Improvement work your leadership can audit
Projects, tollgates, validated savings, a portfolio view, and a record of who approved what.
- 32
- analyses
- 28 deterministic
- 14
- templates
- 8 draw a diagram
- 56
- tools
- across the loop
- 5
- tollgates
- one per phase
The video · 3:27
Watch one project go from an idea to signed-off savings
An idea is scored and chartered. The team works in one project, the AI agents do the heavy lifting, and a tollgate decides. When it closes, an admin who did not lead it signs off the savings.
Every screen is the product, running on a demo company’s data.
The journey
From a first cohort to a governed portfolio
01 Learn
Enroll a cohort on the courses they need
/org/courses
02 Practice
Practice exams graded on the server, not self-marked
/certiai
03 Apply
Run the project through five tollgates
/projects
04 Track
Analyze the data and watch the board
/org/board
05 Optimize
Savings validated by someone other than the owner
/org/portfolio
06 Scale
The same templates and gates on every project
/org/training
Run the work
Every project visible. Every decision recorded.
Project workspace
Charter to sign-off in one place
Charter, phase plan, task board, process steps, shared collection sheet, deliverables, comments and a dossier PDF.
- The DMAIC gate strip across the top
- Tasks assigned to people, by phase
- An AI summary of the phase, written from the work
- 1The gatesThree approved, Improve in review.
- 2Who is doing whatTasks by phase and lane, each with an owner.
- 3DeliverablesThe evidence the gate is decided on.
- 4The tollgateAwaiting review by an OE Manager.
Improvement board
Every project by phase, and the gates waiting on someone
Every project by phase, the gates waiting on review, and the ones flagged at risk. A quiet project carries the reason it was flagged, scored from the work rather than guessed.
- Gates awaiting review, never by the person who submitted
- At-risk projects with the reason behind the flag
- Time in phase against the median
- 1The program at a glanceActive, completed, gates to review, at risk.
- 2Segregation of dutiesA gate is never approved by its submitter.
- 3A nudge, with a reasonNo activity for 22 days.
- 4Every project, by phaseWith time in phase.
Idea hopper
Ideas scored, then chartered into projects
Ideas scored on impact and effort, then chartered into a project from a template. The person who raised an idea cannot be the one who charters it.
- Impact, effort, confidence and fit, scored
- Ranked by priority
- Chartered from a template in one step
- 1Ideas by stageRaw, awaiting approval, ready, chartered.
- 2A priority scoreWorked out from the four ratings.
- 3Charter into a projectOnce an owner or admin approves it.
- 4Anyone can submitThe best programs are fed from the floor.
ProjectSensei, inside the project
Every team gets told what is blocking the gate
Phase coaching reads the project and says how ready the phase is, the one thing blocking it, and which evidence is attached or missing. Its next steps go straight onto the task board. It advises; a person decides the gate.
- Readiness against the gate date
- The one blocker, with the reason
- Next steps you add as tasks
- 1ReadinessHow close the phase is to its gate.
- 2The one blockerNamed, with why it matters.
- 3Gate evidenceAttached and missing, against the gate.
Governance
Nobody signs off their own work
Nobody approves their own gate
The person who submits a tollgate cannot be the person who approves it. The system refuses, rather than trusting the org chart.
Savings in three numbers
Estimated, actual and validated are separate fields. Only an owner or admin can validate, only after the project is complete, and never the person who ran it.
An approved document keeps serving until someone accepts the change
A revision to an approved deliverable waits for an approver instead of quietly replacing what people are working from.
The idea and the project have different owners
Converting an idea into a chartered project is separated from raising it, so the hopper cannot be used to self-authorize work.
Every decision is written down
Gate approvals, benefit validations and accepted revisions land in an audit log the customer can read.
You grant and revoke our access
Support access can be set to need a time-boxed grant the customer makes and can withdraw, and every access is logged like everything else.
Lead the program
One view for the people funding it
Executive portfolio
Phase funnel, projected against realized savings, belt coverage, and a branded PDF for the board pack.
/org/portfolio
Weekly digest
A written summary generated every Monday and shown on the portfolio page. It is not emailed.
/org/portfolio
Training view, by TeachPilot
See who is learning, and who has stalled
Cohort progress and who is falling behind, with a written summary for the manager. The member table is hidden here, so nobody on the demo is identifiable.
- Enrolled, active, certified and at risk
- A written insight for the manager
- The sections people struggle with
The program, on video · 1:39
Whose idea gets funded? Not the loudest one.
Every idea is scored on impact, effort, confidence and fit, so ideas are ranked by arithmetic, not by who asked. The board shows every gate waiting and the projects at risk, a digest is written each week from your own records, and savings are validated by someone who did not lead the project.
Standardize
The same method on every project
- 14
document templates
Charter, SIPOC, A3, FMEA, control plan, OCAP and eight more.
- 5
DMAIC tollgates
Define, Measure, Analyze, Improve, Control: the same five gates on every project, in every team.
- 4
belts
White to Black, taught with the tools the team will actually use.
- 32
analyses
28 of 32 computed by the engine, not written by a model.
DocuForge templates
Every team starts from the same documents
All 14 templates, arranged by the DMAIC phase they belong to and the belt they are taught at. Describe the project, sharpen the brief, export a branded PDF.
Isolated at the database
Each organization is walled off by the tables themselves and by row-level security, proven by tests against a live database.
Access you grant and revoke
Our support access is a time-boxed grant your own admin makes and can withdraw.
Recorded like everything else
Every reach by our staff lands in your audit log beside every gate decision.
Book a demo
See it on your own data
Thirty minutes. Bring a spreadsheet, and we will run one of your processes through the workspace while you watch.