Streamline and rationalize staffers’ work.

A well-structured system liberates people from the drudgery of repetitive, error-prone tasks that computers do better, such as manually shunting data around siloed systems.

And harnessing AI agents multiplies people’s capacity by having the agents perform much of the work, liberating people to apply taste and judgment.

Enjoy actual living documentation of the enterprise’s operations, both their structure in the form of automatically-produced business process diagrams, and their history as a ledger of mutated items.

Inform managers’ decision-making with comprehensive, real-time views across departments. Effortlessly reveal connections—and opportunities—less easily available from multiple systems or from less able orchestrators of them.

When the organization is entirely legible, everything can move faster.

Model innovations and run pilots. Reap your investment in a modern, flexible, extensible software system that is not an impediment but a tool of change.

Configure the handling of new operations rather than coding them—or even just explain the innovation to an AI hooked up to the system, which can then go and do the configuring.

Please members of your wider community—customers, suppliers, advisors, partners, regulatory bodies—by giving them real-time access to the information they need; they too have vital roles in the system.

Empower your various support, liaison and satisfaction teams to better assist them.

Let people zip around an organic system that models and expresses every part of the organization consistently; no more dealing with a conglomeration of systems, each designed elsewhere. 

And when various canonical industry tools do remain in place, they can be harmonized by Engaging OS serving as a central operations bus (or submarine).

In most systems, a user gains privileges by being directly assigned to a role, which behaves like a group.

In Engaging OS however, a role is itself an item in the system (with a status, start and expiration date), featuring a position at an organizational body, both hierarchical. The position grants the privileges, the body bounds their scope.

This architecture enables efficient setup of powerful access rules, which work both for people and for AI agents.

Also core to organizations is that they deal with other organizations. Engaging OS was built from the start to handle multiple bodies. (Remember, when a user assumes a role, it must be at a particular body.)

This makes Engaging OS an attractive choice for enterprises that chiefly serve other organizations, such as franchises, associations and B2B.

The things people and agents do in an organization are not without context; rather they are steps in processes, which constitute what a professional organization does.

Engaging OS benefits from the insight that users’ actions and organizations’ workflows are simply different approaches to the same phenomenon. In Engaging OS a process is therefore a set of operations and the ports and consoles required to perform them.

To serve as on-the-fly visual documentation, Engaging OS uses each process’s operations, ports and consoles to automatically generate a diagram in the industry standard BPMN protocol.

Integration is vital because likely as not Engaging OS will be joining an organization already running various best-of-breed systems and must share data with them. One likely pattern: the source of truth regarding employees sits in payroll or HR software, while a CRM handles the wider community. For Engaging OS to function—i.e., for people to work across processes—it must know of every person involved with the organization. When Engaging OS is not the source of truth for a particular type of data, it can pull in this data from the organization’s canonical systems and stay in sync.

Also, it’s no accident that Engaging OS’s interfaces are named ports. Just as people interact with these screens in ways determined by their role in the organization, so do non-human agents. Engaging OS lets your organization be agent-friendly for external organizations.

The interface library has two primitives: the console, a multi-entry table view for navigating to items; and the port, a detail view for working on a single item. Consoles serve to conduct a person to their work at various ports.

And consoles can in turn be embedded within ports, with the option of a checkbox rather than conduit interface to reach the further embedded port, which appears in drawer form.

Since the actions users take in organizations are steps within workflows, it’s vital that they are notified the moment the system is ready for them to perform their next operation.

Engaging OS has a robust notifications system triggered by item updates, sending branded emails to users based on their roles. And just like ports and dashboards, emails can dynamically include any content from within the system.

Conceptually, Engaging OS is a layered platform. At its core is the open source engine, an organic role-based, process-powered architecture.

On top of that, modules provide a leg up for common operations, featuring pre-populated data structures, workflows and screens. The list of modules includes Delegate Registration, Professional Certification, Peer Accreditation, Member News, Jobs Board, and Organizational Membership. Once these become sufficiently developed, we’ve even spun them out as standalone services. Modules that tend to be useful together comprise a suite.

The third layer is collaborating with you to model your organization’s particular operations and developing new functionality to express them. Now you know what this means: fun with, among other things, collections, domains, bodies, operations, positions, ports, formulae, consoles and processes.