Corporate
Ownership, entities, governance, board and shareholder records.
BI013 Business Intelligence
Your company already contains the answers.
They are trapped in documents created for different people, systems, and moments. 013BI turns an approved company record set into a clearer business map, a proposed KPI system, a dashboard prototype, and a prioritized management agenda.
A high-touch, human-reviewed product pilot. No upload-anything promise, black-box conclusion, or autonomous business decision.
Management intelligence workspaceIllustrative / no customer data
Corporatemapped
Organizationquestions open
Commercialmapped
Financialreview required
Legalrestricted
Proposed KPI architecture
Measures tied to decisions
Revenue qualitysource mapped
Customer concentrationneeds review
Capacitybaseline missing
Cash conversionsource mapped
Review queue
What deserves attention
A commercial obligation does not appear in the operating cadence.
Two records use different definitions for the same management measure.
A claimed growth priority has no named owner or reliable baseline.
Management review required before any conclusion is delivered.
The product thesis
Your records describe the business from five different angles.
013BI is designed to connect those angles without pretending the documents are complete, current, or automatically correct. It inventories the evidence, finds where records support or contradict one another, and prepares the questions management should answer next.
The company record
One business. Five document families.
The exact source set is approved before intake. Support is confirmed by format and purpose; sensitive or unnecessary material stays out.
Organizational
Roles, policies, goals, operating cadence, and accountability.
Commercial
Customers, vendors, contracts, pricing, pipeline, and renewals.
Financial
Ledgers, statements, budgets, forecasts, debt, and models.
Legal & risk
Material agreements, insurance, compliance, disputes, and obligations.
How it works
Evidence first. Synthesis second. Decisions remain human.
Approve the record set
Define the business question, included sources, access, purpose, retention, and exclusions.
Build the evidence register
Classify accepted documents, extract structured facts, preserve locations, and expose gaps.
Reconcile the story
Compare financial, commercial, organizational, and obligation records across sources.
Propose the management view
Draft a decision-linked KPI tree, metric definitions, ownership, cadence, and dashboard.
Make the agenda usable
Human-review findings, unresolved questions, readiness gaps, and the ninety-day priority list.
The management-intelligence package
Seven outputs. One more coherent view of the company.
Evidence map
Sources, coverage, conflicts, dates, owners, and open questions.
Business map
Entities, roles, revenue engines, dependencies, and operating loops.
KPI architecture
Proposed measures tied to a decision, source, owner, and cadence.
Dashboard
An inspectable prototype populated only where evidence supports it.
Deep dive
Evidence-linked problems, opportunities, inconsistencies, and dependencies.
Readiness review
Reporting, control, diligence, governance, and narrative gaps.
90-day agenda
Prioritized questions and actions with owners and evidence requirements.
What the dashboard is for
Not more metrics. Earlier, better management questions.
Every proposed KPI must name the decision it supports, the source it depends on, the person who owns it, how often it refreshes, and what remains uncertain.
If the evidence cannot support a useful measure, the dashboard should show the gap—not manufacture precision.
Change before surprise
Surface concentration, cash, capacity, obligation, or performance questions while management can still act.
Turn disagreement into a worklist
When two sources tell different stories, show the conflict and assign the question.
Make diligence less disruptive
Know which records, controls, definitions, and explanations are missing before a capital event.
Keep conclusions reviewable
Evidence links and human review matter more than a confident automated summary.
Founding product pilot
Help shape the management-intelligence product owners actually need.
The first engagements are high-touch and source-specific. We confirm fit, accepted formats, handling controls, deliverables, capacity, and commercial terms before any document is shared.
- Established operating company with meaningful records
- Owner or executive sponsor available for mapping questions
- A real visibility, planning, diligence, or capital-readiness need
- Willingness to review assumptions and correct the record
Submitting this form is a request for consideration. It is not acceptance into a cohort, a quote, or an engagement. 013BI does not provide legal, accounting, tax, valuation, audit, assurance, credit, or investment advice.
Boundaries before upload
A company-wide view requires narrower data discipline, not broader access.
Approved source register
Each accepted document has a purpose, owner, access path, and handling decision.
Minimum necessary access
Credentials, unnecessary personal data, and privileged material stay out unless separately approved and controlled.
Defined closeout
Retention, return, deletion, delivery manifest, and access revocation are decided in writing.
Specific storage, encryption, subprocesser, model-use, residency, retention, and deletion terms are confirmed for the engagement. This page does not make a blanket technical or legal guarantee.
What could your own documents tell you if they finally spoke to one another?
Start with the management question, then decide which evidence is necessary to answer it.