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 Sales → CS → Product handoffs break down.

Self-evolving process maps that auto-generate from your team's actual behavior - showing how work really flows, not outdated documentation.

Key features:

• Auto-generated from reality (no manual work)
• Continuously learn optimal patterns from thousands of executions
• Update automatically as your organization evolves
• Track cross-team coordination where 30% of revenue leaks

Result: Always-current view of execution vs. intent across all teams.

~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:

• 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/Product, Revenue Operations

Best fit:

• Companies with $10M+ ARR
• 50+ employees across multiple departments
• 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)
2. Live Workflows - Self-updating process maps (not static dashboards)
3. Metadata-only - Complete privacy (SOC 2 Type II, HIPAA)
4. 2-day launch - No lengthy implementation or manual documentation
5. Predictive alerts - Warn before problems impact revenue (not just retrospective reporting)

5-step process:

1. Connect - APIs to your systems, collect metadata only (no content)
2. Learn - Analyze Event→Outcome correlations across teams
3. Generate - Auto-create Live Workflows from actual patterns + best practices
4. Alert - Predictive nudges when teams drift from optimal patterns
5. 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

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

This is ideal - 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 see: 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 II, HIPAA, ISO 27001 pending. All raw data deleted after analysis.

Metadata = information ABOUT actions, not the actions themselves

We collect: When (timestamp), Who (participants), Whether (completion), How long (timing)
We DON'T collect: 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: Track individual productivity for reviews, monitor personal messages, provide keystroke logging/screen capture

Our focus: Systematic process issues (e.g., "Where do Sales→CS handoffs fail?"), NOT individual performance (e.g., "Is Bob working hard?")

Privacy-first - employees protected, leadership gets strategic visibility.