Capabilities
Everything the platform is designed to do.
Search all of it, or choose a family. Each entry says what it is designed to do, what it uses and what you receive. Descriptions are design wording: public access is not open yet.
01
SOP Intelligence
Record how work is done. Averyniq drafts a governed procedure, a named person approves it, and the thread continues into training.
Capture how work is really doneThe most valuable knowledge in an organisation sits in the heads of a few people, in old recordings, in scattered documents.
- The problem
The most valuable knowledge in an organisation sits in the heads of a few people, in old recordings, in scattered documents. When they leave, it leaves with them.
- What you provide
A recording of the work (a video, a narrated walkthrough, a screen or camera recording), or the documents and screenshots you already have. Long recordings and poor connections are part of the design.
- How it is designed to work
- A person records or uploads how a task is done, in whatever form is easiest for them.
- The platform is designed to prepare the material: reading speech and on-screen text, picking out frames and separating the steps.
- Nothing becomes an official procedure at this stage. Capture only gathers the source.
- What you receive
A prepared, searchable source that every later step can point back to.
- Connects with
- AI SOP creation
- Review and approval
- Data discovery
- Fictional examples
- manufacturing A line supervisor films a changeover on the shop floor before retiring.
- healthcare A ward nurse narrates how a dressing change is done on a training mannequin.
Create a procedure from the sourceWriting a clear, complete procedure from scratch is slow, and the written version often differs from what people actually do.
- The problem
Writing a clear, complete procedure from scratch is slow, and the written version often differs from what people actually do.
- What you provide
A captured source. Optionally a short brief: who the procedure is for and what must never be skipped.
- How it is designed to work
- The platform is designed to draft a structured procedure: ordered steps, tools and materials, warnings and quality checkpoints.
- Each step is designed to point back to the moment or passage it came from, so a reviewer can check it against the source.
- Where the platform cannot tell, it is designed to say so instead of guessing.
- What you receive
A draft procedure beside its source, ready for people to correct.
- Connects with
- Capture
- Review and approval
- Training
- Fictional examples
- logistics A driver's walkthrough of a cold-chain handover becomes a draft with the temperature checks called out.
- retail A store manager's screen recording of a refund process becomes a numbered procedure.
Review and approve, as peopleA procedure that nobody accountable has approved is a liability, however well it reads.
- The problem
A procedure that nobody accountable has approved is a liability, however well it reads.
- What you provide
The people who own the work, and a decision on who may approve what.
- How it is designed to work
- Reviewers see the draft beside its source and can correct a step, confirm a safety-critical one or send it back.
- Approval is recorded against a named person and a specific version.
- Nothing is published on a draft's say-so. The system is designed to treat approval as a human act.
- What you receive
An approved version with a record of who approved it, and when.
- Connects with
- AI SOP creation
- Publish
- Permissions, approvals and audit
- Fictional examples
- insurance A claims lead approves a revised triage procedure; the previous one stays on record.
- education A head of department signs off a laboratory safety procedure before term starts.
Publish a versioned, official releasePeople work from whichever copy they happen to find, and nobody can say which version was in force on a given day.
- The problem
People work from whichever copy they happen to find, and nobody can say which version was in force on a given day.
- What you provide
An approved procedure.
- How it is designed to work
- An approved procedure is released as a fixed, numbered version. A release never changes after it is published.
- Replacing or withdrawing a release is an explicit, recorded act.
- Only the current approved release is treated as the official one.
- What you receive
An official release, and a clear history of what replaced what.
- Connects with
- QR and worker access
- Training
- Evidence-based answers
- Fictional examples
- banking A branch procedure is superseded; the old version is kept for audit and no longer served to staff.
- technology A support runbook is released as version 7 with a note on what changed.
Put the procedure where the work happensA procedure in a folder nobody opens does not change how work is done.
- The problem
A procedure in a folder nobody opens does not change how work is done.
- What you provide
A published release, and the people who should use it signed in.
- How it is designed to work
- A printed QR code at the workstation is designed to open exactly the current approved release, for people who are allowed to see it.
- Workers are designed to read step by step, see step images, watch the video where there is one and complete a checklist.
- The server decides who may see what on every request. There is no loose link to the underlying media.
- What you receive
The right procedure on the right phone at the right place, with a record of who used it.
- Connects with
- Publish
- Training
- Practical verification
- Fictional examples
- manufacturing A QR code on a press opens the lock-out procedure for that machine.
- healthcare A cleaning checklist opens from a code on the ward door.
Work in the language people think inA procedure that is only in one language is not read by everyone who needs it, and a careless translation can change its meaning.
- The problem
A procedure that is only in one language is not read by everyone who needs it, and a careless translation can change its meaning.
- What you provide
The languages your people use, and a reviewer for each where it matters.
- How it is designed to work
- The platform is designed to keep the language of the application, of the source and of reading separate.
- A missing translation is designed to fall back visibly, and a translation nobody has approved is never silently substituted.
- Universal search is designed to find procedures even with a typing slip.
- What you receive
Procedures that people read in their own language, and can find.
- Connects with
- Publish
- QR and worker access
- Training
- Fictional examples
- logistics A depot in one country serves drivers who read different languages.
- retail A seasonal procedure is searched for by a misspelt name and still found.
Ask questions of the approved proceduresPeople ask colleagues instead of reading, because finding the answer in a procedure is slow, and the colleague may be wrong.
- The problem
People ask colleagues instead of reading, because finding the answer in a procedure is slow, and the colleague may be wrong.
- What you provide
Approved, published procedures. A question.
- How it is designed to work
- The assistant is designed to answer only from approved procedures the person may see, and to cite the exact release and step.
- When the evidence is not enough, it is designed to say so and to open a gap for a manager or expert instead of inventing an answer.
- It never takes an action on its own. Consequential steps stay with the people who hold the authority.
- What you receive
A cited answer, or an honest 'the procedures do not say', and a gap raised for someone to close.
- Connects with
- Publish
- Evidence-based answers
- Knowledge gaps
- Fictional examples
- healthcare A new starter asks what to do when a label is missing and is shown the approved step.
- technology An engineer asks about a rollback and is told the runbook is silent, and a gap is raised.
02
Training and practical verification
The approved version is taught, quizzed and then observed in practice by a supervisor.
Training Studio and knowledge transferTraining material is written separately from the procedure, so the two drift apart, and nobody can see who has been trained on which version.
- The problem
Training material is written separately from the procedure, so the two drift apart, and nobody can see who has been trained on which version.
- What you provide
Approved procedures and the people who need training.
- How it is designed to work
- Training is designed to be built from the approved procedure, so it cannot disagree with it.
- Assignments say who, what and by when, and are tracked against the specific version.
- When a procedure changes, the platform is designed to show who is affected.
- What you receive
Assigned training, completion records and a clear view of who is current.
- Connects with
- Publish
- Practical verification
- Assessment
- Fictional examples
- manufacturing Operators are assigned the revised changeover training the day it is approved.
- education Technicians are trained on a laboratory procedure before they handle equipment.
Practical knowledge verificationSomeone can pass a quiz and still not be able to do the task safely.
- The problem
Someone can pass a quiz and still not be able to do the task safely.
- What you provide
A learner who demonstrates the task, and a named reviewer who watches and decides.
- How it is designed to work
- The learner records themselves doing the work, step by step, against the approved procedure.
- A reviewer compares what they see with the approved steps and records a decision.
- The decision belongs to the reviewer. The platform records the evidence and does not decide for them.
- What you receive
A recorded demonstration, a reviewer's decision, and a record linked to the approved version.
- Connects with
- Training
- Assessment
- Permissions, approvals and audit
- Fictional examples
- healthcare A nurse shows a hand-hygiene sequence and a clinical educator signs it off.
- logistics A forklift operator shows a pre-use inspection to a supervisor.
Assessment and finding the gapsAverages hide the specific step where people keep going wrong.
- The problem
Averages hide the specific step where people keep going wrong.
- What you provide
Quizzes and checks drawn from the approved procedure, and people to take them.
- How it is designed to work
- Questions are designed to be drawn from the approved procedure, not written separately.
- Results are designed to show where understanding is thin, by step and by group.
- Findings go back to the procedure's owner so the next version can be better.
- What you receive
Results by person and by step, and a list of gaps for the owner.
- Connects with
- Training
- Review and approval
- Executive Intelligence
- Fictional examples
- banking A quiz shows most new joiners misunderstand one escalation step; the procedure is clarified.
- retail A pattern of wrong answers on one refund rule is raised to the policy owner.
03
Transition and knowledge transfer
Before an expert leaves or a role changes, Averyniq helps capture what they know, shows what is missing, and records that the successor can do the work.
Transition AssuranceA handover is usually a conversation and a folder.
- The problem
A handover is usually a conversation and a folder. What was missed is discovered later, at a cost.
- What you provide
The role or process being handed over, the person leaving or moving and the person arriving.
- How it is designed to work
- The platform is designed to lay out what the role knows and does, and to check it against captured knowledge.
- Gaps are shown before the handover, not after it, with an owner for each.
- Where a citation or a source is expected, the platform shows it, and says where there is none.
- What you receive
A handover record that shows what is covered, what is not and who is responsible for closing it.
- Connects with
- Capture
- Training
- Knowledge gaps
- Fictional examples
- professional-services A partner retiring hands over client procedures with the gaps listed.
- manufacturing A maintenance lead moving sites hands over the equipment routines.
See what changed between versionsWhen a procedure is revised, people cannot tell what actually changed, so they either re-read everything or miss the one change that matters.
- The problem
When a procedure is revised, people cannot tell what actually changed, so they either re-read everything or miss the one change that matters.
- What you provide
Two versions of a procedure.
- How it is designed to work
- The platform is designed to compare versions step by step in plain language.
- Changes that affect training or safety are designed to be highlighted for the owner.
- Both versions stay on record.
- What you receive
A readable comparison, and a clear list of who may need to be told.
- Connects with
- Publish
- Training
- Executive Intelligence
- Fictional examples
- insurance A claims procedure revision highlights the one step whose approval limit changed.
