Your business is leverage on senior judgment. The constraint is institutional memory across hundreds of engagements that share patterns but live in walled gardens. Heidi gives every engagement its own memory namespace, while the firm-wide library of skills compounds across the entire book.
A new MD picks up an account and rebuilds the context from emails and a shared drive. The institutional memory is unevenly distributed and silently lost when people move on.
Every diligence, every transformation, every transaction has 70% in common with prior work, but "prior work" lives in dozens of laptops. The reusable framework is real; the reuse is not.
You can't 2x revenue by 2x-ing partners. The leverage has to come from somewhere else, and AI assistants that live in one tool don't deliver it.
Each client gets its own Cortex slice, fully walled off, ACL-enforced, audit-trailable. No leakage between engagements; partners and associates get instant context on the engagement they're staffed to.
When a methodology, framework, or playbook gets used twice, it becomes a skill in the firm-wide library. The next engagement starts with the pattern, not just the template.
Heidi drafts the diligence memo, the transformation plan, the readout deck, sourced from prior engagements, framed for this client. Partners edit and ship. Associates compound instead of orient.
A campaign click in HubSpot becomes a routed lead in Salesforce, a deal note from Gong, an onboarding plan in Microsoft 365, an expansion signal back in ServiceNow. Heidi keeps every step linked to every account.
See the workflow →Heidi captures every meeting that should be captured, extracts decisions and commitments, drafts the memo for the audiences who need it, and stores the outcome in Enterprise Cortex, searchable, sourced, ACL-aware.
See the workflow →A pattern in Service Cloud becomes an eval. The eval becomes a prototype in GitHub. The prototype becomes a launch narrative in Microsoft 365 and an adoption dashboard in Tableau. One thread, one owner, no handoff lag.
See the workflow →A req in Workday becomes a sourced pipeline, an interview kit in Microsoft 365, a 90-day onboarding plan, a development path tracked across Slack and 1:1 notes. Every new hire gets an AI teammate on day one.
See the workflow →Bring the version of this we'd run for you. We'll set Heidi up against a sandbox of your data and walk through your most important workflow inside the call.