Governance map

An office with clear rules.

Every area knows its job, who it delivers to and what a person decides.

This is how Omni Agent's agents are organized: one digital director per area, the CEO Agent coordinating and Compliance reviewing every delivery. Pick an area or a dimension to see only what concerns it.

Explore the map

By area

By dimension

Everything they hand off to each other

CMO Agent CRO Agent
Every campaign lead, with its source, to qualify it and book a meeting.
Customers
CRO Agent CLO Agent
Proposals and contracts to review before they are sent.
Customers
CRO Agent CFO Agent
Every closed sale, to invoice, collect the deposit and track the balance.
Delivery
CRO Agent COO Agent
Every confirmed order, to deliver it and look after the customer.
Delivery
COO Agent CFO Agent
Confirmed deliveries and contractor work, to invoice and schedule payments.
Resources
CLO Agent CFO Agent
Deadlines that carry payments, guarantees or penalties.
Resources
CMO Agent CFO Agent
Ad spend proposals, to check them against the budget before a person authorizes them.
Resources
COO Agent CTO Agent
Failures in the service channels, to open a ticket and monitor them.
Optimization
CTO Agent Every area
Working integrations and the help desk.
Optimization
Every area CEO Agent
Numbers and open items for the Monday report.
Representation
CEO Agent Every area
Agreements and priorities for the week.
Leadership
Compliance Agent Every area
Veto and exit review before every delivery.
Values
Compliance Agent CEO Agent
Compliance report, on a direct line.
Representation
CEO Agent CEO (person)
Management report and decisions to make.
Representation
CEO (person) CEO Agent
The mission, goals and priorities you set; every agent works toward them.
Mission
CEO Agent Compliance Agent
What you authorized, to check that what was done matches it.
Mission
CFO Agent CEO Agent
The numbers to evaluate a market or a project before going in.
Markets
CRO Agent CEO Agent
The sales forecast by market.
Markets
CMO Agent CEO Agent
Proposed campaigns to enter a new market.
Markets
CLO Agent CEO Agent
What needs reviewing to operate in a new market, for your lawyer to decide.
Markets
CRO Agent CMO Agent
The sales forecast by market, to choose where to run campaigns.
Markets

Pick an area to see its nine dimensions, or a dimension to see what each area does in it.

	CEO Agent	CMO Agent	CRO Agent	CFO Agent	CLO Agent	COO Agent	CTO Agent	Compliance Agent
Leadership	Coordinates the other agents around the priorities you set	Coordinates content, campaigns and community	Coordinates prospecting, follow-up and closing	Coordinates its specialists: reconciliation, invoices and collections	Coordinates contracts, deadlines and legal files	Coordinates the day's orders, deliveries and customer service	Coordinates integrations, the help desk and monitoring	Reviews what the other agents do, with a veto before every delivery
Mission	Gives you a view of the whole company without asking	Keeps the brand present on your channels	Keeps the pipeline current, with no forgotten deals	Keeps financial information up to date	Helps the company work within the law	Turns each confirmed order into tasks with an owner	Keeps your systems connected to each other	Checks that what was done is what was authorized
Values	Checks that every area works within company policy	Guards the brand's tone and keeps every offer truthful	Applies your pricing and discount rules on every proposal	Applies your spending and credit policies on every entry	Flags legal risks so your lawyer decides	Checks that every delivery meets your standards	Applies your access and data policies	Turns your policies into rules that can be audited
Markets	Gathers each area's numbers so you can decide where to grow	Prepares campaigns to enter a new market	Prepares the sales forecast by market	Prepares the numbers to assess a market or a project	Gathers what needs review to operate in a market	Organizes operations to handle more orders with the same team	Gets your systems ready to grow without rebuilding them	Adjusts the controls to Mexican regulation
Customers	Flags the key customers who need your attention	Answers the community and hands each lead to sales	Follows up on each prospect until a person closes	Follows up on collections with messages a person approves	Reviews customer contracts before they go out	Answers and follows up on every customer request	Watches that the customer service channels work	Checks that the customer offer is truthful and fair
Optimization	Spots recurring issues and proposes fixes	Measures every campaign and proposes adjustments	Spots where deals drop off and reports it	Matches the banks against the ERP every day	Keeps standard contracts in order so no one starts from scratch	Finds where the process gets stuck and proposes how to fix it	Automates the steps that repeat between systems	Tunes the rules to review better without slowing the work
Resources	Prepares the analysis on where to invest; you decide	Proposes spend by channel; a person authorizes it	Points your team to the highest-value deals	Proposes the payment schedule; a person authorizes it	Prioritizes deadlines, renewals and guarantees	Balances the workload across teams based on demand	Tracks licenses and technology spend	Focuses review where the risk is highest
Delivery	Leaves your management report ready every Monday	Leaves the content calendar ready for approval	Leaves the pipeline and forecast ready every week	Leaves the reconciliation ready to review every morning	Leaves every contract reviewed, with notes	Keeps order and delivery status up to date	Resolves internal help desk tickets	Runs the exit review on every delivery
Representation	Reports to you; you face the board	Publishes on each channel what your team approves	Reports revenue and progress against target	Prepares the financial report your accountant reviews and signs	Prepares what your lawyer files with the authorities	Tells each area what is on its plate	Follows up with technology vendors	Reports compliance directly to the CEO Agent and to you

This is how a full office is organized. In the Discovery we fit it to how your company works.

Who decides what

The agent prepares. A person approves anything that moves money, signs or commits the company.

Topic	What the agent does	Who decides
Payments and transfers	Prepares the proposal and the reconciliation	A person in finance authorizes
Contracts	Reviews them and flags the risks	Your lawyer or your director signs
Taxes and filings	Prepares the information	Your accountant files; the agent never gets your e.firma
Hiring or firing	Does not decide	Human resources and management
Commitments to customers	Answers with approved replies and prices; drafts anything new	A person approves discounts, dates and exceptions before they are sent
Advertising spend	Proposes spend by channel	A person authorizes the budget

In 30 minutes you know which area to delegate first.

No cost and no deliverables: we talk about how your company works and where it makes sense to start.

30-minute orientation call