A dashboard layer over the SaaS tools your team already uses — CRM, email, project management, ERP. Personal cockpit per operator. Team view for the leader.
For ops-heavy mid-market teams who want AI to do real work — without replacing the stack they already run on.
Three to five of your existing SaaS tools, fused through MCP connectors into the dashboard layer. Personal cockpit per operator on the floor. A team view for the head of.
Each person on the team sees their own pipeline, threads, tasks, and follow-ups — fused and heat-scored across every system. Action-ready.
All your operators in one screen. Pipeline heat, account health, request volume, time saved per person. Leadership becomes coaching, not collecting.
The same four use case patterns, configured for your stack. Whether your team runs on HubSpot + Outlook + Monday, or NetSuite + Gmail + an internal portal — the patterns hold.
Every operator opens their personal cockpit at the start of the day and sees their work heat-scored across every system. Deals scored by stage, value, and last touch. Threads where the prospect replied last get auto-flagged. Tasks due today, surfaced. The system shows what needs them, in priority order — instead of opening four tabs to figure it out.
The 6-step manual loops your team runs daily — pulling tier from the CRM, picking the right specialist from a project board, drafting the reply in email, tracking status until delivered — collapse to one click. The operator confirms; the system routes. The relationship work stays human, the routing work goes away.
Every account, vendor, or recurring process gets a composite health score fused across systems — contract proximity, engagement decay, request volume, portal activity. When something starts slipping, the dashboard tells the leader 30 days out. Not the day it burns.
Every operator on one screen. Pipeline heat, account health, request volume, time saved per person. The leader stops chasing reps for status because the data is already rolled up. Standups become coaching, not status-collecting.
Build in week one. Deploy to laptops in week two. Measure week three. Day-30 review with you in week four. Honest math, no vanity numbers.
MCP connectors to your named systems. Personal cockpit + leader's team view. Internal smoke test on real data.
Claude Desktop on each operator's laptop. 60-minute onboarding per operator. Security review with your IT or security stakeholder. Pilot live by end of Week 2.
Daily usage tracking. Hours-saved telemetry per operator. Tighten the dashboard surface based on real-world rub. Iterate on automations that miss.
Day-30 ROI debrief together. Hours reclaimed, work influenced, processes shortened. Honest math. Decide what's next together.
We don't replace the SaaS your team already runs on. The layer sits on top. Same HubSpot, same Outlook, same Monday — fused into a single operator surface plus a leader's view.
Every output cites. Anti-hallucination posture, by default. The dashboard tells you where each number came from, every time. Trust isn't a feature — it's the floor.
Every methodology we ship to a customer, we run on our own day first. The dashboard you'll get is the same shape as the one we use to run MyJarvis. We don't sell what we don't use.
Thirty minutes. We listen, look at your stack, and tell you the three highest-leverage moves — whether or not we ever speak again.