Four steps from your numbers to results you can check
ADEXMA reads your invoices, quotes and stock, finds where margin and cash leak, prices each fix and runs the project. Otto, your chief of staff, and your specialists do the legwork; your advisor confirms what they find.
1 · Strategy
Where are we going?
surveys, goals, KPI tree
2 · Discovery
Where is the money?
market, diagnosis, predictions, opportunities
3 · Projects
Who does what?
playbooks, tasks, deliverables
4 · Results
Did it pay off?
scorecard, return, reports
Otto, your specialists, and one human advisor
- Otto, your chief of staff, in every workspace. Otto routes each question to the right specialists, brings back one answer and runs every project. Never counted in the cap.
- Up to 8 specialists on every plan, chosen from 13: pricing, sales, supply chain, finance, market, operations, product, outreach. Custom agents on Transform.
- They work with your people. Each agent takes the legwork off the person in the role, and covers the role when no one holds it.
- One human advisor confirms every finding before it reaches you.
One finding, traced · sample on the Adventure Works demo data
- 1Invoice lines
- 2A discount outside the policy, on three dealers
- 3The fix, priced
- 4A project with an owner and a date
- 5The result, checked with Finance
Network · Files · Connectors: your email, calendar, LinkedIn, ERP and files feed the same set of facts.
Four plans, the same four steps
Each plan goes one step further. From Insight your connectors keep the data current, read only. From Improve the platform can also act in your systems, after a person says yes. Prices on request.
What you can count on
- Every number shows its working
- Your workspace sealed from every other
- US or EU hosting
- Nothing sent or changed without your click