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Organization Documentation

Documentation for organizational roles, responsibilities, and structure

DevOPS
Reports to: CTO
Level 0
Entity:Think Big
Area:Tech

See ITIL and DevOPS best practices & frameworks

Product Owner
Reports to: PMO
Level 3
Entity:Think Big
Area:Operations

See Agile + Lean Startup

Paid Media Manager
Reports to: Social Media Manager
Level 3
Entity:Think Big
Area:Marketing

If more of this role are to be contracted, create Paid Media Specialist role under this one.

Senior Researcher
Reports to: Lead Researcher
Level 0
Entity:Holistika
Area:People
PMO
Reports to: COO
Level 4
Entity:Think Big
Area:Operations

Is the Board in which all decisions are being approved, discussed or even delegated if required. This PMO is to organize and monitor all training, processes and Best Practices to any personnel in Holistika no matter their role. That means that they are not responsible only for External projects but also internal ones.

CFO
Reports to: O5-1
Level 5
Entity:Think Big
Area:Finance

Chief Financial Officer

System Owner
Reports to: CTO
Level 0
Entity:Think Big
Area:Tech

See Data Governance and Infraestructure Management Frameworks

Holistik Researcher
Reports to: O5-1
Level 0
Entity:Holistika
Area:People
Public
Reports to: Admin
Level 0
Entity:Holistika
Area:People

Base Authentication, assigned to everyone by default. Has 0 level security clearance. Must be manually promoted to level 1+.

Ethics & Learning
Reports to: Talent
Level 3
Entity:Think Big
Area:People

Professionals dedicated to translate Holistika's Knowledge Center to a full fledged education system. That includes professional and personal development curriculae.

Service Delivery Manager
Reports to: SMO
Level 3
Entity:Think Big
Area:Operations

See Agile + PMBOK + Service Management frameworks like ITIL (SLAs, uptime/downtime, people management, incidence management, etc)

Business Analyst
Reports to: Lead Data Scientist
Level 3
Entity:Think Big
Area:Data

Front-end of Data Governance

Brand Manager
Reports to: CMO
Level 0
Entity:Think Big
Area:Marketing

Is on charge of transmitting the identity of the company in ay format, be it written, AV or any kind of manner. The role is expected to be as creative as possible, thus relaying in Marketing Operations for all process interpretation in the Marketing Area, including visuals'.

Social Media Manager
Reports to: CMO
Level 4
Entity:Think Big
Area:Marketing

Reports to CMO but can have a Brand Manager in between

Private Researcher
Reports to: Lead Researcher
Level 0
Entity:Holistika
Area:People
Business Controller
Reports to: CFO
Level 4
Entity:Think Big
Area:Finance

Uses financial statements to interpret the company's situation and complement/update the current Financial Strategy with whatever needs to be achieve. This constitutes the company's official Objectives, once the CFO and CEO have approved them.

Data Engineer
Reports to: Lead Data Scientist
Level 3
Entity:Think Big
Area:Data

Back-end of Data Governance

Front Office
Reports to: Financial Controller
Level 3
Entity:Think Big
Area:Finance

They hold all financial statements related to external expenditure or revenue.

Copywritter
Reports to: Brand Manager
Level 0
Entity:Think Big
Area:Marketing

Representative for Output 2

Project Manager
Reports to: PMO
Level 3
Entity:Think Big
Area:Operations

See Agile + PMBOK

Lead Data Scientist
Reports to: CDO
Level 4
Entity:Think Big
Area:Data

If more Data Scientist are contracted, create new Data Scientist role under this one.

PTP
Reports to: Front Office
Level 3
Entity:Think Big
Area:Finance

Responsible for all external cost/expenditure. Note that cost casn be both positive OR negative.

D-Class
Reports to: CPO
Level 0
Entity:Holistika
Area:People

Reserved to block users. Has Security Level Clearance 0 by default. Can't be promoted manually to 1+. One must update the rol of the user to any other than this before upgrading the security level clearance. D-Class will always have a Security Level Clearance of 0.

Susana Madeira
Reports to: Admin
Level 0
Entity:Holistika
Area:AI

Has privileges over AIC. This role is directly linked to the Administrator and only the Administrator can launch, run or deploy a code in which Susana is involved. Hence, the AIC agents will go first, be linked to Susana's user then be ran by the Administrator. Hence the matching Security Level.

COO
Reports to: O5-1
Level 5
Entity:Think Big
Area:Operations

Chief Operations Officer

AIC
Reports to: Susana Madeira
Level 0
Entity:Holistika
Area:AI

AI Agent. This role is shared for permissions for any code execution that comprises an AI, except if one cannot configure the AI as an user in the current process.

