Operunity

THE INTELLIGENT OPERATING PLATFORM

Run your customers.
Run your operations.
Run your business.

One intelligent platform.

One intelligent platform connecting your customers, people, services, work, assets, and operations — so your entire business can work as one.

One platform. One operational view. Intelligence across your entire business.

One connected operating view

Run the whole business, not one isolated function.

Operunity connects the customer-facing side of your business with the internal operations that deliver on every promise.

01 · Run your customers

Customer operations that continue through delivery.

Build stronger relationships with one connected view of every customer, interaction, commitment, asset, service, project, and financial relationship.

  • Customers and contacts
  • Opportunities and quotes
  • Contracts and commitments
  • Customer portals and communications
  • Service delivery and work orders
  • Customer assets and locations

02 · Run your operations

The people, work, and services that keep you moving.

Connect customer-facing service operations with internal business operations across teams, departments, assets, locations, and processes.

  • Service Operations Management
  • IT Service Management
  • HR Service Management
  • Facilities Service Management
  • Work, projects, and scheduling
  • People, assets, and approvals

03 · Run your business

See the whole business. Not just one part of it.

Understand the relationships between demand, delivery, capacity, people, work, contracts, and cash instead of piecing them together across disconnected applications.

  • Customer demand affects staffing.
  • Contracts affect service obligations.
  • Assets create work.
  • Work consumes resources.
  • Projects affect capacity.
  • Invoices affect cash.

Customers ↔ Operations ↔ Business

One connected business.

Operunity brings the systems, relationships, and work behind your business into one operational view. The result is less handoff, less guesswork, and more context when it matters.

One platformOne operational data modelOne consistent experience
Customers
People
Services
Work
Assets
Operunity
+ OI
Locations
Projects
Contracts
Financials
Knowledge

Connected context, not isolated modules

THE PLATFORM FOUNDATION

One foundation for how your business operates.

Operunity applications are not separate products bolted together. They operate on a common foundation so data, permissions, workflows, and intelligence can move with the work.

Unified data model

Connect records and relationships across customers, people, work, services, assets, and financial activity.

Workflow & automation

Orchestrate handoffs, approvals, notifications, and controlled actions across departments without rebuilding the process each time.

Unified data model
Workflow & automation
Operunity Intelligence
Security & permissions
Reporting & analytics
Knowledge
Communications
Integrations
Customer experience
OPERUNITY INTELLIGENCE

Intelligence across your entire operation.

OI understands the relationships between your customers, people, work, assets, services, contracts, projects, financial activity, and operational processes. It helps your team see what is happening and decide what should happen next.

01

Observe

Brings signals from customers, people, work, assets, and financial activity into one operational view.

02

Detect

Surfaces changes, exceptions, and patterns that deserve attention.

03

Investigate

Connects related records and history to help teams find what is driving the situation.

04

Understand

Explains complex operational context in clear language for the people making decisions.

05

Recommend

Suggests practical next steps grounded in the records, rules, and workflows already in place.

06

Act

Helps your team take controlled action through approved workflows and updates.

Observe → Detect → Investigate → Understand → Recommend → Act

Run your customers. Run your operations. Run your business.

Operunity connects the internal and external sides of your business through one operational platform.