. | A call site needs behaviour v2 cannot express — reopen the decision, never work around it. | event | apply | 20 | runbooks/metrics/retire-v1-writer.md | Call Sites | Grinds the v2-only decision through the codebase one batch of call sites at a time, stopping the moment a site needs behaviour v2 lacks. |
| Replace per-tenant schemas with row-level security | ADR-0031 — RLS over schema-per-tenant | Migrate all 340 tenant schemas to shared tables carrying RLS policies. | One schema; every table carries a policy; isolation tests pass on all 340. | P95 query latency regresses more than 15% once policy indexes land. | manual | propose | 15 | runbooks/db/rls-tenant-migration.md | Tenant Cutover | Migrates tenants in cohorts behind a latency budget, proposing each cohort and holding until the previous one is clean. |
| Route dashboard reads to the replica | ADR-0034 — Reads leave the primary | Point every dashboard query at the read replica behind a routing helper. | The primary sees zero dashboard reads for seven consecutive days. | Replica lag exceeds five seconds under peak load on two separate days. | daily | apply | 10 | runbooks/db/replica-read-routing.md | Query Sites | Moves query sites onto the routing helper and watches replica lag daily, reverting the batch itself if lag breaches the budget. |
| Consolidate three job runners into one | ADR-0037 — One scheduler | Move every scheduled job off Sidekiq and cron onto the platform runner. | One runner in production; the other two gone from the deploy manifest. | The platform runner drops a job in production even once. | weekly | propose | 12 | runbooks/platform/runner-consolidation.md | Job Inventory | Ports jobs in weekly batches, each with a shadow run against the old runner before the old definition is deleted. |
| Put every telemetry event in a typed envelope | ADR-0041 — Typed event envelope | Wrap all emitted events in the shared envelope, then reject untyped ones at the edge. | The edge rejects untyped events; 30 days with zero rejections in production. | Envelope overhead adds more than 2ms to the emit path. | event | apply | 16 | runbooks/telemetry/typed-envelope.md | Emitters | Types emitters as they are touched by other work, then flips the edge to reject-by-default once the untyped count reaches zero. |
| Deprecate the legacy CSV importer | ADR-0044 — One import path | Migrate the remaining accounts off the legacy importer, then delete it. | No account has touched the legacy path for 60 days; module deleted. | An account cannot migrate without losing its column mappings. | monthly | propose | 8 | runbooks/import/legacy-csv-sunset.md | Account Migration | Contacts remaining accounts monthly with a mapping-preserving migration, and escalates any account whose mappings the wizard cannot express. |
| Move caching from the API layer to the query layer | ADR-0048 — Cache where the cost is | Remove API-level response caching and cache at the query planner instead. | API cache removed; hit rate at the query layer above 70%. | Hit rate stays under 40% after three tuning passes. | weekly | propose | 10 | runbooks/perf/query-layer-cache.md | Cache Sites | Blocked behind the replica cutover; tunes planner cache keys once reads have moved, and abandons the decision if hit rate will not clear 40%. |
| Collapse five auth paths onto the session service | ADR-0052 — One session service | Retire the SAML, OIDC, magic-link, API-key, and legacy cookie handlers into one service. | All five paths served by the session service; the old handlers deleted. | Any enterprise SSO tenant fails to authenticate after a cutover. | weekly | propose | 18 | runbooks/auth/session-service-cutover.md | Auth Paths | Cuts one auth path over per cycle behind a flag, with a tenant watch window before the next path is touched. |
| Route every export through the policy check | ADR-0055 — No unchecked export | Ensure no export path can bypass the workspace policy check. | Every export call passes the checker; the bypass suite is green. | The checker adds more than 200ms to a 10k-entry export. | event | apply | 6 | runbooks/exports/policy-gate.md | Export Paths | Closed: all six export paths now call the checker, and a bypass test guards each one against regression. |
For your company
See how Operalta fits your company.
Bring one current decision or process. We will map it together.