Features

Two modes. Same OS.

Run the transformation program, then keep running daily operations on the same platform. Nothing to migrate when the consultants leave.

Two modes

One platform, two phases of life

Most transformation tools become shelfware once the consultants pack up. ProBeya is built so the same SQCDP that powered the program morning huddle on Day 1 still powers the morning huddle in Year 5. Same data. Same people. Same workflows. Cadence shifts; nothing else does.

Structure the program

Transformation Mode

Everything an OpEx coordinator and a steering committee need to run a structured operational transformation: TIER huddles, SQCDP boards, A3 / 5-Why / fishbone problem solving, action management, escalation engine, performance dialogues, change management plans and business-case modeling.

  • TIER 1 / 2 / 3 huddle cadence with auto-rotating agendas
  • SQCDP visual boards with traffic-light KPIs and trend charts
  • Problem solving — A3, 5-Why, Ishikawa, 8D
  • Action management with PDCA lifecycle and auto-escalation
  • Performance dialogue scripts and change management plans
  • Business-case modeling and benefits tracking

Run the line

Daily Operating System

Sixteen production-grade capabilities that turn the obeya into the system of record for daily ops. Quality, maintenance, EHS, materials, training, audit readiness — all wired into the same boards and routines you used during the program.

Shipping in v1.2 — the milestone that closes the loop between transformation and daily ops.

Daily Operating System

Sixteen capabilities, six work areas

The Daily OS is grouped the way the line is grouped — production, quality, QA, operations, routines and safety. Each capability is a first-class workflow, not a dashboard tile.

Production live

Real-time line health: OEE drilldowns, MES connectors, structured shift handover and Andon escalation.

  • OEE — availability, performance, quality breakdowns
  • MES connectors — pull batch and equipment data
  • Shift handover — structured pass-down between crews
  • Andon — line-stop signals with immediate escalation

Quality

Daily QC routines and batch release governance — sampling, OOS / OOT, control charts, certificates of analysis, lot release.

  • QC daily — sampling plans, OOS / OOT, control charts, CoA
  • Batch record review — lot release with electronic gate

Quality assurance

GxP backbone: deviations, CAPAs, change control, and audit readiness that opens directly to the inspector.

  • Deviation / CAPA — root cause to effectiveness check
  • Change control — risk-rated change with approval flow
  • Audit readiness with inspector portal — Phase 140

Operations

The operating spine: maintenance, materials, skills and structured onboarding.

  • CMMS maintenance — preventive plans, work orders, MTBF
  • Material flow + Kanban — replenishment loops, runners
  • Skills matrix — qualifications by station and shift
  • Training 30 / 60 / 90 — structured onboarding gates

Routines

The lean rituals that keep the system improving — gemba walks, SOPs, 5S and ops-driven kaizen.

  • Leader Standard Work + gemba walks — signed and timestamped
  • SOP digital — versioned, read-and-understood, change history
  • 5S zoned — audits per zone with photo evidence
  • Kaizen ops-driven — submit from the floor, tablet or phone

Safety

Every screen has a safety button. Incidents and behavior-based observations flow into the same boards as everything else.

  • EHS incidents + BBS observations — photo-first capture

The system stays when the consultants leave

The same SQCDP that ran the program morning huddle on Day 1 runs the morning huddle in Year 5. Same data. Same people. Same workflows. Cadence shifts; nothing else does.

Day 1

Program kickoff — TIER huddles, A3s, escalations

Month 6

Standard work locked, SOPs versioned, kaizens flowing

Year 1

Consultants leave — daily ops continue, same boards

Year 5

The system is the system. No migration. Mode shift only.

GxP killer demo

Open the door for the inspector

When an inspector walks in, you do not export a binder. You hand them a scoped, read-only portal that shows every SOP version, every deviation, every signed batch, every training record — already filtered to the audit window.

  • Scoped read-only access by audit window, area or product
  • Direct trace from observation to SOP, training, deviation and CAPA
  • ALCOA+ audit trail on every record — no PDF assembly
  • Watermarked exports with full chain of custody

Phase 140 — pharma close-the-deal feature

Deeper dive

Every capability, in detail

If you want to inspect each capability one by one, the rest of this page is the long-form tour. Skim or deep-read — both work.

Views

Five views, one source of truth

Switch between views instantly - your data stays consistent across all of them. Choose the view that matches how you think about your work.

Kanban Board

Drag-and-drop cards across columns. Perfect for visualizing workflows and tracking task status at a glance.

