Platform migrationNew private repo

Operating system for planning teams

Multi-tenant planning, rebuilt from the foundation up.

A multi-tenant operating system for strategy, proposals, approvals, orders, and durable planning work. The build path keeps feature parity visible while the new architecture moves auth, data, storage, and durable work into their long-term homes.

Tenant model

RLS first

Org membership gates every record

Job layer

Durable

Long work runs through task queues

Feature parity

Tracked

Every legacy workflow gets a disposition

Brand sweep

Strict

Source, UI, docs, and artifacts scan clean

Foundation

Tenant Core

  • Organizations
  • Membership roles
  • Invite flow
  • Domain policy
Porting

Planning Workbench

  • Accounts
  • Plans
  • Recommendations
  • Proposal assembly
Mapped

Operations

  • Orders
  • Approvals
  • Documents
  • Status events
Generic

Adapters

  • CRM
  • Catalogs
  • Storage
  • Knowledge sources

Route manifest

Workspace surfaces

10 primary routes
DashboardWorkspace overview for active planning work.AccountsList and qualify planning accounts.PlansTrack plan drafts, review states, and scenario readiness.CatalogBrowse planning inventory and packaging rules.ProposalsManage proposal drafts and review outcomes.OrdersTrack accepted work and fulfillment readiness.ApprovalsReview decisions waiting on named owners.ArtifactsFind and inspect generated planning outputs.JobsObserve queued and completed planning work.AdminConfigure workspace policy and operational settings.