PRODUCT

One system connecting customer intelligence to execution.

CIOS creates a continuous operating loop across Business Context, customer signals, prioritised Insights, Missions, Tasks, outcomes and organisational learning.

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Daily briefing

Good morning, Michelle.

Which accounts are at risk this week?

THE OPERATING LOOP

Four stages, one continuous flow.

Signals and context become insights, insights become owned work, and the work is measured against a baseline that was frozen before it started.

01

Signals & Context

02

Insights

03

Missions & Tasks

04

Outcomes

01 · SIGNALS & CONTEXT

Read the customer signals you already collect.

Surveys, tickets, CRM records, reviews, product analytics and billing events are read in place, in any language, and kept connected to their source.

Live sources and uploaded datasets
Every signal keeps its origin and timestamp
Interpreted against your business context
Stripe · Billing events
Billing · 312,408 records · synced 4 min ago
Live Connected
Zendesk · Tickets
Support · 48,112 records · syncing
Live Syncing 62%
HubSpot · Companies & deals
CRM · 2,400 records · synced 1 h ago
Live Connected
NPS survey Q3 2026
Survey · 1,860 records · uploaded 8 Sep
Uploaded Ready
Product usage export - August
Product analytics · 96,004 records · uploaded 3 Sep
Uploaded Ready

02 · INSIGHTS

Named problems, ranked by what they cost.

CIOS groups related signals into a customer problem, computes exposure in code from your own data and ranks it by impact, urgency and confidence.

Financial exposure calculated, not generated
Evidence attached to every claim
Approve, adjust or dismiss before anything moves
PrioInsightUrgencyImpactState
94
New One friction point driving avoidable churn
Churn Stripe · Zendesk · HubSpot Needs review
Critical CHF184k Needs review
88
New Growth accounts hitting seat limit before renewal
Upsell Product usage · HubSpot Needs review
High CHF122k Needs review
81
Onboarding calls repeated for the same setup step
Cost Zendesk · Product usage In execution
Medium CHF41k In execution
74
Renewal reminders land after the invoice date
Churn Stripe · NPS Q3 Tracking
High CHF67k Tracking

03 · MISSIONS & TASKS

An approved insight becomes owned work.

A mission carries an owner, a date and the number it has to move. It decomposes into tasks routed to the departments that can actually change the outcome.

One problem, one owner, one target
Tasks across product, service, sales and operations
Progress visible without chasing a status meeting
#M-241 Churn Critical In progress

Remove the top driver of at-risk accounts

Correct the rule that caused it, make the affected accounts whole and stop the issue recurring before renewal.

Owner·Daniel Okafor ·From insight·#I-118 ·Exposure·CHF 184k
68% 4 of 6 tasks
#M-238 Upsell High Not started

Reach expansion accounts before renewal

Accounts at 90%+ seat utilisation get a tailored expansion offer 45 days before renewal.

Owner·Nadia Mensah ·From insight·#I-117 ·Exposure·CHF 122k
0% 0 of 4 tasks

04 · OUTCOMES

The same measurement, before and after.

The baseline and the formula are frozen when the mission is approved, then replayed against the same records week by week, so you can track what changed after the intervention.

Baseline frozen before the work starts
Target and actual on the same screen
Result retained as context for the next decision
Revenue at risk · annualised run-rate
CHF 23k−88% since baseline
Improving · Active
Baseline Target Intervention

Baseline

CHF 184k

Target

CHF 37k

Now

CHF 23k

INTELLIGENCE FOUNDATIONS

What the loop reasons against.

Four capabilities sit underneath every stage, so an insight is interpreted against your business rather than a generic one.

Business Context

Your organisation, customer segments, goals, processes and constraints, held as structured facts CIOS reasons against.

SEGMENTS GOALS PROCESSES

Operational Knowledge

Previous evidence, decisions, missions and measured outcomes retained so organisational learning is not lost between projects.

HISTORY OUTCOMES WHAT WORKED

Ask CIOS

Conversational access to the same intelligence, with the supporting evidence attached to every answer.

PLAIN LANGUAGE SOURCED

Governance & Traceability

Authorised knowledge, traceable sources, human decision points, clear ownership and permission-aware access.

AUTHORISED TRACEABLE PERMISSIONED

BUSINESS CONTEXT

CIOS learns how your organisation actually runs.

The same complaint means something different at a bank and at a telecom. CIOS holds your organisation, customer segments, goals, processes and constraints, so a signal is read against your reality.

Context can be built during setup from the material you already have, then corrected and extended by your teams as facts change.

Company profile 9 facts
Confirmed

Swiss B2B SaaS selling subscription analytics to mid-market operators in DACH and Benelux across three plans: Starter, Growth and Scale.

Company website Pitch deck 2026
Customer segments 6 facts
Needs confirmation

2,400 active accounts. Scale accounts are 9% of logos but 41% of ARR; most upgrades happen mid-cycle from Growth to Scale.

HubSpot CRM Stripe billing
Strategy & policies 8 facts
Confirmed

FY26 target is net revenue retention above 112%. Mid-cycle upgrades are prorated on the daily delta; refunds are credit-only.

FY26 plan Billing policy
Knowledge record Confirmed

Mid-cycle upgrades charged by a stale proration rule

Condition

Recurring friction in a high-value journey

Root cause

A rule applied the wrong value downstream

Intervention

Rule corrected, accounts made whole, comms updated

Result

Failure rate 2.4% → 0.3% in 6 weeks · CHF 184k protected

Reused by 2 later insights · cited 6 days ago

32 Billing & payments Root causesInterventionsOutcomesConditionsEvidence 653414

OPERATIONAL KNOWLEDGE

Organisational learning that survives the project.

CIOS retains previous evidence, Insights, decisions, Missions, Tasks and measured outcomes, so what an organisation has already learned does not disappear when a team or a programme changes.

Future analysis can start from that record rather than a blank page: what was tried, who acted, what changed and what it was worth.

ASK CIOS

Ask a question, get the evidence with the answer.

The same intelligence is available conversationally. Ask where value is leaking, which accounts are exposed or what happened after an intervention, and the answer arrives with the signals, sources and records it was built from.

It is an interface into CIOS, not a separate general-purpose chatbot.

Which accounts are most exposed to the upgrade billing issue this month?

Twelve accounts upgraded mid-cycle since 1 September and were charged by the old proration rule. Four are already flagged in Insight #I-118.

Helvetia Logistics AG48,000Flagged
Brouwer & Zn.36,500Flagged
Nordlicht GmbH18,200Credited
Add to mission #M-241 Sources · Billing events · CRM · Support tickets
Ask a follow-up…

GOVERNANCE & TRACEABILITY

Decisions you can follow back to their evidence.

Authorised knowledge

Reasoning runs over information your organisation has approved for use, not the open web.

Traceable sources

Figures and claims drill back to the records they were built from.

Human decision points

A person approves consequential actions. CIOS does not close a problem on its own.

Clear ownership

Every mission and task carries a named owner and department.

Permission-aware access

People see the customer data their role allows them to see.

Security & deployment →

See the loop on one of your customer problems.

Bring a use case and we will walk through how CIOS connects the evidence to prioritisation, action and measurement.

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