From Signals to Outcomes.
One closed-loop decision system. Transactions, Decisions, and Collaboration suites — orchestrated by CLEO — running the Signal-to-Outcome methodology on a single data foundation..
Platform in one line
T&T connects Transactions + Decisions +Activities on one data foundation — with CLEO running the loop from signal to outcome.
How T&T is offered
Two service offerings, one platform model: Suites + Add-ons.
fast.
ADD-ONS
Platform architecture
Built end-to-end —
not stitched together
A single system designed to produce decisions that get executed and measured.
Instead of buying separate tools for data capture, analytics, tasking, and AI — T&T runs as a single system. The architecture is the moat: each layer reinforces the next, and no single layer can be lifted out and replaced by a horizontal AI tool without breaking the loop.
Transactions Suite
Your system of record
The structural moat against overlay-AI displacement. This is the layer horizontal AI cannot easily replicate — because it requires actually holding and managing your operational data.
- ✓CRM — customer and pipeline data, captured cleanly at the
source - ✓ERP — core financial and operational transactions
- ✓Projects — delivery, milestones, dependencies, status
- ✓Logistics — movement, inventory, fulfillment
- ✓Talent — people, roles, performance, accountability
Decisions Suite
Dashboards as signal generators
The Decisions Suite is not a reporting layer. It is the signal generator that starts the Signal-to-Outcome loop:
- ✓KPI alerts — what changed (variance, drift, threshold
breach, emerging risk) - ✓Investigation paths — why it changed (guided drill-down
structured by the methodology) - ✓Insight clusters — what connects (related signals grouped
into a coherent story)
Prebuilt dashboard concepts: SMB concept for lean teams · Mid-size
concept for deeper segmentation and cross-area views.
Actionable Insights — the bridge to execution
Where insight stops being information and starts being work
- ✓An owner (person or team)
- ✓A due date and execution plan
- ✓A target KPI with baseline and expected impact
- ✓Status tracking and KPI movement during execution
- ✓An outcome captured for learningn
- ✓Availability — Biz ✅ | Pro ✅
Activities is the only place in your stack where humans and AI agents can act on the same decision, against the same KPI, under the same accountability.
Collaboration Suite — Activities
Humans + agents execute together
The execution layer designed for the next era of work
This is where decisions stop living in emails and start living in a controlled system — executed by your team, by AI agents, or by both, under one accountability model.
- ✓Assign and coordinate — across people, teams, and (increasingly) agents
- ✓Track execution — with KPI movement monitored
during work - ✓Field coordination — for distributed teams and operators (TEAMS)
- ✓Agent execution — select Activities run by AI agents under CLEO orchestration, rolling out across 2026 and 2027
Access & foundation
Anywhere access. One
consistent model.
Mobile
Visibility and execution — anywhere
For managers and field teams who need mobile-first access to
assigned Activities, key KPIs, alerts, and execution status.
Connected data model
One model that keeps the whole platform consistent
One model keeps the loop consistent: consistent dimensions, KPI
definitions, and drill paths across departments. It prevents
“analytics per department” — the #1 reason mid-size companies fail
to scale insight.
MEET CLEO
Not a generic
copilot.
The AI brain of the Signal-to-Outcome loop.
- ✓Reads signals from your dashboards in context.
- ✓Runs the Advise phase — recommends next actions,
flags drivers, surfaces side effects. - ✓Assigns Activities to humans and, increasingly, to AI
agents inside the platform. - ✓Learns from outcomes and improves the next
recommendation.
CLEO is methodology-native. It does not exist outside T&T because it depends on T&T’s data foundation, decision metadata, and activity orchestration. That’s why it produces decisions a generic LLM can’t.
Deployment & Support — CONFIG
Plug-and-play implementation — no consulting project required.
Self-service setup
operations.
Dashboard concepts
operations.
Launch fast, then expand
Expert services & 24/7 support
it.
Let your signals speak — and turn them into outcomes.