Table View

Spreadsheet-like rows and columns with inline editing, sorting, filtering, and grouping. Power users love this.

Timeline / Gantt

Visualize task durations and dependencies on a horizontal timeline. Drag to reschedule, resize to adjust.

Calendar View

See tasks and milestones on a monthly, weekly, or daily calendar. Drag to reschedule with a single gesture.

Visual Board

Free-form canvas for sticky notes, diagrams, and spatial thinking. Inspired by the physical obeya room.

Custom Fields

25+ field types to model anything

Text, numbers, dates, selects, relations, formulas, and more. Every project is different - your fields should be too.

Text & Rich Text

Single-line text, multi-line text, and rich text with formatting. Add context to every task.

Numbers & Currency

Integers, decimals, percentages, and formatted currency values. Built-in aggregation for totals and averages.

Dates & Date Ranges

Single dates, date ranges, and durations. Automatic deadline tracking and overdue highlighting.

Selects & Multi-Selects

Single-select dropdowns and multi-select tags with customizable colors. Perfect for status, priority, and labels.

Relations & Lookups

Link tasks across projects. Lookup fields pull data from related records - like a lightweight relational database.

Formulas & Rollups

Computed fields using formulas. Rollup fields aggregate data from related records (sum, count, average).

Collaboration

Work together in real time

See changes as they happen. Mentions, comments, and activity feeds keep everyone aligned without the noise of endless meetings.

Real-Time Presence

See who's viewing and editing right now. Cursors, selections, and changes sync in milliseconds.

Threaded Comments

Discuss tasks in context with threaded comments. Attach files, add reactions, and resolve threads.

@ Mentions

Mention teammates in comments and descriptions. They'll get an instant notification to jump in.

Activity Feed

Every change is logged - who did what, when. Full audit trail at the task, project, and workspace level.

Smart Notifications

Get notified about what matters. Customizable preferences per project - email, in-app, or both.

Guest Access

Invite external collaborators with limited permissions. Perfect for clients, contractors, and stakeholders.

Forms

Collect data without leaving ProBeya

Build custom forms that feed directly into your projects. No third-party integrations needed - everything stays in one place.

Custom Form Builder

Drag-and-drop form builder with conditional logic. Map form fields directly to your project's custom fields.

Branded Forms

Customize colors, logos, and messages. Your forms look like they're part of your brand, not a generic tool.

Submission Analytics

Track submission volume, completion rates, and response times. Identify bottlenecks in your intake process.

Automations

Put repetitive work on autopilot

Create if-this-then-that rules to automate status changes, assignments, notifications, and more. Focus on the work that matters.

Trigger-Action Rules

When a status changes, assign a reviewer. When a due date passes, send a notification. Simple, powerful rules.

Conditional Logic

Add conditions to your automations. Only fire when specific criteria are met - like priority being 'High'.

Email Automations

Automatically send emails when tasks move, are created, or hit a deadline. Keep stakeholders informed.

Webhooks & API

Trigger external systems via webhooks or use the REST API to build custom integrations and workflows.

Security

Enterprise-grade security

SSO, role-based access control, audit logs, and the option to self-host on your own infrastructure. Your data, your rules.

SSO / SAML

Integrate with your identity provider. Support for SAML 2.0, OpenID Connect, Google, and Microsoft Entra ID.

Role-Based Access

Fine-grained permissions at the workspace, project, and field level. Control who sees and edits what.

Audit Logs

Complete audit trail of every action. Who changed what, when, and from where. Export for compliance.

Self-Hosted Option

Deploy on your own infrastructure - AWS, GCP, Azure, or bare metal. Full data sovereignty guaranteed.

Encryption

Data encrypted at rest and in transit. TLS 1.3, AES-256 encryption, and regular security audits.

SOC 2 Compliance

Our cloud platform meets SOC 2 Type II requirements. Annual third-party audits ensure ongoing compliance.

KPI Boards

Visual KPI tracking with SQCDP boards

Monitor Safety, Quality, Cost, Delivery, and People metrics at a glance. Traffic-light indicators and trend charts give your team instant visibility into operational performance.

Traffic-Light KPIs

Red / amber / green indicators for every metric. Instantly spot which KPIs are on target, at risk, or critical - no spreadsheet needed.

SQCDP Categories

Organize KPIs into Safety, Quality, Cost, Delivery, and People categories. The gold standard for shopfloor visual management.

