Master Yi One
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AI operating system for security consultancies

Know what changed.
Ask why. Move the work.

Ask about the revenue gap, an account, a project or cash and get an immediate, evidence-linked answer down to the underlying record. Then let your governed AI team prepare the campaign, follow-up, SOW or delivery move that changes the outcome.

Book a working session See the new workspace
Instant answers down to the underlying record Company briefings across sales, growth, delivery and cash Human approval for important actions
Conversation to controlled document

Watch Sales draft the complete SOW.

Live workflow
01 Brief in plain language02 Approved scope and commercials03 Client-ready draft in minutes
01Know what changedLive company briefing02Ask whyGranular evidence, instantly03Move the workAgent-prepared action Approval stays with you
The new operating experience

Open the company.
Your agents have already read it.

Start with a live briefing across revenue, demand, delivery and cash. Ask why, inspect the underlying record, then move directly into the work without rebuilding context.

Sunday, 2 August · Company briefing

Good morning, Anthony.

Three decisions need your direction. Every conclusion is linked to live evidence.

AI-generated · live records
TodayRevenueGrowthDeliveryCash
Revenue to close$1.0M3 plays readyDelivery attention2Before MondayCash needing action$26K1 relationship-safe move
S
Sales Agent · Revenue positionThree recoverable deals can change the quarter.

The strongest move is supported by a recorded meeting, confirmed scope and available delivery capacity.

G
Growth Agent · Demand movementOne campaign is creating meetings; one needs a new hook.

Attribution stays attached from the original signal through the people, conversations and sourced pipeline.

D
Delivery Agent · Delivery confidenceTwo upcoming projects need ownership before Monday.

The agent compared signed scope, scheduling, capability and the current portfolio before raising the risk.

Ask the whole operating team

What changed, what is at risk, and what should we move forward?

Promise to deliveryThe signed scope keeps moving.
Ready
Signed SOWApproved scopeScope reviewWorkstreams verifiedProject playbookSchedule prepared04Exercise handoffRoom ready

Scope, methodology, schedule and exercise preparation all retain the same source evidence.

Executive analyticsPerformance, interpreted.
Ask agent
$1.24MWon revenue · FY+18.4%
Revenue Margin Forward risk
Meeting intelligenceRecording, transcript, analysis and follow-upAI delivery playbooksScope-aware methodology and schedulingRuntime visibilityModel, reasoning depth, duration and costMulti-currency controlDeals and reporting retain their commercial truth
Signature experiences

A revenue system that does not stop at the forecast.

Ask what changed, understand why, then move directly into the specialised work that wins and delivers the engagement.

Revenue intelligence

Understand the gap

Ask Sales what is missing from the target and which plays can credibly change the forecast.

Explore Campaign Engine

Create new coverage

Find signals, build audiences, assemble material and prove which campaign created revenue.

Explore Meeting intelligence

Turn conversation into action

Capture, transcribe and analyse the meeting, then update the account and prepare follow-up.

Explore SOW Studio

Move from notes to proposal

Create a scoped, priced and governed SOW from the meeting and your approved playbooks.

Explore Live Exercises

Design and run the room

Control injects, capture decisions and produce an evidence-backed after-action record.

Explore
The application customers actually use

One interface from the briefing to the underlying record.

The website and product now share the same aurora canvas, compact controls, evidence language and governed agent workflow, so the first sign in feels familiar.

Execution OS
AI readyAF
Revenue command · Q3

Close the $64K revenue gap.

Sales found three credible plays and the evidence behind each one.

Ask Sales how to change the forecastAnswers use live account, meeting, pipeline, capacity and delivery evidence.
How should we close the $64K gap?
Quarter targetLive target
$250KCommercial objective
Weighted forecastSales Agent
$186K1.7x coverage
Gap to closeNeeds plays
$64KThree credible moves
Plays to close the gapPrioritised by confidence, timing and value.$85K potential
Advance MeridianApprove meeting-derived SOW
$25K
Recover AtlasSend revised commercial position
$28K
Create coverageLaunch play across four matched accounts
$32K
From forecast to execution

Ask Sales how to close the gap.

The revenue command centre starts with the target, explains the gap using live account and pipeline evidence, then prepares the plays most likely to change the outcome.

Revenue command centre

Ask the business. Move it forward.

Sales ready
YouHow should we close the $64K revenue gap?
Ask Sales
S
Sales Agent

I’m checking the target, weighted pipeline, recent meetings and account risk.

S
Sales Agent · evidence checked

I found three credible plays worth $85K. Meridian should move first because scope, capacity and the decision date are confirmed.