- technology A runbook change shows exactly which commands differ.
04
AutoDiscover
Documents and read-only metadata become a map of what exists, with questions left for a person.
AutoDiscover from a folder you approveNobody has time to organise years of files before they can benefit from any tool.
- The problem
Nobody has time to organise years of files before they can benefit from any tool.
- What you provide
A folder you choose to share. Nothing outside it is read.
- How it is designed to work
- The platform is designed to take stock of the folder, read the files safely and sort them by what they seem to be.
- It is designed to report what it found, with sources, and to ask as few questions as it can.
- Anything it infers is shown as unconfirmed until a person confirms it, and a confirmation is remembered.
- What you receive
A first-day report of what is there, what looks important and what needs a human answer.
- Connects with
- Organisation knowledge model
- Capture
- Global Compliance
- Fictional examples
- professional-services A firm shares a folder of engagement letters and sees which contracts renew soon.
- manufacturing A plant shares a drive and sees which procedures exist in more than one conflicting version.
Understand a database, read onlyBusiness data lives in systems whose structure only a few people understand.
- The problem
Business data lives in systems whose structure only a few people understand.
- What you provide
Your authorisation for a read-only connection, and the scope you approve.
- How it is designed to work
- The platform is designed to look at the structure first (tables, relationships, likely meaning) before any data.
- It proposes measures for a person to approve. It does not treat a guess as certified.
- A preview is designed to run only an approved measure, in a read-only session, within strict limits.
- What you receive
A catalogued picture of the data, proposed measures and findings for review.
- Connects with
- Organisation knowledge model
- Enterprise analytics
- Financial Intelligence
- Fictional examples
- retail A read-only look at an orders database reveals which tables hold returns.
- banking A scoped connection shows how customer and account data relate, before any report is built.
One model of the organisationEach tool keeps its own idea of who, what and which system, so they disagree.
- The problem
Each tool keeps its own idea of who, what and which system, so they disagree.
- What you provide
Whatever the platform has been permitted to read, and corrections from your people.
- How it is designed to work
- People, contracts, systems, datasets, processes and obligations are designed to live in one governed model.
- Every relationship carries its evidence, how sure the platform is, how recent it is and whether a person has confirmed it.
- One correction is designed to be reused wherever it applies, and only where the person who corrected it may see.
- What you receive
Connections and investigations that show their sources.
- Connects with
- AutoDiscover
- Compliance
- Executive Intelligence
- Fictional examples
- technology A system owner is confirmed once and appears correctly across compliance and finance.
- healthcare A contract is linked to the process it supports and to the person who owns it.
The ways your information can reach the platformOrganisations differ in what they will share, with whom, and how.
- The problem
Organisations differ in what they will share, with whom, and how. A single method excludes most of them.
- What you provide
A decision on how much you are willing to share, and who approves it.
- How it is designed to work
- Uploading material yourself is the simplest model. A read-only connection that you approve is the next.
- A connector that runs inside your own environment, and a dedicated deployment for one organisation, are intended models. They are not available yet and nothing here should be read as a promise of a date.
- Asking questions of your data in plain language is intended to come later, through the same approved, read-only controls. It cannot be tried yet.
- What you receive
A choice you can explain to your own security and legal teams.
- Connects with
- AutoDiscover
- Security and trust
- Enterprise analytics
- Fictional examples
- banking A bank starts with uploads of non-sensitive procedures and asks about a connector inside its own network.
- education A university starts with documents it can already share freely.
05
Global Compliance
Jurisdictions and activities become obligations, owners and deadlines, with what must be verified stated plainly.
Global Compliance workspace
The compliance command centreObligations, deadlines and changes are scattered across inboxes and spreadsheets, so something is eventually missed.
- The problem
Obligations, deadlines and changes are scattered across inboxes and spreadsheets, so something is eventually missed.
- What you provide
Your organisation's details (where it operates and what it does) and the people responsible for each area.
- How it is designed to work
- The platform is designed to keep a register of the obligations that apply, drawing on rules that have been verified and showing any rule that has not.
- A calendar of deadlines, with owners, approvals and escalations, is designed to keep the work moving.
- Changes and their possible impact are designed to be raised for a person to assess. A topic named here is an area the platform is designed to help organise. It is not a statement that a particular law, filing or jurisdiction is covered, and no rule is shown as current unless it has been verified.
- What you receive
A register, a calendar and a task list with owners, and flagged changes for review.
- Areas it covers
- Compliance Overview
- Applicable Obligations Register
- Compliance Calendar & Deadlines
- Regulatory Changes & Alerts
- AI Impact Assessment
- Tasks, Approvals & Escalations
- Connects with
- Assurance and evidence
- Executive Intelligence
- Legal Intelligence
- Fictional examples
- healthcare A recurring renewal appears on the calendar with its owner and evidence list.
- education A change notice is routed to the person who owns the affected policy.
Corporate and financial regulationFilings, tax obligations, licences and entity records are tracked by different people, often on different dates.
- The problem
Filings, tax obligations, licences and entity records are tracked by different people, often on different dates.
- What you provide
Your entity details, licences and filing history, and the advisers who help you.
- How it is designed to work
- Filings, ownership records, licences and renewals are designed to be tracked as records with owners and dates.
- Filing preparation and acknowledgement are designed to be tracked separately, so prepared is never confused with filed or accepted.
- The platform submits nothing to any authority. A topic named here is an area the platform is designed to help organise. It is not a statement that a particular law, filing or jurisdiction is covered, and no rule is shown as current unless it has been verified.
- What you receive
Tracked filings and renewals with their evidence, and a clear state for each.
- Areas it covers
- Corporate / ROC Filings & Governance
- Beneficial Ownership & Entity Records
- Corporate Income Tax
- GST, VAT & Sales Tax
- Withholding Tax & TDS
- Statutory Financial Reporting & Audit
- Licences, Permits & Renewals
- Connects with
- Assurance and evidence
- Financial Intelligence workspace
- Legal Intelligence
- Fictional examples
- professional-services A firm tracks renewals for each entity it manages, with owners.
- manufacturing A site's operating permits are tracked with their expiry dates.
People, sector and international dutiesEmployment, privacy, security, environmental and cross-border duties sit with different teams and are rarely seen together.
- The problem
Employment, privacy, security, environmental and cross-border duties sit with different teams and are rarely seen together.
- What you provide
Where you operate, who you employ and what sector you are in, and an owner for each area.
- How it is designed to work
- Each area is designed to be tracked as a set of obligations with owners, evidence and review dates.
- Privacy and incident duties are designed to link to the procedures and records that support them.
- Where a rule is unknown or unverified, the platform is designed to say so and ask a person. A topic named here is an area the platform is designed to help organise. It is not a statement that a particular law, filing or jurisdiction is covered, and no rule is shown as current unless it has been verified.
- What you receive
A view of duties by area, with owners and evidence, and the gaps made visible.
- Areas it covers
- Payroll & Employment Compliance
- Labour & Benefits
- Data Privacy & Protection
- Cybersecurity & Incident Reporting
- Industry-Specific Regulations
- Environmental & ESG Obligations
- Cross-Border Trade & Regulatory Duties
- Connects with
- SOP Intelligence
- Legal Intelligence
- Governance, security and trust
- Fictional examples
- healthcare A privacy duty is linked to the procedure staff follow and to its training.
- logistics A cross-border duty is tracked with the person who owns the shipping process.
Assurance and evidenceWhen an auditor or an inspector arrives, evidence has to be found in a hurry, and gaps appear for the first time.
- The problem
When an auditor or an inspector arrives, evidence has to be found in a hurry, and gaps appear for the first time.
- What you provide
The records and documents that support your obligations, and the people who can confirm them.
- How it is designed to work
- Evidence is designed to be kept in one vault, linked to the obligation it supports, with retention and holds respected.
- Contracts, supplier obligations and government correspondence are designed to be tracked alongside.
- Readiness is designed to be shown as what exists and what is missing, and reports are drafted for people to review. A topic named here is an area the platform is designed to help organise. It is not a statement that a particular law, filing or jurisdiction is covered, and no rule is shown as current unless it has been verified.
- What you receive
A navigable evidence vault, a readiness view and draft reports for review.
- Areas it covers
- Contracts & Supplier Obligations
- Government Notices & Correspondence
- Filing Preparation & Acknowledgements
- Compliance Evidence Vault
- Audit & Inspection Readiness
- Compliance AI Recommendations
- Jurisdiction / Entity Coverage & Gaps
- Compliance Reports & Certifications
- Connects with
- Permissions, approvals and audit
- Executive Intelligence
- Legal Intelligence
- Fictional examples
- banking An inspection brief lists the evidence on hand and the items still missing.
- insurance A supplier contract's obligations are tracked to the evidence that shows they are met.
Global Compliance
Expanded Global Compliance
Regulatory Applicability IntelligenceWork out which obligations may apply to this business from its legal entities, activities, industry, locations, workforce and other verified facts, and show each as appl…
- Designed to do
Work out which obligations may apply to this business from its legal entities, activities, industry, locations, workforce and other verified facts, and show each as applicable, not applicable, uncertain or needing review, with the authoritative evidence behind it.
- The value
A business sees what it probably has to do, and what it cannot yet tell, instead of starting from a blank list.
- Information it would use
Legal-entity records, confirmed business facts (from AutoDiscover and the company profile), and a verified jurisdiction rule pack.
- What you receive
Each conclusion would cite the rule it came from, the pack version, the facts it relied on and the date it was read. An unverified rule is shown as unverified.
Regulatory Change Impact IntelligenceWatch approved authoritative sources, detect changes that matter, identify the entities, processes, systems and controls they affect, and start a governed review and rem…
- Designed to do
Watch approved authoritative sources, detect changes that matter, identify the entities, processes, systems and controls they affect, and start a governed review and remediation workflow.
- The value
A change reaches the right people with what it touches, instead of being found late.
- Information it would use
Approved authoritative source feeds, the obligations register, entities, controls and the business-process records.
