HOW OPTIMUS COMMAND TABLE WORKS

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Optimus Command Table

Full User Manual — v3.1c

Built by Strateia • Powered by Optimus

1. Overview

The Optimus Command Table is a live, AI-backed performance command center that gives organizations real-time business visibility, connecting every KPI to financial impact and immediate action.
It merges visibility, quantification, and execution into one closed, intelligent workspace — showing leaders where they stand, what each performance gap costs, and what to do next.

The Command Table updates automatically at least once per day (recommended twice daily) to maintain continuous situational awareness. Every KPI change is instantly reflected in the Overall Business Performance (OBP) dial and Loss Quantifier.

This is not a dashboard — it’s an operational control room designed for companies that move fast, demand precision, and expect measurable ROI.

2. Layout and Key Sections

Header Bar

• Optimus:      Opens the embedded AI assistant (Optimus) inside the panel for immediate      analysis, scenario planning, or next-step drafting.
• Focus:      Toggles Focus Mode ON or OFF. When ON, it ranks the top 3–4 KPIs needing      immediate attention.
• Thresh:      Adjusts the Focus threshold (60, 70, or 80).
• History:      Opens the 30-day log of all KPI edits, actions, and ownership changes.

Overall Business Performance (OBP) Dial

• Displays      the company’s current overall performance score on a 0–100 scale.
• Aggregates      all active KPIs, weighted by importance.
• Includes      a 30-day sparkline trend line that auto-refreshes daily.
• Colors      change dynamically to indicate performance health (green/yellow/red).

Loss Quantifier

• Converts      each performance gap into real-dollar terms of cost and profit      opportunity per year, month, and week.
• Requires      two simple financial inputs: Annual Revenue and Gross Margin %.
• Updates      automatically with every KPI adjustment.
• Displays      the financial cost of inefficiency and the potential profit from      improvement.

Directly below the Loss Quantifier is a guiding line:
“To capitalize on opportunities for growth, improvement and optimization ask Optimus for help.”

Focus Bar

• Appears      when Focus Mode is ON.
• Lists      the 3–4 lowest-performing KPIs (weighted by impact).
• Each      Focus chip displays the KPI name, score, and owner. Click a chip to open      and edit that KPI immediately.

Owner Strip

• Displays      all departments (Production, Quality, Maintenance, Safety, Inventory,      Sales, Delivery, Customer Service, Finance, People).
• Each      owner chip shows:
  • KPI –       total KPIs under that department
  • Open –       KPIs with at least one open action
  • Debt –       total weighted performance gap across those KPIs
• Click      any owner chip to filter the grid view to that department.
• This      section provides instant accountability and transparency at the leadership      level.

KPI Grid

• The      main workspace listing every KPI as a live dial.
• Each      card shows:
  • KPI       name and color-coded dial
  • Status       indicators (Focus, stale data, missing target, out of range)
  • Sparkline       chart (30-day mini-trend)
  • Controls:       ON/OFF toggle, Action Board button, Ask (Optimus prompt), and Grip (drag       to reorder).
• The      grid updates in real time whenever data changes or filters are applied.

3. Real-Time Visibility and Updates

The Command Table provides real-time visibility into business performance.

• KPI      values can be updated anytime — changes apply instantly.
• The      system performs at least one full automatic refresh per day and is      designed for twice-daily updates to reflect active shift      performance.
• The      OBP dial and Loss Quantifier recalculate automatically with each change,      giving leaders live visibility into performance and financial impact.
• Focus      Mode and the Owner Strip also update dynamically with every save, toggle,      or edit.

4. Editing and Customizing KPIs

All KPIs are fully editable and customizable directly in the Command Table — no coding or backend access required.

To edit or customize a KPI:

1. Click      the KPI dial or title to open the Edit Panel.
2. Adjust      any parameter:
   • Active       / Inactive
   • Name       or Department
   • Value       and Target
   • Polarity       (high_good, low_good, range_good)
   • Floor       and Ceiling (limits)
   • Weight       (importance level)
   • Color,       ring width, and needle dimensions

1. Click Save     to apply immediately.
2. The      OBP dial, Loss Quantifier, and Focus calculations update instantly.

Custom KPI Creation or Repurposing

• Any      existing KPI can be repurposed by renaming it and updating its attributes.
• You      can reorder KPIs using the “Grip” control at the bottom of each card.
• KPIs      persist locally in the browser; each version saves automatically.

White Label Ready

• The      Command Table can be fully branded for partners, clients, or enterprise      accounts.
• Logos,      color themes, and department naming conventions are customizable.
• Available      as a white-label product from Strateia, deployable per client with      unique namespaces and secure data isolation.

5. Focus Mode

Purpose: Focus Mode highlights where leadership attention is needed most.

• Automatically      identifies the top 3–4 KPIs performing below the set threshold.
• KPIs      are ranked by weighted deficit (weight × (100 − score)).
• These      appear as Focus chips above the grid for fast access.
• Focus      badges (⚠︎) also      appear on those KPI cards for visibility in the main grid.

