SystemaFlow Roadmap

Mini Pack 17: CX Fix Pack

Create a consistent, high-quality customer experience.

• CX Standards Sheet
• CX Improvement Log

Mini Pack 18: Vendor Control Kit

Compare and track suppliers with clarity and consistency.

• Vendor Selection Scorecard
• Approved Supplier Register

Mini Pack 19: Campaign Clarity Kit

Sharpen your messaging before the campaign even starts.

• Offer Angle Matrix
• Creative Brief Builder

Mini Pack 20: Tool Tracker

Audit your software stack and integrations with confidence.

• Tech Stack Inventory
• Integration Map

Core Pack 17: Client Delivery Flow

This pack gives you tools to onboard, support, and retain clients like a pro.

• 1. Client Onboarding Flow
• 2. Support Ticket Tracker
• 3. Client Feedback Form
• 4. Account Review Template
• 5. Renewal Checklist
• 6. Client Health Tracker
• 7. Escalation SOP
• 8. Client Impact Highlights
• 9. Offboarding Checklist

Core Pack 18: CX & Retention Engine

Tools to manage and improve the full customer experience, without needing a CS platform.

• 1. Customer Journey Map
• 2. Feedback Capture System
• 3. CX Standards Sheet
• 4. Retention Risk Radar
• 5. Experience Performance Scorecard
• 6. Escalation Pathways Matrix
• 7. CX Improvement Log
• 8. Renewal & Re-Engagement Plan
• 9. Testimonial Capture Sheet

Core Pack 19: Vendor & Supplier Ops Kit

Manage your vendors like an extension of your team, not a black box.

• 1. Vendor Selection Scorecard
• 2. Vendor Onboarding Checklist
• 3. Approved Supplier Register
• 4. Vendor Relationship Tracker
• 5. Performance Review Template
• 6. Issue & Dispute Log
• 7. Cost & Contract Tracker
• 8. Vendor Audit Checklist
• 9. Risk Register: Third-Party Exposure

Core Pack 20: Marketing & Campaign Ops

Plan campaigns that don’t fizzle out. Execute, track, and learn, across every channel.

• 1. Campaign Strategy Canvas
• 2. Campaign Delivery Tracker
• 3. Launch Asset Manager
• 4. Offer Testing Planner
• 5. Editorial Rhythm Planner
• 6. Campaign Performance Snapshot
• 7. Campaign Retrospective
• 8. Campaign Test Log
• 9. Marketing Playbook Builder

Mini Pack 21: Finance Ops Starter

Manage spend, track ROI, and compare plans to reality.

• Budget Builder Sheet
• Budget vs Actual Report

Mini Pack 22: KPI Builder Kit

Stop reporting noise. Define KPIs that actually drive behaviour.

• KPI Definition Sheet
• KPI Scorecard Framework

Mini Pack 23: Decision Fast Track

Cut through indecision and move forward with confidence.

• Decision-Making Framework
• Reversible vs Irreversible Matrix

Mini Pack 24: Internal Comms Audit Kit

Clean up noisy, confusing internal communication.

• Comms Channel Audit Sheet
• Comms Risk Register

Core Pack 21: Tech Stack Oversight

Keep your tech stack lean, aligned, and under control, without drowning in tools.

• 1. Tech Stack Inventory
• 2. Tool Request Form
• 3. Tool Evaluation Scorecard
• 4. SaaS Cost Tracker
• 5. Access & Permission Review Sheet
• 6. Integration Map
• 7. Tool Sunset Plan
• 8. Tool Migration Checklist
• 9. Internal Tool SOP Template

Core Pack 22: Finance Ops Kit

Finance shouldn’t slow you down, it should sharpen your decisions. 

• 1. Budget Builder Sheet
• 2. Monthly Forecast Log
• 3. Team Spend Tracker
• 4. Budget vs Actual Report
• 5. Cost ROI Tracker
• 6. Cost-Cutting Opportunity Log
• 7. Spending Approval Matrix
• 8. Finance Rhythm Calendar
• 9. Margin Check Planner

Core Pack 23: Reporting & Data Hygiene

Turn reporting chaos into clarity. Build a rhythm that delivers decisions, not dashboards.

• 1. KPI Definition Sheet
• 2. Reporting Cadence Planner
• 3. Decision-Driven Metrics Tracker
• 4. Dashboard Audit Sheet
• 5. Data Source Register
• 6. Data Health Checklist
• 7. Reporting Ownership Map
• 8. KPI Scorecard Framework
• 9. Reporting Playbook

Core Pack 24: Decision Clarity Systems

Make smarter decisions, faster, and turn indecision into action.

• 1. Decision Log
• 2. Decision-Making Framework (RAPID / DACI)
• 3. Trade-Off Analysis Grid
• 4. Risk vs Reward Calculator
• 5. Stakeholder Influence Map
• 6. Decision Review Sheet
• 7. Decision Timeline Tracker
• 8. Escalation Flow Diagram
• 9. Reversible vs Irreversible Matrix

Mini Pack 25: Lightweight Policy Kit

Build fast, simple policies that don’t feel like legalese.

