Startup SaaS

NovaFlow

Industry
B2B software
Company size
Growth
Leadership
CEO
Departments
Sales, Engineering, Customer Success, Marketing

A product-led SaaS company scaling from founder-led sales to repeatable go-to-market. CompanyOS encodes product velocity, customer onboarding standards, and cross-functional decision rights for a 45-person team.

Result: Deployable AI Company Operating System with governance framework and platform instructions.

Managed Service Provider

HarborPoint MSP

Industry
Managed IT services
Company size
Mid-Market
Leadership
COO
Departments
Operations, Engineering, Customer Success, Security

A regional MSP standardizing SOC workflows, client delivery, and NOC escalation across 120 employees. CompanyOS models service tiers, SLA governance, and security-first operations for client-facing AI assistance.

Result: Deployable AI Company Operating System with governance framework and platform instructions.

Professional Services Firm

Summit Advisory Group

Industry
Management consulting
Company size
Growth
Leadership
CEO
Departments
Sales, Operations, Finance, Human Resources

A consulting firm unifying engagement methodology, partner accountability, and client delivery standards. CompanyOS captures how partners delegate, how proposals are approved, and how institutional knowledge scales across practices.

Result: Deployable AI Company Operating System with governance framework and platform instructions.

Generate CompanyOS