- What you receive
Each detected change would cite the source, its retrieval date and the text that changed; nothing is shown that was not read from an approved source.
Continuous Control MonitoringEvaluate whether each control is operating: evidence present and current, expirations, exceptions and failures, so assurance is ongoing instead of a one-time checklist.
- Designed to do
Evaluate whether each control is operating: evidence present and current, expirations, exceptions and failures, so assurance is ongoing instead of a one-time checklist.
- The value
A control that has quietly stopped working is found when it stops, not at the audit.
- Information it would use
Control records, the evidence they depend on, evidence dates and exceptions, and the owners.
- What you receive
Each evaluation would cite the control, the evidence checked, its date and the rule used; a control with no evidence is shown as such, never as passing.
Contract Compliance IntelligenceRead customer-authorised contracts for obligations, service commitments, deadlines, renewals, restrictions, responsibilities and compliance risks, with citations to the…
- Designed to do
Read customer-authorised contracts for obligations, service commitments, deadlines, renewals, restrictions, responsibilities and compliance risks, with citations to the clause and a person confirming each.
- The value
Commitments buried in contracts become tracked obligations with dates and owners.
- Information it would use
Contracts the customer authorises Averyniq to read, the vendor records and the obligations register.
- What you receive
Each extracted item cites the contract, the clause and the page, and is marked unconfirmed until a person confirms it.
Audit Readiness and Evidence CompletenessConnect each obligation to its controls, evidence, owner and effectiveness, show which artifacts are missing, and produce an evidence-backed preparation and gap report.
- Designed to do
Connect each obligation to its controls, evidence, owner and effectiveness, show which artifacts are missing, and produce an evidence-backed preparation and gap report.
- The value
An audit starts from a known list of what is in place and what is missing.
- Information it would use
Obligations, controls, the evidence vault, owners, approvals and audit trails.
- What you receive
Each line would cite the obligation, the control and the evidence record with its date; a missing artifact is listed as missing, never omitted.
Vendor and Third-Party RiskTrack suppliers and subprocessors, their security assurances, data-access arrangements, contract controls, expirations and exceptions.
- Designed to do
Track suppliers and subprocessors, their security assurances, data-access arrangements, contract controls, expirations and exceptions.
- The value
The business knows which third parties touch its data, on what basis, and when assurances lapse.
- Information it would use
Vendor and subprocessor records, contracts, assurance documents with dates, and data-access arrangements.
- What you receive
Each vendor entry would cite the assurance document, its issuer and its expiry; a vendor with no assurance is shown as having none.
Cross-Border Compliance MappingMap obligations across countries, states, regions and local jurisdictions, including overlapping or conflicting requirements and uncertainty about which applies.
- Designed to do
Map obligations across countries, states, regions and local jurisdictions, including overlapping or conflicting requirements and uncertainty about which applies.
- The value
A business operating in several places sees where requirements overlap or conflict, and where it cannot tell.
- Information it would use
Legal entities and their jurisdictions, locations, and verified rule packs for each jurisdiction.
- What you receive
Each mapping would cite both rules, their packs and dates; a jurisdiction without a verified pack is shown as not covered.
Compliance Cost IntelligenceEstimate the cost of operating compliance, remediation costs, resource commitments and potentially avoidable spend, keeping actual, calculated, estimated and unverified…
- Designed to do
Estimate the cost of operating compliance, remediation costs, resource commitments and potentially avoidable spend, keeping actual, calculated, estimated and unverified figures apart.
- The value
The business sees what compliance costs and where effort or spend could be reduced.
- Information it would use
Time and cost records, vendor and tool costs from Financial Intelligence, the obligations and controls they relate to.
- What you receive
Every figure would carry its kind, calculation and sources; an unverified figure is labelled unverified and never added to a verified total.
Regulatory Scenario AnalysisAnalyse what a business change would mean for compliance (entering a market, hiring, launching a product, changing the operating model) using verified applicability rule…
- Designed to do
Analyse what a business change would mean for compliance (entering a market, hiring, launching a product, changing the operating model) using verified applicability rules and stated assumptions.
- The value
A decision-maker sees the likely compliance consequences, and the uncertainty, before committing.
- Information it would use
The applicability engine (Regulatory Applicability Intelligence), verified jurisdiction packs, entities and the assumptions the person states.
- What you receive
Each consequence would cite the rule it came from; assumptions are listed apart from verified facts, and the scenario is labelled a projection.
AI Governance AssuranceKeep an inventory of the customer's AI systems and agents: model and provider dependencies, risk assessments, use cases, approvals, policy obligations, human oversight,…
- Designed to do
Keep an inventory of the customer's AI systems and agents: model and provider dependencies, risk assessments, use cases, approvals, policy obligations, human oversight, monitoring and supporting evidence.
- The value
The business can show what AI it uses, who approved it, how it is overseen and what evidence supports that.
- Information it would use
A register of the customer's AI systems, their providers, assessments, approvals and monitoring records.
- What you receive
Each entry would cite the system, its provider and the evidence records; an assessment without evidence is shown as unevidenced.
06
Financial Intelligence
A suspected invoice problem becomes an investigated finding with an estimated impact and a recovery plan.
Financial Intelligence workspace
Overview and reportingLeaders see finance through spreadsheets that disagree, assembled by hand before every meeting.
- The problem
Leaders see finance through spreadsheets that disagree, assembled by hand before every meeting.
- What you provide
Read-only access to the financial records you permit, and agreement on definitions.
- How it is designed to work
- Figures are designed to be built from the records you connect, with their source and date shown.
- Statements, board reports, budget comparisons and forecasts are designed to be drafted for a person to review.
- A forecast or scenario is labelled as one. It is never presented as a fact.
- What you receive
Draft statements and reports, with each figure showing what it is and where it came from.
- Areas it covers
- Financial Overview
- Financial Statements: P&L, Balance Sheet, Cash Flow
- Management & Board Reports
- Budget vs Actuals
- Forecasting & Scenario Planning
- Connects with
- Executive Intelligence
- Report Studio
- Data discovery
- Fictional examples
- retail A monthly board pack draft shows actual and budgeted figures side by side.
- logistics A scenario shows the effect of a fuel-cost change and is labelled a scenario.
Revenue and profitabilityRevenue leaks quietly, and it is hard to see which customers, products or sites actually make money.
- The problem
Revenue leaks quietly, and it is hard to see which customers, products or sites actually make money.
- What you provide
Billing, sales and cost records you permit the platform to read.
- How it is designed to work
- The platform is designed to look for revenue that should have been billed or collected and was not.
- Profitability is designed to be shown by customer, product and location, with the allocation method visible.
- Findings are possibilities for a person to check. They are never booked or acted on automatically.
- What you receive
A reviewable list of possible leakage and a view of profitability, each with its evidence.
- Areas it covers
- Revenue Intelligence
- Profitability by Customer, Product & Location
- Revenue Leakage
- Accounts Receivable & Collections
- Pricing & Margin Optimization
- Connects with
- Financial governance
- Executive Intelligence
- Data discovery
- Fictional examples
- technology Usage that was delivered but not invoiced is flagged for the account team.
- professional-services Profitability by client shows where fixed fees underrun the time spent.
Costs and optimisationSpend grows across suppliers, licences, cloud services and people with no single place to see what is wasted.
- The problem
Spend grows across suppliers, licences, cloud services and people with no single place to see what is wasted.
- What you provide
Expense, supplier, licence, usage and payroll records you permit the platform to read.
- How it is designed to work
- Spend is designed to be organised by supplier, category and use, with duplicates and unusual patterns flagged.
- Savings are designed to be tracked as estimates until a person verifies them, and the verified amount is kept apart from the estimate.
- Nothing is paid, cancelled or changed by the platform.
- What you receive
Ranked opportunities and a ledger that separates estimated from verified benefit.
- Areas it covers
- Expense Intelligence
- Accounts Payable
- Supplier & Procurement Intelligence
- SaaS Licence Optimization
- Cloud FinOps
- Payroll & Workforce Costs
- Inventory & Operational Efficiency
- Verified Savings Ledger
- Connects with
- Financial governance
- Global Compliance workspace
- Executive Intelligence
- Fictional examples
- technology Unused software licences are listed with who last used them.
- manufacturing Two suppliers invoicing the same item at different prices are shown side by side.
Financial governanceCash, risk and unusual transactions are watched by different people with different tools, and action is slow.
- The problem
Cash, risk and unusual transactions are watched by different people with different tools, and action is slow.
- What you provide
Cash, ledger and transaction records you permit the platform to read, and a decision on who approves what.
- How it is designed to work
- Liquidity and runway views are designed to be built from your records, labelled as projections.
- Unusual transactions are designed to be raised for investigation, not judged.
- Recommendations name their evidence and calculation. Any action needs a person's approval first, and its outcome is recorded.
- What you receive
Projections, flagged transactions, reviewed recommendations and a record of what was approved and what happened.
- Areas it covers
- Cash Flow, Liquidity & Runway
- Tax Opportunities & Incentives
- Fraud & Anomaly Detection
- Investment & Capital Planning
- Financial Reconciliation & Audit
- Financial AI Recommendations
- Approved Actions & Outcomes
- Connects with
- Costs and optimisation
- Permissions, approvals and audit
- Executive Intelligence
- Fictional examples
- banking A cluster of near-identical payments is raised for review with its evidence.
- insurance A runway view is shown with the assumptions that drive it.
Financial Intelligence
Expanded Financial Intelligence
Bank-to-Ledger ReconciliationMatch authorised bank transactions, accounting records, settlements and invoices, and find entries that are unmatched, duplicated, missing or delayed, with the matching…
- Designed to do
Match authorised bank transactions, accounting records, settlements and invoices, and find entries that are unmatched, duplicated, missing or delayed, with the matching rule and evidence for each.
- The value
Differences between the bank and the books are found and explained.
- Information it would use
A read-only bank feed or statement, the accounting ledger, settlements and invoices.
- What you receive
Each match would cite the rule used and both records; an unmatched entry is shown as unmatched, never forced.
