Structured engagement

Consult, assess, plan, execute. One pipeline, one record.

Each agent starts from the prior stage's output. Evidence, assumptions, decisions, and run status stay attached to each other the whole way through.

4

Specialized agents

8

Scoring engines

20 × 78

Industries and segments

Human

Migration approval decision

Engagement flow

Each phase answers one decision question.

Consult records the operating evidence. Assess tests the opportunity. Plan ranks the work. Execute runs approved work on supported paths.

012 interview modes

Consulting discovery

The Consulting Agent records interviews, preserves differences between respondents, and maps workflows before the team selects tools.

Role-aware interview packs across operators, leaders, and functional owners
Follow-up questions that branch on what the last answer revealed
Workflow maps, handoffs, contradictions, and root causes
Draft recommendations flagged for human validation
A prioritized operating picture before assessment begins
Know what is actually happening in the business before you score or automate it.
Illustration of the consulting discovery stage

Illustration

023 scenarios

Readiness assessment

The Assessment Agent turns operating evidence into scenarios a CFO can defend, with the inputs behind each one on screen.

Traceable assumptions behind each readiness conclusion
Industry and segment context for peer-aware interpretation
Financial scenarios with explicit inputs and confidence boundaries
Conservative, base, and aggressive scenarios
Readiness score, ROI summary, EBITDA uplift, and roadmap
See what AI could deliver and which assumptions carry the estimate before you commit budget or operating time.
Illustration of the readiness assessment stage

Illustration

036-tool pipeline

Value creation plan

The Value Creation Agent links assessment output to operating metrics and ranks interventions by modeled financial contribution.

Metric-linked intervention planning instead of static slides
Prioritized lever selection by financial impact
Projected vs. actual tracking structure from day one
Operational work queue ready for migration execution
A plan that an operating team can actually run
Get a ranked plan that says which intervention comes first, and shows the math that put it there.
Illustration of the value creation planning stage

Illustration

04Supported paths

Migration orchestration

The Migration Agent plans and runs implemented migration paths with explicit status, approval requests, and validation output. Your billing, ERP, CRM, and compliance systems remain the systems of record.

OpenAPI parsing and connector derivation against your existing systems
Generated or migrated artifacts for implemented paths
Approval gate when the run requires an authorized decision
Run messages, tool activity, status, and validation output
No pause or resume on the active runtime
Run supported migration work against existing systems. Keep the generated output and run record.
Illustration of the migration orchestration stage

Illustration

Platform approach

Use the same review method for each engagement.

Apply the same scoring inputs, scenario structure, and approval rules so reviewers can compare outputs across the portfolio.

8

Scoring engines

Calibrated across readiness and ROI

20 × 78

Industries and segments

Industry-specific benchmarking

Free

During beta

Assessment access for evaluating teams

Ready to start

Run the assessment first, then decide whether to expand the engagement.

The Assessment Agent scores readiness from operating evidence and shows the assumptions behind three scenarios. Free during beta; no sales call required.

6 readiness dimensions3 financial scenariosIC-ready memo