“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. Your AI Strategist thinks about the whole operation at once: predicting what's heading for trouble while you can still change it, connecting signals no single team can see, putting a dollar figure on each one, and telling you what to fix first. Then, with your go-ahead, it acts.
“7 of your customers are tracking just like the 11 worst outcomes you had last year, each one ordering less three months running. I’ve already sent suggestions to every account owner.”
A real insight · dollar-ranked · already acted on
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.
A prediction is only as good as what it learns from. Your AI Strategist learns from two things no other tool has at once: your own history, and everyone else's.
It learns the signature of your own best and worst outcomes, so “heading for trouble” means trouble the way it really happens here, not a generic rule someone wrote.
ProcessPlan runs the same processes across thousands of companies. Anonymized and aggregated, that's a benchmark you literally cannot get anywhere else.
Every process, person, and customer in a single view, so it catches the patterns that fall between teams, the ones no one person owns or could ever see.
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.
Benchmarks your company against thousands of other companies in your industry (anonymized and opt-in).
Reviews how a process actually runs against best practices and your own controls, flagging the gaps a once-a-year audit would miss.
Doesn't stop at the alert. Launches the fix, deploys an AI Employee, or tightens a control, with you setting how far it goes.
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.
Point your AI Strategist at a process and it audits the design (the steps, the approvals, the data it captures) against a built-in checklist of best practices for that exact kind of work. Like a seasoned consultant reviewing your workflow and flagging what's missing.
Your AI Strategist watches for the same person performing two steps that ought to be done by different people (the submitter who also approves, the maker who's also the checker), the genuine conflicts your controls exist to prevent.
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.”
“Your prices are running about 9% below the typical company in your industry, and you discount nearly twice as often, costing you roughly $22K a month in margin.”
“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.”
“Two payments to the same supplier for $14,500 went out three days apart, and the second was caught before it cleared.”
“Legal review is sitting 5× longer than its usual turnaround on 12 open contracts right now.”
“47 onboarding cases have made zero progress for over a month, stuck in a queue no one is watching.”
“Half of your qualified leads drop off between Demo and Proposal, and that stage is also your slowest.”
“At the resolution step, a costly refund is chosen 40% of the time when a no-cost fix scores just as well.”
“On-time delivery slipped from 94% to 81% this quarter, and late orders now run about 6 days over.”
“A named competitor just cut prices on their entry tier. Surfaced the morning it happened, with the source.”
“A top prospect announced a funding round this morning, a warm opening while the news is still fresh.”
“Quote approval is bouncing back to Pricing on 1 in 3 deals, usually data that should have been captured upstream.”
“Your 'cancellation reason' field is filled in on just 22% of cancellations. You can't analyze churn without it.”
Beyond the deep dives above, 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.
“Claims volume is trending up ~8% a month, about 1.5 FTE short by Q3.”
Not “X is slow” but “X becomes your #1 constraint in about 3 weeks at this rate.”
“Credit-check is taking in 40% more work than it clears, SLA breach in about two weeks.”
Predicts cash dips from in-flight approvals and your historical approval-to-payment lag.
“Three large approvals land the week payroll runs, a cash dip about three weeks out.”
Watches for new rules in your industry and maps them onto the exact processes they affect.
“A rule effective in 90 days needs a consent timestamp your intake doesn't capture.”
Financial distress, sanctions, and lawsuits for vendors in your POs, plus the alternates already in your system.
“A sole-source vendor's deliveries slip the same week news breaks of a plant fire.”
Flags revenue-critical steps only one person can handle, the structural single points of failure.
“92% of contract reviews run through one person; only one other has ever done one.”
Tightens the gap between paying vendors and collecting from customers to free up trapped cash.
“You collect 8 days slower than you pay, and closing that gap frees about $2M in cash.”
Ranks every manual step by volume × time × cost × feasibility into a dollarized automation roadmap.
“Automating three data-entry steps would save ~1,200 hours and ~$90K a year.”
Finds hidden links between processes: “procurement delays predict 80% of delivery slips.”
“Vendors that score poorly at onboarding run 31% longer PO cycle times.”
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. With your go-ahead today, and more and more on its own. You stay in control: every action is logged, attributed, and reversible. That's the difference between a dashboard and a strategist.