Revenue AssuranceFind possibly unbilled deliveries, missing invoices, incorrect contract pricing, expired entitlements, missed renewals and other revenue leakage.
- Designed to do
Find possibly unbilled deliveries, missing invoices, incorrect contract pricing, expired entitlements, missed renewals and other revenue leakage.
- The value
Revenue the business is owed is found before it is lost.
- Information it would use
Contracts, delivery or usage records, billing records and invoices that can be matched to one another.
- What you receive
Each finding would cite the contract term and the missing or mismatched record; it is a prompt for review, never a claim of loss.
Multidimensional Profitability IntelligenceCalculate supported profitability and margin by customer, contract, project, product, location, department and business unit, respecting the accounting and allocation as…
- Designed to do
Calculate supported profitability and margin by customer, contract, project, product, location, department and business unit, respecting the accounting and allocation assumptions that apply.
- The value
The business sees where it makes and loses money, with the allocation rules shown.
- Information it would use
The accounting ledger, billing, payroll and cost records, and the allocation rules a qualified person approves.
- What you receive
Each measure would cite its calculation, its inputs and the allocation rules; a margin that depends on an unapproved rule is labelled unverified.
AI Cash-Flow ForecastingProduce source-backed cash forecasts with scenario ranges and cash-shortfall warnings, showing assumptions, confidence limits and forecast against actual.
- Designed to do
Produce source-backed cash forecasts with scenario ranges and cash-shortfall warnings, showing assumptions, confidence limits and forecast against actual.
- The value
The business sees a possible shortfall early, with the reasons.
- Information it would use
Bank balances and history, receivables, payables, commitments and the assumptions a person states.
- What you receive
Every forecast is a projection and lists its sources, assumptions and confidence limits; it is later compared with the actual.
Contract-to-Invoice VerificationCompare contracts, purchase orders, agreed rates, invoice charges, quantities, tax and payment terms, and surface exceptions for review.
- Designed to do
Compare contracts, purchase orders, agreed rates, invoice charges, quantities, tax and payment terms, and surface exceptions for review.
- The value
An invoice that does not match what was agreed is caught before it is paid.
- Information it would use
Contracts or rate cards, purchase orders and invoices.
- What you receive
Each exception would cite the contract term and the invoice line it disagrees with; it is a prompt for review, not a dispute.
SaaS and Cloud Waste IntelligenceAnalyse authorised software usage, subscriptions, commitments, cloud resource usage and spend, and identify optimisation opportunities with evidence and permissioned rec…
- Designed to do
Analyse authorised software usage, subscriptions, commitments, cloud resource usage and spend, and identify optimisation opportunities with evidence and permissioned recommendations.
- The value
Unused or oversized software and cloud spend is found with the evidence to act on it.
- Information it would use
Subscription and licence records, usage data and cloud billing and usage exports, read-only.
- What you receive
Each opportunity would cite the usage and spend records and the calculation; its saving is an estimate until measured.
Working-Capital OptimizationAnalyse receivables, payables, collection timing, payment terms, inventory-related liquidity and the cash conversion cycle.
- Designed to do
Analyse receivables, payables, collection timing, payment terms, inventory-related liquidity and the cash conversion cycle.
- The value
The business sees where cash is tied up and what changing terms or timing could release.
- Information it would use
Receivables and payables ledgers, payment terms, collection history and inventory records.
- What you receive
Each measure would cite its inputs and calculation; a release of cash is an estimate until measured.
Financial Scenario and Sensitivity ModelingModel pricing, hiring, investment, expansion, cost-reduction and operating scenarios with explicit variables and assumptions kept distinct from facts.
- Designed to do
Model pricing, hiring, investment, expansion, cost-reduction and operating scenarios with explicit variables and assumptions kept distinct from facts.
- The value
A decision is tested against stated assumptions, and the sensitive ones are visible.
- Information it would use
Actuals from the ledger and the variables and assumptions a person states.
- What you receive
Every output is a projection listing its variables and assumptions, each attributed to a person.
Margin and Cost-Driver ExplanationsTrace material changes in margin, spend, profitability and unit cost to the governed measures and source-backed drivers behind them.
- Designed to do
Trace material changes in margin, spend, profitability and unit cost to the governed measures and source-backed drivers behind them.
- The value
A change in margin comes with the reasons, not just the number.
- Information it would use
Profitability measures, cost records and volume or price drivers, over time.
- What you receive
Each explanation would cite the measures and records it was derived from; a driver that cannot be traced is not offered.
Financial Anomaly InvestigationsConnect unusual financial records with the invoices, payments, vendors, contracts and evidence around them, and support investigation, human decisions and a documented o…
- Designed to do
Connect unusual financial records with the invoices, payments, vendors, contracts and evidence around them, and support investigation, human decisions and a documented outcome.
- The value
A suspicious item is investigated with its context and ends with a recorded decision.
- Information it would use
Findings, invoices, payments, vendor and contract records, and evidence.
- What you receive
Each decision records who decided, when and why; a finding is a prompt for review and never an accusation.
Verified Realized-Benefit TrackingKeep potential savings, approved plans, realised benefits, avoided costs and independently substantiated outcomes apart, prevent double counting, and refuse unsupported…
- Designed to do
Keep potential savings, approved plans, realised benefits, avoided costs and independently substantiated outcomes apart, prevent double counting, and refuse unsupported return-on-investment claims.
- The value
A claimed benefit is one the business can defend.
- Information it would use
Recommendation records, measured figures with source records, and independent verification.
- What you receive
A result states its amount, currency, date and the records that show it, and who recorded it; an estimate is never counted as a result.
07
Legal Intelligence
A contract is read against a playbook, issues are highlighted, and counsel decides. Designed to assist lawyers, never to replace them.
- The problem
- Finding the right law in the right jurisdiction is slow and easy to get wrong.
- The value
- Faster, cited research that makes its authority and date plain.
- What you receive
- Cited research results showing jurisdiction, date and source status.
Global Legal ResearchResearch statutes, regulations, official decisions and legal developments by jurisdiction.
- Designed to do
Research statutes, regulations, official decisions and legal developments by jurisdiction. Every result carries a reliable citation, an as-of date and an authority check (is this the official text, is it in force).
- Information it would use
An approved, licensed or official legal source.
- Connects with
- governed records
- the audit trail
- a connection to a licensed or official legal-source feed
- The problem
- It is hard to know which laws actually apply to a business.
- The value
- A reasoned view of likely applicability, with uncertainty flagged for counsel.
- What you receive
- Applicability assessments and exposure summaries for counsel to review.
Legal Applicability and ExposureDetermines which laws may apply from the entity, activity, contract, jurisdiction and legal triggers, and the exposure each implies.
- Designed to do
Determines which laws may apply from the entity, activity, contract, jurisdiction and legal triggers, and the exposure each implies. A conclusion that is uncertain is marked for counsel review and is never shown as settled.
- Information it would use
Confirmed entity and activity facts, and a verified jurisdiction rule pack.
- Connects with
- Regulatory Applicability Intelligence
- the company profile
- Global Compliance
- Global Legal Research
- a connection to a verified jurisdiction rule pack
- The problem
- Obligations and risks hide in long contracts.
- The value
- Key terms, deviations and renewals surfaced against approved playbooks.
- What you receive
- Clause-level extractions with references and playbook comparisons.
Contract IntelligenceExtracts obligations, unusual clauses, renewals, liability, indemnity, pricing, confidentiality and data-processing exposure from contracts, compared against approved co…
- Designed to do
Extracts obligations, unusual clauses, renewals, liability, indemnity, pricing, confidentiality and data-processing exposure from contracts, compared against approved contract playbooks. Every extraction points to the clause it came from.
- Information it would use
Contracts supplied by authorised people (read through the bounded, text-layer extraction; scanned contracts are not read) and approved playbooks entered by counsel.
- Connects with
- AutoDiscover
- governed records
- approval workflows
- AI governance
- the Trust Center
- The problem
- Internal complaints need privacy, fairness and a clear trail.
- The value
- Confidential case handling with separated access.
- What you receive
- Case records, escalation steps and an access history.
Internal Dispute and Grievance ManagementConfidential, separated management of internal grievances, investigations, escalation workflows and evidence access, with the investigator, the respondent and the compla…
- Designed to do
Confidential, separated management of internal grievances, investigations, escalation workflows and evidence access, with the investigator, the respondent and the complainant each limited to what their role requires.
- Information it would use
Cases and evidence entered by authorised people.
- Connects with
- governed records
- approval workflows
- the audit trail
- legal holds
- accountability tracking
- The problem
- Notices, claims and deadlines are tracked across inboxes.
- The value
- One organised matter record for counsel and the business.
- What you receive
- Matter timelines, candidate deadlines and counsel workflows.
External Disputes and LitigationTracks notices, claims, cases, counsel, deadlines, court events, holds, settlement workflows and outcomes.
- Designed to do
Tracks notices, claims, cases, counsel, deadlines, court events, holds, settlement workflows and outcomes. A deadline appears only when its source and rule are verified.
- Information it would use
Matters and events entered by counsel; documents attached by members.
- Connects with
- governed records
- approval workflows
- legal holds
- the audit trail
- Legal Notice Intelligence
- The problem
- A legal notice can arrive anywhere, and the clock may already be running.
- The value
- Notices classified and dates surfaced for counsel to verify.
- What you receive
- Classified notices, candidate deadlines and draft responses for counsel's approval.
Legal Notice IntelligenceReceives and classifies legal notices, extracts dates, identifies potential deadlines and prepares draft responses for counsel to approve.
- Designed to do
Receives and classifies legal notices, extracts dates, identifies potential deadlines and prepares draft responses for counsel to approve. Nothing is sent.
- Information it would use
Notices supplied by authorised people (text-layer documents only; a scanned notice is reported as not read, never guessed).
- Connects with
- AutoDiscover
- governed records
- AI governance
- the Trust Center
- approval workflows
- External Disputes and Litigation
- The problem
- The law changes before the business notices.