Compliance
Reports to: CPO
Level 0
Entity:Think Big
Area:People

Is responsible for ensuring that the CORE values of Research & Logic, Foresight, Business Engineering and Process Engineering, along with Admin's H processes are followed in Holistika's BAU operations. Their SOP will consist of the compendium of the above. The more detailed, the better, as the rest of the organisation will have to read Compliance's policies upon being contacted and/or contracted.

AV
Reports to: Brand Manager
Level 3
Entity:Think Big
Area:Marketing

Audiovisuales

Data Architect
Reports to: CDO
Level 0
Entity:Think Big
Area:Data

Is responsible for ensuring that the components, the structure of the data available is OK for the current and/orf future architecture as well as providing detailed instructions on its usage and improvement.

CMO
Reports to: O5-1
Level 5
Entity:Think Big
Area:Marketing

Chief Marketing Officer

Talent
Reports to: CPO
Level 4
Entity:Think Big
Area:People

Is responsible for overall wellbeing of any person affiliated with Holistika. Must nurture them and create a growth plan for each of them with the help of their team.

SMO
Reports to: COO
Level 0
Entity:Think Big
Area:Operations

See Service Management Best Practices. Current base reference is ITIL vs Service Delivery Management

Organisation
Reports to: CPO
Level 4
Entity:Think Big
Area:People

Is responsible for keeping record of the personnel, resources and liabilities that Holistika holds with any collaborator. Be it a contractor, an employee or a supplier. The reason for this is to ensure harmonization across our B2E, B2B and even B2C processes.

Asset Manager
Reports to: SMO
Level 3
Entity:Think Big
Area:Operations

See Lean Startup + H Business Engineering Framework

CPO
Reports to: O5-1
Level 5
Entity:Think Big
Area:People

Chief People Officer

Taxes
Reports to: Business Controller
Level 0
Entity:Think Big
Area:Finance

Manages Tax database which is to be used as a date/ratio multiplier on any financial database. That way, operations can function without taking taxes into account leaving it for Taxes team, which will apply the aforementioned ratio on the financial data they receive and update the final version for everyone to see and use.

CTO
Reports to: O5-1
Level 0
Entity:Think Big
Area:Tech

Ensures viability of all technological aspects, capabilities, assets and ressources of the company. That means, it is the technological representative to the company's "T" for pesTel, as per Business Engineering policy.

Community Manager
Reports to: Social Media Manager
Level 0
Entity:Think Big
Area:Marketing

Is responsible for customer success. If more community managers are contracted. Change the name of this role to "Customer Success Manager" and leave the Community Managers with level 3 access.

Account Manager
Reports to: SMO
Level 3
Entity:Think Big
Area:Operations

All current PMO methodologies are applicable + Customer Success frameworks like NPS.

Admin
Reports to: Admin
Level 6
Entity:Holistika
Area:Admin

Admin

05-1
Reports to: Admin
Level 0
Entity:Holistika
Area:Admin

Currently: Susana Madeira

Corporate Marketing
Reports to: Talent
Level 0
Entity:Think Big
Area:People

Is responsible for ensuring that every action from CPO team is using all of Holistika's Marketing strategies available for better success. It is also responsible for representing Corporate's point of view in any Marketing strategy, so even if they report to CPO, they will mostly work with CMO and their team. The reason they are in CPO is because their influence has to be ensured by a team that also has Compliance & Talent in it.

Lead Researcher
Reports to: Holistik Researcher
Level 0
Entity:Holistika
Area:People
Pricing
Reports to: Business Controller
Level 3
Entity:Think Big
Area:Finance

Manages Pricing Database, approve every user and usage of its information. Updates Pricing logic by interacting with every asset and team involved in a pricing process.

O5
Reports to: Admin
Level 0
Entity:Holistika
Area:Admin
CDO
Reports to: O5-1
Level 0
Entity:Think Big
Area:Data

Chief Data Officer

O2C
Reports to: Front Office
Level 3
Entity:Think Big
Area:Finance

Responsible for all external revenue. Note that revenue casn be both positive OR negative.

Design
Reports to: Brand Manager
Level 3
Entity:Think Big
Area:Marketing

If more designers are contracted, create new row with level 2 designers

Financial Controller
Reports to: CFO
Level 4
Entity:Think Big
Area:Finance

Holds full accountability for every financial statement. It represents the final validation before CFO's.