“7 onboarding accounts match the pattern of your 11 worst churns last year — each with 3+ info requests and 6 days of silence.”
Your AI Employees do the work inside your processes. Your AI Strategist watches the entire operation, finds what needs attention, puts a dollar figure on it, and increasingly resolves it — without you.
The strategic layer that sits above your AI Employees — turning an automated workforce into one that improves itself.
AI Employees execute your processes end to end. The AI Strategist sits above them — watching every process, person, and customer at once, spotting what no single person owns, and turning it into action. Together they form an autonomous workforce that runs and improves itself.
Most analytics tools hand you dashboards and post-mortems. A real strategist does something different.
Predicts outcomes on work that's still in flight — while there's time to change them. Early warnings, not post-mortems.
Every insight carries a dollar figure and a confidence level — the universal language of the C-suite.
Fuses your internal signals with the outside world — customer news, market shifts, regulation — into one picture.
Finds patterns across processes, people, and customers that no single person owns — or could ever see.
Turns a pile of findings into a short, prioritized narrative an executive actually reads — the three things that matter, and why.
Everything most systems show you is a post-mortem. Your AI Strategist learns the signature of every bad outcome from your own history — the churned accounts, the blown SLAs, the deals that died — then scores every open item against those patterns and flags the ones drifting toward a bad ending, in time to intervene.
Your AI Strategist puts a real, loaded cost on every process run — labor, AI, delays, rework — then hunts for the money leaking out the back: discounts granted below the approval line, refunds without cause, expired contracts never renewed, SLA penalties, unbilled work.
Executives don't want 40 insights. They want the 3 that matter and the story tying them together. Your AI Strategist reads every open insight, dedupes and correlates them, and writes a short brief in plain language — like a chief of staff who never sleeps.
No single team sees the whole picture: sales sees the news, finance sees the slowing payments, support sees the rising tickets. Your AI Strategist fuses external signals with internal behavior into one churn-risk score — and the play to save the account.
ProcessPlan runs the same kinds of processes across thousands of companies. Anonymized and aggregated, your AI Strategist can tell you how you compare — a number you literally cannot get anywhere else.
Every process is designed one way and actually run another. Your AI Strategist compares the process as designed against how it's truly executed — which steps get skipped, which “rare” exception is now the norm — and shows you the gap between the org chart and reality.
Representative examples of the insights it surfaces — each one tied to a dollar figure and a recommended next step.
“7 onboarding accounts match the pattern of your 11 worst churns last year — each with 3+ info requests and 6 days of silence.”
“Your vendor-approval process runs 412 times a year at $1,180 each — and roughly $300K of that is avoidable rework.”
“$1.2M in discounts went out last quarter. $410K of it bypassed the approval gate entirely.”
“Your contract-review cycle is 14 days. The median for companies your size is 6 — top quartile is 3.”
“You pay vendors 12 days early and collect from customers 8 days late. Tightening both frees up roughly $2M.”
“Onboarding volume spikes ~40% every September. You're currently staffed for about 25% of that surge.”
Beyond the flagship six, your AI Strategist watches dozens of angles at once — forward-looking, dollarized, external, and cross-process.
Projects volume per process from history and flags where you'll be short-staffed before the season hits.
Not “X is slow” but “X becomes your #1 constraint in about 3 weeks at this rate.”
Predicts cash dips from in-flight approvals and your historical approval-to-payment lag.
Tightens the gap between paying vendors and collecting from customers to free up trapped cash.
Ranks every manual step by volume × time × cost × feasibility into a dollarized automation roadmap.
Watches for new rules in your industry and maps them onto the exact processes they affect.
Financial distress, sanctions, and lawsuits for vendors in your POs — plus the alternates already in your system.
Finds hidden links between processes — “procurement delays predict 80% of delivery slips.”
Themes and sentiment across every free-text field and comment you capture — rising complaint clusters and all.
Flags revenue-critical steps only one person can handle — the structural single points of failure.
State a goal in plain language; see which processes move toward it — or away. “Time-to-cash is trending up.”
“If volume doubles, where does it break first — and what does it cost?” Run thousands of scenarios at once.
The moment your AI Strategist concludes something needs to happen, it can act: launch a remediation process, deploy an AI Employee, alert the right person, or tighten a control. It finds what needs attention — and increasingly resolves it without you. That's the difference between a dashboard and a strategist.