- The value
- Developments linked to the contracts, policies and obligations they may touch.
- What you receive
- Change alerts with the affected items listed for review.
Regulatory and Legal Change ImpactConnects verified regulatory developments to the contracts, processes, policies, entities and obligations they affect, and opens a governed review.
- Designed to do
Connects verified regulatory developments to the contracts, processes, policies, entities and obligations they affect, and opens a governed review.
- Information it would use
Approved sources of regulatory change, and the organisation's recorded contracts, policies and obligations.
- Connects with
- Regulatory Change Impact Intelligence
- Global Legal Research
- Global Compliance
- approval workflows
- a connection to an approved regulatory-change source
- The problem
- Employment rules vary by region and change often.
- The value
- Regional obligations connected to the organisation's workforce records.
- What you receive
- Obligation summaries and policy reviews for counsel.
Employment and Labour LawRegional employment-law obligations, agreements, policy review and labour-compliance support, tied to the workforce records the organisation already keeps.
- Designed to do
Regional employment-law obligations, agreements, policy review and labour-compliance support, tied to the workforce records the organisation already keeps.
- Information it would use
The organisation's workforce and location records, and verified labour-law rule packs.
- Connects with
- workforce and location records
- Global Compliance
- Regulatory Applicability Intelligence
- Global Legal Research
- a connection to a verified labour-law rule pack
- The problem
- Corporate formalities depend on records that are scattered.
- The value
- Resolutions, authority and evidence kept together.
- What you receive
- Governance records and evidence packs.
Corporate and Board GovernanceResolutions, delegated authority, board records, approvals, statutory responsibilities and governance evidence, kept as versioned records.
- Designed to do
Resolutions, delegated authority, board records, approvals, statutory responsibilities and governance evidence, kept as versioned records.
- Information it would use
Records entered by authorised people.
- Connects with
- governed records
- approval workflows
- the audit trail
- Board Decision Workspace
- the company profile
- The problem
- Intellectual property rights, renewals and ownership are tracked informally.
- The value
- A single record of rights, with renewal dates taken from official registers.
- What you receive
- IP registers, renewal calendars and assignment records.
Intellectual Property ProtectionTrademark, copyright, patent and software-licence records, ownership claims, assignments, renewal dates and infringement risk, with renewals tracked only from verified r…
- Designed to do
Trademark, copyright, patent and software-licence records, ownership claims, assignments, renewal dates and infringement risk, with renewals tracked only from verified registry data.
- Information it would use
Records entered by authorised people, and official registry data.
- Connects with
- governed records
- approval workflows
- accountability tracking
- a connection to an official IP registry source
- The problem
- Data-rights requests and breach duties run on tight clocks.
- The value
- Requests, agreements and obligations managed in one place.
- What you receive
- Request trackers, agreement registers and breach-response drafts for approval.
Privacy and Data RightsData-rights requests, data-processing agreements, breach-response support, retention, transfer rules and privacy obligations, joined to the privacy workspace and the sub…
- Designed to do
Data-rights requests, data-processing agreements, breach-response support, retention, transfer rules and privacy obligations, joined to the privacy workspace and the subprocessor register that already exist.
- Information it would use
Privacy requests and the subprocessor register (exist); agreements and breach records entered by authorised people.
- Connects with
- privacy and data residency
- legal holds
- the Trust Center
- approval workflows
- the audit trail
- The problem
- Operating in several countries means overlapping, sometimes conflicting rules.
- The value
- Conflicts laid out side by side for counsel to resolve.
- What you receive
- Cross-border issue lists and jurisdiction comparisons.
Cross-Border Legal RiskSurfaces conflicting jurisdictions, governing-law choices, cross-border data handling, employment, trade and contracting questions, and lists them for counsel.
- Designed to do
Surfaces conflicting jurisdictions, governing-law choices, cross-border data handling, employment, trade and contracting questions, and lists them for counsel.
- Information it would use
Entity, contract, workforce and data-location records.
- Connects with
- Legal Applicability and Exposure
- Contract Intelligence
- Privacy and Data Rights
- privacy and data residency
- the company profile
- The problem
- Evidence is lost or challenged when preservation is informal.
- The value
- Holds, custody and chronology handled with a recorded trail.
- What you receive
- Hold records, custody logs and investigation timelines.
Investigation and Evidence PreservationLegal holds, defensible retention, chain of custody, authorised evidence collection and an investigation chronology.
- Designed to do
Legal holds, defensible retention, chain of custody, authorised evidence collection and an investigation chronology. A hold stops deletion; collection is by authorised people with every step recorded.
- Information it would use
Holds and custody records; evidence attached by authorised people.
- Connects with
- legal holds
- the audit trail
- governed records
- approval workflows
- The problem
- Legal spend is hard to see and harder to control.
- The value
- Matters, budgets and outside-counsel invoices in one view.
- What you receive
- Spend summaries, budget tracking and billing review.
Legal Cost and Outside Counsel ManagementMatters, budgets, invoices, law-firm engagements, billing review and legal spending intelligence.
- Designed to do
Matters, budgets, invoices, law-firm engagements, billing review and legal spending intelligence.
- Information it would use
Matters, budgets and invoices entered or imported by authorised people.
- Connects with
- governed records
- Financial Intelligence
- approval workflows
- Report Studio
- The problem
- First drafts and redlines consume counsel's time.
- The value
- Reviewed starting drafts and clause comparisons that counsel approves.
- What you receive
- Draft documents, redlines and negotiation question lists.
Legal Drafting and Negotiation SupportReviewed first drafts, redlines, clause comparisons, playbooks and negotiation questions.
- Designed to do
Reviewed first drafts, redlines, clause comparisons, playbooks and negotiation questions. Every draft is labelled and goes to counsel; nothing is sent.
- Information it would use
Playbooks and contracts the requester may read.
- Connects with
- Contract Intelligence
- AI governance
- the Trust Center
- approval workflows
- governed records
- The problem
- Choosing a legal response means weighing cost, risk and uncertainty.
- The value
- Options compared openly, with their assumptions stated.
- What you receive
- Structured option comparisons for counsel and decision-makers.
Legal Scenario and Decision IntelligenceCompares possible lawful responses with their procedural risks, costs, uncertainty and the counsel review each needs, as a structured comparison for people.
- Designed to do
Compares possible lawful responses with their procedural risks, costs, uncertainty and the counsel review each needs, as a structured comparison for people.
- Information it would use
Options and assessments entered by counsel and the matter team.
- Connects with
- External Disputes and Litigation
- Legal Cost and Outside Counsel Management
- Decision Options Comparator
- approval workflows
08
Executive Intelligence
Leaders change assumptions and see how risk, outlook and priorities move, with every figure showing its source.
Enterprise Health and CEO Command Center
- The problem
- Leaders see the organisation through separate reports that disagree on timing and definitions.
- The value
- One governed picture of how the organisation is doing, where every figure shows where it came from and how current it is.
- What you receive
- A command view, a ranked list of what needs attention, and a plain-language performance narrative.
Enterprise Health MonitorOne view of whether the organisation's governed functions are healthy, built only from verified source readings.
- Designed to do
One view of whether the organisation's governed functions are healthy, built only from verified source readings. Each reading says which source, as of when, and whether it is verified, estimated, stale, incomplete, unknown or unavailable. No composite score unless every input and the formula are shown.
- Information it would use
Readings from across the platform's governed functions, each carrying its source and how current it is.
- Connects with
- the Averyniq overview
- Financial Intelligence
- Global Compliance
- Transition Assurance
- accountability tracking
- the Trust Center
Executive Priority EngineRanks what needs executive attention across modules by stated, inspectable rules (overdue, severity, deadline, owner).
- Designed to do
Ranks what needs executive attention across modules by stated, inspectable rules (overdue, severity, deadline, owner). Every rank shows the rule that produced it. No hidden weighting and no learned score.
- Information it would use
Counts and dated items from across the platform, each with its source and how current it is.
- Connects with
- the Averyniq overview
- Global Compliance
- Financial Intelligence
- Transition Assurance
- accountability tracking
Cross-Functional IntelligenceShows how an item in one function relates to items in others, using only links that are recorded (a finding to its obligation, a handover to its training).
- Designed to do
Shows how an item in one function relates to items in others, using only links that are recorded (a finding to its obligation, a handover to its training). It never infers cause.
- Information it would use
Recorded relationships between governed records. Where no link is recorded the screen says none is recorded.
- Connects with
- governed records
- Global Compliance
- Financial Intelligence
- Transition Assurance
- training
Business Performance NarrativeA plain-language summary of verified readings for a period.
- Designed to do
A plain-language summary of verified readings for a period. Any AI-assisted wording is allowed only through an approved, disclosed provider, every sentence links to its reading, and a person approves it before it is shared.
- Information it would use
Approved report datasets and dashboard readings; the AI provider disclosure for any drafting step.
- Connects with
- Report Studio
- AI governance
- the Trust Center
- approval workflows
Corporate Strategy and Growth
- The problem
- Strategy lives in documents that drift away from the data.
- The value
- Plans, assumptions and market choices tied to evidence and revisited when the facts change.
- What you receive
- Structured plans, market comparisons and opportunity lists, each with its sources.
Strategic Planning AdvisorA planning workspace for objectives, assumptions, initiatives, owners and review dates, as recorded by people.
- Designed to do
A planning workspace for objectives, assumptions, initiatives, owners and review dates, as recorded by people. Any suggestion from a governed AI step is labelled a suggestion and cites its sources. No forecast is invented.
- Information it would use
Plans entered by authorised people; verified readings cited by reference.
- Connects with
- governed records
- approval workflows
- AI governance
Market Expansion IntelligenceCompares candidate markets or jurisdictions using verified, dated external data and the organisation's own compliance footprint.
- Designed to do
Compares candidate markets or jurisdictions using verified, dated external data and the organisation's own compliance footprint. Data age is always shown. No market figure appears without a cited source.
- Information it would use
An approved external market-data source, and the organisation's recorded entities and obligations.
