AI Strategist

Not Just Advice.
The First AI That Owns Every Process.

Every other AI waits for a question. The AI Strategist goes looking for threats and opportunities, every day, both inside and outside your company. It sees what you can't: the supplier about to fail you, the bottleneck quietly costing you revenue, the job nobody has been assigned. Nothing in your business is beyond its reach.

And because the work runs through ProcessPlan, the Strategist does more than give advice: it assigns that work to your AI Employees and to your people, makes changes with your approval, and follows up to put a dollar figure on the results. That is a business that improves itself.

Give it your goals, set it in motion, and watch it work. That's one system replacing your process documentation, your workflow tool, your automation platform, and the consultants you pay for advice.

“Order Fulfillment has been mine for 90 days. A typical run is down from 4.8 days to 3.1 against the baseline we locked the day you handed it to me. Two decisions needed you this month. Everything else, I handled.”

Owned end to end · measured against a locked baseline · every action on the record

Free trial. Your AI Strategist starts by interviewing you about your goals. No sales call.

You Don't Install the AI Strategist.
You Onboard It.

Week one, it watches your operation and asks good questions. Soon it brings you decisions instead of reports: the specific call, the evidence, and its recommendation, needing only your yes. Every call you approve builds its track record, and it earns autonomy exactly the way your best hire did: by being right, time after time, where you could check. Then you hand over one process at a time, and it keeps the work moving, talks to your people, and makes the routine calls itself. Every action it has ever taken is on the record, and you can take any capability back with a word.

A New Kind of Teammate

AI Employees and People Do the Work.
Your AI Strategist Manages the Operation.

Your AI Strategist manages the operation, your processes, and your AI Employees: it watches every run, checks in personally with whoever the work is waiting on, moves the work when it stalls, and improves the processes that govern it all. Your people stop being the ones who chase, remind, and follow up, and instead put their time into the work you want them on. You stay in control: it earns each capability, you grant it, and every action is measured and on the record. Together they form a workforce that doesn't just run itself. It pulls ahead.

AI
AI Employees
The Doers
  • Read documents, send emails, navigate software
  • Make decisions and handle exceptions
  • Run your processes end to end, 24/7
  • Retrieve numbers from any system you use, so nothing is out of view
  • Scale from one job to thousands
  • Do anything a person can do on a computer
AS
AI Strategist
The Operator
  • Interviews you to learn what you want, then goes to work delivering it
  • Takes ownership of whole processes: checks in with your people, keeps every run moving
  • Owns the numbers: when one drifts, it works the problem until the number is back, and says so plainly when it needs your call
  • Looks outside your company too: a supplier slipping, a cost creeping up, demand turning before your forecast does
  • Designs complete solutions with you in conversation, then builds every piece on one approval
  • Earns autonomy capability by capability, with every action measured and on the record
The Improvement Loop

Give It a Number.
It Doesn't Let Go.

A regular AI files findings. Your AI Strategist owns outcomes, for one simple reason: your work actually runs inside ProcessPlan, so the Strategist is standing at the controls, not shouting advice from the outside. When a number it owns drifts, it takes the number on and says so plainly: this number is mine until it's back. Then it works the problem one change at a time: rewiring the step where runs pile up, rebalancing where the work lands, deploying an AI Employee, tightening a control. Each one is made with your approval and measured before and after. A change that works gets held. One that doesn't gets replaced by the next. And when it has genuinely run out of moves, it tells you exactly that and asks for your call, because an operator who can't say “I need you” can't be trusted with “I've got this.”

  • Launches the right process when risk crosses a line you set
  • Deploys AI Employees to act on what it finds
  • Every change recorded, timestamped, and reversible, so you see who did what and when
Your Company's Goals, Delivered

Tell It Where You're Going. It Builds What Gets You There.

Tell your AI Strategist what the company is driving at, or just let it interview you. No documents required. From then on, everything organizes around your company's goals. It designs the processes that will move them, launches those processes, and puts your people and AI Employees on the work. Then it keeps you posted on every goal, in real numbers.

  • “You said churn under 5% by year end. Two improvements in, you're at 6.1% and on pace.”
  • Designs, builds, and launches the work a goal needs, on one approval
  • Watches everything it launches: moving, stalled, or done, per goal
  • Honest by design: if nothing is moving on a goal, it says so, and proposes what to do
Why It Pays for Itself

Three Ways It Puts Money Back in the Business

Everything your AI Strategist watches ladders up to one of the three things a CFO cares about: more revenue, lower cost, or cash and risk under control. Each one carries a dollar figure measured from your own processes, not an estimate. And because it acts on what it finds, that number lands in your results, not in a slide deck.