Ask nextWhich accounts need attention?What changed since yesterday?Where can we expand?
SSales Agent Evidence ready

Three credible plays can add $85K.

Protect Meridian first, recover Atlas with a revised commercial position, then create coverage across four signal-fit accounts.

Gap
$64K
Potential
$85K
First move
Approve SOW
One system of record

Every workspace speaks the same operating language.

Compact cards, consistent status, linked records and agent actions repeat across the product. A customer learns the system once, then carries that mental model from growth through delivery and finance.

Pipeline

Close the gap, not just the deal.

Weighted forecast, stage health and evidence-backed recovery moves from Sales.

$64Kgap to target
Campaigns

Prove what created revenue.

Signals, audiences, outreach, material assembly and sourced pipeline stay connected.

6.4xtracked ROI
SOWs

Draft from approved practice.

Service playbooks, commercial rules, house style and human approval in one studio.

04:12example draft
Projects

Deliver what was promised.

Signed scope becomes phases, milestones, capacity decisions and client outcomes.

82%planned utilisation
Accounts

Remember every relationship.

Meetings, contacts, delivery history, partner influence and growth signals in context.

360°account history
Performance

Tell the operating story.

Revenue, margin, service mix, utilisation, cash and forward risk in one report.

1executive view
One linked engagement

The handoff is part of the record.

A market signal becomes a person, meeting, deal, SOW, project and invoice without rebuilding context. Each surface shows what arrived, what changed and what happens next.

01
Growth

Campaign

Procurement signal

48 mapped people
02
Sales

Meeting

Priya confirmed scope

Briefing retained
03
Sales

SOW

Ready for approval

$25K total
04
Delivery

Project

Milestones created

Capacity checked
05
Operations

Invoice

Payment matched

Revenue attributed
Four clear operating agents

Specialist depth without an AI org chart.

Customers meet the same four agents throughout the app. Each one carries a clear job, visible permissions, approved skills and a complete activity history.

G Active
Operating agent

Growth

Finds demand, works campaigns and grows accounts.

S Active
Operating agent

Sales

Advances deals, prepares meetings and drafts SOWs.

D Active
Operating agent

Delivery

Protects milestones, capacity and client outcomes.

B Active
Operating agent

Business Operations

Connects performance, margin, invoices and cash.

Workspace action policy

You decide how much each agent can do.

Read access, proposed work, automatic actions and blocked operations are configured per workspace.

Read pipeline
Allowed
Draft client email
Approval
Change deal value
Approval
Delete records
Blocked
Control stays visible

AI work should feel like accountable work.

Every recommendation can show its evidence. Every write can wait for approval. Every applied action keeps its actor, time and outcome.

Workspace isolation Role-based access Agent activity history Model choice per agent
Agent activityLive history
S
SOW draft preparedSales Agent · 2 minutes ago
Needs approval
D
Project health read completedDelivery Agent · 18 minutes ago
Read only
B
Forecast insight addedBusiness Operations · 1 hour ago
Applied
Important writes stay held until a person approves them.
Complete operating system

One familiar interface. Every part of the consultancy.

The same compact controls, linked records, agent states and approval language now carry through the complete platform.

4operating agents1commercial record100%governed activity visibleBYOKmodels configured per agent
01
The commercial graph

Every record knows what came before and what happens next.

Campaign, contact, meeting, deal, SOW, project and invoice form one traceable revenue thread. Select any stage to see the shared context and the operating evidence that moves with it.

One linked revenue thread

Meridian Health · Patient portal assurance

5 records fully linked
Understand need

Patient portal assurance discovery

Analysed

The meeting was captured, participants were resolved to the account and the commercial requirements were extracted automatically.

2 stakeholders linked 3 scope decisions Deadline confirmed
Agent-prepared next moveReview meeting analysis
One client record Granular agent evidence Zero duplicate entry Revenue attribution
Relationship-aware CRM

People, meetings, clients, campaigns, deals and projects remain canonically linked.

One account history

Emails, decisions, agent actions and delivery outcomes resolve to the right account.

Revenue attribution

Trace collected cash to the campaign, segment, partner and service that created it.

02
Your morning operating view

Open the company briefing before opening five tools.

Your agents scan live pipeline, campaigns, meetings, accounts, projects, capacity and cash, explain what changed and prepare the decisions that need you.

Consultancy command centre

Thursday, 23 July

Priority queue

Three decisions move the firm today.

Evidence ranked
Sales · approvalApprove Meridian’s $25K SOW

Scope is complete, commercials match and August capacity is available.

Growth · follow-upReply to Priya after yesterday’s meeting

Draft uses the meeting record, campaign hook and her stated 30 August deadline.

