DUTY GRAPH · ADVISOR ENABLEMENT

Release 0.3 · Hosted advisor pilot · September 2026

Classify the business and shape its operating flows

Business stages are broader than duties: a stage groups work across roles; a duty is an ongoing responsibility; a task is a specific piece of work. There is no universal stage count. Templates are suggested starting points, and saved streams support 1-16 stages. Hover a stage or focus/tap its info button for an explanation and typical work. Company descriptions take precedence; renamed/custom stages ask for a description instead of inheriting unrelated examples. Edit descriptions in Discovery > Edit the profile and stages.

In Discovery, Research & contact and Leadership meeting both include What kind of business is this? The library contains 52 proposed operating models across services, technology, commerce, production, the built environment, transport, consumer services, care and education, financial services, and public/mission delivery.

An industry describes the market. An operating model describes how work delivers value. A company can therefore be an industrial supplier with distribution, manufacturing and service flows. Choose one or several templates, or create a custom flow. Eight flows per company and sixteen stages per flow are currently supported.

Every stage maps to a common function: Get work, Shape work, Commit work, Do work, Collect value, Keep/grow customer. Templates use appropriate names. Manufacturing's source, make and ship stages all support Do work; they do not silently become shape, commit and collect based on their position. Mission and public-service templates use outcome/funding language.

Search or filter the library, preview the stages and add a flow. Rename the flow or stages, reorder them, add/remove stages and adjust their common function. Save as proposed for kickoff discussion, or save as advisor reviewed after checking the fit. Editing a reviewed profile returns it to proposed. Advisor review is not an assertion of client approval or task confirmation.

Industry Map's Operating models & business flows section uses the same template identifiers, cites research, and can suggest several models. Current saved suggestions appear in the profile panel. Selecting a suggestion adds a proposed template; it never overwrites the company's profile automatically. Generate or refresh Industry Map explicitly using configured research and AI providers. No paid research or generation is triggered by browsing templates.

The saved profile is stored per company, version-checked and audited. Discovery uses it as context and asks leadership to validate the fit. Framework context includes the profile; profile changes make dependent analyses stale. Templates alone do not create duties, tasks, permissions or measured bottlenecks. Discovery AI uses internal accounts to propose work and saves stage links. Advisors can change those links afterward. The map does not infer operational chains from a template's layout.

Starter library

Get the first connected map

Discovery saves proposed stage links with AI-created duties and task cards. Open Company Work Map to explore the result, then correct the work or its stage assignments. For older unassigned work, choose Connect existing work with AI. Open a duty or task to inspect the inference basis and confidence. These links do not grant authority or count as a person confirming the work.

Technology advisory and distribution

Search Tier4 Advisors for IT procurement advisory & technology brokerage, or Telarus for Technology services distributor (TSD). Review their proposed stages, independent-agent relationships and payment arrangements with leadership. See model details.