PBI Align - Your business, AI-enabled.
Strategic alignment, powered by AI

Your business,
AI-enabled.

PBI Align gives mid-market businesses a live, AI-interpreted view of how their strategy is performing - and what to act on before it slips.

See how it works

A 45-minute conversation. No commitment required.

PBI Align dashboard - Executive Overview
Sectors served
Manufacturing Oil & Gas Renewables FMCG Engineering
Why AI fails in most businesses

AI does not fail because the technology is weak.
It fails because the business is not ready.

Most mid-market businesses are sitting on the same six problems. Each one makes AI harder to deploy, harder to trust, and harder to act on.

Data is scattered

Performance data lives in spreadsheets, inboxes, and disconnected systems. AI cannot operate on data that is fragmented, inconsistent, or manually maintained.

Underperformance is caught too late

Issues surface after the damage is done. Without consistent, timely data, there is no reliable trend history for AI to learn from.

Departments pull in different directions

Teams work hard but not always toward what the business needs most. AI needs clear objectives and structured commitments to interpret performance correctly.

Leaders collect data, not act on it

Time goes to gathering information rather than using it. Without structured, decision-ready data, the business never builds the discipline AI requires.

Improvement happens in isolation

CI activity has no visible link to strategic goals. Without defined workflows and decision governance, AI has no framework to guide or enhance.

Reporting consumes delivery time

Manual reporting creates inconsistent structures. AI cannot automate insight or action when every report is built differently.

The platform

One platform. Three levels. AI that interprets, not just displays.

PBI Align connects your existing data sources to a structured three-level model and layers AI on top that interprets what is happening, flags where performance is drifting, and tells you what to do about it before the gap widens.

01 Executive Overview

Board visibility

Business-wide KPIs tied directly to strategic objectives. The board sees at any moment whether the business is on track, without waiting for a report.

PBI Align Executive Overview dashboard
02 Strategic Activity

Departmental alignment

Each department formally commits its activity to a named board objective. Live data pulled from the sources teams already use.

PBI Align Level 2 Strategic Activity dashboard
03 Team Activity

Daily connection to strategy

Task boards and weekly metrics. Teams see exactly which objectives they are contributing to and how.

PBI Align Level 3 Team Activity dashboard
The link between levels is a deliberate commitment, not an automatic roll-up. That is exactly the structure AI needs to interpret performance correctly. This structure maps directly to Hoshin Kanri - the proven Japanese planning methodology that connects strategic intent to daily execution at every level of the business.
AI capability layer

Four AI capabilities. Each one does something a dashboard alone cannot.

The AI layer does not just display your data - it interprets it, contextualises it, and tells your team what to do next.

All tiers

AI Chat Assistant

The numbers person

Loaded with your live KPI data when you open it. Ask it where performance stands, what a trend means, or what a mid-year position looks like against target. It answers in plain English, not a formula.

All tiers

Connectivity Intelligence

The context layer

On every KPI card. Shows which strategic objective the metric supports, where the data comes from, and who owns it - with a plain English summary of what the number means.

Professional & Enterprise

CI Advisor

The improvement coach

When a metric underperforms, CI Advisor does not just flag it. It identifies the likely cause, suggests the right response, and tells you who needs to be involved. Built around PBI's improvement methodology.

Enterprise

Industry Benchmarking

The market intelligence

Live web search, built into the dashboard. Competitor activity, sector benchmarks, emerging trends - external context sitting next to your internal metrics, so a leadership team knows not just what their numbers are, but whether they are good.

Built on real evidence

These are not hypothetical problems.

PBI has worked inside organisations across Oil and Gas, Manufacturing, Renewables, FMCG, and Engineering for over two decades. The six problems below are ones we have seen repeatedly, in real businesses, with real financial consequences. PBI Align is built around each of them.

Data exists. Nobody trusts it.

