BI / Analytics
KPI definitions, source mappings and metric logic live in one record your organization owns, so every dashboard can explain itself.
[ WHY PROGRAMS FAIL ]
Why the business stops trusting the data. Nobody can explain the dashboard.
KPI definitions agreed in workshops go undocumented. Lineage decisions from sprint reviews go unrecorded. By go-live, departments disagree on what revenue or churn even means.
Transform is the system of record for analytical design decisions: KPI definitions, source mappings, metric logic and stakeholder approvals. Your team owns it, and every metric change shows which reports, pipelines and tests it affects.
[ DECISIONS ON RECORD ]
AI that keeps your analytics knowledge intact.
BI programs produce hundreds of data design decisions, and most end up in documents nobody can find after launch. AI teammates capture workshops, design sessions and decisions as they happen.
After go-live, your team keeps a searchable record to build on when you add a data source, onboard a business unit or rebuild a report.
[ Across the lifecycle ]
How Transform works across your BI lifecycle.
01
Data and analytics blueprint
Map KPIs, sources, reporting requirements and metric definitions before a single dashboard is built.
KPI and metric definition
Data source and lineage mapping
Reporting hierarchy design
02
End-to-end traceability
Link requirements, data model decisions and UAT results, and see the impact of any metric change before it reaches a report.
Requirements traceability
UAT and report validation
Change and adoption management
03
Institutional knowledge that stays
Metric definitions, model decisions and configuration rationale are captured as they happen, so the record stays after the project closes.
AI meeting capture and ingest
Metric and data decision log
Analytics knowledge, preserved
[ Platform agnostic ]
Works across leading BI and data platforms. And the systems around them.
Power BI
Tableau
Snowflake
Databricks
Looker
Qlik
Running something else? Transform connects through native connectors and MCP.
[ OTHER SYSTEMS ]
Built for every application program.
01
CX
Map KPIs, sources, reporting requirements and metric definitions before a single dashboard is built.
01
EPM
Map KPIs, sources, reporting requirements and metric definitions before a single dashboard is built.
01
ERP
Map KPIs, sources, reporting requirements and metric definitions before a single dashboard is built.
[ WHO IT'S FOR ]
Built for cross-functional ERP teams.
Value-Added Resellers
Every VAR sells software. The ones who win deliver it faster, cleaner and at better margin. Transform is how your practice gets there.
Systems Integrators
Your margin walks out the door before the first workstream starts. Transform gets your clients prepared before you arrive, so your consultants spend their time delivering, not excavating.
System Admins
System admins are the last to hear about decisions that break what they already built. Transform gives you structured requirements before you configure, and the traceability to prove why it was built that way.
[ USE CASES ]
Common ERP use cases. For every phase of your transformation.
04
Optimization & Upgrades
Transform keeps a complete, connected record of how your system was built and why, so every optimization and upgrade starts with the full picture.
02
Project & Change Management
Transform puts project delivery and change management on one live record, so training, communications and readiness keep pace with what's actually being built.
03
User Acceptance Testing
Transform keeps requirements, tests and defects connected from the first workshop, so UAT starts from a complete, current record and ends in a confident sign-off.
[ What teams gain ]
What delivery teams gain.
Requirements you can trust
Structured, linked to processes, and traceable to test cases.
One source of truth
Requirements, decisions, RAID, change orders, and test cases in one connected platform the whole team shares.
AI-powered change control
When scope changes, AI shows the downstream impact on requirements, test cases, and tasks.
Clear governance at every stage
Decisions and approvals are logged and traceable, so stakeholders know what changed and why.
Faster onboarding, less ramp time
New team members get up to speed from the searchable blueprint, RACI, and project history.
Knowledge that outlasts the engagement
Meetings, decisions, and requirements stay in the platform after consultants leave.
The enterprise AI platform that understands your business and gets work done.