Metadata-only analytics platform that identifies cross-team execution gaps causing revenue loss. We analyze event patterns from your connected systems to track KPIs, quantify opportunity gaps, and generate Live Workflows that continuously learn optimal patterns. Focus: preventing the 30% of ARR typically lost when handoffs break down.

Live Workflows are self-evolving process views generated from your team’s real execution - showing how work actually flows, not how it’s documented.

What makes them “live”:

• Auto-generated from reality (no manual process mapping)
• Learns Success Criteria from historical execution (what patterns consistently correlate with better outcomes)
• Update automatically as teams, tools, and behaviors change
• Expose cross-team handoffs where revenue and retention leak

Two ways Graphio represents workflows (based on the nature of the process):

• Linear processes → Step-by-step Live Workflow (clear sequence, timing, owners)
• Non-linear processes → Rules of Success (a set of measurable criteria that defines “on-track,” even when paths vary)

Result: Always-current visibility into execution vs. intent across teams.

Graphio derives Success Criteria from your historical data by analyzing which execution patterns reliably correlate with strong outcomes (e.g., faster deal progression, fewer stalled handoffs, faster escalations, healthier renewals).

That “success model” is then used to:

• define what on-track execution looks like (timing, ownership, required signals)
• detect drift early (before it shows up as revenue loss)
• power either a linear step map or Rules of Success, depending on how predictable the flow is

You can also tune these criteria (SLAs, thresholds, acceptable exceptions) so Graphio matches how leadership wants execution measured.

Both - because real companies run both.

• If your process is repeatable and step-based, Graphio shows a linear Live Workflow with steps, owners, and timing expectations.
• If your process is naturally non-linear (different paths by deal type, tier, urgency, exceptions), Graphio shows Rules of Success - a compact set of measurable criteria that defines “success” regardless of the exact path.

So you get a clear standard for execution even when the real world isn’t a single straight line.

~30% of ARR is lost in invisible cross-team execution gaps. You can see every deal, task, and ticket - but not the revenue bleeding from broken handoffs.

Common patterns we see on average across our clients:

• 23% of high-value leads sit untouched by Sales
• 31% of closed deals have incomplete CS handoffs
• 38% of urgent escalations get no Product response

Causes: Timing issues, broken workflows, ownership confusion, volume imbalances between teams.

Primary users: C-level executives, VPs of Sales/CS/Operations, Customer support leaders, Corp Dev leaders

Best fit:

• Companies with $50M+ ARR (mid-market companies and enterprises)
• 150+ employees across multiple departments
• Multiple Complex cross-team workflows (Sales → CS → Product handoffs)
• Leadership needing strategic oversight without operational micromanagement

1. Cross-team focus - Track handoffs where 30% of revenue leaks (not single departments). However, Graphio tracks role-level deviations as well.
2. Live Workflows - Self-updating process maps (not static dashboards)
3. Success Criteria from historical data - defines “what good looks like” based on outcomes, not guesswork
4. Metadata-only - Graphio doesn’t process content. Best data security standards (SOC 2 Type 2, HIPAA compliant)
5. 2-day launch - No lengthy implementation or manual documentation
6. Predictive alerts - Warn before problems impact revenue (not just retrospective reporting)

6-step process:

1. Connect - APIs to your systems, collect metadata only (no content)
2. Learn - Analyze Event→Outcome correlations across teams
3. Define Success Criteria - infer what “on-track execution” looks like from historical data
4. Generate - Auto-create Live Workflows from actual patterns + best practices
5. Alert - Predictive nudges when teams drift from optimal patterns
6. Optimize - Actionable insights with quantified business impact

Timeline: Up to 2 days from connection to live insights.

50+ applications across 7 categories:

• Communication & Coordination
• Marketing & Sales Automation
• GTM Project & Execution Tracking
• Forecasting & Accountability
• CRM & Pipeline Execution
• SOP Management & Knowledge Flow
• Product Development

Additional integrations available on request.

No - we enhance them. Graphio sits on top of your existing stack, connecting disconnected tools to show how work flows between them.

You keep using: Salesforce, Slack, Jira, HubSpot - exactly as before

You gain: Visibility into cross-tool execution patterns, handoff breakdowns, and revenue leak points

Think of us as your "executive nervous system" - strategic visibility without replacing operational tools.

Automatic adaptation - no manual reconfiguration required.