6. Corrective Actions and Lock-In Wins

Every KPI has a linked Action Board.

• Click Action     on any KPI card, or let the system open it automatically when major      performance shifts occur.
• Automatic      triggers:
  • A       drop of −10 points or more opens the Corrective Action editor.
  • A       gain of +10 points or more opens a Lock-In Win editor.
• These      triggers ensure that positive and negative swings are always captured and      acted on immediately.

Inside the Action Board

• Root      Cause: Why the issue occurred.
• Action: The      fix or improvement step.
• Owner: The      person responsible.
• Due      Date: When the action must be completed.
• Click Add     to log the entry — it appears instantly below with timestamp.

Action List Management

• Each      action shows its status (Open or Done).
• Click Mark      Done to close or Reopen to track follow-up work.
• Actions      save automatically and persist locally until cleared.

7. Accountability and the Owner Strip

The Owner Strip consolidates departmental accountability:

• KPI      count – how many metrics the department owns.
• Open – how      many have active, open actions.
• Debt –      total performance gap (weighted deficit).

This lets leadership see at a glance who owns what, which areas need help, and where performance debt is concentrated.

Departments can be clicked to filter the grid view, creating a fast, targeted review tool during team huddles or leadership meetings.

8. History Log and Audit Trail

Click History in the header to open a 30-day rolling log of all edits, actions, and ownership changes.

• View      every event timestamped with KPI name, owner, event type, and notes.
• Filter      by department using the Owner/Dept dropdown.
• Includes      KPI edits, added actions, completed actions, reorders, and seeding events.
• Provides      transparency and traceability for performance management and audits.

9. Aging Prompts and Reminders

The system continuously monitors KPI health.
If a KPI remains below target and has no open action logged:

• After 12      hours, a soft notification appears prompting review.
• After 24      hours, the Action editor opens automatically with a suggested due date      seven days ahead.

This ensures no issue sits idle and drives real-time responsiveness between updates.

10. Integration with Optimus

Every KPI includes an embedded Optimus prompt accessible via the 🤖 Askbutton.

• Clicking      it opens Optimus directly within the app.
• Optimus      uses the KPI’s context (value, target, weight, owner, and performance      trend) to generate recommended next steps.
• Examples:      root-cause plans, recovery strategies, communication drafts, meeting      follow-ups.
• This      transforms insights into immediate, intelligent actions guided by your AI      strategist.

11. Data, Security, and Privacy

• All      data is stored locally in your browser under your unique namespace.
• No      data leaves your machine unless manually exported.
• Clearing      browser cache resets all KPIs and actions.
• Built      with Privacy-by-Design and Canadian ITSG-33 / PBMM     alignment.
• Audit-ready      and compliant for internal and government environments.

12. Real-Time Business Visibility

The Command Table delivers live situational awareness:

• Every      KPI update instantly recalculates OBP, Loss Quantifier, and Focus.
• The      system automatically refreshes at least once daily, but performs      best when data is refreshed twice daily (for example, mid-shift and      end-of-day).
• Leadership      gains a continuous view of business health, financial impact, and progress      across all departments.
• The      dashboard is designed to support daily operations, performance reviews,      and executive decision-making in real time.

13. Maintenance, Backups, and Versioning

• Auto-save: All      edits persist immediately.
• Daily      Snapshot: OBP and KPI values record once per day      to power the sparkline trend.
• Version      control: Each release includes a version key      (APP_VER) that automatically clears outdated data while preserving your      current structure.
• Manual      backup: Copy the localStorage key obs_kpi_v9_30d to export data.
• Re-seed: Clear      data and reload to reinitialize KPI defaults for new clients or pilots.

14. Customization and White Label Deployment

The Command Table is completely customizable.

• Modify      KPI names, colors, departments, weights, and layouts directly from the      interface.
• Add or      remove sections by editing the HTML file — no external dependencies.
• Fully white-label      ready from Strateia:
  • Replace       branding, colors, and departments.
  • Deploy       one instance per client or business unit.
  • Data       stays sandboxed to each client.
  • Ideal       for integrators, consulting firms, and enterprise partners.

    

15. Troubleshooting

• KPI      not updating: Ensure it’s Active (ON).
• Focus      chips missing: All KPIs meet threshold — lower the      Thresh setting.
• Data      missing: Browser cache was cleared; re-seed the      table.
• No OBP      sparkline: The OBP trend auto-seeds within 24 hours      after first use.
• Action      Board not opening: Check pop-up blockers or click the KPI      dial manually.
• Slow      load: Reduce total KPI count or clear unused      history keys.

16. Summary

The Optimus Command Table is an intelligent control system for modern operations — delivering real-time business visibility, daily auto-refresh, and embedded AI decision support.
It connects every KPI to its owner, its financial impact, and its next action — all in one screen.

Built by Strateia and powered by Optimus, it’s a closed, customizable, white-label-ready platform that merges awareness and execution.
It’s not a dashboard. It’s your operational brain.

With the Optimus Command Table, you don’t just see what’s happening — you command it.