Make More

It captures revenue you're already leaving on the table, and saves the deals about to slip away.

  • Recover discounts, refunds, and credits that slip past approval
  • Save accounts drifting toward churn, while you still can
  • Tighten the funnel stage quietly leaking half your pipeline
  • Catch quotes going out below your own price floor

Spend Less

It sees the fully loaded cost of every process, then cuts the waste hiding inside.

  • A real P&L per process: labor, AI, delays, and rework
  • Every manual step ranked into a dollarized automation roadmap
  • Rework loops that redo finished work, found and eliminated
  • Duplicate and erroneous payments caught before they clear

Free Cash & Cut Risk

It unlocks trapped cash, and closes the control gaps that turn into expensive surprises.

  • Tighten the gap between paying out and getting paid
  • Self-approvals and maker-checker conflicts flagged automatically
  • Key-person risk surfaced before the one who knows walks out
  • New regulations mapped onto the exact processes they hit
Risk Radar

Save the Deals and Cases Headed for Trouble, While You Still Can

Everything most systems show you is a post-mortem. Your AI Strategist learns the early warning signs from your own history: the churned accounts, the blown SLAs, the deals that died. Then it scores every open item against those patterns. When one starts drifting the same way, it steps in while there's still time to win.

  • Scores every live process, deal, and case for risk in real time
  • Learns from your completed work, no rules to write
  • Blends outside-world signals (layoffs, funding news, slowing payments) into every score
  • “Seven onboarding accounts matched the pattern of your eleven worst churns. I launched the save play, and five are already back on track.”
Spend Less, Plug the Leaks

It Finds the Waste and Shuts It Off

Your AI Strategist puts a real, loaded cost on every process run: labor, AI, delays, rework. Then it finds the leaks draining money out, on both sides of the ledger, and closes them: discounts granted below the approval line, refunds without cause, expired contracts never renewed, SLA penalties, unbilled work.

  • “Vendor approval was costing $486K a year, ~$300K of it avoidable rework. I rerouted the step driving it, and the run cost is trending down.”
  • “Two invoices went out this week at last year's rates. I sent an AI Employee through every open contract in your accounting software and found five more underbilled customers. The rate check I added is worth $8,400 a year, and nothing has gone out at an old rate since.”
  • Plugs revenue leaks most teams never see
  • Attaches a dollar impact to every change it makes, automatically
The Daily Briefing

The Improvements It Made Today, and What's Next

Executives don't want 40 observations. They want to know what actually changed and what's next. Every morning, your AI Strategist walks you through the improvements it made in the last 24 hours, the number each one moved, and the next one it's lining up. In plain language, like a chief of staff who never sleeps.

  • “Margin slipped 4 points, so I dealt with the slow vendor driving the rework first. It was upstream of the other two. Next up: rush-order premiums, then the discount creep in one region.”
  • Each change tied to the number it moved, in plain language
  • A fresh briefing every morning, and on demand whenever you ask
Your Time Back

It Runs the Day-to-Day, So You Don't Have To

Think about how much of your company's week goes to managing the work rather than doing it: chasing the overdue step, reminding the assignee, finding out what a stalled job is actually waiting on, deciding where to move it. Your AI Strategist takes over that whole management layer. It watches every process continuously, checks in with the right person at the right moment, and learns the real blocker in their own words. It handles most of that before you'd ever notice. It brings something to you only when it genuinely needs you, with the full story, the assignee's answer, and its recommendation attached. Your time goes to the decision, not the search.

  • Every process watched around the clock: nights, weekends, quarter end
  • Small problems handled while they're still small
  • Quiet when things run well. When it speaks up, it matters
  • “Quiet week. I made six small improvements, and all six are holding. One decision needs you: pricing on the Harmon renewal.”

It Sees the Whole Company.
Even the Parts That Live Somewhere Else.

Your work, decisions, and handoffs already run through ProcessPlan. When a number lives in another system (your accounting software, your CRM, a spreadsheet), your AI Strategist sends as many AI Employees as the job needs to go and get it. They dig up the answer, or do the work themselves. Nothing gets past your AI Strategist. No integrations to build, no dashboards to stitch together. And the more of your operation runs here, the sharper every improvement gets.

Find Out What Your AI Strategist Would Improve First. Free.

Start your free trial and the first thing you'll do is meet your AI Strategist. It interviews you about what you're trying to accomplish, then shows you what it would improve first: the trouble it would head off, the money it would recover, and the time it would give your team back. No sales call, no commitment.