PRISM Methodology
PRISM 08Company OS

One brain. Every system. Every employee.

The adoption program leaves you trained teams and a governed library of skills. The Company OS is what they become — one layer any employee can ask anything, grounded in your institutional knowledge, acting across every system where work happens.

FINANCEIT & SECLEGALOPSCOMPANY OSGOVERNANCETELEMETRYENABLEMENT

White light, recombined

The Layer

A layer above your systems — not another system.

Think Ramp’s Glass, or the internal OS Slack runs on — built around your company instead of theirs.

What it is

  • One layer above your ERP, HRIS, CRM, and document stores.
  • Every skill from the adoption program, callable from one place.
  • One interface for every employee, permission boundaries enforced underneath.

What it isn’t

  • A chatbot bolted onto your tools — the OS does the work.
  • A new system of record — nothing migrates, data stays put.
  • Installed on day one — it’s earned, or it isn’t built.

Architecture

Four layers. One question in, one answer out.

An employee asks in plain language; the stack decides what to call and what it’s allowed to touch.

Layer 01

Interface

Wherever people already work — chat, desktop, voice on mobile.

Layer 02

Orchestrator

A frontier model that decides which skills to call, in what order.

Layer 03

Skill library

The 20–50 governed workflows the adoption program shipped — versioned, owned, evaluated.

Layer 04

Knowledge & systems

Your data and tools, behind your permission boundaries — nothing more.

A Day With the OS

Ask across systems. Get one answer.

Real queries from a running Company OS — every answer cites where it looked.

Company OS

How did EMEA pipeline move against commit this week?

EMEA sits at 92% of commit, down four points week-over-week. Two deals slipped the quarter — Nordika ($410K) and Bellmont ($275K) — pushed, not lost.

Looked inCRM — 4,180 opportunitiesPipeline model — v12

Which suppliers have price-rise clauses triggering next quarter?

Three indexation clauses trigger in Q3: Halvorsen (Aug 1, CPI + 2%), Trellix (Sep 15, capped 4%), Ardent (Sep 30, fuel-linked). Renegotiation windows open 60 days prior.

Looked inContract library — 1,900 agreementsClause-extraction skill

Draft the board update on the program.

Drafted and sitting in your drafts. Adoption at 84% weekly active, 52 skills live — every number linked to its dashboard.

Looked inAdoption dashboardFinance close pack

The Query Library

Twelve questions. One place to ask them.

What people actually ask a running Company OS, function by function.

Finance

Where are we against the forecast, and what changed since Tuesday?

TouchesERP actuals + live forecast model
Finance

Which entities are holding up the close right now?

TouchesClose checklist + entity subledgers
Sales

How did EMEA pipeline move against commit this week?

TouchesCRM + stage-probability model
Sales

Which renewals in the next quarter look at-risk, and why?

TouchesCRM renewals + support tickets
Legal

Which supplier contracts have price-rise clauses triggering next quarter?

TouchesContract library + clause extraction
Legal

Summarize our obligations under the three agreements signed this month.

TouchesSigned agreements + obligations register
IT

What broke last night and what did it cost us?

TouchesIncident log + downtime cost model
IT

Who still has access they shouldn’t after the reorg?

TouchesAccess reviews + new org chart
People

Draft the onboarding plan for the engineer starting Monday in the Lisbon office.

TouchesHRIS + role playbooks + policies
People

What did the engagement survey say about the support team, really?

TouchesSurvey verbatims + attrition data
Governance

Assemble the quarterly board update on the AI program.

TouchesAdoption dashboard + finance pack
Governance

Show me every override on the invoice classifier this month.

TouchesAudit trail + eval logs

Earned, Not Installed

Three things the OS needs on day one. The adoption program delivers all three.

You can’t buy them, and you can’t skip to the end without them.

01

A trained workforce

People who already trust and use skills daily — no adoption cliff to climb.

02

A scored process inventory

200–400 workflows mapped and prioritized, so the OS knows what to do first.

03

Governance scaffolding

Eval harnesses, audit trails, and confidence gates it inherits instead of inventing.

The hard rule

Companies that skip the adoption program and try to build a Company OS first stall every time.

The Build Plan

Months four to six, concretely.

Connect the systems, teach it the company, open the doors.

Month 4

Connect

ERP, HR, ticketing, and CRM become its tools — permissions mapped first, orchestrator live over the top twenty skills.

Month 5

Learn

The knowledge layer lands; cross-function queries open to a fifty-person pilot, every answer citing its sources.

Month 6

Open

Company-wide rollout on the existing enablement machinery — telemetry from day one, handoff to your internal AI engineer.

What Compounds

Skills add. The OS multiplies.

Each workshop adds skills linearly — the OS makes them work together.

SKILLS × OSSKILLS ALONEMONTHS

Cross-function answers

What took three teams a week now takes one question.

Knowledge that stays

What the twenty-year controller knows, every new hire inherits.

Acquisitions inherit the layer

Every add-on plugs into skills, governance, and interface at close.

What the OS Inherits

The foundation layers don’t end. They run under the OS.

Everything months one to three built keeps working — the OS just becomes the biggest thing it protects, measures, and feeds.

The point

Nothing about the OS is new machinery. That’s the point.

Proof

A diversified industrials holding got there in five months.

Four operating companies ran the adoption program in parallel; then the HoldCo connected the whole estate under one Company OS.

4
operating companies on one Company OS
52
skills in the governed library it inherited
88%
cross-OpCo adoption in five months
$2.8M
OS build, on top of a $620K adoption program

How OS builds are priced

Company OS builds run $1.2–2.8M, sized to system count and governance depth. The scope is written at week 12 of the adoption program, when the process inventory proves what the OS should do first.

Scoping Factors

What moves the number.

Five factors set where a build lands in the $1.2–2.8M range — all known by the time we quote.

01

Systems & depth

Read-only lookups cost less than write-back actions.

02

Data residency

How strictly data is walled off — entity, geography, fund.

03

Governance posture

Regulated industries need more evals, gates, and evidence.

04

Knowledge depth

How much institutional memory gets structured in.

05

Language coverage

Every language asked in, the eval harness must cover.

Scoped at week 12, priced fixed, milestone-billed — the full number before the build starts.

The Arc

Two tracks. One destination.

Track 01 — Months 1–3

The adoption program

The spectrum splits: trained teams, a scored inventory, a governed skill library — a number the CFO can defend.

Track 02 — Months 4–6

The Company OS

The spectrum recombines: one brain over every system, value that multiplies instead of adds.

Restated

Enablement is the wedge. The OS is where the value compounds.

Ready to move

Start the program that earns it.

The Company OS is scoped at week 12, after the adoption program proves what it should do first. Pick the function that hurts most.

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