Plan capacity
Model demand by role and skill, compare capacity and leave, identify gaps, and choose hire, contract, train, or reschedule.
Platform module 05
People + Work
Match skills and capacity to profitable work, then make execution easy to prove.
The outcome
What must become true.
- Work is assigned to qualified, available people
- Time and expense are captured once and approved quickly
- Leaders can see capacity, utilization, labor contribution, and burnout risk
- Every completed task has the right evidence and customer context
End-to-end workflows
The operating loop, not isolated features.
Schedule work
Match qualifications, location, availability, priority, travel, and margin; publish and confirm.
Execute and prove
Deliver mobile task, SOP, safety checks, notes, photos, signatures, materials, time, and completion status.
Approve and learn
Review time and expense exceptions, post labor cost, compare estimate to actual, and feed coaching and planning.
Best-of-breed capability set
Built to replace gaps, not copy legacy menus.
Skills and capacity graph
Roles, skills, proficiency, credentials, calendars, leave, locations, teams, rates, and availability.
Constraint-aware scheduling
Qualification, capacity, dependencies, travel, service windows, overtime, continuity, and profitability.
Mobile work center
Offline-capable assignments, SOPs, checklists, evidence, issue escalation, time, expense, and customer signoff.
Utilization and labor economics
Planned, allocated, actual, billable, productive, idle, overtime, and loaded labor contribution.
Fairness and privacy controls
Purpose-limited data, role visibility, explainable recommendations, appeal path, retention, and prohibited inferences.
Core data model
Records that make the module coherent.
WorkerTeamRoleSkillCredentialAvailabilityShiftAssignmentTaskSOPTime entryExpenseEvidenceApproval
Roles and authority
Worker
Own profile visibility, assigned work, time, expense, evidence, and correction requests.
Dispatcher/resource manager
Authorized teams, demand, capacity, schedule, and assignment.
Approver
Assigned time, expense, completion, and policy exceptions.
People administrator
Roles, credentials, policies, retention, and restricted records.
Governed AI
More useful as trust is earned.
Flag capacity gaps, missing skills, schedule risk, overtime, and incomplete evidence.
Avoid sensitive or inferred personal traits.Rank qualified assignments, training, and schedule changes.
Explain constraints; manager retains decision.Prepare schedules, task briefings, SOP checklists, and exception summaries.
Respect labor rules and availability.Publish approved schedules and routine reminders.
No autonomous hiring, firing, pay, or discipline decisions.MVP completion boundary
Works end to end.
- Skills and availability profiles
- Team schedule and assignment board
- Mobile task, time, expense, and evidence
- Approval workflow
- Utilization and labor contribution
Later phases
Expand after proof.
- Optimization across travel and capacity
- Training recommendations
- Union and complex labor rules
- Advanced workforce planning and external talent
Research basis
Patterns drawn from category leaders.
Next platform module
06Workflow Studio ↗