Layer 1
L1Org Model
The spine. OrgUnits, Roles, People, Functions, ToolSystems and DataAssets — the authoritative model AI adoption is measured against.
OrgUnits
10
Roles
17
People
17
Functions
12
Tool systems
8
Org tree
Click a unit to see the Roles, People and Functions it owns.
Operations
Leader: Daniel Achebe · 1 roles · 0 functions
Dispatch
Leader: Marcus Reilly · 3 roles · 2 functions
Assign driver to load
AugmentedHandle dispatch exceptions
AssistedRoute Planning
Leader: Sofia Lindqvist · 2 roles · 2 functions
Plan weekly route schedule
Supervised-AutonomousDaily route tuning
AugmentedCustomer Success
Leader: Yuki Tanaka · 1 roles · 2 functions
Onboard new customer
AssistedRun renewal conversation
ManualClaims
Leader: Aisha Patel · 3 roles · 3 functions
Triage incoming claim
AutonomousAdjudicate claim
Supervised-AutonomousInvestigate suspected fraud
ManualFinance
Leader: Helena Vargas · 1 roles · 1 functions
Forecast weekly cash position
AugmentedBilling
Leader: Tom Whitfield · 3 roles · 2 functions
Generate customer invoice
TerraformedResolve billing dispute
AugmentedTechnology
Leader: Ola Adeyemi · 1 roles · 0 functions
People & Workforce
Leader: Priya Raman · 1 roles · 0 functions
Tool systems
Helios TMS
Internal · Transport mgmt
SAP S/4
SAP · ERP
Salesforce
Salesforce · CRM
RouteOptima
ESRI · Routing
DocuFlow
Internal · Doc mgmt
ClaimDesk
Guidewire · Claims
Stripe Billing
Stripe · Billing
Outlook 365
Microsoft · Email
Data assets
Sensitivity tags drive what AI agents may touch.
0public2internal4restricted1secret
Shipment manifests
Owner: Head of Dispatch
Customer master records
Owner: VP Customer Success
Carrier rate cards
Owner: Chief Financial Officer
Claim photos & evidence
Owner: Head of Claims
Historic route performance
Owner: Head of Route Planning
Driver PII
Owner: Chief People Officer
Invoices & payments
Owner: Head of Billing
Function ↔ Adoption matrix
Per-OrgUnit view of where each Function sits on the adoption ladder.
| Function | OrgUnit | Owner | Tool systems | State |
|---|---|---|---|---|
| Assign driver to load | Dispatch | Head of Dispatch | Helios TMS | Augmented |
| Handle dispatch exceptions | Dispatch | Head of Dispatch | Helios TMS, Outlook 365 | Assisted |
| Plan weekly route schedule | Route Planning | Head of Route Planning | RouteOptima, Helios TMS | Supervised-Autonomous |
| Daily route tuning | Route Planning | Head of Route Planning | RouteOptima | Augmented |
| Triage incoming claim | Claims | Head of Claims | ClaimDesk, DocuFlow | Autonomous |
| Adjudicate claim | Claims | Head of Claims | ClaimDesk | Supervised-Autonomous |
| Investigate suspected fraud | Claims | Head of Claims | ClaimDesk | Manual |
| Generate customer invoice | Billing | Head of Billing | Stripe Billing, SAP S/4 | Terraformed |
| Resolve billing dispute | Billing | Head of Billing | Stripe Billing, Outlook 365 | Augmented |
| Onboard new customer | Customer Success | VP Customer Success | Salesforce, SAP S/4 | Assisted |
| Run renewal conversation | Customer Success | VP Customer Success | Salesforce | Manual |
| Forecast weekly cash position | Finance | Chief Financial Officer | SAP S/4 | Augmented |