How do I start a pre-assessment?
Navigate to the Pre-assessment section on the landing page, sign in, and capture your goals, teams, and constraints in minutes. Save the draft and continue when you're ready.
FAQ
Browse the most popular questions about assessments, AI assistance, reporting, and how to scale lean rigs across your enterprise.
Go back to the platformNavigate to the Pre-assessment section on the landing page, sign in, and capture your goals, teams, and constraints in minutes. Save the draft and continue when you're ready.
The AI consultant observes the assessment, answers follow-up questions, summarizes gaps, and creates an action plan you can share with stakeholders.
Use the Benchmarking workspace inside the platform to compare teams, sites, or sub-organizations. The dashboards highlight score differences, trend lines, and next-best actions.
Yes. From the Reports section you can create PPTX decks, PDF summaries, or Excel exports that keep branding consistent and spotlight the key metrics.
Organization Owners control settings, people, roles, and billing. Members focus on assessments, responses, and improvement plans, while Viewers remain read-only.
We provide training modules, webinars, and in-platform labs that show you how to replace physical boards with digital routines, automate follow-ups, and embed AI copilots.
OPEX Insight Gauge is a comprehensive Operational Excellence assessment tool based on Prof. Sanjay Bhasin's research and endorsed by our Starter program partners. It helps organizations measure their OPEX maturity across multiple dimensions and provides actionable insights for continuous improvement.
The assessment evaluates your organization across 15 key OPEX dimensions including Strategic Alignment, Leadership, Culture, Process Management, and more. You answer a series of questions for each dimension, and the tool calculates your maturity level (Initial, Developing, Defined, Advanced, or Optimizing) with detailed scoring and benchmarking.
Our maturity model consists of five levels: Initial (1), Developing (2), Defined (3), Advanced (4), and Optimizing (5). Each level represents a stage in your operational excellence journey, from basic awareness to fully optimized, data-driven operations with continuous improvement embedded in your culture.
No, Starter membership is not required. We offer a Free tier for individual assessments. However, Starter members get enhanced features including team assessments and organization-wide dashboards at no additional cost. Business / Pro features are available through our paid subscription.
Business / Pro includes: organizational profile creation with team member invitations, global benchmarking against our database, AI-powered action plans and recommendations, advanced analytics and reporting, Microsoft Planner integration for task management, and priority support. It's designed for organizations serious about driving operational excellence.
Yes! Free users can perform individual assessments. Starter members can assess multiple teams within their organization. Business / Pro users get full organizational management capabilities, allowing you to create profiles, invite team members, and track progress across multiple teams and business units.
Our AI analyzes your assessment results and generates customized action plans with specific recommendations for improvement. It identifies your weakest areas, suggests prioritized initiatives, and can even create tasks directly in Microsoft Planner with assigned owners and timelines. The AI learns from best practices across thousands of assessments.
Absolutely. We use industry-standard encryption and security practices. Your assessment data is stored securely and is only accessible to you and authorized team members. We never share individual assessment data with third parties. Anonymous aggregate data may be used for benchmarking purposes only.
Yes, all users can export their assessment results to PDF format. Business / Pro users get additional export options including Excel spreadsheets with detailed analytics, charts, and graphs. You can also share results with stakeholders through secure email sharing or by generating public links.
Business / Pro users can connect their Microsoft 365 account to automatically create action items in Microsoft Planner. The integration creates dedicated groups and channels for your OPEX initiatives, generates tasks based on AI recommendations, and allows you to assign and track progress within your familiar Microsoft environment.
Our support team and documentation channel new requests regularly. Reach out from the chatbot, book a demo, or start a free assessment to explore more.