The enterprise AI platform

The AI Platform for
Enterprise Transformation

AI teammates implement your systems, capture every requirement, decision and process along the way, then use that context to run the work – across finance, operations, and IT.

Schedule a demo

See Transform in action

Acme Consulting

3 organizations

Transform

Search⌘K

Notifications

Interactions5

Calendar

Meetings

Dashboards

Insights16

Automation

Roadmap

Settings

BLUEPRINT

Organizations

Teammates

Segment Types

Segments

Processes

Systems

Goals

Alec Green

Delivery lead

Friday, September 25

Good morning, Alec

Hide

10:00

Weather Project standup

JoinCatch me up

Summary ready

10:30

ABC weekly sync

Prep with Transform

1:00

Sprint 15 planning

Review the plan

3:30

Northwind steering committee

Draft talking points

AgentsProject ManagerRunningTest WriterRunningSprint PlannerNeeds you

TransformAllNeeds you3Started by youPinnedEverywhere

Pinned

What’s blocking SSO Rollout?Direct

Two things are blocking SSO Rollout. The Azure AD track (TASK-51) is waiting on tenant admin access from the client. CR-019 extends UAT by one week and needs your sign-off.

8:02 AM

Today

Create 2 action items from the Weather Project standupMeetingNeeds you

Weather Project standup · Weather Project · Drafted 2 tasks from the transcript. 1 has no owner yet.

10:16 AM

Should we escalate RAID-228 to the steering committee?Ask

RAID-228 · Ask · Weather Project · You asked · Yes, if the quota increase isn’t confirmed by Sep 29. It blocks TASK-48 and the Oct 1 load test.

9:04 AM

Summarize blockers for SSO go-liveChannel

#sso-rollout · SSO Rollout · Sam Okafor asked · Azure AD tenant access (TASK-51) and CR-019 sign-off. CR-019 is waiting on you and Maria Lopez.

8:05 AM

Create 4 action items from the ABC weekly syncMeetingNeeds you

ABC weekly sync · ABC Company · Drafted 4 tasks from the meeting summary. 2 have no owner yet.

8:40 AM

What’s left before the Oct 1 load test?Channel

#weather-project · Weather Project · Maria Lopez asked · Two things: confirm the load test window (TASK-44) and get the vendor quota raised (RAID-228).

9:20 AM

6need youBrief me on my portfolioWhat’s left before the load test?Draft a status update

Start a new thread with Transform…

Weather Project standup

Weather Project · 4 participants

Live · 12:28Transform notes · transcribing

MLMaria Lopez

SOSam Okafor

DKDana Kim

AGAlec Green (you)

Leave

LIVE TRANSCRIPT

Maria · 12:31

The load test stays on October 1. No change to the window.

Decision detected

Sam · 12:38

Still no word from the vendor on the quota increase.

Risk detected

Dana · 12:44

I’ll confirm the test window with them today.

Action item detected

Alec · 12:51

Someone needs to update the runbook before Tuesday.

Action item detected

Transform/Brief me on my portfolioDirectStarted by you · just now

Brief me on my portfolio

TransformAnswers from everything you can access

Reading your projects, today’s threads and meeting notes…

Three projects need you today:

1SSO Rollout is blocked on tenant admin access (TASK-51), and CR-019 is waiting on your sign-off.

2Weather Project’s Oct 1 load test depends on RAID-228. Escalate if the vendor quota isn’t confirmed by Sep 29.

3ABC Company has 2 action items from the weekly sync with no owner yet.

TASK-51CR-019RAID-228ABC weekly sync

Draft a status updateEscalate RAID-228

Reply to Transform…

Trusted by leading digital transformation teams

How it works

From scattered context to finished work. Connect your enterprise, collaborate with AI teammates, and build the work in one platform.

How it works

Connect, collaborate and build, in one platform.

Requirement · REQ-248

Multi-currency invoicing for EMEA entities

High· S/4HANA Global Rollout· Finance

Linking

OverviewLinked context0TasksTest CasesHistory

Finance Design Workshop

Transcript 00:14:32 · "EMEA entities need to invoice in local currency."

Meeting

#finance-build

Maya Chen confirmed scope for 4 legal entities

Chat

AP Process Spec v3.docx

Section 4.2 · Invoicing currencies

Document

Company codes 2100, 2200, 2400

SAP S/4HANA · currency settings

System

JIRA-4471

Local currency invoicing · In Progress

Ticket

0 of 5 sources linkedPermissions inherited from each source

Connect your enterprise. Meetings, chat, documents and systems of record land in one connected record, so every piece of work carries its full context.

Every source, one place

Teams, Slack, SharePoint, Jira, SAP and more, connected with the permissions you already have.

Full traceability

Every requirement and decision links back to the conversation or system it came from.

Task · TASK-251

Intercompany billing posts to the wrong ledger

In Progress

Software Engineer Due Oct 30 High

Elena Marsh CFO · 2m

@Project Manager if this slips a week, does EMEA go-live move?

Project Manager is checking the plan and UAT schedule

Project ManagerAgentnow

No. Go-live holds on Nov 14. Moving this task to Sprint 15 shifts UAT by 3 days, which still fits the buffer.

Sprint 15 plan UAT schedule Go-live checklist

Proposed change

Move TASK-251 to Sprint 15

DiscussApprove

Plan updated · Sprint 15 · 4 people notified

Reply, or @mention a teammate

Collaborate with AI teammates. Your people and AI teammates work in the same threads, tasks and meetings, with the same context.

Ask in plain language

Mention a teammate in any thread and get an answer grounded in your plans, systems and decisions.

Humans stay in control

Teammates propose, your people approve, with permissions and escalation paths you define.

