Operating model
Opries should operate as a software product with a practical implementation and support layer. Customers should be able to start from default templates and guided setup, while higher-need organisations can purchase onboarding support.
Customer support
Support should include onboarding guides, help articles, email support, short training sessions, template guidance, and periodic customer success check-ins during the pilot period.
Content governance
Opries should distinguish platform templates from customer-approved documents. Template updates should never silently overwrite an organisation's approved policy, procedure, or management practice.
Each customer document should have:
- owner;
- approval status;
- approval authority;
- approval date;
- review date;
- version history;
- superseded or retired status where relevant.
Security posture
The MVP should include secure authentication, role-based access, least-privilege defaults, audit logging, encrypted transport, regular backups, and a clear incident response process.
Privacy posture
The platform may store member, volunteer, landholder, client, supplier, project, and stakeholder information. Privacy controls should be designed from the start, including clear data handling practices, retention settings, and export capability.
Change control
Changes to templates, system workflows, permissions, and customer records should be traceable. Auditability is part of the product value proposition and should be treated as a core operating requirement.
Legal and compliance review
Opries should not present templates or workflows as legal advice. Before broad launch, the business should obtain appropriate review of terms, privacy policy, data processing practices, template disclaimers, and risk-sensitive claims.