• Micro-Policy Builder
• Version Control Tracker

Mini Pack 26: Risk Radar

Find and flag risks before they turn into issues.

• Operational Risk Matrix
• Ops Risk Overview Sheet

Mini Pack 27: Crisis Messaging Kit

Communicate clearly when everything’s going sideways.

• Crisis Messaging Playbook
• Messaging Escalation Protocol

Mini Pack 28: Emergency Roles Pack

Assign roles and access before the crisis hits.

• Crisis Role Assignment Board
• BCP Stakeholder Access Sheet

Core Pack 25: Visibility & Comms Systems

This pack gives your team a structure for clarity, from weekly updates and urgent messages to pulse feedback and town halls

• 1. Comms Cadence Planner
• 2. Message Mapping Framework
• 3. Weekly Update Digest Template
• 4. Team Update Tracker
• 5. Pulse Feedback Tracker
• 6. Urgent Comms SOP
• 7. Internal Newsletter Template
• 8. Town Hall Planner & Run Sheet
• 9. Message Archive Index

Core Pack 26: Governance & Policy Ops

Build trust, structure, and accountability with lightweight internal governance.

• 1. Policy Drafting Template
• 2. Policy Sign-Off Sheet
• 3. Policy Acknowledgement Log
• 4. Policy Approval Matrix
• 5. Policy Version Log
• 6. Governance Review Schedule
• 7. Governance Compliance Index
• 8. Policy Rollout Checklist
• 9. Governance SOP

Core Pack 27: Risk & Compliance

This pack gives your team the tools to prevent issues, handle incidents, and stay audit-ready without layers of red tape. 

• 1. Operational Risk Matrix
• 2. Compliance Tracker
• 3. Audit Preparation Checklist
• 4. Incident Report Form
• 5. Corrective Action Log
• 6. Compliance Gap Log
• 7. Internal Policy Directory
• 8. Failure & Recovery Protocol
• 9. Ops Risk Overview Sheet

Core Pack 28: Strategic Comms & Crisis Messaging

Say the right thing, to the right people, at the right time, especially when it matters most.

• 1. Crisis Messaging Playbook
• 2. Stakeholder Messaging Map
• 3. Executive Update Template
• 4. Internal Incident Response Sheet
• 5. Reputation Risk Tracker
• 6. Strategic Announcement Planner
• 7. Messaging Escalation Protocol
• 8. Cross-Platform Messaging Checklist
• 9. High-Stakes Comms SOP

Mini Pack 29: Role Transition Kit

Manage internal moves and exits with zero dropped balls.

• Role Transition Tracker
• Knowledge Transfer Log

Mini Pack 30: Exit Prep Snapshot

Prep your ops for acquisition, succession, or a clean break, without weeks of clean-up.

• Exit Readiness Checklist
• Continuity Plan Starter

Mini Pack 31: AI Ready Ops

Structure your use of AI across workflows and teams.

• AI Role & Task Augmentation Map
• AI Use Case Log

Mini Pack 32: Metrics Clarity Kit

Cut through dashboard chaos and focus on the right data.

• Dashboard Audit Sheet
• Data Health Checklist

Core Pack 29: Crisis & Continuity Systems

Resilience isn’t reactive, it’s engineered. This pack gives you the fallback systems every modern team needs to stay calm and operational when chaos hits.

• 1. Continuity Testing Checklist
• 2. Business Continuity Plan (BCP) Framework
• 3. Critical Workflow Fallback Sheet
• 4. Downtime Response Playbook
• 5. Emergency SOP Framework (renamed from “Builder”)
• 6. Remote Operations Contingency Kit
• 7. Escalation Action Pathway (renamed from “Rapid Escalation Protocol”)
• 8. Emergency Notification Grid
• 9. Crisis Post-Mortem Template

Core Pack 30: Team Transition Systems

Handle change like a pro, from team exits to internal shifts.

• 1. Team Closure Checklist
• 2. Role Transition Tracker
• 3. Access Deactivation Protocol
• 4. Exit Communication Templates
• 5. Project Wind-Down SOP
• 6. Temporary Team Setup Kit
• 7. Knowledge Transfer Log
• 8. Tool Deactivation Checklist
• 9. Transition Risk Radar

Core Pack 31: Exit & Transition Toolkit

Prepare your business (or yourself) to exit with structure, clarity, and continuity.

• 1. Exit Readiness Checklist
• 2. Team Handover Playbook
• 3. Institutional Knowledge Log
• 4. Handover Asset Inventory
• 5. Stakeholder Comms Plan
• 6. Exit RACI Matrix
• 7. Documentation Snapshot Sheet
• 8. Post-Exit Support Agreement
• 9. Successor Prep Brief

Core Pack 32: Augmented Ops: The AI Toolkit

Scale smarter with AI that supports your systems, not replaces them.

• 1. AI Role & Task Augmentation Map
• 2. AI-Infused Workflow Map
• 3. Automation Opportunity Grid
• 4. Prompt Library Index
• 5. Validation & QA Checklist for AI Outputs
• 6. AI Governance & Guardrails Sheet
• 7. AI Change Rollout Brief
• 8. Shadow AI Usage Log
• 9. AI Feedback & Improvement Log