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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.

Both run on the same platform architecture and the same Signal-to-Outcome methodology. You start with the baseline (core suites), then add capabilities as you grow..
Compare Biz vs Pro
OFFERING
For SMBs getting the loop running
fast.
OFFERING
For teams running the full Signal-to- Outcome loop.

ADD-ONS

CLEO (optional add-on for Biz and Pro)
Teams (included in Biz, optional add-on
Mobile (optional add-on for Pro )

Platform architecture

Built end-to-end —
not stitched together

A single system designed to produce decisions that get executed and measured.

Raw Data

Operational sources

Transactions

System of record

Connected DWH

One data mode

Decisions / Signals

KPI alerts

CLEO Advise

Next best actions

Activities

Humans + agents

Outcomes

Measured impact

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
Availability Biz Pro
Explore CLEO
System of record
Source of truth for your operations
Signals open
7

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.

Availability Biz included Pro add-on
See Decisions Suite

Actionable Insights — the bridge to execution

Where insight stops being information and starts being work

Most platforms stop at the dashboard. T&T converts insights — or insight clusters — into Actionable Insights: structured, owned, trackable units of work tied to a target KPI.
  • 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
See the Methodology

Access & foundation

Anywhere access. One
consistent model.

mobile-icon

Mobile

Visibility and execution — anywhere

For managers and field teams who need mobile-first access to
assigned Activities, key KPIs, alerts, and execution status.

Biz Pro (add-on)
Component 1

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.

Biz Pro

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.
Explore CLEO

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

Your system of record for SMB
operations.

Dashboard concepts

Your system of record for SMB
operations.

Launch fast, then expand

Go live, then add suite by suite as you grow.

Expert services & 24/7 support

Optional help whenever you need
it.
Availability Biz Pro

Let your signals speak — and turn them into outcomes.