wehub-resource-sync
135 lines
5.2 KiB
Markdown
135 lines
5.2 KiB
Markdown
# Operations Plugin
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A business operations plugin primarily designed for [Cowork](https://claude.com/product/cowork), Anthropic's agentic desktop application — though it also works in Claude Code. Helps with vendor management, process documentation, change management, capacity planning, compliance tracking, and resource planning. Works with any ops team — standalone with your input, supercharged when you connect your ITSM, project tracker, and other tools.
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## Installation
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```bash
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claude plugins add knowledge-work-plugins/operations
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```
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## Commands
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Explicit workflows you invoke with a slash command:
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| Command | Description |
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|---|---|
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| `/vendor-review` | Evaluate a vendor — cost analysis, risk assessment, contract summary, and renewal recommendation |
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| `/process-doc` | Document a business process — flowcharts, RACI matrices, SOPs, and runbooks |
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| `/change-request` | Create a change management request — impact analysis, rollback plan, approval routing |
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| `/capacity-plan` | Plan resource capacity — workload analysis, headcount modeling, utilization forecasting |
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| `/status-report` | Generate a status report — project updates, KPIs, risks, and action items for leadership |
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| `/runbook` | Create or update an operational runbook — step-by-step procedures for recurring tasks |
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All commands work **standalone** (provide context and details) and get **supercharged** with MCP connectors.
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## Skills
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Domain knowledge Claude uses automatically when relevant:
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| Skill | Description |
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|---|---|
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| `vendor-management` | Evaluate, compare, and manage vendor relationships — contracts, performance, risk |
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| `process-optimization` | Analyze and improve business processes — identify bottlenecks, reduce waste, streamline workflows |
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| `change-management` | Plan and execute organizational or technical changes — communication, training, adoption |
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| `risk-assessment` | Identify, assess, and mitigate operational risks — risk registers, impact analysis, controls |
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| `compliance-tracking` | Track compliance requirements — audits, certifications, regulatory deadlines, policy adherence |
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| `resource-planning` | Plan and optimize resource allocation — capacity, utilization, forecasting, budget |
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## Example Workflows
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### Evaluating a Vendor
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```
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/vendor-review
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```
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Provide the vendor name, contract details, or upload a proposal. Get a structured evaluation with cost analysis, risk flags, and a recommendation.
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### Documenting a Process
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```
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/process-doc employee offboarding
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```
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Describe the process or walk me through it. Get a complete SOP with flowchart, RACI matrix, and step-by-step procedures.
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### Submitting a Change Request
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```
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/change-request
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```
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Describe the change. Get an impact analysis, risk assessment, rollback plan, and communication template ready for approval.
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### Planning Capacity
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```
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/capacity-plan
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```
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Upload team data or describe your resources. Get utilization analysis, bottleneck identification, and headcount recommendations.
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### Leadership Status Report
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```
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/status-report
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```
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I'll pull updates from your connected tools (or ask you for input) and generate a polished status report with KPIs, risks, and next steps.
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### Creating a Runbook
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```
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/runbook monthly close process
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```
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Walk me through the process once. I'll document it as a repeatable runbook with checklists, troubleshooting, and escalation paths.
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## Standalone + Supercharged
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Every command and skill works without any integrations:
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| What You Can Do | Standalone | Supercharged With |
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|-----------------|------------|-------------------|
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| Vendor reviews | Provide details, upload proposals | Procurement, Knowledge base |
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| Process documentation | Describe the process | Knowledge base (existing docs) |
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| Change requests | Describe the change | ITSM, Project tracker |
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| Capacity planning | Upload data, describe team | Project tracker (workload data) |
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| Status reports | Provide updates manually | Project tracker, Chat, Calendar |
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| Runbooks | Walk through the process | Knowledge base, ITSM |
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## MCP Integrations
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> If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](CONNECTORS.md).
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Connect your tools for a richer experience:
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| Category | Examples | What It Enables |
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| **ITSM** | ServiceNow, Zendesk | Ticket management, change requests, incident tracking |
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| **Project tracker** | Asana, Jira, monday.com | Project status, resource allocation, task tracking |
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| **Knowledge base** | Notion, Confluence | Process docs, runbooks, policies |
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| **Chat** | Slack, Teams | Team coordination, approvals, status updates |
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| **Calendar** | Google Calendar, Microsoft 365 | Meeting scheduling, deadline tracking |
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| **Email** | Gmail, Microsoft 365 | Vendor communications, approvals |
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See [CONNECTORS.md](CONNECTORS.md) for the full list of supported integrations.
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## Settings
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Create a local settings file at `operations/.claude/settings.local.json` to personalize:
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```json
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{
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"company": "Your Company",
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"team": "Operations",
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"reportingCadence": "weekly",
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"approvalChain": ["Manager", "Director", "VP"],
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"complianceFrameworks": ["SOC 2", "ISO 27001"],
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"fiscalYearStart": "January"
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}
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```
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The plugin will ask you for this information interactively if it's not configured.
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