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Operational Analytics · Available now

Trace a process result to the work behind it.

Operational Analytics organizes measured web properties as process snapshots owned by People within Organizations. A process definitions record identifies the measurement definition and its effective period.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewSnapshots in collection
Operational Analytics · Process snapshots

Snapshots in collection

Process snapshots in one list

New process snapshot
Process snapshots in view
6
Configured
3
Collecting
3
Configured3
Checkout completion, week of Oct 5Product tour exposure
640
20 Oct
Quote request funnel, October week 1Product tour exposure
470
24 Oct
Support intake, Monday runQuote request experiment
800
04 Nov
Add
Collecting3
Signup flow, September closeRenewal outreach sequence
740
11 Oct
Trial activation, September cohortSignup funnel baseline
750
14 Oct
Renewal workflow, Q3 closeRenewal outreach sequence
440
18 Oct
Add
Checkout completion, week of Oct 5Process snapshots · PS-20210
Configured
Process date20 Oct
OwnerAnya Prakash
DefinitionProduct tour exposure
Revision640
Review revisionPS-20210 · Checkout completion, week of Oct 5

Independent Reviewer decides whether the source revision is approved, returned or rejected.

Waiting for Independent Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
17
Saved views
14
Roles with set permissions
6
Reports and dashboards
8
Features

See the operating picture

Every feature works on the same records. Pick one to see the screen your team works in.

Process measurement

Keep every measured property tied to its owner, definition and reporting period.

  • Organization and ownership
  • Definition period
  • Revision identity
  • Process snapshots
  • Process definitions
  • Organizations
  • People
  • State history
Explore process measurement
OverviewMy process snapshots
Operational Analytics · Process measurement

My process snapshots

Process snapshots

New
NumberNameOrganizationDefinitionStatusOwner
PS-36124Checkout completion, week of Oct 5Fernstone SupplyCheckout completion measurementConfiguredDario Cho
PS-81915Signup flow, September closeCedar Point DigitalSupport intake routingCollectingMika Okabe
PS-11063Quote request funnel, October week 1Cedar Point DigitalQuote request experimentValidatedMika Okabe
PS-87922Trial activation, September cohortMorrow Lane ServicesTrial activation pathAnalyzedAnya Prakash
PS-56648Support intake, Monday runJuniper Basin SoftwareQuote request experimentPublishedRina Qureshi
6 of 6 records
Checkout completion, week of Oct 5Process snapshots · PS-36124
Configured
OrganizationFernstone Supply
DefinitionCheckout completion measurement
OwnerDario Cho
Example screen with sample data
Process

Follow each measured result

From process snapshot to reviewed result ships ready to use. One step needs a named approval before the work moves on: Review revision (Independent Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Configure measurement

    Set the property owner, definition and effective period.

    Checkout completion, week of Oct 5PS-20210 · Metric Steward
    Configure measurementBy Metric Steward

  2. Collect executions

    Bring consented observations into a fixed source revision.

    Checkout completion, week of Oct 5PS-20210 · Operations Analyst
    Collect executionsBy Operations Analyst

  3. Validate source

    Check coverage, outcomes and capture freshness.

    Checkout completion, week of Oct 5PS-20210 · Process Owner
    Validate sourceBy Process Owner

  4. Review revision

    An independent reviewer decides on the exact revision.

    Checkout completion, week of Oct 5PS-20210 · Independent Reviewer
    Review revisionBy Independent Reviewer
    ApprovalIndependent Reviewer decides whether the source revision is approved, returned or rejected.

  5. Analyze bottlenecks

    Inspect completion evidence and confirm the saved result.

    Checkout completion, week of Oct 5PS-20210 · Operations Analyst
    Analyze bottlenecksBy Operations Analyst

  6. Publish result

    The process owner releases the reviewed result.

