BUSINESS EXECUTION Turn the way you run the business into an application. Bring priorities, KPIs, issues, meetings, decisions, processes, and follow-through into a shared management application built around how your organization operates.
STRATEGY → ACCOUNTABILITY → EXECUTION → MEASUREMENT Business operating model
01 Goals02 Priorities03 KPIs04 Issues05 Meetings06 Actions07 Processes08 People / owners09 Initiatives
SmartWorx application foundation Illustrative management application.
Running the business shouldn’t depend on disconnected spreadsheets and meetings. Strategy lives in documents Goals and plans exist separately from the work required to execute them.
Metrics are reviewed after the fact Leadership teams spend time assembling numbers instead of acting on them.
Accountability gets lost between meetings Issues, decisions, owners, and follow-up are scattered across notes, email, and task tools.
See how the business is performing now. Bring selected business measures, priorities, and exceptions into a shared executive view.
Fictional Northstar Industries records and measures. Know which numbers need attention. Review the target, current measure, trend, accountable owner, and last update together.
Company scorecard September 2026 · Illustrative data Connect strategy to execution. Relate goals to owned initiatives, results, decisions, and the next action.
01 Company goals 02 Strategic priorities 03 Initiatives / work 04 Owners / accountability 05 KPIs / results 06 Issues / decisions 07 Next actions ILLUSTRATIVE CONNECTED RECORDS Improve customer retention
Company goal Retain 96% of customers
Priority Redesign customer onboarding
Initiative Customer experience improvement
Owner Jordan Lee
Current metric 94% customer retention
Issue / decision Onboarding delays · Revise owner handoff
Next action Finalize onboarding redesign · October 9 SmartWorx application foundation Turn priorities into owned work. Connect each priority to its owner, initiative, metrics, blockers, and review decisions.
Strategic priorities Illustrative Q4 review
Launch new service offering On track
Owner / business area Casey Reed · Operations
Target / confidence 30 Nov · High
Related initiative Service launch
Current blocker Offer review pending
Improve customer retention Attention
Owner / business area Jordan Lee · Customer success
Target / confidence 31 Dec · Review needed
Related initiative Onboarding redesign
Current blocker Customer onboarding delays
Reduce delivery cycle time On track
Owner / business area Alex Morgan · Delivery
Target / confidence 15 Dec · High
Related initiative Delivery improvement
Current blocker Project resource constraint
Strengthen sales pipeline On track
Owner / business area Taylor Brooks · Sales
Target / confidence 30 Nov · High
Related initiative Pipeline development
Current blocker Proposal approval bottleneck
Improve gross margin On track
Owner / business area Riley Chen · Finance
Target / confidence 31 Dec · High
Related initiative Commercial review
Current blocker Vendor lead-time risk Tasks Metrics Issues Projects Decisions Owners
Keep important issues visible until they are resolved. Issue & decision Illustrative record ISS-014 · Customer success Customer onboarding delays
Impact Delayed customer kickoff
Owner / priority Jordan Lee · High
Status Action in progress
Decision Standardize the sales-to-delivery handoff
Next action Finalize onboarding redesign
Due date October 9, 2026 Issue identified Owner assigned Discussion / analysis Decision Action Resolved
Make meetings part of the operating system. Weekly management review Meeting application model Review the business. 01 Review metrics02 Review priorities03 Open issues04 Decisions05 Actions06 Follow-upRelated meeting outputs Action items Decisions Updated priorities Assigned issues
Configure meeting records and review cadence around your organization.
Every decision should have an owner and a next step. Accountable actions Illustrative records Document the way the business is supposed to run. Manage processes as structured records with owners, versions, review dates, procedures, and related systems.
Business process library & record Application illustration · View full size Fictional Northstar Industries records and measures. Don’t stop at documenting the process. The same platform supports the forms, rules, approvals, tasks, and application experiences people use to carry out the work.
01 Documented process Define the method 02 Forms / application Capture the right information 03 Workflow / rules Configure the process and guidance 04 People / actions Carry out assigned work 05 Metrics / results Review the outcome SmartWorx application foundation A connected application model from process definition to business results. Explore workflows & rules Run the same management model across the organization. Use the methodology that fits your company. Shape goals, metrics, accountability, processes, and operating cadence around your organization.
Leadership Sales Operations Finance Customer success Delivery People / HR Technology Compliance / risk
SmartWorx application foundation Bring operating data into the management view. Bring data from external systems into SmartWorx through supported APIs and integration methods.
Explore APIs & connectivity SmartWorx application foundation Connection support and data refresh depend on the systems and configured integration.
Your management system shouldn’t be another pile of tools. Disconnected management tools Strategy document Spreadsheet scorecard Meeting notes Task tool Issue tracker Dashboard tool Process wiki Project tool Email follow-up
Business management application on SmartWorx Goals Metrics Priorities Issues Meetings Actions Processes Initiatives Dashboards
SmartWorx application foundation Build an application business on SmartWorx. SmartWorx provides the platform. Organizations, advisors, and publishers can build management applications around the approaches they use.
01 Customer-built Organizations can create management applications around their own operating model.
02 Partner-built Consultants and advisors can deliver structured management applications for clients.
03 Publisher-built Publishers can own, brand, package, price, support, and commercialize specialized management applications and methodologies.
Explore application publishing What if the way you run the business was built into the application? Bring goals, KPIs, priorities, issues, processes, meetings, and accountability into a management system built around your organization.
SmartWorx application foundation
