DESIGN-PARTNER PILOT · COMING SOON

Your business is already telling you what needs attention. Adi Opera helps you hear it.

Connect your CRM, support, finance, product, and supply-chain data. Adi Opera brings the signals together and helps leadership teams identify risk, understand performance, and decide what to do next.

Three-month design-partner pilot · your approved data sources · no obligation to purchase
Today’s leadership brief
ILLUSTRATIVE DATA
Highest-priority signal
ACT TODAY

Three accounts represent concentrated renewal risk

Support escalations, declining product usage, and upcoming renewal dates point to a combined retention risk requiring executive attention.

Owner: CROReview: 4 hoursSources: CRM + Support + Usage
ARR
$3.1M
Illustrative
Runway
8 mo
Illustrative
Goal Health
Behind
Illustrative
The leadership problem

Your company has dashboards. What it often lacks is a joined-up answer.

Operational data is spread across teams and tools. By the time leadership gets a consolidated view, the decision may already be late.

“Why did revenue slow, which customers are at risk, and what should we do first?” should not require six meetings and a manually assembled spreadsheet.
01

Signals remain trapped in functions

Sales, support, finance, product, and operations each see part of the story.

02

Dashboards report; they do not synthesize

Metrics are visible, but their relationships, implications, and priority are not always clear.

03

Leadership discovers problems too late

Churn, burn, delivery risk, and stalled growth often become obvious only after the cost has increased.

Why Adi Opera

From fragmented business intelligence to decision intelligence

Adi Opera is designed to connect business context across functions—not simply place another chatbot on top of one system.

Traditional reporting layer

Shows what happened

  • ×Multiple dashboards and filters
  • ×Manual interpretation across teams
  • ×Insights often stop at the metric
  • ×Priority depends on who is presenting
Adi Opera direction

Connects what happened, why it matters, and what to examine next

  • Cross-functional questions in plain English
  • Synthesized responses across approved sources
  • Claims linked back to underlying data
  • Risks and actions organized around business goals
Practical use cases

Questions leadership teams already ask every week

The product becomes relevant when it shortens the distance between a business question and a defensible next action.

⚠️

Customer & renewal risk

Which accounts are most likely to churn, what signals support that view, and where should leadership intervene?

💰

Runway & cash decisions

What is affecting burn, how would planned hiring change runway, and which assumptions require attention?

🎧

Service breakdowns

Which escalations are commercially important, where are SLAs slipping, and what patterns are repeating?

📊

Product adoption

Which features correlate with retention, where is usage falling, and which customer segments are disengaging?

📦

Operational exposure

Where are inventory, supplier, fulfilment, or purchase-order risks likely to affect revenue or customer delivery?

🚀

Growth priorities

Which segments deserve focus now, given market potential, sales capacity, customer fit, and available runway?

Example: “Which three issues could materially affect this quarter’s goal, what evidence supports each one, and who should own the next action?”
How it works

Connect. Analyze. Ask. Act.

The pilot is built around a focused set of approved data sources and agreed business questions—not an unrestricted promise to understand everything.

01

Map the decision problem

Agree the leadership questions, business goal, data sources, access boundaries, and expected pilot outcomes.

02

Connect approved sources

Use supported integrations, APIs, or structured uploads depending on what is available for the pilot.

03

Test against reality

Compare outputs with known business conditions, refine thresholds, and measure whether decisions improve.

⚠️

Risk Analyst

Churn, renewal, revenue concentration, and escalation signals.

🎧

Service Ops

Ticket health, SLA patterns, escalations, and team capacity.

📊

Product Intel

Adoption, engagement, friction, and customer usage patterns.

💰

Finance Intel

Runway, burn, recurring revenue, and scenario analysis.

📦

Materials & Supply

Inventory exposure, vendor performance, orders, and stock risk.

🚀

Growth Strategy

Segment opportunities, expansion choices, and ranked growth hypotheses.

