Growth & Portfolio Intelligence
Executive Consolidation Agent
One live consolidated view across BUs, plants, and portfolios.
The business problem
1 to 2% revenue, over 2% EBITDA from SKU focus
Leadership waits for manual consolidation while plants and BUs run on different close cycles and definitions.
What we deploy
Executive Consolidation Agent
Cross-BU P&L, working capital, and KPI consolidation for leadership. Always current and board-ready.
How this agent runs
Every agent follows the same operating loop on your stack: audit the evidence, decide with confidence scores, execute with human approval, and record results back to your systems.
Audit
Full coverage on the transactions and documents you choose: contracts, invoices, dispatches, disputes.
Decide
Confidence-scored recommendations with counterfactuals, tax feasibility, and policy rules applied first.
Execute
Human-in-the-loop for consequential actions. Agents prepare; your team approves.
Record
Clean results posted back to your ERP, WMS, or operational systems with a full audit trail.
What we need from you
Data and systems
- ERP and WMS sales, margin, and inventory history
- SKU master, plant/BU hierarchy, and planning calendars
- Existing BI or spreadsheet definitions leadership already trusts
Typical timeline
Portfolio or forecast workbench in 8 to 12 weeks. Executive consolidation views follow once definitions are aligned.
8 to 12 weeks on your exports and operational data. A defensible outcome number before you commit to rollout. We agree the baseline and success metric before deployment starts.
Key capabilities
Cross-BU P&L, working capital, and KPI view always current
Consistent definitions applied before numbers reach the board pack
Drill paths from group metric to BU and plant contributors
How we deploy it
8 to 12 weeks on your exports and operational data. A defensible outcome number before you commit to rollout. Same operating model on every agent: scope, deploy, measure, then scale or hand off.
Scope
Agree one outcome, baseline KPI, and the exports or systems the agent will read.
Deploy
Agent live on your ERP, WMS, or operational files within the engagement window.
Measure
Track results against the baseline with named transactions and audit trails.
Scale
Expand to adjacent modules or run independently. You own the code from day one.
Good fit if
- Board packs are stale the day they are published
- Two BUs report the same KPI with different formulas
- Analyst time goes to assembly, not interpretation
Production module in the field
CEO Analytics Dashboard
Case studies, module depth, and technical FAQs for the platform this agent runs on.
Frequently asked questions
What does Executive Consolidation consolidate?+
Cross-BU P&L, working capital, and KPI views for leadership, always current rather than assembled manually for each board cycle.
How many BUs or plants can it cover?+
Designed for multi-BU manufacturers and portfolio companies; scope is set during assessment based on your chart of accounts and reporting hierarchy.
Does it replace our BI tool?+
It can feed or sit alongside existing BI. The goal is a board-ready consolidated view without waiting for manual spreadsheet assembly.
How do you align KPI definitions across BUs?+
We document formulas during assessment and apply consistent definitions before numbers reach the board pack.
Can leadership drill to plant contributors?+
Yes. Views support drill paths from group metrics to BU and plant level contributors.
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Ready to scope this agent?
8 to 12 weeks on your exports and operational data. A defensible outcome number before you commit to rollout.