Software Engineer

TASK-272 · Approval rule for invoices over €50k

Building

Read REQ-313 and the CFO decision

2 sources

Drafted the approval rule in the S/4HANA sandbox

Sandbox

Generated test cases from the requirement

6 cases

Ran test cases

6 of 6 passed

Opened change request CR-1042

Needs approval

Test cases6 generated

TC-01Invoice €49,900 → No approvalQueued

TC-02Invoice €50,000 → No approvalQueued

TC-03Invoice €50,001 → Routes to CFOQueued

TC-04Invoice €120,000 → Routes to CFOQueued

TC-05Credit note €75,000 → SkippedQueued

TC-06Missing currency → RejectedQueued

CR-1042 · awaiting approval from Elena MarshReview

Build the work, end to end. AI teammates turn requirements into configuration, test cases, code and reports, then hand them back for review.

From requirement to release

Every output traces back to the requirement and decision behind it.

Audit-ready by default

Every change, test result and approval is recorded with who, when and why.

[ Transform OS ]

One platform. From enterprise context to autonomous execution.

Enterprise Foundation

Secure Infrastructure01

Your own isolated database and storage, hosted in the US with disaster recovery. Built for reliability from the ground up.

Isolated databasesStorageHostingReliability

Model Intelligence02

Data & Integrations03

Enterprise AI Operating System

Enterprise Context & Knowledge04

Agentic Harness & Orchestration05

Experience & Execution

Work Management & Delivery06

Interfaces & Experiences07

Across every layer

Security, governance & permissions08

01 / 08

[ The platform at work ]

Context, put to work. Workflows, integrations, and insight, built by AI.

Explore the platform

AI teammates

Teammates that get work done. Ready on day one, working alongside your people across the business.

Integration Agent

Connects the systems in your program, maps the fields between them, and watches every sync for errors.

Consultant Agent

Software Development Agent

Project Manager Agent

View All

Northwind/Tasks/INT-118

INT-118

Connect NetSuite and Salesforce

Todo

AssigneeUnassigned

ProjectOrder to cash

Activity

AI teammates

Teammates that get work done. Ready on day one, working alongside your people across the business.

Integration Agent

Connects the systems in your program, maps the fields between them, and watches every sync for errors.

Consultant Agent

Software Development Agent

Project Manager Agent

View All

Integrations · Consulting · Software development · Project management

Northwind/Tasks/INT-118

INT-118

Connect NetSuite and Salesforce

Todo

AssigneeUnassigned

ProjectOrder to cash

Activity

Your system of record, your choice

Replace it. Build it.
Or connect the one you have.

Use Transform's system of record in place of project management platforms and Jira, build your own on top of it, or connect whatever system of record you already bought or built. Every requirement, process, task, test, and decision stays connected for your people and your AI teammates. PSA is coming soon.

Explore the platform

Processes

Systems

RACI

Deployments

Approvals

Integrations

Requirements

Decisions

Tests

Risks

Industry-focused

Transform across industries. AI teammates that understand how your industry works.

Healthcare

Modernize medical systems, EHR integrations, revenue cycle, and regulatory reporting.

Financial Services

Transform core banking, risk platforms, and compliance operations.

Manufacturing

Optimize MRP, MES, supply chain, and shop floor execution.

Retail

Implement POS, OMS, e-commerce, and omnichannel commerce transformations.

Distribution

Execute ERP and supply chain transformation to drive margin expansion.

Energy

Optimize asset, grid, and regulatory systems transformation.

Private Equity

Standardize portfolio transformations and divestiture technology initiatives.

SaaS

Modernize ERP, CRM, and subscription revenue infrastructure.

Customer stories

See Transform at work. Stories from teams putting AI teammates to work.

View all stories

Bryant Park ConsultingProfessional services

How Bryant Park Consulting runs its whole business on Transform

“We've got our whole business running on this tool.”

Mary Maria

Director of PS Operations, Bryant Park Consulting

Read full story

Results

Tools retired, from Smartsheet to Fireflies

Platform for projects, meetings, requirements and client work

Providence Consulting GroupProfessional services

How PCG spots at-risk projects at a glance, without per-seat licenses

“I think one of my project managers would probably leave the company if I took Transform away from her.”

Stephen Trull

PMO Manager, Providence Consulting Group

Read full story

Results

Per-seat Microsoft Project licenses needed

1 view

Health reports, budgets, RAID logs and test cases

At a glance

How at-risk projects get flagged

Real stories, real results. From the teams putting Transform to work every day.

16%

Higher utilization

60%

Faster delivery

22%

Higher CSAT

100%

Traceability

“Transform gives us enterprise-wide visibility into our organization’s current state. Every initiative is tied to testing, compliance, and measurable outcomes. We execute on time and within budget.”

John Grisafe

President, Purrfect Serving

“Transform enables us to gather requirements once and carry them through the entire lifecycle from discovery to managed services. That continuity has eliminated handoff gaps and raised our ability to execute for every project.”

Cassius Kellogg

CEO, Bryant Park Consulting

“Our team had struggled for years to keep requirements aligned between sales and delivery. With Transform, we finally have a single source of truth. It has eliminated rework and helped us accelerate client onboarding.”

Vijay Avadhan

CEO, Zenardy

“There’s never been a solution connecting requirements data, matching that to testing, all the way through deployment. Using Transform, we’ve been able to accelerate bookings without adding headcount.”

Nathan Gill

Founder, Clutch Mindset

“We were looking for a way to integrate AI and Agents into our methodology and service delivery processes, and Transform was by far the easiest and most comprehensive option on the market, purpose-built for the type of work we do every day.”

Henry Sack

CEO, Blue Sky Group

“We were able to get up and running on Transform in a few weeks for all of our clients and projects, and our customers were quick to express their delight with the improvement in the quality and speed of our delivery.”