Enterprise Business Outcomes
Measurable outcomes, not features.
Every enterprise deployment is evaluated on six categories of outcome. Each category is measured with defined indicators and reviewed at the quarterly Executive Review. Targets below are directional and validated during the pilot.
The six outcomes
How enterprise value is measured.
Reduction in manual reviews
Structured Business Performance Reviews replace unstructured advisor write-ups. Publication is standardized. Review preparation time falls; consistency across the businesses you support rises.
Measured by
- Hours per completed review
- Review-to-publication cycle time
- Report consistency score across advisors
Directional target
40 – 60% reduction in review preparation time by month three.
Advisor productivity
Advisors work from a ranked list of interventions, evidence-linked scores, and reassessment calendars — not spreadsheets and inboxes.
Measured by
- Businesses actively supported per advisor
- Interventions initiated per week
- Reassessments completed on schedule
Directional target
1.6× – 2.2× increase in businesses actively supported per advisor.
Book of Businesses visibility
The organization can answer, at any time: which businesses are healthy, which are declining, and which require immediate support — with evidence.
Measured by
- % of book of businesses with a current profile
- Refresh cadence adherence
- At-risk queue coverage
Directional target
≥ 80% of the businesses you support holding a current, published profile within six months.
Business benchmarking
Every business is compared to same-industry, same-size, same-region, and national cohorts with appropriate confidence bands, only shown when there are enough similar businesses to make them reliable.
Measured by
- Cohort coverage
- Benchmark confidence band width
- Anomaly flags investigated
Directional target
Five-cohort benchmarking available on 100% of published reports.
Program effectiveness
Programs are measured on outcome delta, not activity counts. Baseline → recommended next step → reassessment produces defensible measurement of what worked.
Measured by
- Health delta on supported vs. unsupported cohorts
- Recommended Next Step completion rate
- Reassessment lift by root-cause code
Directional target
Board-defensible program impact reported in the first quarterly review.
Leadership reporting
Quarterly executive review is produced in hours, not weeks — using board-grade artifacts already in the platform.
Measured by
- Time to produce quarterly board pack
- Sponsor satisfaction
- Consistency across quarters
Directional target
Board pack ready in under one working day per quarter.
Directional targets reflect observed pilot cohorts and are subject to the businesses you support profile, advisor capacity, and program design. Targets are confirmed during pilot planning.