How Systems Intelligence works
This page is for the reader who wants the detail. Systems Intelligence is knowing how the systems of a business are designed around the work, and putting that knowledge to use. Here is what that looks like inside the software.
One record for each system in your business
A system is one part of the business, such as marketing, sales or operations. Each one gets a record with nine layers, from its goal down to the numbers that show it works. Automations sit inside that record, so every one has rules to follow, an owner and a result to check.
Direction
- Goal
- What the system does today.
- Vision
- Where it is going.
- Strategic objectives
- What it must achieve.
Rules and know-how
- Policies
- The rules it runs by.
- Procedures
- The written how-tos.
Operations
- Processes
- How work flows, stage by stage.
- Automations
- The repeat work the software does.
- Resources
- The tools and services it depends on.
Measures
- KPIs
- How you know it works.
The record for our own marketing system, with item names hidden.
Each system shows how far it is built
Every system sits at one of seven stages: Concept, Plan, Build, Test, Onboard, Live and Working. The stage is read from evidence in the record, such as an approved plan, a passed test run or work that went out with a person's approval. A system moves forward when it meets the next test, and it moves back if the work stops holding up.
Three rules every automation runs under
- 1
Work starts with an authorized request
Nothing runs unless someone you have authorized asks for it.
- 2
A person approves what goes out
Reports, emails and updates wait in one list. Nothing goes out until a person on your team approves it.
- 3
Every run is on the record
Each step is logged under a name, so you can open any run and see what happened and who approved it.
It runs where you choose
The software and the subscription are the same in all three places.
- Our cloud
- We host it and look after it for you.
- Your office
- It runs on a system in your office. That system only ever calls out to us. We never call in.
- A private server in your name
- We set it up, and the server belongs to you.
- Ruby on Rails
- SQLite
- React
- Docker
- Model Context Protocol
Systems Intelligence is one half of the method. The other half is how work moves through your people.