    Checkout completion, week of Oct 5PS-20210 · Process Owner
    Publish resultBy Process Owner

Start with Configure a measurement

Inside a record

Bring in source evidence

Open any process snapshot to see its evidence documents, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Process date, Owner, Definition and Revision.

  2. 2
    Evidence documents

    Each line is linked to this process snapshot.

  3. 3
    Who works on it

    Admin, Process Owner and Operations Analyst, each with their own permissions.

  4. 4
    Process stages

    Configure measurement, with the role that acts.

  5. 5
    Approvals

    Review revision, with who decides.

Snapshots in collectionCheckout completion, week of Oct 5
Operational Analytics · Process snapshots

Checkout completion, week of Oct 5

Product tour exposure · Configured

Log activity
1
Record details
Process date20 Oct
OwnerAnya Prakash
DefinitionProduct tour exposure
Revision640
2
Evidence documents

Checkout completion, week of Oct 5

IdTitleSource
ACT-2026-041Checkout event mapping reviewTrial activation, September cohort
MET-2026-058Signup deduplication findingsSignup flow, September close
FACT-2026-113Quote funnel source extractCheckout completion, week of Oct 5
Evidence documents
6
3

Who works on it

  • AdminManage Organizations, People, process definitions, Users
  • Process OwnerManage process snapshots, follow-up actions
  • Operations AnalystManage process execution facts, operation runs, operation…
4

Process stages

  • Configure measurementMetric Steward
5

Approvals

  • Review revisionIndependent Reviewer
    Approved
Example screen with sample data
Approvals

Keep decisions with reviewers

An independent reviewer decides on a specific revision and records the reason.

OverviewApprovals
Operational Analytics · Overview

Approvals

Signed in as Independent Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • PEF-54616ACT-2026-041
    Product tour completion, August cohortRequested by Admin
    Pending1dActions
  • PEF-94192MET-2026-058
    Quote request funnel, October week 1Requested by Admin
    Pending1dActions
  • PEF-11466FACT-2026-113
    Quote request funnel, October week 1Requested by Admin
    Pending3dActions
  • PEF-81913REV-2026-024
    Renewal workflow, Q3 closeRequested by Admin
    Pending6dActions

Who approves what

DecisionApprover
Review revisionAn independent reviewer decides on the exact revision.Independent Reviewer
Approve access changesAdmin
Approve publicationProcess Owner
Approve reviewed revisionsIndependent Reviewer
4 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Operational Analytics to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains the measurement configuration and grants access to the operating team.

  • Manage Organizations, People, process definitions, Users
  • View process snapshots, operation runs, state history
  • Approve access changes

Roles and permissions

Reports

Ask what changed

Ask operational questions using source facts, results, decisions and actions.

Overview
Operational Analytics · Overview

Operational Analytics dashboard

This quarter

Operation runs in view
6
Queued
2
Running
2
Reconciliation required
2

Process snapshots by status

How far records got this quarter

StageReachedStep
Configured46
Collecting3372%
Validated1958%
Analyzed1263%

Revision by status

Sample totals per stage

7.0k0
4.0kConfigured
3.0kCollecting
7.0kValidated
4.0kAnalyzed
3.0kPublished
Example screen with sample data
  1. 01Snapshot status by organization

    Compare process snapshot status and process snapshot organization for the current measurement period.

  2. 02Observed outcomes by process

    Group process execution fact outcome and process execution fact accepted outcome count under process snapshot definition.

  3. 03Source freshness by system

    Compare source snapshot freshness status, source system and captured at.

  4. 04Metric result exceptions

    List metric result status and Reason by Metric and reporting window.

  5. 05Review decisions by revision

    Group review decision decision and Reviewer under Source and source revision.

  6. 06Run reconciliation register

    List operation run status, failure reason and result reference by operation key.

  7. 07Overdue follow-up actions

    Compare follow-up action due date, Status and assigned to for unfinished work.

  8. 08Evidence verification register

    Show evidence document verified and verified by by Source.

