Platform capabilities · Serve
One model. The right view for every audience.
Give employees, AI agents, auditors, and connected systems their own lens on the same approved business model, ensuring everyone works from trusted information.
One model. The right view for each.
Your own view into the model
Each person sees the parts of the model that matter to their role, from procedures and controls to the systems they use, with what’s changed since they last looked.
- Set up around each role, so people start from what’s relevant to them
- Favorites and recent items kept close at hand
- Changes in their area flagged, so people work from the current version
| Updated | |
|---|---|
| Create payment proposal | 02/09/2026 |
| Call-back check | 02/09/2026 |
| Supplier queries | 14/08/2026 |
| Status | |
|---|---|
| C-11 Call-back verification | Updated |
| C-14 Duplicate payment check | Current |
| Procedures | |
|---|---|
| ERP | 6 |
| Vendor master | 3 |
| Call log | 1 |
| Type | Area | |
|---|---|---|
| Group Procurement Policy | Policy | Finance |
| Payment runs | Process | Accounts Payable |
| Month-end close | Process | Finance |
Ask a question, find the answer
Search the whole model in plain language, and get an AI-generated summary alongside the results, much like a web search.
- Ask in your own words, the way you’d ask a colleague
- An AI summary of the answer, with the results behind it
- Go straight to the procedure, control or document you need
- The payment run starts with the AP clerk creating a payment proposal in the ERP each Tuesday, followed by automated rule checks.
- In Poland, every change to a supplier’s bank details is verified by call-back before the next payment.
- Payments over £25,000 are approved by the AP manager before the bank file is generated.
Ask your own AI assistant how the business runs
Connect the enterprise AI assistant you already use to BusinessOptix through MCP, and ask it about anything in the model.
- Read-only access, so the model stays as it’s approved
- You decide what’s made available through MCP
- Each person sees only what their access allows
Payments over £25,000 are approved by the AP manager 1.
In Poland, any payment to a new or changed bank account also needs a call-back check before it’s released 2. The call-back must use a number already held for the supplier 3.
See the whole operation
Dashboards built from the model show how the business runs, from complexity and cost to coverage and risk.
- Ready-made dashboards for common needs, from leadership views to risk
- Configure your own, to match how you’ve shaped your model
- AI-generated summaries of what each dashboard shows
Summary: Payments and supplier management carry the most complexity, with 4 versions per process on average. Two systems overlap in AP, and three processes rely on a single key person.
| Systems | Processes | Areas | |
|---|---|---|---|
| Document storage | 6 | 48 | 5 |
| Workflow and approvals | 4 | 31 | 4 |
| Reconciliation | 3 | 22 | 3 |
| E-signature | 3 | 12 | 2 |
Give your agents the context they need
Give AI agents access to the model through MCP, for one-off pieces of work or to check procedures and policies as they run. The model is already structured and connected, so agents can find their way around it.
- One-off tasks, such as researching how the work runs today
- Checks against the approved procedure or policy, as the work happens
- Control what agents can see, to keep their work consistent
The step the agent is performing, what comes before and after, and where it hands to a person.
Feed the systems that run the work
Workflow tools, automation and training platforms draw on the same approved version, so they reflect how the business is designed to run.
- Configuration requirements for workflow and RPA, taken from the model
- Content for training and onboarding, from approved procedures
- Exports and the API, to fit your integration layer
Everything an auditor needs, for every control
See how each control was designed, who signed it off and where it applies, drawn straight from the model.
- One place to answer audit and regulator requests
- Each control linked to the processes, procedures and owners around it
- The model as it stood on any date, for any review period
The right lens on the same data, for every job.
The right lens for every job
Each person, agent and system sees the model in the form their work needs, all from the same data.
Configured to how you work
Views, dashboards and access are shaped to your use cases, and to the model you’ve built.
Everything in one place
Teams draw what they need straight from the model, so content stays in one place, ready to find, search and share.
Behind every solution.
Context for every agent
Agents draw on the approved process, controls and limits through MCP, so their work reflects how your business really runs.
Explore →Regulatory ComplianceAnswers for auditors
Show how every control was designed, signed off and applied, drawn straight from the model for each review.
Explore →Process DocumentationThe current version, wherever it’s needed
People find the approved procedure in the flow of work, through search, their own view or the AI assistant they already use.
Explore →Tell us who needs to use the model.
We’ll help you get it to them, in the form they need.