Streamline your processes with Moxo’s operational excellence templates and KPI workbook
At a glance
Operational excellence thrives on repeatable templates that bring structure and speed to execution.
Moxo provides a template library and KPI workbook to help teams launch proven flows for SOP approvals, huddles, and cycle-time reduction.
Built-in metrics like first pass yield (FPY) and throughput turn execution into measurable improvement.
Together, these tools transform activity data into actionable insights that drive continuous performance gains.
Overview of Moxo’s operational excellence templates and use cases
Moxo’s Operational Excellence Template Library is designed to cover the most common and high-value continuous improvement plays. Instead of building processes from scratch, leaders can import pre-structured flows, customize them to fit their teams, and ensure consistency across business units.
The library currently includes:
- Value Stream Mapping → Flow Execution: Map out your value stream and operationalize it as a Moxo flow for live execution.
- SOP Approvals & Versioning: Automate review, approval, and attestation of procedures, ensuring compliance and traceability.
- Daily Huddles: Run structured daily stand-ups with auto-logged actions, escalations, and owner accountability.
- Cycle-Time Reduction Flows: Apply WIP limits, SLA timers, and branching to remove bottlenecks.
- First Pass Yield (FPY): Route quality checks in-flow, log exceptions, and track FPY dashboards.
- Root Cause Analysis (RCA): Standardize RCA templates with evidence capture and corrective action verification.
To see how these templates extend into specialized industries, explore consulting workflows and healthcare solutions.
How to import and customize operational excellence templates in Moxo
Bringing these templates into your environment takes only a few clicks. From Moxo’s workflow library, teams can select a template, preview its structure, and import it into their workspace. Once imported, templates can be adjusted for:
- Roles and access: Assigning who approves, who executes, and who monitors.
- Thresholds and SLAs: Adjusting escalation timers, conditional branches, and compliance requirements.
- Integrations: Connecting templates with CRM, ERP, or DMS integrations so execution ties directly into enterprise systems.
By starting with templates, organizations save weeks of design effort while ensuring they don’t overlook essential steps like audit trails or eSign approvals.
How the KPI workbook measures performance and continuous improvement
Templates structure how work gets done. The KPI workbook structures how performance is measured. Moxo’s workbook provides pre-built metrics tailored for operational excellence:
- Cycle time: Average time taken to complete each type of flow.
- Throughput: Number of processes executed successfully within a defined period.
- First pass yield (FPY): Proportion of flows completed without rework or exceptions.
- Exception rates: How often processes require intervention.
- Bottleneck analysis: Where delays or backlogs occur most frequently.
Each metric can be segmented by team, role, or business unit, enabling leaders to pinpoint where improvements are landing and where friction remains.
For customer-facing teams, similar dashboards power client onboarding and vendor portal workflows, ensuring accountability in external as well as internal processes.
How to use reporting presets for cycle time, first pass yield, and throughput
The workbook includes reporting presets that align with common executive review cadences. Presets let teams standardize how they monitor improvements:
Because these dashboards are exportable, they can be shared in weekly ops reviews or embedded in project management packets.
Recommended Moxo templates to launch your operational excellence journey
For organizations just beginning their OpEx journey in Moxo, three flows provide quick wins:
- Daily Huddles: Standardize updates, actions, and escalations so nothing falls through the cracks.
- SOP Approvals: Automate procedure sign-offs and attestations, reducing compliance risks.
- Cycle-Time Reduction Flow: Apply SLA timers and WIP limits to improve process velocity.
These flows set the stage for broader adoption and create immediate visibility into execution quality. A G2 reviewer emphasized that “Moxo’s templates let us start fast and scale systematically, we no longer rely on email or spreadsheets to track improvements.”
How to build and automate operational excellence workflows in Moxo
Moxo turns traditional operations management workflows from static process maps into living, secure, and measurable systems. It’s built for organizations that collaborate not just internally, but across clients, vendors, and partners—where accountability and visibility matter most.
Secure and compliant
Operate with confidence using enterprise-grade security. Moxo meets SOC 2 and GDPR standards, with encryption, role-based access controls, and audit-ready logs to protect sensitive data at every stage.
Workflow automation
Simplify complex processes with no-code workflow automation that handles forms, approvals, escalations, and integrations. Automate repetitive steps, reduce manual effort, and ensure every task moves forward without delays.
Branded client portals
Deliver seamless collaboration through secure, white-labeled client portals that centralize messaging, file exchange, and e-signatures. Designed for a mobile-first experience, they help clients engage confidently while keeping every interaction organized and auditable.
ROI proven
Moxo customers consistently report measurable results — 40–60% faster approvals, 75% greater client capacity, and 95% less email through unified workflows and automated collaboration.
Using templates and KPI workbooks to scale operational excellence
Templates and KPI workbooks are more than convenience; they are the foundation of scalable operational excellence. By bundling execution-ready templates with measurement tools, Moxo ensures improvement initiatives don’t stall but translate into measurable outcomes. From SOP governance to FPY tracking, leaders gain the infrastructure to run OpEx as a portfolio of executable flows.
If your organization is ready to accelerate continuous improvement with structure and transparency, book a demo to see the template library and KPI workbook in action.
FAQs
What types of templates are included in the Moxo OpEx library?
The library includes flows for SOP approvals, RCA, daily huddles, cycle-time reduction, FPY, and value stream mapping. Each template is designed for rapid import and adaptation. These templates are structured to support consistency across teams while remaining customizable.
How does the KPI workbook differ from custom reporting?
The workbook provides pre-built metrics and reporting presets like cycle time, FPY, and throughput. Unlike custom reports that require setup, the workbook is ready to use, making measurement immediate. It also ensures leaders focus on the right KPIs aligned to operational excellence.
Can external stakeholders use these templates?
Yes. With Magic Links, vendors, partners, or clients can contribute to flows without requiring accounts. This is particularly useful for attestations or collaborative RCA sessions. It maintains security and auditability while reducing onboarding friction.
Are the templates industry-specific?
Templates are general-purpose but adaptable. For example, daily huddles work in logistics as well as creative agencies. Moxo also offers vertical-specific solutions, such as education and real estate, that extend the same foundation.
How fast can we get started?
Organizations can import and launch their first template in a matter of days. With the KPI workbook already structured, measurement begins immediately. As adoption grows, flows can be extended to cover advanced plays like FPY and RCA.
