Readiness Assessment
Understand your current KPI structure, data sources and alignment gaps. This determines your timeline and setup scope.
Revenue targets hit
Efficiency delivered
Goals met at every level
Strategic alignment SaaS platform
Hit the targets that matter. At every level of your business.
PBI Align is a live dashboard that connects your leadership goals to department plans and team activity, so everyone is working toward the same targets. Real-time data shows you where things are slipping, and AI flags what needs your attention before it becomes a problem.
A 30-minute conversation. No commitment required.
Sectors served
Why ambition stalls before it reaches the team
Goals do not fail at the top.
Goals do not fail at the top.
They fail between the levels.
Most mid-market businesses recognise the same six problems. Each one breaks the line between what leadership decided and what the team actually does.
01
Data is scattered
Performance data sits in spreadsheets, inboxes and disconnected systems. Nobody has one live picture of whether the plan is actually landing.
02
Departments pull in different directions
Teams work hard, but not always toward what the business needs most. Without a formal commitment to a shared goal, effort and ambition drift apart.
03
Underperformance is caught late
Issues surface after the damage is done. By the time a gap between target and reality shows up, it has already cost something.
04
Leaders collect, not act
Time goes to gathering information rather than using it. Without a live picture, leadership finds out too late to change course.
05
AI feels like its own project
AI can feel like its own department, its own tools, its own separate initiative. Left for another day, it slips further out of reach.
06
Building on poor data foundations
Investment does not work if the data underneath is still fragmented. Build on top of it anyway and the problem gets buried, not fixed.
The platform
Connects leadership, department and team ambition into one structure, aligned top-down and reinforced bottom-up.
Every level updates from its own real data, and every goal has a named owner and a formal commitment to the level above it. Nothing here is assumed, and nothing waits for a report.
01
Level 1
Executive Overview
Business-wide KPIs tied directly to breakthrough objectives. Leadership sees at any moment whether the business is on track, without waiting for a report.
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Departments commit to a breakthrough objective
02
Level 2
Strategic Activity
Each department formally commits its activity to a named leadership objective, with live data pulled from the sources teams already use.
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Teams connect daily work to departmental objectives
03
Level 3
Team Activity
Task boards and weekly metrics. Teams see exactly which objectives they are contributing to and how.
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Hoshin Kanri principle
The link between levels is a deliberate commitment, not an automatic roll-up.
Each level updates independently from its own real data, which is exactly the structure AI needs to interpret performance correctly. This is Hoshin Kanri, the proven Japanese planning methodology that connects strategic intent to daily execution at every level of the business.
AI capability layer
AI built into your data, your business, your context.
Each capability runs inside your own structure, on your own live numbers, and knows which objective a metric supports and who owns it. That is what lets it interpret performance rather than just display it, and tell your team what to do next.
Performance Assistant
The numbers personLoaded with your live KPI data when you open it. Instant answers on where performance stands, what is working, what is not, and what to do next.
Connectivity Intelligence
The context layerOn every KPI card. Shows which strategic objective the metric supports, where the data comes from, and who owns it, with a summary of what the number actually means.
CI Advisor
The improvement coachWhen 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.
Industry Benchmarking
The market intelligenceLive web search, built into the dashboard. Competitor activity, sector benchmarks and emerging trends sitting next to your internal metrics, so you know not just what your numbers are, but whether they are good.
My Goal Review
The report writerYour performance across the year, reviewed and explained rather than just listed, and delivered to your inbox. The write-up a leadership team would otherwise spend a day pulling together.
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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, and alongside more than fifty small and medium businesses across the UK. Each problem below is real, and each one had a financial consequence.
01
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 AlignOnboarding support gets your data verified and trusted before it enters the platform.+56%stock accuracy recovered
02
Strategy and data both fragment.
Eight country teams reported up to one global position, each using their own version of the process. The consolidated figure looked right. The structure holding it together was not.
PBI AlignHoshin Kanri methodology formally connects every department to a named leadership objective.2 weeks fasterreporting cycle
03
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 AlignEvery KPI card carries a named owner, visible from both the metric and the org chart.$85k a monthcash released earlier
04
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 AlignLive data and AI-flagged drift surface the problem while there is still time to act.£1.85Mgiveaway recovered in year two
05
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 AlignCI Advisor turns a red metric into a structured response, who to involve and what the next step is.£500koffshore trips cancelled
06
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 AlignIndustry Benchmarking puts live sector context next to every metric.+15%on-time-in-full, within a year
BP North Sea£23.9Min savings · 23x ROI
Shell Oil Sands$72.8Mdelivered · 92x ROI
Weatherford UK£9.6Mreclaimed · 22x ROI
TotalEnergies£2.47Mreintegrated · 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. Where your KPI structure or data has gaps, that work happens here as part of onboarding, not as something you have to fix first.
Week 101
Weeks 2-402
Data Collection
Map your existing data sources and connect them to the platform. Where KPI gaps exist, PBI's coaching expertise closes them here.
Weeks 3-603
Build and Connect
Configure the platform to your objective structure. Set up all three levels, connect live data feeds. Your subscription starts here.
Week 4-1004
Go Live
Platform live. PBI provides handover, review cadence design and coaching support as part of the ongoing relationship.
Data-ready businesses go 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
One package. Everything included.
A single monthly platform fee covers your first 10 seats, ongoing updates, maintenance and security, and everything the platform offers. Scale the team when you are ready.
PBI Align Platform
Full strategic alignment from Level 1 Executive through to Level 3 Team Activity. Every AI feature, every integration, every level - nothing held back.
£1,000
per organisation / month
Includes first 10 seats
The platform
- Level 1 Executive Overview
- Level 2 Strategic Activity
- Level 3 Team Activity
- Improvement Projects
- 8 departments as standard
- 6 business functions as standard
Every AI feature
- Performance Assistant
- CI Advisor
- Industry Benchmarking
- Goal Review
- Connectivity Intelligence
- Platform Support AI
As standard
- Data source integrations
- Custom integrations (quoted)
- 2 business day support
- Onboarding coaching
- Review cadence design
10£1,000 / mopeople
25£1,675 / mopeople
50£2,800 / mopeople
100£5,050 / mopeople
Additional seats above 10: £45 per seat / month on an annual plan, or £55 monthly.
Setup fee
From £2,000 - covers onboarding, data connections and training. Scope and fee confirmed after your demo, based on your starting point.
30 minutes. No commitment required.
Not sure where to start? Book a demo and we will walk you through what getting set up would look like for your business.
Get started
Ready to see leadership ambition become team action?
Book a 30-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.
