🧠

The Four Unified Views

Unified Business Context

Intelligence where decisions happen

Strategic intelligence embedded directly in your workflows—not locked in data warehouses, but flowing naturally to where decisions are made.

THE PROBLEM

What We Actually Hear

We have tons of data, but nobody can find the insight they need when they need it.

By the time our data team creates the report, the decision moment has passed.

Every question requires a ticket to IT or analytics. We can't move fast.

Context that should inform decisions is trapped in people's heads, not accessible systems.

WHAT HASN'T WORKED

Failed Attempts

"Built executive dashboards with all our key metrics"

→ Executives still ask analysts for custom reports

"Implemented BI platform with self-service reporting"

→ Requires training nobody has time for

"Bought AI-powered analytics platform"

→ Generates insights nobody acts on; disconnected from workflows

Separate tools can't fix decision-point blindness. Intelligence must be embedded.

THE SOLUTION

What It Actually Means

Intelligence through AI agents that understand complete business context—not locked in warehouses, but flowing naturally to people who need it.

Customer Org sees

Usage patterns and health signals during interactions

Operations Org gets

AI-powered pattern recognition and optimization

Finance Org receives

Commercial signals connected to revenue health

Leadership accesses

Strategic intelligence in natural language

Everyone benefits

Intelligence flows to where decisions happen

IN PRACTICE

Tuesday Morning, Customer Call

With Unified Business Context

Customer mentions "evaluating options." AI surfaces:

Usage Alert

Down 40% over 60 days

Support Pattern

3 tickets about complexity

Pattern Recognition

Similar customers: 80% churn rate

Outcome:

Pivots conversation, saves the account

Without It

Customer mentions "evaluating options":

After call: Messages success team for data

Two days later: Report arrives

By then: Customer started RFP process

Outcome:

Too late to intervene

THE JOURNEY

Three Milestones

1

Foundation: "Intelligence Accessible"

AI agents deployed. Teams ask questions in natural language and get answers.

2

Capability: "Intelligence Trusted"

Organization trusts and acts on AI insights. Pattern recognition prevents problems.

3

Multiplication: "Intelligence Compounding"

Intelligence creates decisions competitors cannot match. Speed of learning compounds.

THE TECHNOLOGY

AI Intelligence by Org

👥

Customer Org Intelligence

AI surfaces customer health and signals during interactions

Operations Org Intelligence

AI coordinates workflows and identifies optimization opportunities

💰

Finance Org Intelligence

AI connects commercial signals to revenue forecasting

👑

Leadership Intelligence

Natural language interface for strategic questions

🔗

Together

Embedded intelligence across your entire operation

KEY VALUE INDICATORS

What to Measure

Don't Measure

  • Dashboard logins
  • Report volume generated
  • AI queries submitted

Measure Instead

  • Time-to-Answer
  • Proactive Intervention Rate
  • Decision Velocity

Focus on decision outcomes, not tool usage metrics.

🧠

Embed Intelligence

Unified Business Context transforms how your organization learns and decides—from waiting for analysis to intelligence where decisions happen.

1 / 9