Moxie Data & Reporting Landscape

Five domains. Four have clear ownership or a path forward. One is unclaimed.

Domain What It Covers Historical Owner Future Owner Status Notes
Industry Intel
External market context
Research reports, competitors, Q-Sight, market trends, pharma BizOps BizOps Covered Clear cadence between Ben and Maya. Brandy contributes.
Data Infrastructure
Pipes, joins, reports
Omni reports, data recategorization, Layer integration, tags, join keys, data quality, embedded reports Orchard
+ BizOps, Paula, Jesse
Josh Clear Plan 6+ mo backlog. Josh taking over — clear path forward. Burning right now; timeline is long.
Practice-Level Insights
How is this practice doing?
Practice retention, P&L, utilization, marketing ROI per practice BizOps BizOps
+ new BizOps hire
Partially Blocked Ownership clear. Blocked by Domain 2 infra gaps. New BizOps hire critical here — key for Practice 360.
Company-Wide Analytics & Reporting
How is Moxie doing?
Retention trends, GMV by service, gross margins, utilization, cohorts, campaign effectiveness BizOps (post-sales)
Addison (sales)
+ RevOps loosely
???
Not clear
Gap The big question mark. Carla/Miki's scope is adjacent but their work is Domains 4+5. This is what Carla is asking about when she says "who's my data person?"
Systems & Processes
What connects to what
System inventory, HubSpot integrations, data flows, process mapping, tool consolidation Nobody
RevOps loosely
Carla + Miki
(RevOps)
Active Workstream underway. Lightly connected to Domain 4. One of five domains — not the whole picture.

The Gap:

Four of five domains have clear future owners. Josh takes Domain 2. Carla + Miki are building Domain 5. BizOps owns 1 and 3. The one domain with no clear future owner is Domain 4 — Company-Wide Analytics & Reporting. That's the domain that answers "how is Moxie doing?" for leadership, WBR, and the board. It needs a decision.