AI Platform · Strategy & Process

Brand Revolution
Agentic AI
Platform

One intelligent layer where modules share data, agents share memory, and systems work together.

Framework · Product Strategy · 10 / 10 · Confidential
01 · Process

Product Strategy
Lifecycle

To be used regularly to map new initiatives. Each phase sharpens decisions, reduces uncertainty, and increases confidence in what gets built.

Phase · 01

Discovery

Understand the problem space, users, and current environment.

Activities

  • Stakeholder interviews
  • Market landscape analysis
  • User insights & findings
  • Journey mapping

Outputs

  • Interview guides
  • User insights report
  • Market landscape overview
  • Customer journey maps
Phase · 02

Experimentation

Validate promising opportunities through early solution exploration.

Activities

  • POCs & prototyping
  • Brainstorming solutions
  • Concept validation
  • Feasibility testing

Outputs

  • Customer journeys
  • Initial POCs / Prototypes
  • Experiment findings & recommendations
Phase · 03

Zero In

Translate validated opportunities into a focused plan.

Activities

  • Initiative definition
  • Prioritization
  • Roadmap creation
  • Sprint planning

Outputs

  • Initiatives mapped
  • Prioritized roadmap
  • Product backlog
Phase · 04

Delivery

Build and iterate toward a usable, validated solution.

Activities

  • Sprint planning
  • Software development
  • Agile delivery
  • User testing & iteration

Outputs

  • Product increments
  • v1.0 Platform
  • Refinements & backlog
  • MVP launch
02 · The Platform

Modules & Agents

Modules share data. Agents share memory. Connectors bring external systems into a single intelligent layer.

Modules · Surfaces people use
Finance AR Credit Control · AP Invoice Processing
Account Services Briefs · Status · QA Retros · Health · Comms Prompts
Sales & CRM RFPs · Proposals · Follow-up · Win-loss
Data & Insights Reports · Trends · Alerts · Forecasts
Operations Project Lifecycle · Time Tracking
Logistics Shipping Quotes · Carrier Rates · Fulfillment Tracking
Merch & Customer Service Order Automation · PO Matching · Proof Routing · Tracking
Agent Runtime
Shared Memory Agents reuse context across modules — they do not work in isolation
Tool Use Agents interact with connected systems: Sage, HubSpot, Drive, email
Approvals & Audit Agents prepare actions — humans review & approve before anything is sent or changed
Identity & Permissions Platform keeps a full record of every action and decision
Connectors
HubSpot QuickBooks Sage Intacct Google Drive Integra ERP Gmail ClickUp TimeCamp + as needed
03 · Module Detail

How Each Module Works

Six modules mapped to real pain points. Each one eliminates a specific manual bottleneck — with agents doing the work and humans approving the output.

  • Tiered, escalating credit control emails triggered automatically by days overdue — polite reminder at day 1, firm follow-up at day 14, escalation at day 30
  • AI reads incoming invoice PDFs, looks up the Integra order number to pull entity and department, and auto-routes each invoice into Sage Intacct already tagged correctly
  • Human reviews exceptions only — routine matching happens without manual intervention
  • Automated reminders to Account Services to update HubSpot and the Dell sheet before monthly close cutoff
Estimated impact Eliminates thousands of manual cross-references per month · compresses monthly close from 4 weeks to 10 days
  • PO auto-generation: POs are generated from order data automatically — human reviews and sends
  • Confirmation matching agent: Automatically compares supplier confirmation to the original PO, flags discrepancies, only surfaces exceptions to humans
  • Proof routing agent: Detects incoming artwork proofs, creates the proofing document, and routes it to the rep — without manual navigation in Integra
  • Tracking number processor: Parses incoming tracking emails from suppliers and triggers all downstream Integra steps automatically
Estimated impact Removes the equivalent of several FTEs of manual click-work across a 20-person CS team · reduces per-order handling time to human review only
  • Build a library of past RFP responses organized by project type, industry, and deal size
  • Intake form captures the new RFP's requirements — the agent auto-generates a first-draft response from the library, section by section
  • Human review and finalization before submission — the agent handles the bulk drafting, not the final judgment
  • Reusable across US and UK teams; adapts to local context and project category
Estimated impact RFP drafting time reduced by 60–80% · enables the sales team to respond to more opportunities with the same headcount
  • A single trigger — deal marked Closed Won in HubSpot — kicks off the full project open sequence automatically across all five platforms
  • ClickUp project created with correct dates, team structure, and task templates; Google Drive folder created with standardized naming; accounting form submitted; TimeCamp project created with job number
  • Kickoff meeting templates scheduled in Google Calendar for both internal and client sessions
  • Inverse trigger: final invoice sent from QuickBooks closes the project in all systems simultaneously — no manual follow-up required
Estimated impact Eliminates 20–30 min of manual work per project · removes cross-system data inconsistencies · ends ghost project accumulation
  • Any team member — production managers, account teams, PMs — can request a shipping quote through a simple form: dimensions, weight, destination, urgency
  • The tool queries integrated carrier rate sheets and returns a formatted estimate in seconds
  • Quote summary formatted and ready to share with client or PM — no warehouse staff involvement needed for standard requests
  • Frees the logistics team to focus entirely on physical operations; exceptions and complex shipments still escalate to them
Estimated impact Removes 3–5 manual quote requests per week from the warehouse team · reduces turnaround from hours to under a minute
  • Define communication checkpoints across the project lifecycle: post-kickoff, mid-project, pre-delivery, post-delivery
  • Automated task reminders and email prompts trigger for AMs at each checkpoint — encoding institutional knowledge into the workflow
  • Overdue communication tasks escalate to the AM's manager if not actioned within a set window
  • Structured AI-assisted brief generator with project-type templates — campaign, event, fabrication, media, merch — produces a first-draft brief from intake notes for human review
Estimated impact Reduces client communication gaps · resolves upstream data quality issues for finance · standardizes brief quality across the agency
04 · Roadmap

Q2 → Q4 · 2026

High level view of the Roadmap: scope per quarter.

Q2
APRIL · MAY · JUNE
Infrastructure
Connectors
Agent Runtime
Data Architecture
Finance
AR Credit Control
AP Invoice Processing
Reporting
Dashboards
Q3
JULY · AUGUST · SEPTEMBER
Platform Setup
Identity & SSO
Merch & CS
Merch Automation Layer
Sales
RFP Pipeline
Account Services
Briefs & Status
Operations
Project Setup Automation
Time Tracking
Q4
OCTOBER · NOVEMBER · DECEMBER
Operations
Project Setup Automation
Logistics
Logistics Quote Tool
Reporting
Dashboards
05 · Roadmap Detail View

Roadmap

This roadmap is a living document. First version.

Modules or Tracks — Platform Finance Reports & Dashboards Sales Operations Logistics
Q2
Q3
Q4
April
May
June
July
August
September
October
November
December
Connectors
Agent Runtime
Data Architecture
Identity & SSO
AR Credit Control
AP Invoice Processing
Merch Automation Layer
RFP Pipeline
Project Setup Automation
Time Tracking
Logistics Quote Tool
Dashboards

committed at quarter level · weekly plan reviewed monthly