All reports and dashboards

Who it's for

Built for measured operations

See how Operational Analytics fits your kind of team.

Web operations teams

Review measured processes with owned snapshots, source evidence and follow-up work.

Service process owners

Review measured processes with owned snapshots, source evidence and follow-up work.

Multi-unit organizations

Review measured processes with owned snapshots, source evidence and follow-up work.

Controls

Trace the result to its source

Each stage, from process snapshot to reviewed result, names the role that acts and the status it records, so a change is never anonymous.

OverviewFrom process snapshot to reviewed result
Operational Analytics · Process

From process snapshot to reviewed result

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
5
Tables touched
12
Collect executions
Operations Analyst
StatusConfigured → Collecting
RecordsProcess execution facts, Operation steps, Operation runs
Validate source
Process Owner
StatusCollecting → Validated
Analyze bottlenecks
Operations Analyst
StatusValidated → Analyzed
RecordsOperation steps, Operation runs
From process snapshot to reviewed result
  1. Start
    Collect executionsConfigured → Collecting
    Process execution facts
  2. Step
    Validate sourceCollecting → Validated
    Process Owner
  3. Approval
    Review revisionIndependent Reviewer
    Independent Reviewer
  4. Step
    Analyze bottlenecksValidated → Analyzed
    Operation steps
  5. Step
    Assign follow-upOpen → in progress → Completed
    Process Owner
Example screen with sample data

See each stage in detail

AI agent

Put Proto to work

Use Proto to prepare and inspect operational measurement work.

It can

  • Process Owner: Ask for snapshots awaiting review, then open the source and decision together.
  • Operations Analyst: Ask which collection runs failed or need reconciliation for a chosen snapshot.
  • Metric Steward: Ask for stale captures and invalid results in the current reporting period.
  • Action Owner: Ask for assigned actions due soon and their source snapshots.

Stays with a person

  • A person decides whether the evidence supports approval or publication.
  • The agent can assemble the relevant records and identify discrepancies.
  • The independent reviewer records the decision on the exact revision, and the process owner confirms release.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Operational Analytics
  • Event source
  • Source capture
  • Evidence source
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 17 tables
17tables
  • Process measurement5
  • Execution facts5
  • Bottleneck analysis5
  • Metrics and results6
  • Review and evidence5
  • Follow-up work4
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set the scope

    Choose an organization, a process owner and a measurement definition with an effective period.

  2. Connect the source

    Agree event identity, consent basis, capture coverage and field mapping with the source owner.

  3. Collect a small cycle

    Create one snapshot, collect a few execution facts and inspect the operation run.

  4. Review and analyze

    Have a separate reviewer decide on the exact revision, then inspect the bottleneck result and read-back.

  5. Publish and respond

    Let the owner release the reviewed result and assign any corrective action.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Operational Analytics.

All questions
How do I get started?

Click Get started, then use Proto to configure Operational Analytics for your business. Pilot one measured property, one reporting period and one reviewer decision.

What is the main operating record?

A process snapshot holds the property, owner, definition, date, revision and lifecycle status. Related facts, runs, decisions and actions point back to it.

Where do observations come from?

Connect the event source your team uses, then record consented observations with a source reference and capture window.

Who checks a result?

An independent reviewer decides on the exact source revision and records a reason and evidence reference.

How can I see a failed collection run?

Open the failed run from its source snapshot and inspect its numbered steps, result reference and failure reason.

How are bottlenecks reviewed?

Start from a reviewed revision. The analysis run records its steps and confirms persisted results with a read-back.

Can we track corrective work?

Yes. Assign a follow-up action to a person, set a due date and retain the resolution on the source snapshot.

How do I compare metric results?

Check the definition version, period, dimension, numerator, denominator and result status before comparing values.

What does the overview show?

It brings KPI health, reviewed results by unit, monthly snapshot counts, status mix, bottleneck trend and overdue follow-up work together.

Set up Operational Analytics your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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