Trend Charts

Visualize KPI performance over time with built-in trend lines and run charts. Spot patterns and drive continuous improvement.

HSE Safety Cross

Daily safety tracking with the classic Safety Cross calendar. Color-code each day for incidents, near misses, or safe days.

Action Log

Structured actions with auto-escalation

Every action follows the PDCA lifecycle - Plan, Do, Check, Act. Overdue items auto-escalate through TIER 1, 2, and 3 so nothing falls through the cracks.

PDCA Action Lifecycle

Each action moves through Plan, Do, Check, Act stages with clear ownership, due dates, and evidence attachments at every step.

TIER 1/2/3 Auto-Escalation

Actions that stay unresolved automatically escalate from the team level (TIER 1) to department (TIER 2) to site management (TIER 3).

Overdue Tracking

Visual indicators flag overdue actions in real time. Managers see aging reports and can filter by days overdue, owner, or category.

Effectiveness Verification

After an action is closed, a verification step confirms the root cause was truly addressed. Prevent recurrence with structured follow-up.

TIER Meetings

Purpose-built for shopfloor stand-ups

Run your daily TIER 1, weekly TIER 2, and monthly TIER 3 meetings with a full-screen display designed for the shopfloor. Auto-rotating agenda keeps the meeting focused and on time.

Full-Screen Shopfloor Display

Optimized for wall-mounted screens and TVs. Large fonts, high-contrast colors, and touch-friendly controls for the factory floor.

Auto-Rotate Agenda

The display cycles through SQCDP categories, action items, and KPI boards automatically - no manual clicking during the meeting.

Meeting Timer

Built-in countdown timer keeps TIER meetings short and focused. Configurable per section so you spend time where it matters most.

Live Data Sync

KPIs, actions, and escalations update in real time on the display. What you see on the shopfloor screen is always current.

Facilitated Meeting Flow

Guide every meeting like a pro

Presenter mode, timed agendas, shared viewport sync, and real-time participant indicators. Every meeting stays focused, every voice is heard.

Presenter Mode

The facilitator drives the shared viewport. All participants follow in real time, or detach to free-browse when they need to dig deeper.

Timed Agenda Rail

Ordered meeting steps with countdown timers. The facilitator advances through the agenda; everyone sees what is done, what is active, and what is next.

Shared Viewport Sync

Scroll position, zoom level, and active card are broadcast to every participant. Like screen sharing, but native and lag-free.

Participant State Indicators

See who is following, who is free-browsing, who is voting, and who dropped off. Colored dots give the facilitator instant engagement visibility.

Auto Meeting Summary

When the meeting ends, decisions, brainstorm outcomes, and actions are collected automatically. Export to Markdown or save to the board.

Digital Obeya Room

Your physical room, digitalized

Transform any wall, TV, or touchscreen into a live obeya room. Pre-built layouts, touch-first interaction, and real-time collaboration bring the shopfloor experience to every screen.

Room Templates

Start with pre-built room layouts for SQCDP boards, strategy reviews, and daily stand-ups. Customize every wall to match your operational rhythm.

Wall-Scale Display

Optimized for TVs and large screens. Full-screen mode with high-contrast visuals and large fonts, designed to be read from across the room.

Touch-First Interaction

64px touch targets, bottom navigation, and swipe gestures. Built for factory floor touchscreens where gloves and distance matter.

Real-Time Collaboration

Live cursors, shared viewport, and meeting sync. Everyone sees the same board state, whether on a phone, laptop, or wall-mounted display.

Room Network

Connect tiered rooms from shopfloor to boardroom. KPIs cascade upward, decisions flow downward. One connected visual management system.

Templates & Import

Get started in minutes, not weeks

Choose from pre-built pharma and manufacturing templates or import your existing data via CSV. Your team is productive from day one.

SQCDP Board Template

Pre-configured SQCDP board with standard KPIs, action log, and meeting agenda. Adapted for pharmaceutical and manufacturing teams.

QC Lab Template

Quality Control lab template with OOS/OOT tracking, deviation management, and CAPA workflows built in. GxP-ready out of the box.

HSE Template

Health, Safety & Environment template with Safety Cross, incident tracking, near-miss reporting, and BBS observation logs.

CSV Data Import

Import existing KPIs, actions, and historical data from spreadsheets. Column mapping wizard ensures a clean migration every time.

Ready to see it in action?

Explore the live demo: no credit card required. Upgrade when you're ready.