A client requests work outside the agreed project scope.
IT SERVICES & SOFTWARE / THE OPERATING DAY
Automate the SOPs
behind it services.
Connect the teams, records and handoffs behind it services, with the right people at each decision.
EXAMPLE OPERATION · IT SERVICESAll industries
daffyOS Example operation · IT Services / One connected enterpriseProject & Delivery / Example record
A scope change reaches the delivery plan
Supporting recordLinked to the original instruction
ATTACHEDDaffyI have linked the record and prepared the next step for Project manager. Approve a change assessment before assigning additional delivery work?
DECISION OWNER / PROJECT MANAGER
Approve a change assessment before assigning additional delivery work?The source record, responsible team and proposed next step are linked. This example waits for the decision owner.
Project manager · Approval requiredTARGET OUTCOME
Approve a change assessment before assigning additional delivery work?
Approve a change assessment before assigning additional delivery work? The approval and follow-up stay attached to the original record.
RECORD IN FOCUSExample recordProject & Delivery SOP / Example
EXECUTION / SIMULATED
- Operating record DaffyEvidence captured
- 2Daffy Project managerAwaiting approval
- 3Project manager Operation recordAction pending
- 4Operation record Follow-upFollow-up waiting
DECISION OWNER / PROJECT MANAGER
Approve a change assessment before assigning additional delivery work?The source record, responsible team and proposed next step are linked. This example waits for the decision owner.
Project manager · Approval requiredWORKING NOTES
- No working notes yet.
ONE CONNECTED OPERATING DAY
What needs your attention?
Context follows this operation.
THE WORKSPACES BEHIND THE THREADS
Where your work
comes together.
Each workspace holds its part of the operation. Daffy coordinates the handoffs under the permissions you set.
Project & DeliveryWorkforce CoreHiring & Talent PipelineSales PipelineGoals & PerformanceCosting & ProfitabilityBilling & CollectionsAttendance & ShiftsLearning & CertificationCustomer SuccessCustomer Support DeskCompliance & AuditDocuments & RecordsAI Search VisibilityEmployee HelpdeskCommand CentreDAFFY Chat & Authority
ONE SOP TO START WITH
A scope change reaches the delivery plan.
A representative scoping example. Integrations, actions and approval rules are agreed for your deployment.
01 / THE TRIGGER
A client requests work outside the agreed project scope.
02 / THE HUMAN DECISION
Approve a change assessment before assigning additional delivery work?
03 / THE CONNECTED OUTCOME
The project owner can review effort, scope and commercial approval together.
THE PEOPLE BEHIND THE PROCESS
Different teams.
One operating context.
01Delivery
02Engineering
03Quality Engineering
04Pre-sales & Solutioning
05Talent Acquisition
06Resource Management
07Client Partnership
08Finance
09People & Culture
10Information Security
11Learning & Development
12Infrastructure
THE OPERATING CYCLE
The handoffs that
make the business work.
Use this operating map to decide where a record is created, who takes responsibility and what must be checked before work moves.
- 01 / START THE RECORD
Opportunity & estimate
Capture the source instruction, evidence and responsible owner.
- 02 / CARRY THE CONTEXT
Staffing
Link the staffing record to the previous stage and the team responsible for the next handoff.
- 03 / CARRY THE CONTEXT
Sprint delivery
Link the sprint delivery record to the previous stage and the team responsible for the next handoff.
- 04 / CARRY THE CONTEXT
Quality & release
Link the quality & release record to the previous stage and the team responsible for the next handoff.
- 05 / CARRY THE CONTEXT
Client reporting
Link the client reporting record to the previous stage and the team responsible for the next handoff.
- 06 / CARRY THE CONTEXT
Change control
Link the change control record to the previous stage and the team responsible for the next handoff.
- 07 / CLOSE THE LOOP
Invoice & margin
Retain the outcome, outstanding exceptions and decision history.
THE WORKSPACE MAP
The same brain.
Your industry’s vocabulary.
A workspace is shaped around the people and records it serves. These are starting points, with connected workflows between them.
Project & Delivery
Project & Delivery
Which of my projects is drifting against baseline?
Explore workspace Workforce CoreEngineering Workforce
Who has the skills for this new engagement?
Explore workspace Hiring & Talent PipelineTalent Acquisition
Which roles must be filled for next quarter’s pipeline?
Explore workspace Sales PipelineSales Pipeline
Which deals moved to proposal this week?
Explore workspace Goals & PerformanceGoals & Performance
Which reviews are still incomplete this cycle?
Explore workspace Costing & ProfitabilityProject Margin
Where are we losing margin across the portfolio?
Explore workspace Billing & CollectionsInvoicing & Collections
What effort is approved but not yet invoiced?
Explore workspace Attendance & ShiftsAttendance & Timesheets
Whose timesheets are missing this week?
Explore workspace Learning & CertificationLearning & Certification
Which skills are we thinnest on for the signed pipeline?
Explore workspace Customer SuccessClient Partnership
Which accounts are at risk this quarter?
Explore workspace Customer Support DeskSupport & Managed Services
What is breaching SLA right now?
Explore workspace Compliance & AuditInfoSec & Compliance
Are we ready for the client security audit?
Explore workspace Documents & RecordsContracts & Documents
Which statements of work expire this quarter?
Explore workspace AI Search VisibilityAI Search Visibility
What does AI say about us as a delivery partner?
Explore workspace Employee HelpdeskEmployee Helpdesk
What is pending my approval?
Explore workspace Command CentreDelivery Command Centre
What needs my attention across the portfolio?
Explore workspace DAFFY Chat & AuthorityDAFFY Chat & Authority
Which projects will miss their date and why?
Explore workspaceAUTHORITY, IN CONTEXT
The right answer.
For the right person.
Agree access and action permissions before connecting operational data. The same question can require a different scope for each role.
“What is assigned to me this sprint and what is blocked?”
Own tasks, own timesheet, own goals.
“Which of my projects is drifting against baseline?”
Their projects, burn, scope, team, risks.
“Who is coming off project in the next 30 days?”
Bench, allocation and skill supply across delivery.
“Which projects will miss their date and why?”
Portfolio health, utilisation and escalations.
“What is the real status on this client’s three projects?”
Their accounts, delivery, satisfaction, growth.
“Where are we losing margin across the portfolio?”
Margin by project and account, growth and attrition.
START WITH ONE WORKFLOW
One SOP today.
A more connected company tomorrow.
Bring us the process, the people and the exceptions. We’ll map the first proof of value.