Service SL4A
Opportunity Lifecycle
Runs transactional. Starts when a scheduled window opens. It runs 2,206 times a week across 8 stations. 2 of those stations stop for a person and 6 are done by an agent, none of them on the shared spine.
Runs a week
2,206
187 in flight right now.
Stations
8
2 person · 6 agent · 0 spine
Agent share of steps
75%
Autonomy on this service is set at 67% against a ceiling of 70%.
Decisions a person makes
2
Held by VP Sales Operations.
Touchless
70%
Share of runs that complete without anybody opening them.
Timetable against actual
17.5h
Actual 14.5h, 3.0h under the timetable.
Operations
The lane diagram
Read it left to right. more
Operations
Every station in order
The same stations as a list, with the dwell the estate records against each one and the system a station of that shape would touch.
| # | Station | Lane | Who | Layer | Dwell | Target | In flight | System |
|---|---|---|---|---|---|---|---|---|
| 1 | Create | Agent | Stage Hygiene Agent | workflow | 1h 12m | 2h 22m | 27 | Customer Relationship Management |
| 2 | Qualify | Agent | Next-Best-Action Agent | workflow | 2h 9m | 3h 56m | 32 | Contract Lifecycle Management |
| 3 | Validate | Agent | Risk Detection Agent | workflow | 2h 23m | 5h 29m | 46 | Configure, Price and Quote |
| 4 | Build close plan | Agent | Qualification Coverage Agent | workflow | 49m | 1h 8m | 18 | Customer Relationship Management |
| 5 | Detect risk | Agent | Competitive Counter Agent | workflow | 31m | 1h 8m | 30 | Contract Lifecycle Management |
| 6 | Advance Held for a named human when the unit exceeds the opportunity decision envelope, when confidence falls below the floor, or when a policy clause is engaged. | Human | VP Sales Operations | policy | 1h 37m | 2h 43m | 6 | Contract Lifecycle Management |
| 7 | Commit Held for a named human when the unit exceeds the opportunity decision envelope, when confidence falls below the floor, or when a policy clause is engaged. | Human | VP Sales Operations | policy | 1h 50m | 2h 55m | 8 | Contract Lifecycle Management |
| 8 | Close | Agent | Opportunity Orchestrator | workflow | 28m | 59m | 20 | Configure, Price and Quote |
Operations
Run it
Change the volume, move the autonomy line, release a gate, and watch what happens to the hours in each lane and to the time it takes one run to get through. more
The simulation is arithmetic on the estate, not a queueing model. more
How it runs
Run it again, going wrong
The same unit and the same stations, broken the way the estate already records breaking. more
8 stations, walked twice
Once clean, once with the categories the estate counts
This is the same unit on the same stations, breaking. more
No break below was chosen. more
One play head, two tracks, the same scale. The clean run stops when it runs out of stations; the other one keeps going.
As written
8 stations, nothing waiting, nothing sent back
0 min of 11 hrs
now Create · Stage Hygiene Agent · 1.2 hrs
As the ledger has it
the same stations, plus 4 categories the estate already counts
0 min of 30 hrs
now Create · Stage Hygiene Agent · 1.2 hrs
What breaks, and where it is counted
No break below was chosen. more
What the two runs say together
4 counted categories land on this procedure. more
What this run cannot claim
These breaks are shown together on one unit so the shape of a bad day fits on one screen. more
Two clocks run. Worked time is the sum of the time the work is actually being done … more
Live observability
Systems this service would touch
Attributed by rule from the function's system list. more
3 systems attributed
0 of 3 returning records
Contract Lifecycle Management
Icertis · legal · bidirectional · high
4 of 8 stations attributed here · would write back
Customer Relationship Management
Salesforce Sales Cloud · crm · bidirectional · critical
2 of 8 stations attributed here · would write back
Configure, Price and Quote
Salesforce CPQ · crm · inbound · high
2 of 8 stations attributed here · read only
System attribution is a rule, not a reading. more
Who runs it
Orchestration and accountability
- Orchestrated by
- Opportunity Orchestrator
- That orchestrator’s remit
- Owns opportunity work end to end inside Sales. Runs 3 lines across 20 stations, drains the repeatable share into no shared tower, and holds 4 human gates.
- Accountable person
- VP Sales Operations
- Sub-function
- Opportunity Management
- Shared spine tower
- Not on the shared spine
- Hand-over points
- None — this service stays inside its function
Other services in this sub-function
2 alongside this one
What this page is and is not
This is a catalogue of the modeled estate. more