Delivery · blockerRecover the Atlas reporting milestone

Two dependencies are late; moving review to Tuesday protects the client deadline.

GGrowth working campaign audienceSSales drafting Meridian SOWDDelivery checking August capacityBOperations reading forecast risk
Company briefing

Start with what changed.

Sales, growth, delivery, meetings and cash interpreted together, with every conclusion linked to live records.

Account intelligence

See the whole relationship.

Stakeholders, meetings, delivery history, expansion signals, partner influence and recommendations in context.

Executive reporting

Turn live operations into a board-ready story.

Revenue, margin, utilisation, service mix, attribution and forward risk assembled into one narrative.

03
Meetings that become memory

Record the meeting once. Let the outcome keep moving.

Capture or upload the conversation. Master Yi One transcribes and analyses it, resolves the people and account, updates the commercial record and prepares the follow-up or SOW.

New meeting · paste details
From: Priya Rao <priya@meridian.example>Subject: Patient portal assurance

Anthony, Tuesday at 10 works. I’ll bring Daniel from engineering. We need the report before 30 August and would like to cover the external range too.

Meeting capturedTuesday · 10:00 AM · Priya Rao + Daniel Cho
Relationship resolution
PRPriya RaoCTO · Meridian Health CRM contact
DCDaniel ChoEngineering · new attendeeCreate contact
Campaign
Q3 healthcare security push
Deal
Patient portal assurance · $25K
Original hook
Procurement assurance deadline
Sales prepared the next move

Briefed before. Useful after.

Pre-meeting briefingRelationship context, open questions, likely objections and the commercial objective.

Outcome captured onceNotes update the meeting, stakeholder history, deal and account timeline.

Follow-up readyClient email and SOW brief drafted from what was actually agreed.

04
A governed AI team

Four operators on the surface. Your methodology underneath.

Growth, Sales, Delivery and Business Operations collaborate across shared records. Each role loads the right approved playbooks, skills, tools, model and operating memory.

Agent control planeConfigured by your firm
Core instructions

Identity, expertise, boundaries and reasoning style for each operating role.

Skill library

Reusable discovery, scoping, negotiation, delivery and finance methods.

Operating memory

Evidence-backed patterns become company practice only after approval.

Action policy

Choose what an agent may read, propose, apply automatically or never do.

Read pipeline AllowedDraft client email Approval requiredChange deal value Approval requiredDelete records Blocked
Live reasoning traces Human and automatic actions labelled Evidence and outcomes retained Model and reasoning depth per agent
05
Growth and campaigns

Go from market signal to campaign revenue in one control room.

Plan segment or named-account motions, build audiences, prepare channel material, generate artwork, route leads into the CRM and prove which message created pipeline.

Campaign control room

Q3 healthcare security push

Active · 18 days
Every stage stays linked to the same campaign record.
Growth found a reason to act

Healthcare assurance demand is moving now.

Fresh procurement language and security leadership hires create a timely opening before a campaign brief is written.

Procurement signal3 days ago
Seven APAC hospital groups added independent security assurance to active buying plans.

Best fit: organisations with patient portals and an open Head of Security role.

13

Target accounts match the signal and your healthcare offering.

4

Strong triggers combine procurement activity with leadership change.

Growth’s recommendation Lead with a fixed-scope portal assurance briefing, not a generic pentest pitch.
Live market evidence Person-level outreach Human approval Revenue attribution
Campaign creative and assembly

Plan, make and package the campaign without breaking the evidence chain.

Growth reasons from the approved brief and offer, then helps your team create each channel asset. Nothing invents product capabilities, logos or claims outside the campaign source.

  • Named-account and segment campaign modes
  • CRM audience import and person-level routing
  • Email, LinkedIn, social, landing and sales enablement variants
  • Artwork studio with brand context and human review
Material studio7 of 8 ready
Email sequenceProcurement window opener

Independent assurance before your August release…

Approved
Campaign artwork
ASSURANCE
BEFORE
RELEASE.
Approved
LinkedIn · warmPriya Rao · Meridian

Saw Meridian’s portal expansion. We have a fixed-scope…

Ready
Sales one-pagerHealthcare assurance

Situation · offer · proof · commercial path

Ready
Partner variant, campaign briefing and executive overview assembled from the same approved source.
06
The governed SOW studio

Draft quickly because the agent knows the service and the conversation.

Start from meeting notes, a recording, source documents or a two-line brief. The SOW Agent verifies scope, applies approved commercial rules and produces a controlled document ready for review.

Try the workflow

Start with whatever you already have.

