Week 1
Discovery
A working session on your operation. We identify where undocumented knowledge, disconnected data or repetitive work creates the most operational friction or risk.
The Operational Intelligence Platform
Where your people and AI work as one.
AI tools don't automatically know how your company operates. CompanyOS captures your processes, decision rules and exceptions, connects that knowledge to current business data, and gives your employees and AI one shared source for day-to-day work.
Your day · Tue 22 Apr5 items · 1 needs a decision
01
Ask credit control to release SO-48219
On hold since 12 Mar, balance $31,400. The account has an agreed term extension until 30 Apr.
ERP order SO-48219 · Policy §4.2 · Exception log 8 Jan
02
Call Hartwell Fabrication about quote Q-2291
$42,600, expires Thursday. No contact logged since 9 Apr.
CRM quote Q-2291 · Sales SOP §6.1
03
Send Northway Supply the ship notice for SO-48304
Ships Friday. Northway requires 24 hours' advance notice.
ERP order SO-48304 · Customer requirements
Ship notice drafted from SO-48304: 3 lines, carrier and ETA
07:41
Sent to ops@northwaysupply.com, copied to Dana
07:41
SO-48304 note added in the ERP: notice sent
07:41
04
Call Delta Precision about their next order
Last order 94 days ago against a 60-day cycle. Nothing open.
ERP order history · Captured from J. Moore
05
Follow up quote Q-2278 with Marlow Components
$11,900, expires Friday. Falls under the 48-hour rule.
CRM quote Q-2278 · Sales SOP §6.1
Built for manufacturing and distribution operations.
For companies where customer requirements, purchasing rules, BOMs, work orders, inventory decisions and process exceptions cannot be left to memory or guesswork.
Capture how the work gets done. Connect it to your systems. Put it to work.
Business systems record transactions. Your people understand the reasons, rules and exceptions behind them. CompanyOS connects the two, so employees and AI can see what the record says and how your company handles it.
01
Capture
Guided conversations with your people to document processes, decision rules, workarounds and exceptions that may not appear in an SOP.
Company knowledge
Employee experience
SOPs and manuals
Decision rules
Workarounds and exceptions
Business systems
ERP
Databases
Business applications
Operational documents
02
Connect
Knowledge is linked to current records in your ERP, databases and applications, so employees and AI can use the relevant rules and current situation together.
ProcessesIn your terminology
RulesWith their exceptions
ContextFrom current data
ResponsibilitiesWho decides, who is told
03
Use
Employees ask questions in the language the company uses. Assistants answer from assigned company knowledge. Agents carry out defined tasks in connected systems within their approved access and limits.
Employee questions“Can we ship partial on this PO?”
AI assistantsAnswer from assigned company knowledge and cite it
AI agentsPrepare records, read documents, carry out defined steps
Connected workflowsRoute approvals and exceptions in your systems
04
Keep it current
When a new exception is handled or a process changes, that knowledge goes back into CompanyOS. It becomes more useful the longer the business uses it.
AI that works from your rules, not general assumptions.
General AI can write and summarize, but it does not automatically know your customer requirements, reorder rules, part numbers, approval limits or process exceptions. CompanyOS gives it the company knowledge, current data and defined access required for a specific job.
Without company context
With CompanyOS
Terminology
Part numbers, role names and customer terms may be missing or ambiguous.
Your part numbers, role names, customer terms and operating language.
Rules and exceptions
A written procedure may not include the practical exceptions that affect what happens next.
The written processes and the practical exceptions that affect what happens next.
Current data
Answers may rely on copied or outdated information when current records are not connected.
Live records from your ERP and business systems, read alongside the rule.
Access
Access depends on how knowledge, data and tools have been configured.
Each assistant or agent is limited to the knowledge, data and tools its job requires.
Every engagement starts with one clear operational need.
New customers begin with a focused, managed pilot built around a high-value area of the operation. We run it from discovery through launch.
Weeks 1–4
Knowledge capture
Guided conversations with the people who do the work. Rules, exceptions and responsibilities are written down and validated.
Day 30
First assistant live
Target for the first assistant to answer real questions from your people, citing company knowledge and connected data.
Day 90
Pilot complete
A paid pilot, managed end to end. You decide whether to extend into the next area of the business.
Ongoing
Kept current
New exceptions and process changes are added as they happen. The knowledge base stays a live asset, not a document.
What changes when operating knowledge stays with the company.
Keep critical knowledge when experienced people leave
The workaround, the customer exception, the reason a process changed: captured while the person who knows is still in the building, and still available after they retire.
Give employees clear answers without chasing the same expert
The right process, rule or next step, in one place, in the company's own words. No folder search, no waiting for the person who usually knows.
Make AI useful in real operational work
With knowledge and data connected, an agent can answer operational questions, read incoming documents, prepare records and carry out defined steps in your systems.
Bring one recurring exception. We'll show you how CompanyOS would handle it.
A focused working conversation about your operation. We examine where undocumented knowledge, disconnected data or repetitive work creates risk and whether that area is a suitable place to begin.
One operating picture across the whole company.
Ten areas of the business, one source of truth. Start where the need is urgent, then expand into areas that share its rules and data.
01
Company direction
Mission, values, leadership priorities and company-wide decision rules.
02
Operations
Workflows, scheduling, responsibilities, workarounds and exception handling.
03
Products and services
Product lines, pricing rules, BOMs, cost models and product knowledge.
04
Customers and markets
Key accounts, customer requirements, segments and buying processes.
05
Inventory and supply chain
Reorder rules, vendor requirements, receiving, warehouse processes.
06
Finance and accounting
Cost models, margin targets, cash flow rules and reporting responsibilities.
07
Sales and distribution
Pricing authority, order management, fulfillment and shipping requirements.
08
People and roles
Role responsibilities, SOPs, onboarding and training.
09
Technology and systems
Business systems, integrations, data sources and technical responsibilities.
10
Growth and strategy
Growth priorities, capacity constraints, improvement plans and strategic decisions.
Request a CompanyOS discovery session.
Bring one recurring operational problem. We will show how CompanyOS captures the knowledge behind it, connects that knowledge to relevant data and makes it useful to employees and AI.
