Your planning cycle starts from scratch every month
The data is stale before leadership sees it. The insights from last session live in someone's head. We build the system that fixes that.
12+
data sources unified
48hrs
to first insights
90 days
to production system
80%
of analyst time spent on assembly, not analysis. You hired strategic thinkers and turned them into slide builders.
You're not short on data. You're short on time between data and decision.
Your team rebuilds the same analysis from scratch every cycle.
What most teams try
More dashboards
They go stale, and nobody changes their workflow to check them.
More analysts
They spend 80% of their time on assembly, not analysis. You hired strategic thinkers and turned them into slide builders.
Agency retainers
They add latency, not speed. You're waiting on a third party to interpret data your team already understands better.
What we build instead
Three components that close the loop between planning sessions.
The Deck Builder
A contextualized analysis that reflects your KPIs, baselines, and terminology. Ingests your data sources and generates the pre-read automatically. Built into PowerPoint.
The Strategy Assistant
An embedded sparring partner in Teams, PowerPoint, and email. Your planning leads can query the full data context on demand. No waiting for an analyst to pull the data.
The Post-Read Engine
After every planning session, captures what was discussed, identifies unanswered questions, runs follow-up analysis automatically, and delivers answers before the next cycle.
How it works
48-hour proof
We connect to your existing data sources and show you what your planning intelligence looks like when it's unified, annotated, and queryable. No migration project. No six-month data dictionary effort.
90-day lighthouse
One planning process. One business unit. Full build: deck builder, strategy assistant, post-read engine, all operational and learning from each cycle.
Scale
Every additional process requires less build because the foundation already exists. Expand from media performance reviews to the full S&OP cycle. From one business unit to the next.
See what your planning data already knows
Book a ConsultationS&OP processes we automate
Media performance reviews
Monthly pre-reads across brands, channels, and retailers. ROI analysis, media-attributed sales, and cross-channel performance.
Commercial planning forums
Volume forecasting, promotional effectiveness, distribution analysis, and category performance calibrated to your KPI definitions.
Innovation & flex planning
Pipeline reviews, launch readiness assessments, and market sizing. Unstructured data brought into the same intelligence layer.
Post-session intelligence
The connective tissue. Every session generates follow-up questions. The system answers them between sessions.
What the system learns
Every planning cycle makes the next one sharper.
Data sources connected and normalized. Deck builder generates pre-reads requiring significant analyst editing. Strategy assistant handles basic queries with sourced data pulls.
Pre-reads require light editing only. Strategy assistant handles multi-step queries with prior-cycle context. Risk flags auto-generate for anomalies and underperformance.
Pre-read is near-production-ready. Strategy assistant anticipates likely questions based on data patterns. Risk flags include recommended actions from prior cycles.
Institutional memory for your planning organization. New team members onboard with full context. Knowledge stays when people leave or rotate.
Illustrative example — actual timelines and outcomes vary by engagement.
Monthly deck assembly time eliminated
A Fortune 500 CPG company's beauty division was producing 100+ slide monthly performance review decks across multiple brands. The deck builder now auto-generates contextualized pre-reads.
S&OP lock-to-meeting gap compressed
A global consumer goods organization's lock dates occurred days before the planning meeting. The system compressed the gap so decisions are grounded in current data.
Forecast reconciliation unified across field and HQ
Multiple competing forecasts consumed the planning cycle. The system connected forecast sources into a unified view, surfaced variance explanations automatically.
From the field
See all
Compressing S&OP: From two weeks to 90 seconds
A Fortune 200 CPG company's planning team was spending 80% of every cycle assembling data. Here's what happened when the system did that instead.
Read article
The insight-to-action gap
Consumer marketing teams don't have an insight problem. They have an action problem. The gap between identifying a signal and executing on it is where competitive advantage lives or dies.
Read articleEnterprise ready
Your data stays in your infrastructure
Planning data runs in your environment. Nothing is extracted to third-party systems.
Source-agnostic ingestion
SAP, Nielsen, IRI/Circana, retailer POS feeds, trade promotion systems, demand planning tools, and internal reporting.
Embedded in your workflow
Built into PowerPoint, Teams, and Outlook. Strategy assistant lives in the same sidebar your team already has open.
Agency-compatible, not agency-dependent
The system works alongside your existing agency relationships. Your agency keeps delivering strategic counsel.
Named account lead
A senior strategist who understands S&OP cadences, your category dynamics, and your data landscape.
SOC 2 compliant
Enterprise security and data governance standards.
Your planning cycle shouldn't start from scratch every month
Tell us what you're trying to connect. A typical first conversation is 30 minutes. We'll scope a 48-hour proof on your actual planning data on the first call.
Marketing and media performance
Your best attribution insights arrive after the budget is spent. We connect ROI data, campaign data, and retailer signals so your team can optimize while campaigns are still running.
Consumer and market intelligence
You have more consumer data than ever and less time to act on it. We build the system that detects trends, generates briefs, and measures what performed.
FAQ
Every company's planning cadence, KPI definitions, data sources, and reporting formats are different. The lighthouse engagement starts with one planning process in one business unit specifically so the system calibrates to your standards, not a generic template.
The 48-hour proof works with data in its current state. We connect to your existing data sources and show you what your planning intelligence looks like when it's unified. No migration project. No six-month data dictionary effort.
Generic AI tools don't know your definitions of conversion, brand growth calculations, or media-attributed sales. Our system calibrates to your specific nomenclature and calculation logic during the lighthouse.
Nothing changes until the system proves itself. The lighthouse runs alongside your current process, not instead of it. Your team continues their normal cycle while the system learns.
Because the pre-read is auto-generated from live data rather than manually assembled, the lock-to-meeting gap shrinks dramatically. New signals can be surfaced as addenda without manually updating a 50-slide deck.
Cycle 1 requires moderate editing. By cycle 3–4, most teams report light review only. By cycle 6, planning leads describe their role as strategic review and exception handling.
The system retains every cycle's context: what was discussed, decided, deferred, and what outcomes followed. New team members onboard with the full institutional memory.
No. It replaces the assembly work they shouldn't be doing. Your analysts still own strategy, judgment calls, and stakeholder relationships. The goal: 80% strategic analysis, 20% review.
You do. Everything runs on your infrastructure and belongs to your organization. We retain no rights to your data, models, outputs, or code. Contractually guaranteed in every SOW.
All work happens within your environment using your security protocols. The system deploys inside your existing Microsoft 365 infrastructure. SOC 2 compliance, IP protections, and enterprise security are standard.
Engagements are structured as time-and-materials or milestone-based SOWs. Most clients fund the initial lighthouse through existing transformation or departmental budgets.
The 48-hour proof connects your existing data sources and generates a first-pass view — your data, unified, annotated, and queryable. Not a demo with sample data.