An offshore operator discovered stock accuracy had been sitting at 62% for years - not 97% as the system reported. Every decision built on those numbers was built on an assumption nobody had tested.

PBI Align: Onboarding and coaching gets your data verified and trusted before it enters the platform.

Strategy and data both fragment.

A renewables developer had eight country teams all reporting up to a global position, each using their own version of the process. The consolidated figure looked right. The structure holding it together was not.

PBI Align: Hoshin Kanri structure formally connects every department to a named board objective.

Nobody owns the metric.

A global services business had millions sitting in disputed invoices. The risk was not hidden. It had simply never been anyone's job to surface it. Once ownership was made explicit, resolution time dropped by a fifth.

PBI Align: Every KPI card carries a named owner, visible from both the metric and the org chart.

The business finds out too late.

A food manufacturer was losing close to £6 million a year in product giveaway. The weekly Excel report arrived after the week was already over. It confirmed the loss. It could not prevent the next one.

PBI Align: Live data and AI-flagged drift surface the problem while there is still time to act.

Visibility exists. No structure to act on it.

A North Sea operator had already paid for the answer to a problem engineers were still solving the hard way. A digital twin sat largely unused while offshore trips continued as routine. The capability was there. The habit was not.

PBI Align: CI Advisor turns a red metric into a structured response - who to involve, what the next step is.

A number alone does not say if it is good.

A food manufacturer was tracking OTIF at 81% against its own internal target. Against the industry standard of 98%, it was a serious risk to customer relationships that had never been framed that way.

PBI Align: Industry Benchmarking puts live sector context next to every metric.

The features in action

CI Advisor -- structured response to underperformance

CI Advisor in action

AI Chat Assistant -- plain English performance answers

AI Chat Assistant in action

Industry Benchmarking -- live sector context

Industry Benchmarking in action
BP North Sea £23.9M
in savings  ·  23x ROI
Shell Oil Sands $72.8M
delivered  ·  92x ROI
Weatherford UK £9.6M
reclaimed  ·  22x ROI
TotalEnergies £2.47M
reintegrated  ·  11x ROI

These results come from PBI's coaching and facilitation work. They demonstrate the methodology and the people behind PBI Align, not outcomes attributed to the platform itself.

How we work

PBI configures and deploys PBI Align.
This is not a self-serve tool.

We handle the setup so your team does not have to. From readiness assessment to go-live, every step is managed by PBI.

01

Readiness Assessment

Understand your current KPI structure, data sources, and alignment gaps. This determines your timeline and setup scope.

02

Data Collection

Map your existing data sources and connect them to the platform. Where KPI gaps exist, PBI's coaching expertise closes them here, included in the setup fee.

03

Build and Connect

Configure the platform to your objective structure. Set up all three levels. Connect live data feeds. Your subscription starts here.

04

Go Live

Platform live. PBI provides handover, review cadence design, and coaching support as part of the ongoing relationship.

Data-ready businesses: live in as little as 4 weeks. Where KPI gaps need closing first: typically 6 to 10 weeks. The setup fee reflects the scope of readiness work required, not a flat rate.

Pricing

Straightforward pricing.
No hidden complexity.

Annual subscription. Minimum 10 users across all tiers.
One-time setup fee from £3,000, scaled to your onboarding scope.

Core £25/user/mo £30 monthly billing
Professional £35/user/mo £45 monthly billing
Enterprise £50/user/mo £60 monthly billing
Dashboard & RAG cards
Connectivity Intelligence
AI Chat Assistant
Limited
Higher limit
Unlimited
Departments connected
Up to 3
Up to 5
Up to 8
Data refresh
2x per day
4x per day
Unlimited
CI Advisor
Industry Benchmarking
Support response
48 hrs
24 hrs
Same day

Not sure which tier is right? We will recommend the right fit during your demo.

Ready to see it?

Book a 45-minute conversation.

We will walk you through the platform, answer your questions, and tell you honestly what getting started would look like for your business.