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Operating model

How the work flows, end to end.

An operating model is a map of how your processes connect. See the handoffs and systems involved, then explore a different flow on a copy before changing the live model.

5 processes free. No credit card. Includes 1,000 AI credits for your first 30 days.

Inside the tool

Illustrative example. Harborline is a sample workspace; its people are fictional.

Inside the tool

  1. End-to-end · Stage · Department

    Read the flow left to right, or sort processes into stage or department lanes.

  2. Process card

    A process with its department, its systems and its review status. Select it for its hub.

  3. Process hub

    The selected process’s owner, systems, responsibilities, SOPs and handoffs.

  4. Review connections

    Connections found in your sources wait for an editor to approve them.

  5. Scenario

    Test a future-state flow on a copy. The live model doesn’t change.

Three ways to read it. One model underneath.

Switching views changes the layout, never the model. Lanes hide the connections by default, so the layout stays readable.

End-to-end

Processes in the order work moves, laid out left to right.

Stage

Lanes for the stages you set up, like Intake, Qualify, Execute, Review and Close.

A process without a stage sits in Unassigned.

Department

Lanes by department.

A process without a department sits in Other.

Needs mapping

A process with no handoff in or out yet.

What you can do.

  • See the whole flow

    Every process on one map, end to end, or in lanes by stage or department. Export it as an image or a PDF.

  • Draw handoffs and decisions

    Connect processes in the order work moves, and add a decision point with its question and each named outcome.

  • Approve what’s suggested

    Connections Jumpstart finds in your sources arrive as proposals. Nothing joins the map until an editor approves it.

  • See what needs attention

    Each card shows its process’s review status, so the processes that need a look stand out across the whole business. The mapping queue lists those with no handoff yet.

  • Test a change first

    Build a future-state flow as a scenario. Preflight checks catch gaps, loops and decisions without outcomes, and Meridi AI analyzes it when you ask. The live model stays as it is.

  • Know your systems

    List every system with its owner, status and spend, and see the processes, departments and people each one touches.

Which plan includes it?

Compare what’s available on Free and each paid plan.

Compare every feature
Operating model in each plan
FeatureFree$0Base$29/monthDiscovery$79/monthDelivery$149/month
Operating model and systemsIncludedIncludedIncludedIncluded

Trust the process.

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5 processes free, no credit card. Paid plans from $29 a month.