🎯

Vision & Goals

Connects recommendations to the business goal chosen for the pilot.

Who the pilot is for

Best suited to companies with enough operating complexity—and enough willingness to collaborate

The pilot is not intended for every company. Clear fit criteria improve the quality of the engagement and the usefulness of the results.

Likely a good fit

  • Leadership relies on several business systems or structured spreadsheets
  • Important decisions require inputs from multiple functions
  • The company can identify two or three high-value pilot questions
  • Relevant owners can participate in onboarding and weekly validation
  • There is sufficient historical or live data to evaluate outputs

Probably not the right fit yet

  • ×The business is still at idea stage with little operating data
  • ×Most information is offline, unstructured, or unavailable
  • ×The requirement is only for a general-purpose chatbot
  • ×No internal owner can validate outputs or provide feedback
  • ×The expectation is a fully autonomous operating system from day one
Company size alone is not the deciding factor. Data readiness, decision complexity, and executive participation matter more.
Product demonstration

Show the working product—not just the promise

This area should be replaced with actual product screenshots or a concise recorded walkthrough before public launch.

app.adiopera.com
Recommended content slot

60–90 second product walkthrough

Demonstrate one real leadership question from input to sourced response: the connected systems, the cross-functional analysis, the evidence, and the recommended next step.

Use actual UILabel synthetic data clearlyShow source traceabilityAvoid unsupported claims
Current placeholder · replace before public promotion
Data access & trust

Designed around controlled access and transparent evaluation

Security statements should match the actual pilot architecture, legal agreements, and operational controls before they are published.

🔒

Approved access only

Limit the pilot to the specific sources and fields agreed during onboarding.

👁️

Read-only where possible

Use least-privilege access and avoid unnecessary write permissions.

🧩

Tenant isolation

Keep each pilot customer’s data and environment logically separated.

🗑️

Exit & deletion process

Define export, retention, and deletion commitments in the governing agreement.

Supported data paths
HubSpotSalesforceZendeskIntercomFreshdeskStripeChargebeeMixpanelAmplitudeQuickBooksXeroExcel / CSVAPI-based sources
Separate “available native integrations” from “supported through API or structured upload” before publishing.
Design-partner pilot · Coming soon

A structured three-month evaluation on real business questions

The objective is to determine whether Adi Opera can produce trusted, useful, and repeatable decision support in your operating environment. The pilot program is currently in development — details below reflect the planned structure.

PHASE 1 · WEEKS 1–2

Scope & data mapping

Select the use cases, approved sources, access controls, stakeholders, and success measures.

PHASE 2 · WEEKS 2–4

Validation & tuning

Test outputs against known conditions and refine scoring, thresholds, language, and traceability.

PHASE 3 · WEEKS 4–10

Live pilot usage

Use the platform on agreed recurring decisions and document usefulness, accuracy, and adoption.

PHASE 4 · FINAL REVIEW

Outcome & next-step decision

Review evidence together and decide whether to conclude, extend, or move toward a commercial engagement.

What the design partner contributes

  • An executive sponsor and working owner
  • Access to approved, relevant data sources
  • Weekly validation and candid feedback
  • Clear definitions of useful and inaccurate outputs

What should be measured

  • Accuracy and traceability of responses
  • Time saved in gathering and interpreting information
  • Usefulness of priorities and recommended actions
  • Whether the product changes or improves real decisions
Coming soon

Pilot applications aren’t open yet

We’re finalizing the structure, data-access model, and onboarding process for the design-partner cohort. Here’s what to expect once applications open.

  • Three-month design-partner pilot
  • Focused use cases and approved data sources
  • Dedicated onboarding and validation process
  • No obligation to purchase
🚧

In development

The design-partner pilot is currently being finalized. Check back soon, or reach out directly if you’d like to be notified when applications open.

Get notified
Emails us at adiscaleinfo@gmail.com — we’ll reach out once the cohort opens.