Implement a "Company Operating System"

Only for registered members Canada

2 weeks ago

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Job summary

We want to build a lightweight but scalable Company Operating System that becomes our source of truth for tasks, meetings, SOPs, and key metrics.

We already plan to use Notion as our knowledge base/wiki (integrated with Google Drive). We need an experienced firm to recommend the best tool for our needs and implement it so it's ready before new hires join.

The system should support clear task ownership and accountability by role/department (Ops/CS, Sales/Account Mgmt, Finance/Admin), recurring SOP-based processes (checklists and recurring tasks), meeting operating rhythm: Allhands Weekly ops meeting Weekly sales/forecast meeting 1:1s Ability to manage agendas + capture decisions + create action items quickly Dashboards: My Work views for each team member A simple Company Scorecard to track weekly KPIs e.g., support backlog response time rentals revenue new partnerships etc Low friction adoption must be easy enough that a small team actually uses it Documentation/training system SOPs onboarding checklists Notion as source of truth


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