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Design the seats. Define the KPIs. See the capacity

Seat Optimizer — Where Seats Are Designed and KPIs Are Defined

Seat Optimizer adds the layer most org-design tools skip: what is each seat for, what does each seat measure, and where is the org's capacity tight or slack. KPI definitions are authored here — alongside the seat design — and flow downstream to Scoreboards (where they're scored), to Engage (for advisor session context), and to TerraSage AI.

The Problem

Most org-design tools stop at boxes-and-lines reporting structure

Boxes on a chart don't tell you what each seat is responsible for, what each seat is measured by, or where the org is overloaded versus underloaded for the work it's trying to do. Worse, KPI definitions usually get invented separately — downstream in a scoreboarding tool — drifting away from the seats they're supposed to measure. Seat Optimizer puts seat design and KPI definition in the same place, with capacity diagnostics that ladder up to the executive view.

Who It's For

Built for the people who use it every day

CEOs and executive teams thinking deliberately about org design

Executives and team leaders designing seats for their teams

The leader running the quarterly seat-design review

Advisors helping a client work through a seat-design or capacity question

Key Capabilities

What Seat Optimizer does

Seat design as a first-class layer

Every seat gets a title, a purpose statement, a department, a reporting line, and a vacancy status — so the structure is visible and intentional, not accidental.

Ownership chart with a live utilization view

A visual, hierarchical chart of every seat shows who owns it (or that it's vacant), how utilized they are — color-coded healthy, underloaded, or overloaded — how many KPIs the seat carries, and whether any design flags need attention.

The 40-hour time study

Teams log what people actually do each week — task by task, with hours and function tags — against a 40-hour standard. "We feel stretched" becomes measurable capacity data.

Automated org-design diagnostics

A built-in rule engine continuously checks each team's design and raises eight kinds of flags — overload, underload, low role clarity, hire recommended, redistribute recommended, overlapping work, unclear scope, and revenue-per-employee below benchmark — with no manual auditing.

KPI definitions, computed KPIs, and coverage

Seat KPIs with per-period results, formula KPIs derived automatically from other KPIs, team-level rollups, and an alignment grid that shows exactly which team target has no accountable owner — flowing downstream to Scoreboards, Engage, and TerraSage AI.

An AI copilot for org design

One click suggests measurable seat KPIs, writes hiring-ready job descriptions from a seat profile, and proposes optimized ~40-hour seat designs from the team's real time-study data — with an embedded assistant for org-design questions.

Revenue-per-employee benchmarking

The dashboard computes revenue per employee from annual revenue and headcount, compares it to a configurable benchmark, and tracks the trend over time — a financial-efficiency lens sitting right next to the structure it reflects.

Bring existing KPIs with you

Import KPI definitions and historical results via CSV, with a preview step that shows exactly what will be imported before anything is saved.

Use Cases

How leadership teams put Seat Optimizer to work

  • 1

    The leadership team runs their quarterly seat-design review — confirming purpose and KPIs for every seat, surfacing overload and underload flags; anything the review changes flows automatically to Scoreboards and the org chart

  • 2

    A team's RpE flag turns red in the Strategic Dashboard; the CEO opens Seat Optimizer, sees the seat-by-seat capacity picture, and identifies which seat needs to redistribute or which open seat needs to be filled

  • 3

    A new team is being stood up; Seat Optimizer is where the seats and KPI definitions are designed, and the moment the team is created those KPIs appear in Scoreboards for the team to start scoring

Ready to put Seat Optimizer to work?

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