- Connects with
- Global Compliance
- the company profile
- a connection to an approved external market-data source
Competitive IntelligenceRecords competitor facts that a person enters with a source and a date, plus approved public-source feeds.
- Designed to do
Records competitor facts that a person enters with a source and a date, plus approved public-source feeds. Stale entries are flagged. Unverified claims are never shown as facts.
- Information it would use
Entries by authorised people, and approved public-source feeds.
- Connects with
- governed records
- a connection to an approved public-source feed
Growth Opportunity DiscoverySurfaces opportunities from the organisation's own verified data (for example repeat findings, unused capability, unserved locations) as hypotheses for a person to accep…
- Designed to do
Surfaces opportunities from the organisation's own verified data (for example repeat findings, unused capability, unserved locations) as hypotheses for a person to accept or dismiss, each with its evidence.
- Information it would use
Verified records from across the platform.
- Connects with
- Financial Intelligence
- Global Compliance
- training
- workforce and location records
Decision Intelligence and Simulation
- The problem
- Large decisions rest on a few assumptions nobody writes down.
- The value
- Options compared openly, consequences explored before committing, and results compared with what was expected.
- What you receive
- Scenario comparisons, impact ranges, and a record of decisions and their outcomes.
What-If Decision SimulatorA person changes stated assumptions and sees the effect on verified baselines through documented formulas.
- Designed to do
A person changes stated assumptions and sees the effect on verified baselines through documented formulas. No black box. Every result is labelled an estimate and lists its assumptions.
- Information it would use
Verified baselines from finance and compliance records; assumptions entered by the person.
- Connects with
- Financial Intelligence
- Report Studio
- governed records
Decision Options ComparatorSide-by-side comparison of recorded options against stated criteria, with evidence and uncertainty for each cell.
- Designed to do
Side-by-side comparison of recorded options against stated criteria, with evidence and uncertainty for each cell. Records which option was chosen and why. The comparison supports a decision; it does not make one.
- Information it would use
Options and criteria entered by people; evidence referenced from verified sources.
- Connects with
- governed records
- approval workflows
- the audit trail
Decision Impact ForecastingForecast ranges from documented methods applied to verified history, with the stated error of the method.
- Designed to do
Forecast ranges from documented methods applied to verified history, with the stated error of the method. Refuses to forecast when the history is too short or incomplete. Always labelled an estimate.
- Information it would use
Verified time series from the relevant records.
- Connects with
- Financial Intelligence
- Report Studio
- What-If Decision Simulator
Decision Outcome LearningAfter a decision, records the expected outcome and later the actual outcome, measured from verified sources.
- Designed to do
After a decision, records the expected outcome and later the actual outcome, measured from verified sources. Shows the history of expected against actual. Never credits a decision with an outcome that was not measured.
- Information it would use
Decisions recorded in the decision options comparator; outcomes measured from the relevant records.
- Connects with
- governed records
- accountability tracking
- the audit trail
Capital Allocation and Investments
- The problem
- Capital goes to the loudest request, and promised returns are rarely checked.
- The value
- Investments judged on recorded evidence, with the benefit followed through to the result.
- What you receive
- Investment registers, allocation options and value-realisation tracking.
Investment Portfolio EvaluationA register of investments with owner, cost, expected benefit, status and evidence of realised benefit.
- Designed to do
A register of investments with owner, cost, expected benefit, status and evidence of realised benefit. Evaluation uses recorded figures only and shows which are estimates.
- Information it would use
Investment records entered by authorised people; benefit evidence from verified sources.
- Connects with
- governed records
- Financial Intelligence
- approval workflows
Capital Allocation OptimizationCompares allocation options within a stated budget and constraints by a documented method.
- Designed to do
Compares allocation options within a stated budget and constraints by a documented method. It proposes; it never allocates. A person approves any allocation through the approval workflow.
- Information it would use
Investment records, budget and constraints entered by authorised people.
- Connects with
- Investment Portfolio Evaluation
- What-If Decision Simulator
- approval workflows
Project Value AssuranceTracks whether a project's claimed value is realised, with benefit measured from verified sources (reusing measured-savings logic where it exists).
- Designed to do
Tracks whether a project's claimed value is realised, with benefit measured from verified sources (reusing measured-savings logic where it exists). Anything not measured is shown as unproven.
- Information it would use
Project and benefit claims, and measurements from the relevant records.
- Connects with
- Financial Intelligence
- Investment Portfolio Evaluation
- accountability tracking
Funding and Liquidity PlanningCash availability and funding need over a horizon from verified balances and obligations.
- Designed to do
Cash availability and funding need over a horizon from verified balances and obligations. Each input is dated. Shortfall is shown as a range with its method. Needs a connected ledger or banking source.
- Information it would use
Cash balances from a connected ledger or banking source, dated payment obligations and invoices.
- Connects with
- Financial Intelligence
- Global Compliance
- a connection to a verified cash-balance source
Executive Financial Performance
- The problem
- Profit, cost and cash movements are explained after the fact, if at all.
- The value
- Clear drivers behind financial movement, and practical interventions with named owners.
- What you receive
- Profitability views, driver breakdowns, cash outlooks and intervention lists.
Enterprise Profitability IntelligenceProfitability by entity, product or customer from ledger data, with the allocation rules used shown beside each figure.
- Designed to do
Profitability by entity, product or customer from ledger data, with the allocation rules used shown beside each figure. Needs a verified ledger source.
- Information it would use
General-ledger data.
- Connects with
- Financial Intelligence
- Report Studio
- a connection to a verified general-ledger source
Revenue and Cost Driver AnalysisBreaks a change in revenue or cost into drivers (price, volume, mix) with documented arithmetic.
- Designed to do
Breaks a change in revenue or cost into drivers (price, volume, mix) with documented arithmetic. Shows the unexplained remainder rather than forcing the drivers to fit.
- Information it would use
Period figures from the ledger source (Enterprise Profitability Intelligence).
- Connects with
- Enterprise Profitability Intelligence
- Report Studio
Cash and Working Capital OutlookReceivables, payables and inventory timing outlook from verified invoices and payments, as dated ranges.
- Designed to do
Receivables, payables and inventory timing outlook from verified invoices and payments, as dated ranges. Each assumption (payment terms, behaviour) is listed. Needs verified payment data.
- Information it would use
Imported invoices, and payment and receivable records.
- Connects with
- Financial Intelligence
- a connection to verified payment and receivable data
Financial Performance InterventionProposes interventions (for example chase an overdue receivable, query a duplicate-billed supplier) from verified findings, each with evidence, an owner assigned through…
- Designed to do
Proposes interventions (for example chase an overdue receivable, query a duplicate-billed supplier) from verified findings, each with evidence, an owner assigned through a governed action, and a measured result later. Savings are counted only when measured.
- Information it would use
Verified findings; owners and outcomes recorded by people.
- Connects with
- Financial Intelligence
- accountability tracking
- approval workflows
Operations and Transformation
- The problem
- Execution slips quietly between functions until it becomes a crisis.
- The value
- Early sight of where delivery is healthy, where work waits, and which improvements are worth making.
- What you receive
- Delivery health views, bottleneck reports and improvement proposals.
Delivery and Execution HealthStatus of commitments from recorded work items and handovers: on track, needs attention, overdue, paused.
- Designed to do
Status of commitments from recorded work items and handovers: on track, needs attention, overdue, paused.
- Information it would use
Work items and handover cases.
- Connects with
- accountability tracking
- Transition Assurance
- the Averyniq overview
Operational Bottleneck DiscoveryShows where work waits (review queues, overdue approvals) from recorded timestamps.
- Designed to do
Shows where work waits (review queues, overdue approvals) from recorded timestamps. Reports waiting time and counts; makes no claim about cause.
- Information it would use
Timestamps recorded in the platform's work and review queues.
- Connects with
- practical verification
- Financial Intelligence
- approval workflows
- the audit trail
Transformation Program IntelligenceA programme and workstream register with milestones, dependencies, risks and owners.
- Designed to do
A programme and workstream register with milestones, dependencies, risks and owners. Progress comes from recorded evidence of completion, not from self-reported percentages alone.
- Information it would use
Programme records entered by authorised people; evidence references.
- Connects with
- governed records
- accountability tracking
- approval workflows
Process Improvement Opportunity EngineProposes candidate process improvements from SOP comparison and quality data as suggestions with evidence.
- Designed to do
Proposes candidate process improvements from SOP comparison and quality data as suggestions with evidence. A person accepts, defers or dismisses each; accepted ones become governed actions.
- Information it would use
SOP version comparisons and AI-quality records already in the product.
- Connects with
- governed records
- approval workflows
- accountability tracking
Workforce and Leadership
- The problem
- Capacity, skills and succession are planned from spreadsheets and memory.
- The value
- A grounded view of capability and readiness, with confidentiality respected throughout.
- What you receive
- Capacity and skills views, succession readiness and anonymised experience trends.
Workforce Capacity PlanningCapacity against demand per location and role, drawing on a roster or HR source.
- Designed to do
Capacity against demand per location and role, drawing on a roster or HR source. Where a source is missing, capacity is shown as unknown rather than estimated from head counts.
- Information it would use
Worker and location records exist; demand, roster and absence data do not.
- Connects with
- workforce and location records
- training
- a connection to a rostering or HR source
Leadership Succession ReadinessSuccession plans for critical roles with candidates and readiness evidence from verified training and practical-check records.
- Designed to do
Succession plans for critical roles with candidates and readiness evidence from verified training and practical-check records. Strictly confidential and visible only to named, authorised people.
- Information it would use
Plans entered by authorised people; verified training and check records.
- Connects with
- governed records
- training
- practical verification
- the audit trail
Organizational Skills IntelligenceSkills coverage from verified training completions and practical checks, showing where no verified coverage exists.
- Designed to do
Skills coverage from verified training completions and practical checks, showing where no verified coverage exists. Describes coverage; it does not rate or score people.
- Information it would use
Training completions and practical-check outcomes already recorded.
