For fractional executives
Keep the context. See the priorities.
Arrive with the next move prepared.
Keep each client’s meetings, messages, documents and commitments connected. Review priorities across your practice, then step into the right engagement with its history and prepared work close at hand.
30 minutes with the founder. Free. No purchase required.
Built by Maxwell HouriganThe video couldn’t start. Open the film directly.
Your calendar is fractional. The mental load isn’t. Each client hired you to see the whole picture. But every conversation leaves something with you. A promise. A question. A decision still waiting. Omera meets you where your work already happens, and keeps the thread. What was agreed. What needs your attention. Ready to pick up when you return. So you can leave one conversation knowing where things stand, and give the next client your full attention. Omera. Less to carry. More room to lead.
Your practice in one view
Northstar / Before Friday’s sales training
Launch plan + meeting decision + sales materials + commitments
Confirm who will update the sales deck and get the revised pricing approved before Friday’s sales training.
Why it matters Help sales take the right offer to market and avoid preventable customer confusion and rework.
Your whole practice in view
Move between engagements without starting from an empty conversation. Each client keeps its own sources, working context, decisions and follow-through. Today brings the work that needs you into one view.
Build on the material you already have. Add notes and transcripts, review forwarded email, and keep approved reference documents in the client library for Scout assignments. Bring useful context forward as the engagement develops.
Keep the client’s workflow familiar. Your clients do not need to maintain another system. You choose what enters Omera, review proposed record changes and decide what to share.
The work between the work
Each has its own priorities, people, unfinished decisions, and promises. Before you can move the work forward, you have to get back into it.
Search the notes. Reopen the thread. Remember why the decision changed and what you owe next.
Did someone own that follow-up? Was Friday agreed, or just suggested? The next client needs your attention, too.
You’re still mentally checking what is waiting on you and what might have slipped.
Even when you keep every promise,
keeping track of them takes work.
Reconstructing the last conversation takes attention away from the next decision.
When the context is scattered, you become the connection between every note, promise, and unfinished piece of work. Each new client adds another set to carry.
Give that work a place to continueCapture with AI. Track the work. Delegate to Scout.
Emails and meeting transcripts contain the decisions, promises, and next steps. Omera uses AI to extract that work, connect it to the client, and give Scout the context for your next deliverable.
Forward client emails to the engagement’s Omera address. Paste meeting transcripts. AI parses the content to surface commitments, decisions, owners, dates, and work you owe.
Dana · Client lead “We agreed on existing customers only, with no additional headcount. October 1 is a proposed start, subject to the cost and capacity checks.”
Alex · Finance “I’ll review the cost assumptions by Thursday.”
Jordan · Delivery “I’ll confirm capacity by Friday.”
You · Fractional executive “I’ll prepare the client communication once those checks are complete.”
Dana “We still need to agree who gives final launch approval.”
AI finds Alex’s cost review, Jordan’s capacity check, your communication task, and the tentative launch date in the source material.
Bring in the transcript or email, then check what the AI captured. Your attention goes to the meaning of the work and the exceptions that need judgment.
Paste a transcript to extract proposed commitments and decisions. Check owners and dates, and resolve anything the conversation left ambiguous.
Forward emails to the engagement’s Omera address and review incoming work in Inbox. Useful client context can start from the conversation already happening by email.
Manual capture remains available for a quick update or an unrecorded conversation. You can use the input that fits the situation.
Fictional engagement · Illustrative workflow views
The context is connected. Now put it to work.
Give Scout the deliverable you owe next.
Meet Scout · Your AI work assistant
The client brief. The analysis. The follow-up you still owe. Carry a reviewed direction from a briefing or meeting into Scout, add relevant material, and review the resulting work within the same engagement.
“Prepare Monday’s pilot decision package: a leadership brief, an action plan, and a follow-up email for the outstanding cost review.”
What Scout works from
Review → Revise → Use
Edit the draft or request changes. Export to Word or print to PDF when it is ready.
Delivery capacity is confirmed within current staffing. Two launch requirements remain unresolved: the cost review and the person authorized to approve the launch. October 1 remains a proposed date.
Keep the agreed pilot scope. Complete the cost review and identify the launch approver before confirming a date or issuing a launch announcement.
Can the required review and approval be completed in time to support October 1? If not, agree a revised date. Name the person authorized to make that decision.
Provide the review or confirm a revised completion date. Bring the result into the launch decision.
Identify who can approve the launch. Confirm the approval criteria and decision timing with that person.
Assess the completed cost review alongside the capacity confirmation. Confirm October 1 or agree a revised date.
Prepare the wording using the agreed scope. Add the approved date and launch details after the decision, then review before sharing.
Jordan’s capacity check is complete. Preserve the confirmation in the engagement record so the next discussion can focus on what is still open.
Hi Alex,
Jordan has confirmed that the existing-customer pilot can be supported with the current team. Your cost review is the remaining input before we can assess the proposed October 1 start.
Please send the review, or confirm when it will be available, so we can bring a clear launch decision to our leadership discussion.
We also need to agree who has final launch approval. I’ll keep the date tentative in the client communication until that decision is made.
Once the review and approval are in place, I can finalize the communication with the agreed scope and timing.
Accountability continues after the draft. A drafted email is not a sent email. The underlying commitment stays open until the work is completed.
Review · Revise · ExportFictional engagement and illustrative deliverables. See the actual Scout workflow in your session.
Maxwell Hourigan
Founder, Omera & LightPath Advisory
Built in the work
Maxwell built Omera while working as a fractional COO and chief of staff through LightPath Advisory.
Moving between engagements meant keeping each company’s priorities, decisions, and commitments connected, and returning to the next conversation prepared.
Omera grew from that daily work: a place for client context to accumulate, reviewed commitments to stay visible, and the next deliverable to begin.
His background includes operating leadership at Nolan Transportation Group, enterprise strategy at Wells Fargo, and 13 years in the Army National Guard.
Work through one of your engagements with MaxwellYour Omera client workflow session
In 30 minutes with Maxwell, map how to capture client context, track accountability, and delegate the next draft to Scout. See the actual product and decide where it could fit your practice.
Describe one recurring workflow that takes too much effort to keep straight.
See priorities across clients, work through a prepared recommendation, and follow a meeting decision into reviewed records and a Scout deliverable.
Map a capture → accountability → delivery routine for one engagement, whether or not you choose Omera.
What you leave with
A practical workflow plan and a clear view of whether Omera fits.
You can describe the workflow without sharing confidential client documents.
If Omera is a fit
$79/month for your first 12 months,
then $99/month. Billed monthly.
Available to the first 10 paying members. We’ll explain included features and the AI allowance before you decide.
30 minutes · Microsoft Teams
Prefer a separate window? Open the booking calendar ↗
Before you book
This session is for individual fractional executives across functions, including finance, marketing, operations, people, and technology. We’ll start with how you work across clients and show a relevant example.
No. Come ready to describe one client workflow you want to make easier, for example, turning a leadership call into clear next steps, preparing for the next meeting, or drafting a client deliverable. You do not need to share confidential documents.
Yes. You’ll see the actual Omera product, discuss your process with Maxwell, and leave with a practical workflow plan. There is time for questions and no obligation to subscribe.
Absolutely. We’ll discuss where Omera could fit alongside your calendar, notes, and client communication. We’ll be clear about the steps you would maintain and any changes your current workflow would need.
The first 10 paying founding members receive $79/month for their first 12 months, then $99/month, billed monthly. The standard price is $99/month. Included features and the Scout AI allowance will be explained before you decide.
One engagement is enough to start.
No purchase required.
