OperionOperion
Philosophy
Core Principles
The Rare Middle
Beyond the binary
Foundations First
Infrastructure before automation
Compound Value
Systems that multiply
Build Around
Design for your constraints
The System
Modular Architecture
Swap any piece
Pairing KPIs
Measure what matters
Extraction
Capture without adding work
Total Ownership
You own everything
Systems
Knowledge Systems
What your organization knows
Data Systems
How information flows
Decision Systems
How choices get made
Process Systems
How work gets done
Learn
Foundation & Core
Layer 0
Foundation & Security
Security, config, and infrastructure
Layer 1
Data Infrastructure
Storage, pipelines, and ETL
Layer 2
Intelligence Infrastructure
Models, RAG, and prompts
Layer 3
Understanding & Analysis
Classification and scoring
Control & Optimization
Layer 4
Orchestration & Control
Routing, state, and workflow
Layer 5
Quality & Reliability
Testing, eval, and observability
Layer 6
Human Interface
HITL, approvals, and delivery
Layer 7
Optimization & Learning
Feedback loops and fine-tuning
Services
AI Assistants
Your expertise, always available
Intelligent Workflows
Automation with judgment
Data Infrastructure
Make your data actually usable
Process
Setup Phase
Research
We learn your business first
Discovery
A conversation, not a pitch
Audit
Capture reasoning, not just requirements
Proposal
Scope and investment, clearly defined
Execution Phase
Initiation
Everything locks before work begins
Fulfillment
We execute, you receive
Handoff
True ownership, not vendor dependency
About
OperionOperion

Building the nervous systems for the next generation of enterprise giants.

Systems

  • Knowledge Systems
  • Data Systems
  • Decision Systems
  • Process Systems

Services

  • AI Assistants
  • Intelligent Workflows
  • Data Infrastructure

Company

  • Philosophy
  • Our Process
  • About Us
  • Contact
© 2026 Operion Inc. All rights reserved.
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Back to Process
Step 1: Research

We Research Before You Arrive.

No wasted context. No repeated explanations.

You've explained your business to vendors before. The first 30 minutes gone to context they should have had. We do it differently. We arrive with your context already mapped.

What We Actually Do

This Isn't Skimming Your Homepage

Most vendors say they “do research.” They skim your About page. Maybe your LinkedIn. Enough to pronounce your company name correctly. We do something different.

We pull your entire website

Not the homepage. Every page. Structure, messaging, offers.

We analyze your positioning

Your offers, your messaging, how you talk about what you do.

We cross-reference with context

Industry data, company profiles, market patterns.

We run it against our pattern library

What we've seen in similar businesses. What works, what doesn't.

By the time you show up, we've already mapped your public footprint. We know the questions worth asking.

What This Produces

Better Questions. From Us Preparing More.

You've been on discovery calls where you spent the first half teaching basics. By the time you get to the real issues, everyone's tired. The research changes this.

01

Targeted Questions

Not generic templates. Questions built from what we found, designed to surface what you can't see.

02

Deeper First Conversation

You're not educating us. You're thinking out loud with someone who understands the context.

03

Time Reclaimed

The 30 minutes you'd spend on basics? Spent on the real issues instead.

“The first conversation goes deeper because the groundwork is done.”

No Forms Required

We Flip The Script

There's a questionnaire. It's optional. It comes after you book, not before.

Most Vendors
  • Long intake forms upfront
  • Your time invested before any value
  • Friction before you even meet
Our Approach
  • Book the call first, no friction
  • Optional questionnaire after booking
  • Answer what you want, skip what you want

If you answer it, the research gets sharper. If you don't, we still show up prepared. Your call.

The Difference

The First Call Starts Mid-Conversation

You've done discovery calls that felt like orientation sessions. An hour of getting someone up to speed. By the end, they know what you could have told them in an email. You know nothing new.

Skip the Orientation

No hour spent getting us up to speed. We already know your context.

Drill Into Real Issues

The things you've been too close to see start surfacing in that first conversation.

Fresh Perspective

Not because we're smarter. Because we're not starting from zero.

The time you would have spent explaining context?

You spend it thinking. And that's where the real insights live.

Ready to Start?

We'll Come Prepared. You Just Show Up.

A 45-minute diagnostic conversation. Not “what do you want built.” What's actually creating the problems you're experiencing.

45 Minutes
Diagnostic Focus
Pre-Researched
Book a Discovery Call

Step 1 of 7 in our engagement process

Next in the Process

Discovery: Where the research gets used.

We're looking for the constraint underneath the symptoms. The thing that, if you fixed it, would make multiple problems go away.

Process OverviewStep 2: Discovery
View Full Process