Capabilities directory
Find your team’s next superpower.
- Function: Design and user experience
- Function: Finance and accounting
- Function: Procurement and suppliers
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94 capabilities, showing 25 to 48
Creator commission statement
Each month, the finance lead gets a draft statement of what every creator has earned, worked from the store's orders export: commission under the programme's rules, flat fees, amounts carried under the minimum, and a payout list. A person approves it; finance pays.
Current experience baseline
Before a redesign, the design lead gets a baseline built from the captures and page list they supply: each page read with its content and design observations, the patterns that recur, and the pages outside the evidence. The lead confirms the baseline and sets the scope.
Dental lab case tracker
The office coordinator keeps one tracker of every case at an outside dental lab: when it went, the lab's due date against the patient's seating, which cases are overdue or due back too late, each remake with its stated reason, and each lab's on-time record for the quarter. A person calls every lab.
Design handoff record
Before engineering starts, the design owner gets one record built from the approved design: every state, token, breakpoint and content rule either covered or flagged, with each unstated behaviour written as a question. The engineer confirms the questions are resolved.
Discount request review
Before a price below list goes to a customer, whoever approves it gets one page: the discount and what it costs in margin, every clause of your own written policy met or missed, who approves and in what order, and what the customer gives in return. A person decides; nothing is sent.
Employee health plan comparison
For an owner or people lead at renewal: the broker's health plan options next to each other, with premiums split between company and employee, deductibles, out-of-pocket limits, network notes, the cost to the company and to a typical employee at low, middle and high use, and questions for the broker.
Engagement margin review
Midway or at close, the partner and finance lead get one worksheet for an engagement: recorded time, agreed fee, billed to date and supplied costs by workstream, the gaps that limit it, and the questions the team must answer. No cost rate is invented.
Estimate basis pack
An estimator pricing a job from drawings, takeoffs and supplier quotes gets one worksheet: every figure with its quantity source, rate source and date beside it, each exclusion listed and every gap already written as a scope question. The estimator verifies; the bid lead decides the figure.
Field service invoice evidence check
When completed field work is ready for invoicing, the billing manager gets draft billing lines that tie the agreed rates to crew time, equipment use, mobilization and signed service tickets. Unsigned tickets, overlapping equipment days and unsupported extras are listed as exceptions.
Funder report draft
Before a funder report is due, the grants manager gets a draft written to the funder's own questions, with every number tied to a record, an index of the evidence behind each statement and a list of what is still unanswered. People verify it, approve it and submit it.
Headcount plan
For a founder, people lead or finance lead preparing next year: every role and its cost by team, the new roles and backfills with their months, the fully loaded cost month by month against the budget, and what changes if revenue lands lower or higher. It plans roles and money, never decisions about named people.
Household fee check
On the fee review date, the billing owner gets a fee check by account and household that applies the firm's own agreed schedules and approved waivers to the valuation files, with draft invoice lines, differences against custodian debits and every doubtful account kept apart for review.
Inbound receiving exception trace
When what arrived does not match the advance shipment notice, the receiving supervisor or inventory controller gets the notice, the packing list and the scans side by side by item and lot, with missing references and questions to investigate. Nothing is adjusted and nobody is contacted.
Investor update
Each month or quarter, the founder gets a drafted update for investors: the headline, key figures against plan and last period, cash and runway, wins, problems told plainly with what is being done, and specific asks. Every figure comes from the company's own reports. The founder approves and sends it.
Journal entry preparation
At month end, your bookkeeper hands the controller every proposed journal entry ready to review: balanced lines on accounts from your own chart, the arithmetic and the document behind each amount, whether it reverses, and who approves it. Nothing is posted until a person approves.
Journey accessibility findings
When a user journey is ready for accessibility review, the reviewer gets a finding list: each finding with its task impact and evidence, the manual checks still required and the limits of the review. The reviewer verifies every finding and agrees fixes with the design owner.
Lead form field review
When a client questions a long inquiry form or abandoned submissions, the conversion lead gets a field-by-field review: what each field is used for downstream, where people leave, and proposed labels, error messages and test questions. The lead and the client's data owner decide every change.
Lender draw package index
Before a monthly draw goes to the lender, the project finance lead has an index in the lender’s own order: every required document listed or missing, and every invoice set against the ledger. The lender decides funding; nothing is submitted.
Matter budget and status summary
The responsible partner sees one matter whole: scope, phases against their dates, the budget against fees to date and the projected total, a red, amber or green status with the rule behind it, risks and next actions with owners. Built from the time export and the matter plan, never a view on the merits.
Matter closing checklist preparation
When the handling lawyer flags a matter for closure, the firm's closing checklist is filled from the matter record: final billing as recorded, open tasks, unreturned items and the handoffs billing and records must accept.
Matter-opening checklist preparation
Every accepted matter goes into setup and billing with one checklist: the fields each system needs, the terms that drive the first invoice, the documents on file and an owner for every open item.
Menu input cost change review
When supplier prices change, the chef and food-and-beverage manager get one worksheet: each price movement tied to the quantities in the supplied recipes, the cost per portion of every affected dish before and after, and questions for the chef. It sets no menu price.
Month-end close checklist
Before the month ends, your controller holds the whole close on one page: every task with its owner, its date and what it waits on, the chain that sets the close date, and each gap already written as a question. Entries are prepared for approval, never posted.
Offtake statement variance check
When a buyer's offtake statement differs from the energy sales ledger, the settlement analyst gets one comparison: volumes, periods, prices and adjustments set against the metered-volume export and the agreed price inputs, each discrepancy traced to its source. Nothing is disputed or adjusted.