Business Unit Charters
Purpose: Define why each unit exists and how it operates.
Approved Charters
Ready For Review
In Progress Drafts
High-Level Organizational Structure
| Business Unit | Purpose / Mandate | Core Functions & Responsibilities |
|---|---|---|
| Executive / Corporate Leadership | Strategic direction, governance, and company performance | Vision and strategy, corporate governance, budgeting, capital allocation, executive decision-making, investor relations, partnerships, enterprise risk oversight |
| Product Management | Ownership of product vision and market alignment | Product strategy, roadmap definition, requirements gathering, customer feedback synthesis, prioritization, lifecycle management |
| Engineering / Research & Development | Design, build, and maintain the MorgueBoard® platform | Software development, system architecture, infrastructure, QA/testing, DevOps, security engineering, performance and scalability |
| Technical Compliance, Privacy & Security | SaaS security posture and technology compliance | HIPAA Security Rule (technical), SOC 2 readiness and maintenance, cloud security governance, security architecture oversight, vendor risk (technical), incident response |
| Clinical & Operational Compliance | Alignment with hospital, pathology, and institutional standards | Joint Commission alignment, CAP considerations, hospital operational compliance, workflow governance, policy alignment with clinical operations |
| Operations | Efficient internal execution and reliability | Internal processes, documentation, tooling, vendor management, operational workflows, systems administration |
| Customer Success & Support | Adoption, retention, and customer satisfaction | Onboarding, training, support ticketing, account health monitoring, renewals, usage optimization |
| Sales (Revenue Operations) | New customer acquisition and account expansion | Enterprise sales, pipeline management, demos, contract negotiation, CRM management, expansion revenue |
| Marketing | Demand generation and brand positioning | Messaging and positioning, website and content, campaigns, events, industry presence, lead generation |
| Implementation / Professional Services | Successful deployment into customer environments | Implementations, integrations, data migration, configuration, go-live coordination, customer IT and clinical alignment |
| Finance & Accounting | Financial integrity and planning | Accounting, billing, payroll, budgeting, forecasting, revenue recognition, financial reporting |
| People Operations (HR) | Talent acquisition and workforce sustainability | Hiring, onboarding, performance management, compensation, benefits, culture, employment compliance |
| Legal & Contract Management | Legal protection and risk mitigation | Contract drafting and review, MSAs, BAAs, procurement terms, IP protection, regulatory interpretation |
Structural Design Principles
- Product and Engineering are intentionally separated to ensure market-driven roadmaps and prevent engineering-led prioritization drift.
- Compliance, Privacy & Security is elevated due to the sensitivity of healthcare and decedent data and enterprise customer expectations.
- Implementation is distinct from Customer Success & Support to preserve onboarding quality as sales volume increases.
- Revenue functions are separated into Sales and Marketing to enable specialization and scale.
- Finance, People Ops, and Legal are defined early to prevent operational and governance bottlenecks during growth.
Business Unit Capability Charters
The following capability charters define decision rights, core outcomes, and interfaces for each business unit. These charters are intentionally headcount-agnostic and may be fulfilled by a single individual, multiple individuals, or fractional/outsourced resources.
Executive / Corporate Leadership
Primary Accountability: Company direction, viability, and long-term value creation
- Owns Decisions: Vision, strategy, capital allocation, priorities, risk tolerance
- Accountable For: Company performance, strategic alignment, governance, major partnerships
- Interfaces With: All business units
Product Management
Primary Accountability: Ensuring the product solves the right problems for the right customers
- Owns Decisions: Product roadmap, prioritization, feature sequencing, customer requirements
- Accountable For: Product-market fit, roadmap clarity, stakeholder alignment
- Interfaces With: Engineering, Sales, Customer Success & Support, Implementation, Marketing
Engineering / Research & Development
Primary Accountability: Building and operating a reliable, secure, scalable platform
- Owns Decisions: Technical architecture, implementation approaches, tooling, release execution
- Accountable For: Platform stability, performance, security controls, technical debt management
- Interfaces With: Product Management, Technical Compliance, Privacy & Security, Operations
Technical Compliance, Privacy & Security
Primary Accountability: Protection of systems, data, and SaaS compliance posture
- Owns Decisions: Security standards, compliance scope, audit posture, risk acceptance (technical)
- Accountable For: SOC 2 posture, HIPAA technical safeguards, security risk management
- Interfaces With: Engineering, Operations, Legal, Customer Success & Support
Clinical & Operational Compliance
Primary Accountability: Institutional and clinical workflow compliance
- Owns Decisions: Operational compliance alignment, institutional standards interpretation
- Accountable For: Hospital-facing compliance credibility, workflow alignment with Joint Commission and CAP expectations
- Interfaces With: Product Management, Implementation, Customer Success & Support, Sales
Operations
Primary Accountability: Internal efficiency and executional consistency
- Owns Decisions: Internal workflows, tooling selection, vendor coordination, documentation
- Accountable For: Operational reliability, process clarity, internal enablement
- Interfaces With: All business units
Customer Success & Support
Primary Accountability: Customer outcomes, satisfaction, and retention
- Owns Decisions: Support processes, onboarding experience, account health practices
- Accountable For: Adoption, renewals, customer satisfaction, issue resolution
- Interfaces With: Product, Engineering, Implementation, Sales
Sales (Revenue Operations)
Primary Accountability: New revenue generation and account expansion
- Owns Decisions: Sales strategy, pipeline management, deal qualification, pricing execution
- Accountable For: New bookings, forecast accuracy, pipeline health
- Interfaces With: Marketing, Product, Customer Success & Support, Legal
Marketing
Primary Accountability: Market positioning and demand generation
- Owns Decisions: Messaging, positioning, campaigns, channel strategy
- Accountable For: Lead generation, brand clarity, market presence
- Interfaces With: Sales, Product, Executive Leadership
Implementation / Professional Services
Primary Accountability: Successful customer deployments
- Owns Decisions: Implementation methodology, deployment sequencing, go-live readiness
- Accountable For: Time-to-value, implementation quality, deployment success
- Interfaces With: Customer Success & Support, Engineering, Sales
Finance & Accounting
Primary Accountability: Financial accuracy and sustainability
- Owns Decisions: Financial controls, budgeting approach, billing processes
- Accountable For: Financial reporting integrity, cash management, forecasting
- Interfaces With: Executive Leadership, Operations, Legal
People Operations (HR)
Primary Accountability: Workforce effectiveness and compliance
- Owns Decisions: Hiring processes, performance frameworks, compensation structures
- Accountable For: Talent quality, compliance, cultural health
- Interfaces With: Executive Leadership, Operations
Legal & Contract Management
Primary Accountability: Legal protection and contractual risk management
- Owns Decisions: Contract standards, legal interpretations, risk posture
- Accountable For: Contractual integrity, regulatory interpretation, dispute avoidance
- Interfaces With: Sales, Technical Compliance, Privacy & Security, Executive Leadership