01
InputDiscovery notes · raw

Priya / Meridian Health Customer portal + external range 8 days portal, 2 days external Report needed before 30 August

Scope, effort and client extracted
02
Human checkpointConfirm before drafting
Client
Meridian Health
Engagement
Web application penetration test
Effort
10 delivery days
Commercials
Private workspace rule
Scope confirmed
03
OutputClient-ready SOW
Your house style

Meridian Health - Web Application Penetration Test

01 · Document control04 · Scope of work08 · Commercial terms
Due 30 Aug
CommercialsApproved
Your templates Your rate card Human approval Full audit trail
SOW Agent studio

Teach the service once. Test it before it drafts for a client.

Published · v6
Service playbook Learning sources 4 Test cases 8 Versions 6
OfferingWeb application penetration testingRoutes automatically
Scoping behaviour

Ask before assuming authentication roles, target count and retest terms.

Required fields enforced
Pricing rules

Use approved commercial rules, minimum effort and service-specific contingency.

Commercial policy connected
House methodology

Scope language, delivery approach and reporting structure learned from approved examples.

4 sources analysed
Quality gate

Run regression prompts before a draft playbook can become the published version.

8 of 8 tests passed
07
Promise to performance

Turn signed scope into a delivery-ready playbook.

The signed SOW becomes project structure, methodology, schedule and capacity decisions. Milestones expose risk, findings retain evidence, invoices follow delivery and reporting closes the loop.

01

Signed scope

Commercials, workstreams, dates and client context are the project baseline.

02

Project created

Phases, milestones and checklists build from the agreed scope.

03

Capacity checked

Availability, role fit and utilisation expose promises the team cannot keep.

04

Cash collected

Billing schedules, delivery evidence and payment status stay connected.

Project health One needs attention
Meridian portal test64%On track
Atlas tabletop81%2 blockers
Northstar cloud review28%On track
Team capacityAugust
82%planned utilisation

AKAlex KimPenetration testing86%

MSMaya SinghGRC + exercises74%

JLJordan LeeCloud security89%

Invoice command centreJuly
Collected$68KDue soon$42KOverdue$0
INV-1048 · Meridian HealthMatched to payment · 22 Jul$25,000
INV-1049 · Atlas FinanceRaised from milestone · due 8 Aug$12,000
Executive report · JulyReady to export

Growth held. Delivery margin strengthened.

Collected revenue is 9% ahead of plan, led by fixed-scope assurance. August capacity is healthy, but one exercise reporting bottleneck needs intervention.

Revenue
$214K
Gross margin
43%
Utilisation
78%
08
Live client delivery

Sell the exercise. Design it. Run the room. Capture the evidence.

Tabletops, crisis drills and GRC workshops can begin directly from the signed SOW, carrying scope and client context into scenario design, participant responses, findings and the after-action record.

Actual product · Facilitator console
Ransomware response · Live
Master Yi One live exercise console showing the inject timeline, participant responses and a decision tally
Timed inject controlParticipant devicesDecision tallyAppend-only evidence
Live scenario preview

Watch the room move.

The facilitator releases the next inject, participants respond, decisions form and the after-action record builds as the exercise progresses.

Facilitator controlLive roomAutomatic findings
09
Trust and control

AI that can explain what it read, changed and who approved it.

Workspace isolation, role-based access, guarded actions, protected signing and auditable activity protect client trust. Model, reasoning depth, duration and cost remain visible for every AI run.

Trust, built into the workflow

Confident enough for your biggest client. Simple enough for every day.

Master Yi One keeps the guardrails quietly in the background, so your team can move quickly without asking clients to compromise on trust.

Your work stays yours People make the final call Every decision has a history
01

Private by default

Your firm and client work stay in the right hands, from first conversation to final delivery.

02

You stay in control

AI prepares the work. Your people make the call before anything important moves forward.

03

A clear history

Important decisions and approvals remain easy to follow when a client asks what happened.

04

Made for client trust

Give serious clients the confidence they expect without slowing down the way your team works.

Tenant-isolated workspace

Client, commercial and AI data stay scoped to the right firm.

Governed writes

Critical changes can require approval and unsafe actions can be blocked.

Protected signatures

Shared proposals and signing flows use controlled, revocable access.

Operator audit trail

Platform operations and agent activity retain a clear history.

Master Yi OneExecution OS
Your workspace is ready

Start with the work already in motion.

Bring one active deal, a set of meeting notes and the service you want to deliver.

Pipeline connected
Service playbook configured
Agent controls reviewed
See the real operating workspace

Make the first sign in feel familiar.

A working session uses the same interface, controls and operating model customers will use every day.