When teams restructure, roles change, or processes evolve:

1. System detects new patterns within 24-48 hours
2. Measures impact on outcomes (better or worse?)
3. Updates workflow tracking automatically
4. Alerts leadership if changes create bottlenecks

Example: Sales territory restructure → system observes new handoffs → measures impact → updates tracking → alerts if problems arise.

System distinguishes:

• One-time incidents - Flagged, not included in learning
• Justified exceptions - Enterprise deals needing custom process
• Systematic problems - Repeated issues driving insights

Leadership control: Mark specific instances as exceptions to prevent skewing. Define acceptable vs. problematic deviations. Smart filtering ensures recommendations focus on real problems, not justified variations.

Up to 2 days:

• Day 1: API connections + data ingestion
• Day 2: Live Workflows generation + initial insights. However, on average, most of our clients are launched within a day

No manual work required - no surveys, process documentation, or team interviews. The platform learns by automatically observing actual execution patterns.

This is ideal - it demonstrates the platform's core value.

Live Workflows automatically:

1. Detect changes within 24-48 hours
2. Begin tracking new patterns immediately
3. Compare effectiveness vs. previous approach
4. Provide insights on whether changes improved outcomes

No manual updates needed - workflows evolve as your organization evolves.

Yes - full customization via Graphio interface (no coding):

Workflows:

• Set alignment standards and SLA targets
• Define critical handoff points
• Establish escalation thresholds

Alerts:

• Set severity levels (Warning/Critical)
• Choose recipients by role
• Define notification frequency
• Customize impact thresholds

Leadership defines "on-track" vs. "off-track" criteria - system monitors execution against your standards.

Typical outcomes within 90 days:

Revenue:

• 15-25% reduction in deal slippage
• 20-30% improvement in handoff completion
• 30-40% faster escalation response

Efficiency:

• $2.3M average potential savings identified
• 21+ hours/month recovered per department
• 50%+ reduction in process deviations

Real examples: Sales focus on large deals (35% less CRM activity) → 30% more closed deals

Formula-based calculations with transparent audit trails:

Every insight includes:

• Time recovered (hours/month per role)
• Cost savings (opportunity gaps × hourly rates)
• Revenue protection (prevented slippage, improved close rates)
• FTE equivalents (when salary data available)

Example: Improving Sales→CS handoffs from 31% incomplete to 10% = 42 deals × $50K = $2.1M protected. Platform cost $240K/year = 775% ROI.

Yes - multiple formats:

• PDF executive summaries (board-ready)
• PowerPoint decks (charts + insights)
• Excel spreadsheets (formulas + raw calculations)
• CSV files (custom analysis)

All exports include audit trails, data source attribution, timestamps, and formula documentation. Perfect for board presentations, investor updates, and executive reviews.

Metadata-only approach - we analyze behavioral patterns, never content

We track: Timestamps, participants, completion status, interaction patterns

We DON'T analyze: Email/message content, documents, conversations, sensitive information

Example: "Person A sent email to Person B at 2PM, response after 4 hours" NOT: "What the email said"

Compliance: SOC 2 Type 2, HIPAA compliant, ISO 27001 pending. All raw data deleted after analysis. Regular independent pentesting

Metadata = information ABOUT actions, not the actions themselves

We collect: When (timestamp), Who (participants), Whether (completion), How long (timing)
We DON'T analyze: What was said, written, or discussed

Usage:

1. Pattern recognition - identify workflow deviations
2. Correlation analysis - link actions to outcomes
3. Performance tracking - measure vs. benchmarks
4. Predictive alerts - warn before problems materialize

Privacy-first: Impossible to reconstruct content from metadata alone.

Immediate actions upon cancellation:

• API connections terminated (no new data collection)
• Existing data deleted within 30 days
• Aggregated insights retained 90 days (for export if needed)
• Complete deletion after 90 days

You can request: Full data export, immediate deletion (faster than 30-day standard), deletion confirmation documentation.

No lock-in - your data is yours.

Yes - full RBAC (role-based access control):

Access levels:

• Executive: Full company-wide visibility
• Department VP: Full department + cross-team insights
• Manager: Team-level visibility, limited cross-team
• Individual: Personal performance only (if enabled)

Customizable: Choose which roles see which insights, restrict sensitive data to executives, enable/disable individual tracking, control export permissions.

Privacy: Aggregated data only for small teams, no individual tracking unless enabled.

No - we are NOT employee monitoring.

We DO: Analyze aggregated team patterns, track department-level process execution, identify systematic workflow gaps

We DON'T: Monitor personal messages, provide keystroke logging/screen capture

Our focus: Systematic process issues (e.g., "Where do Sales→CS handoffs fail?")