Team operations · platform module

Team planning software for people, work and resources.

Plan people, tasks, shifts, rooms and resources around real demand. Give every team member a clear day while managers retain control of priority and capacity.

Day and week viewsOwned tasksCapacity visibility
HexaTech · Team● LIVE WORKSPACE
RECEPTION · 18hConfirm bookingsMonFollow-upsThu
CUSTOMER TEAM · 16.5hRoom turnoverTueRecall listFri
ADMIN · 12.8hBilling runWedStock checkFri
ILLUSTRATIVE INTERFACE● HUMAN CONTROLLED
What it is

Plan the team’s day—not just their diary.

HexaTech combines bookable demand with internal tasks, shifts, rooms and resources. Managers can see capacity, rebalance work and keep every important action visible to the person who owns it.

  • ✓Day, week and month views
  • ✓People, rooms and resources
  • ✓Open-pool and assigned tasks
  • ✓AI-assisted workload planning
Operating outcomes

Turn the plan into a workable day.

Balance people, tasks, capacity and changes in one operational view instead of coordinating by message.

DEFINE
01 · LIVE6 team lanes
Reception 84%Customer team 62%Room 2 91%

Shape how the team really works

Create teams, roles, task groups, hours, locations and resource rules.

PLAN
02 · LIVE18 actions due
09:00Stand-up12:30Follow-ups

Turn demand into a usable day

Combine bookings and internal actions without losing ownership or priority.

ADAPT
03 · LIVE72% capacity used
AI PLAN SUGGESTIONMove 2 tasks to MayaCapacity becomes balanced

Rebalance before work stalls

See capacity, drag work to a new owner and keep the change visible.

Operations team coordinating staff capacity, schedules and resources across tablets and a shared planning screen
● HUMAN OWNEDA shared operating view for the people delivering the customer experience.
In the real operation

See people, tasks and capacity in one operational view.

HexaTech combines bookable demand with internal tasks, shifts, rooms and resources. Managers can see capacity, rebalance work and keep every important action visible to the person who owns it.

01Day, week and month views
02People, rooms and resources
03Open-pool and assigned tasks
Capability map

Everything teams need to plan and rebalance.

Plan work, match skills, monitor capacity, manage changes and keep ownership visible throughout the day.

01
SOURCEVERIFIED
Reception 84%Customer team 62%Room 2 91%
scheduleviews
Groups shaped01

Shared work schedule

Review bookings, tasks, shifts and resource work across day, week and month.

02
WORKFLOWREADY
09:00Stand-up12:30Follow-ups
rolesskills
Task scheduled02

Teams and roles

Group people by role, skill, location and the work they can own.

03
CUSTOMERMATCHED
AI PLAN SUGGESTIONMove 2 tasks to MayaCapacity becomes balanced
ownerclaim
Week visible03

Task ownership

Assign work directly or let eligible staff claim it from an open pool.

04
NEXT ACTIONOWNED
Reception 84%Customer team 62%Room 2 91%
timerepeat
Capacity balanced04

Timed work

Add scheduled actions, durations, deadlines and repeat patterns.

05
SIGNALMEASURED
09:00Stand-up12:30Follow-ups
roomscapacity
Plan suggested05

Rooms and resources

Plan equipment, rooms and other capacity alongside the people using them.

06
CONTROLACTIVE
AI PLAN SUGGESTIONMove 2 tasks to MayaCapacity becomes balanced
balancereview
Work logged06

AI-assisted planning

Prepare a balanced day from priority, skill, availability and workload for review.

An architectural planning model coordinating people, rooms, equipment and time while one resource is rebalanced
Visual operating principle

Capacity is shared across people, spaces and equipment.

A workable plan exposes every dependency and makes change visible before a delayed person or resource disrupts the day.

Operating sequence

From open work to completed day.

Choose a step to see the information and ownership that move forward.

VISIBLE OUTPUTDefine teams, skills, shifts, work groups and resources.
Scope clarity

The planner owns coordination—not payroll.

A clear boundary protects data quality, implementation and daily accountability.

OWNS
PRIMARY RESPONSIBILITYOWNS
01Shared work scheduleOwned 02Teams and rolesOwned 03Task ownershipOwned
Clear boundary Named owner

Team planner owns

Shared schedule, internal tasks, ownership, workload and agreed resource planning.

CONNECTS
VERIFIED CONNECTIONCONNECTS
01Timed workConnected 02Rooms and resourcesConnected 03AI-assisted planningVerified
Clear boundary Named owner

Specialist systems own

Payroll, HR compliance and specialist operational records outside the planner scope.

FAQ

Questions, answered.

Practical answers for teams evaluating team operations.

Can the planner include tasks as well as appointments?+

Yes. Customer bookings and internal operational tasks can be planned in the same view.

Can staff claim open work?+

Eligible staff can claim tasks from a configured open pool while managers retain visibility.

Can rooms and equipment be scheduled?+

Yes. Resources can be included in availability and work planning where configured.

Does AI change the schedule automatically?+

AI can prepare or suggest a balanced plan; managers can review and approve changes.

One connected platform

Start with the workflow creating the most friction.

See how team operations can connect to the wider customer journey without forcing a full-system replacement.