- Connects with
- training
- practical verification
- workforce and location records
Employee Experience TrendsAggregated, anonymised trends from a survey or feedback source, with the existing minimum-group-size disclosure rules.
- Designed to do
Aggregated, anonymised trends from a survey or feedback source, with the existing minimum-group-size disclosure rules. Never individual responses. Needs a survey source.
- Information it would use
Survey or feedback data, aggregated and anonymised.
- Connects with
- privacy-protected analytics
- a connection to a survey or feedback source
Risk and Resilience
- The problem
- Risks are tracked in silos and discovered when they collide.
- The value
- One register of risks with owners, dependencies and rehearsed responses.
- What you receive
- A risk radar, an incident command workspace, continuity plans and dependency maps.
Enterprise Risk RadarOne register of risks drawn from governed sources (overdue obligations, open findings, incidents, the trust gate), each with an owner and a rating by a stated method.
- Designed to do
One register of risks drawn from governed sources (overdue obligations, open findings, incidents, the trust gate), each with an owner and a rating by a stated method. A rating is made by a person or a documented rule, never by an unexplained model.
- Information it would use
Readings from across the platform; ratings recorded by people.
- Connects with
- Global Compliance
- Financial Intelligence
- incident management
- the Trust Center
- accountability tracking
Crisis and Incident CommandA command workspace for an active incident: roles, timeline, decisions and draft communications for approval.
- Designed to do
A command workspace for an active incident: roles, timeline, decisions and draft communications for approval. Nothing is sent automatically.
- Information it would use
Incident records and decisions entered by responders.
- Connects with
- incident management
- approval workflows
- the audit trail
- accountability tracking
Business Continuity IntelligenceContinuity plans, critical processes, dependencies, recovery objectives and test evidence.
- Designed to do
Continuity plans, critical processes, dependencies, recovery objectives and test evidence. An untested plan is shown as untested.
- Information it would use
Plans and test records entered by authorised people.
- Connects with
- governed records
- approval workflows
- accountability tracking
Risk Interdependency AnalysisShows recorded dependencies between risks, processes, systems and suppliers.
- Designed to do
Shows recorded dependencies between risks, processes, systems and suppliers. The analysis is limited to recorded links and says where links are missing.
- Information it would use
Recorded relationships (see Organizational Dependency Graph).
- Connects with
- Enterprise Risk Radar
- Organizational Dependency Graph
- governed records
Board and Governance
- The problem
- Board and executive decisions are scattered across email and slide decks.
- The value
- Decisions, papers and actions held as governed records with clear accountability.
- What you receive
- Board workspaces, meeting records, reporting packs and an action tracker.
Board Decision WorkspaceAgenda, papers, decisions, resolutions and actions as versioned records with approvals, visible only to named participants.
- Designed to do
Agenda, papers, decisions, resolutions and actions as versioned records with approvals, visible only to named participants.
- Information it would use
Records entered by authorised people.
- Connects with
- governed records
- approval workflows
- the audit trail
- accountability tracking
Executive Meeting IntelligenceMeeting records, decisions and actions captured by people.
- Designed to do
Meeting records, decisions and actions captured by people. Any AI summary or transcription is allowed only through an approved, disclosed provider and is a draft until reviewed. Actions flow to Accountability.
- Information it would use
Notes entered by attendees; recordings only through an approved, disclosed provider.
- Connects with
- accountability tracking
- AI governance
- the Trust Center
- approval workflows
Board and Investor ReportingGoverned packs assembled from approved report datasets with provenance and a review sign-off.
- Designed to do
Governed packs assembled from approved report datasets with provenance and a review sign-off. Nothing is sent to an outside party automatically.
- Information it would use
Approved datasets from Reports Studio; narrative from Business Performance Narrative once approved.
- Connects with
- Report Studio
- approval workflows
- the audit trail
Governance Accountability TrackerFollows board and executive actions to completion, with owners, due dates, delegation and escalation.
- Designed to do
Follows board and executive actions to completion, with owners, due dates, delegation and escalation.
- Information it would use
Actions recorded under Board Decision Workspace and Executive Meeting Intelligence.
- Connects with
- accountability tracking
- approval workflows
- the audit trail
Customers and Commercial Strategy
- The problem
- Customer concentration and pricing risks surface late.
- The value
- A clear view of concentration, pricing and pipeline, drawn from connected commercial data.
- What you receive
- Concentration and retention views, pricing scenarios, pipeline outlooks and experience trends.
Customer Concentration and Retention RiskRevenue concentration and retention indicators from verified customer and revenue data, drawn from a connected CRM or ledger.
- Designed to do
Revenue concentration and retention indicators from verified customer and revenue data, drawn from a connected CRM or ledger. Where the data is missing, the result is shown as unknown.
- Information it would use
Customer and revenue data.
- Connects with
- a connection to a verified customer and revenue source
Pricing and Commercial StrategyPrice and margin analysis and scenarios from verified cost and sales data with documented formulas.
- Designed to do
Price and margin analysis and scenarios from verified cost and sales data with documented formulas. Estimates are labelled.
- Information it would use
Cost and sales data from the ledger and sales sources.
- Connects with
- Enterprise Profitability Intelligence
- What-If Decision Simulator
- a connection to a verified sales source
Sales Pipeline and Revenue OutlookPipeline stage conversion from a connected CRM, with an outlook given as ranges by a stated method.
- Designed to do
Pipeline stage conversion from a connected CRM, with an outlook given as ranges by a stated method. Stale CRM data is labelled stale.
- Information it would use
CRM data.
- Connects with
- a connection to a connected CRM
Customer Experience IntelligenceComplaints, feedback and satisfaction aggregated from connected sources, with minimum group sizes.
- Designed to do
Complaints, feedback and satisfaction aggregated from connected sources, with minimum group sizes. Never individual customers.
- Information it would use
Feedback sources such as complaints and satisfaction surveys.
- Connects with
- privacy-protected analytics
- a connection to a feedback source
Technology and Innovation
- The problem
- Technology and AI spending grows faster than the evidence of its value.
- The value
- Technology and innovation decisions linked to measured benefit.
- What you receive
- Technology portfolio views, AI adoption and return tracking, innovation pipelines and modernisation maps.
Technology Investment AdvisorA technology portfolio with cost, owner, use and value evidence.
- Designed to do
A technology portfolio with cost, owner, use and value evidence. Recommendations are suggestions with their evidence and a person decides.
- Information it would use
Technology records entered by authorised people.
- Connects with
- governed records
- Investment Portfolio Evaluation
- approval workflows
AI Adoption and ROI MonitorShows which AI features are used (from this product's own usage records), what providers receive (linked to the AI provider disclosure) and the benefit measured.
- Designed to do
Shows which AI features are used (from this product's own usage records), what providers receive (linked to the AI provider disclosure) and the benefit measured. ROI is shown only from measured, stated inputs.
- Information it would use
Usage records of the product's own AI features; measured benefits entered or computed from verified sources.
- Connects with
- the Trust Center
- AI governance
- the audit trail
- Report Studio
Innovation Portfolio IntelligenceIdeas and experiments with stage gates, spend and evidence of outcome.
- Designed to do
Ideas and experiments with stage gates, spend and evidence of outcome. A stage advance needs a recorded decision.
- Information it would use
Records entered by authorised people.
- Connects with
- governed records
- approval workflows
- Investment Portfolio Evaluation
Technology Debt and Modernization RadarA register of systems with age, support status, risk and owner, and a modernization plan.
- Designed to do
A register of systems with age, support status, risk and owner, and a modernization plan. Only recorded facts are shown.
- Information it would use
System records entered by authorised people.
- Connects with
- governed records
- Enterprise Risk Radar
- accountability tracking
Executive Agents and Action Orchestration
- The problem
- Leaders lack the time to gather, cross-check and delegate.
- The value
- Assistants that prepare, investigate and propose, while people decide.
- What you receive
- Briefings, investigation trails, drafted delegations and outcome checks.
Proactive Executive Briefing AgentA scheduled briefing assembled from verified readings and delivered in the application to authorised users only.
- Designed to do
A scheduled briefing assembled from verified readings and delivered in the application to authorised users only. AI-drafted wording is flagged. Nothing is sent outside the application without approval.
- Information it would use
Readings the viewer may already read.
- Connects with
- Enterprise Health Monitor
- Executive Priority Engine
- AI governance
- the Trust Center
Cross-Department Investigation AgentA structured investigation across modules within the requester's own permissions.
- Designed to do
A structured investigation across modules within the requester's own permissions. Every source consulted is logged. Findings are hypotheses with their evidence.
- Information it would use
Records the requester may already read.
- Connects with
- the audit trail
- AI governance
- governed records
- legal holds
Executive Action and Delegation AgentProposes actions and delegations as drafts into accountability tracking.
- Designed to do
Proposes actions and delegations as drafts into accountability tracking. A person approves each. The agent never assigns work by itself.
- Information it would use
Items an authorised person is looking at.
- Connects with
- accountability tracking
- approval workflows
- AI governance
Strategic Outcome Verification AgentOn the due date of a strategic outcome, checks whether its measure moved as claimed, from verified sources, and reports what it can and cannot verify.
- Designed to do
On the due date of a strategic outcome, checks whether its measure moved as claimed, from verified sources, and reports what it can and cannot verify.
- Information it would use
Outcome definitions and the verified measures they name.
- Connects with
- Decision Outcome Learning
- Strategic Assumption Monitor
- governed records
Advanced Executive Intelligence
- The problem
- Complex organisations need models, early warnings and structured challenge.
- The value
- Advanced tools that help leaders see further ahead, always showing their evidence.
- What you receive
- Organisational models, early-warning indicators, challenge questions and an opportunity portfolio.
Enterprise Digital TwinA model of the organisation's entities, processes, systems and flows built from recorded data and used for what-if analysis.
- Designed to do
A model of the organisation's entities, processes, systems and flows built from recorded data and used for what-if analysis. Every node traces to a record. The model is never presented as the organisation itself.
- Information it would use
Recorded entities, processes and relationships.
