What needs attention?
Running, at risk, or gone quiet, with the signal behind the state and a history of how it changed.
Understand the signals ↓Omera Bench / For firms and platforms
See the engagement.
Know where to lean in.
Know which engagements need a call, who owns the relationship, and what has changed since the work began. Omera Bench brings health, engagement history, and assessment outcomes into one portfolio view.
Health · Follow-up · Outcomes
Know where to focus.
Know what to ask.
Start with the engagements that need attention. See the reason, find the relationship owner and operator, and bring the engagement history into the conversation.
Who should follow up?
See the operator and relationship owner alongside the engagement so the next conversation has a clear starting point.
See the call view ↓What has changed?
Compare baseline and current assessment scores across engagements, with time in the engagement for context.
See the outcomes view ↓The next conversation
Open your bench.
See who needs a call.
The “Needs a call” view brings at-risk and quiet engagements forward. Group the portfolio by relationship owner and operator to see where attention belongs.
The reason gives you a starting question. The relationship owner and operator give you the people to bring into the conversation.
Harbor Supply
At riskAn open decision has been waiting for a response.
- Relationship owner
- Alex Morgan
- Operator
- Jordan Lee
A USEFUL FIRST QUESTION
What is holding up the decision, and who can help resolve it?
Fieldwork Studio
Gone quietNo recent capture within the expected engagement rhythm.
- Relationship owner
- Sam Taylor
- Operator
- Casey Brooks
A USEFUL FIRST QUESTION
Has the engagement rhythm changed, or is something preventing the work from being recorded?
Health you can explain
See the reason behind the color.
Omera applies visible rules to recorded engagement signals. Review the signal and its context before deciding how to respond.
Engagement rhythm
Time since the last capture, interpreted against the expected cadence of the engagement.
Decisions waiting
The age of open decisions that may need attention from the operator, client, or relationship owner.
Commitment follow-through
Commitments made and kept, giving the firm context for how the work is moving.
Stalled initiatives
Initiatives past their target date with no recent movement, rather than a missed date alone.
A history, not just today’s status.
Review the engagement’s health history alongside its current reason and cadence. The app also shows how health is scored, so a color comes with an explanation.
The work over time
Show what changed
across the bench.
The Outcomes view brings baseline and current assessment scores together by engagement. See the change alongside engagement duration and operator context.
Use that record in client reviews and portfolio discussions. Where a baseline or reassessment is missing, that gap stays visible.
Health helps focus the next call. Outcomes help ground the longer conversation.
Assessment progress
Northline Freight6 months in the engagement
38 → 61
Harbor Supply4 months in the engagement
42 → 49
Fieldwork StudioBaseline recorded
Not yet reassessed
One system, two perspectives
The operator runs the work.
The firm sees the engagement.
For the operator
Assessments, commitments, meeting preparation, recaps, and the record of what changed.
For the firm
Engagements that need a call, the relationship owner and operator involved, health with a reason, and assessment outcomes over time.
See the operator workflow →A conversation about your work
Bring your questions.
We’ll bring Omera.
See how the workflow fits the way you manage your client engagements.
Book a 30-minute walkthroughWhat we’ll cover
- Your portfolio and where follow-through gets difficult.
- Capture, meeting prep, recaps, and progress in Omera.
- Pricing, fit, and getting your workspace set up.
Clear visibility boundaries
A shared view of the engagement.
The bench sees engagements placed on that bench. Operator self-metrics remain private. The portfolio view records facts about engagement health and outcomes without ranking operators.