- Connects with
- Organizational Dependency Graph
- What-If Decision Simulator
- governed records
- the company profile
Strategic Early Warning SystemUser-defined, documented leading indicators with thresholds, alerting from verified sources and stating staleness.
- Designed to do
User-defined, documented leading indicators with thresholds, alerting from verified sources and stating staleness. No prediction is claimed.
- Information it would use
Indicators defined by people; readings from across the platform.
- Connects with
- the Averyniq overview
- Enterprise Health Monitor
- governed records
AI Chief of StaffAn assistant that prepares briefs, follow-ups and drafts for an executive within that person's permissions.
- Designed to do
An assistant that prepares briefs, follow-ups and drafts for an executive within that person's permissions. It never acts for them and never sends. Provider use follows the disclosure.
- Information it would use
What the executive may already read.
- Connects with
- Proactive Executive Briefing Agent
- Executive Action and Delegation Agent
- AI governance
- the Trust Center
Management Consulting AgentApplies structured frameworks (for example issue trees and driver trees) to the organisation's verified data.
- Designed to do
Applies structured frameworks (for example issue trees and driver trees) to the organisation's verified data. Output is labelled analysis support, not professional advice.
- Information it would use
Verified data the requester may read.
- Connects with
- What-If Decision Simulator
- Revenue and Cost Driver Analysis
- AI governance
M&A and Partnership IntelligenceA deal room for targets and partners with a diligence checklist, evidence, risks and approvals.
- Designed to do
A deal room for targets and partners with a diligence checklist, evidence, risks and approvals. Need-to-know access only. External data only if approved.
- Information it would use
Records entered by authorised deal-team members.
- Connects with
- governed records
- approval workflows
- the audit trail
- legal holds
Business Model Innovation AdvisorStructured exploration of alternative models against recorded unit economics.
- Designed to do
Structured exploration of alternative models against recorded unit economics. Suggestions are labelled hypotheses.
- Information it would use
Recorded unit economics.
- Connects with
- Enterprise Profitability Intelligence
- What-If Decision Simulator
- AI governance
Organizational Dependency GraphA graph of people, teams, systems, suppliers and obligations from recorded relationships.
- Designed to do
A graph of people, teams, systems, suppliers and obligations from recorded relationships. It shows gaps in the recorded links.
- Information it would use
Recorded relationships.
- Connects with
- governed records
- workforce and location records
- Global Compliance
Strategic Assumption MonitorRegisters the assumptions behind plans and monitors each against verified data, flagging a broken assumption with the evidence.
- Designed to do
Registers the assumptions behind plans and monitors each against verified data, flagging a broken assumption with the evidence.
- Information it would use
Assumptions entered by people; verified readings.
- Connects with
- Strategic Planning Advisor
- governed records
- the Averyniq overview
Decision Bias and Challenge AgentChallenges a decision memo by listing unstated assumptions and common biases as questions.
- Designed to do
Challenges a decision memo by listing unstated assumptions and common biases as questions. It never overrides; the human decision stands. AI output is labelled.
- Information it would use
The memo the user submits.
- Connects with
- Decision Options Comparator
- AI governance
- the Trust Center
Value Leakage IntelligenceFinds where value is lost (duplicate payments, missed renewals, unclaimed credits, unbilled work) from verified data.
- Designed to do
Finds where value is lost (duplicate payments, missed renewals, unclaimed credits, unbilled work) from verified data. An amount is shown only when measured and confirmed by a person.
- Information it would use
Verified findings and contract or renewal records.
- Connects with
- Financial Intelligence
- Financial Performance Intervention
- accountability tracking
Executive Benchmark IntelligenceCompares the organisation's measures with approved, dated benchmark sets.
- Designed to do
Compares the organisation's measures with approved, dated benchmark sets. Always shows source, date and sample. Never invents a benchmark.
- Information it would use
Approved benchmark datasets.
- Connects with
- the Averyniq overview
- a connection to an approved benchmark dataset
Enterprise Opportunity PortfolioOne governed list of opportunities from the other capabilities, each with an owner, evidence, a value-measurement status and a decision.
- Designed to do
One governed list of opportunities from the other capabilities, each with an owner, evidence, a value-measurement status and a decision.
- Information it would use
Opportunities recorded by the capabilities above.
- Connects with
- Growth Opportunity Discovery
- Financial Performance Intervention
- Value Leakage Intelligence
- approval workflows
- governed records
09
AI governance, security and trust
Permissions, data flow, retention, evidence and revocation, each explained and each testable.
A Trust and Security area for customersSecurity and procurement teams ask the same questions again and again, and the answers are scattered.
- The problem
Security and procurement teams ask the same questions again and again, and the answers are scattered.
- What you provide
Nothing from you to read it. Evidence, where we have it, is attached to what it supports.
- How it is designed to work
- The area is designed to set out our commitments, how data moves, which providers are involved and what is held where.
- Each statement is designed to say what supports it, and what does not yet exist.
- AI providers and the categories of information that may be sent to them are designed to be disclosed per use.
- What you receive
One place to answer a security questionnaire from, with its limits stated.
- Connects with
- Permissions, approvals and audit
- AI governance
- Data discovery
- Fictional examples
- banking A security team reads which providers could receive which kinds of information.
- healthcare A privacy officer checks what is kept, where and for how long, as described.
Govern the AI your organisation usesTeams adopt AI tools faster than anyone records them, who approved them or what they may touch.
- The problem
Teams adopt AI tools faster than anyone records them, who approved them or what they may touch.
- What you provide
A list of the AI systems and agents in use or proposed.
- How it is designed to work
- An inventory records each system, its provider, its purpose, its risk assessment and its approval.
- Human oversight and monitoring are recorded alongside the evidence for them.
- The inventory is designed to be a record people maintain, not a claim that the systems are safe.
- What you receive
An inventory and a trail of decisions about it.
- Connects with
- Global Compliance
- Legal Intelligence
- Trust and Security
- Fictional examples
- insurance An insurer records which models score claims and who approved them.
- technology A software company lists the assistants its engineers use and their data limits.
Permissions, approvals and an audit trailWhen something goes wrong, nobody can say who could do what, who approved it and when.
- The problem
When something goes wrong, nobody can say who could do what, who approved it and when.
- What you provide
A decision on roles and on which actions need a second person.
- How it is designed to work
- People see only what their role and location allow, and one organisation's information is kept apart from another's.
- Actions with consequences are designed to need an approval by a person, bound to what was approved.
- Records of decisions are designed to be append-only, so history cannot be quietly rewritten.
- What you receive
A trail you can show an auditor, and controls you can explain.
- Connects with
- Review and approval
- Practical verification
- Global Compliance
- Fictional examples
- banking A change to a payment procedure needs two approvers and both are recorded.
- professional-services A matter's papers are visible only to the team on that matter.
Answers that show their evidenceA fluent answer that cannot show where it came from is a risk, not a help.
- The problem
A fluent answer that cannot show where it came from is a risk, not a help.
- What you provide
Source records the person is permitted to see.
- How it is designed to work
- Retrieval is designed to respect permissions, retention and legal holds from the stored record itself.
- A citation must point to real, accessible, tenant-scoped evidence. A citation that cannot be resolved is treated as an error.
- Conflicting or incomplete evidence is shown as such. Where the evidence is not enough, the platform is designed to decline to answer.
- What you receive
Cited answers, flagged conflicts and honest refusals.
- Connects with
- Ask the procedures
- Executive Intelligence
- Legal Intelligence
- Fictional examples
- healthcare A question about a procedure returns the cited step, or says the procedures are silent.
- professional-services A conflict between two policies is shown rather than smoothed over.
Retention, holds and where work is processedRecords are kept too long or deleted too soon, and nobody can show why.
- The problem
Records are kept too long or deleted too soon, and nobody can show why.
- What you provide
Your retention rules, any legal holds and your residency requirements.
- How it is designed to work
- AI run records, approved releases, knowledge evidence and training artefacts are designed to be covered by the same retention rules and holds.
- A hold is designed to stop deletion of the held record and of what it depends on.
- Interactive work is designed to honour the organisation's residency choice.
- What you receive
Retention you can explain, and holds that actually hold.
- Connects with
- Trust and Security
- Legal Intelligence
- Global Compliance
- Fictional examples
- healthcare A hold on a matter keeps the related procedure release and its evidence.
- banking A residency choice decides where interactive work is processed.
10
Reporting and analytics
Governed reports built from records, with provenance, permissions and review.
Report StudioReports are rebuilt by hand each time, and two versions of a number circulate.
- The problem
Reports are rebuilt by hand each time, and two versions of a number circulate.
- What you provide
The measures and scope you want to report on.
- How it is designed to work
- Reports are designed to be built from a closed list of defined measures, not from free-form instructions.
- A saved report keeps the exact definition it ran with, so a past figure can be reproduced.
- Small groups are designed to be protected so a report cannot be used to single out a person.
- What you receive
Repeatable, permission-aware reports with a clear definition behind every figure.
- Connects with
- Training
- Executive Intelligence
- Financial Intelligence
- Fictional examples
- education A completion report by department that never exposes a very small group.
- manufacturing A monthly view of procedure use by site, defined once and rerun.
Enterprise analytics across the platformEach function counts things differently, so the leadership team argues about the numbers instead of the decisions.
- The problem
Each function counts things differently, so the leadership team argues about the numbers instead of the decisions.
- What you provide
The functions you want to compare, and agreement on definitions.
- How it is designed to work
- Measures are designed to carry a definition, a source and a freshness, and to be shown with them.
- Figures that are estimates are designed to look different from figures that are facts.
- What a person sees is limited by their permissions and the scope of their role.
- What you receive
Dashboards where every figure says what it is and how current it is.
- Connects with
- Report Studio
- Executive Intelligence
- Data discovery
- Fictional examples
- logistics Training completion and incident reports are viewed together by depot.
- technology Procedure use and support volume are compared by product team.
Industries
The same platform applied in nine kinds of organisation, each with a fictional organisation and the same five use cases.
Leadership roles
How eight kinds of leader are designed to work from the same governed records.