Turn signals into governed execution and measurable impact
Planerix closes the execution gap between dashboards and business outcomes with one tenant-aware operating system for data truth, AI recommendations, approvals, and delivered actions.
Execution Gap
Most teams have insights, but no closed loop
The Planerix closed-loop model
The platform continuously turns data into recommended actions and tracks impact with full auditability.
Connect
CRM, ads, analytics, finance, and operations sources are normalized into one contour.
Truth
KPI semantics, ownership, and quality checks create one reliable operating layer.
Agents
Role-based AI agents detect anomalies, explain root causes, and recommend actions.
Actions
Recommendations become tasks, projects, approvals, and workflow runs in product.
Impact
Before and after KPI deltas are tracked to prove business outcomes, not activity.
Architecture for enterprise-grade multi-tenant execution
Inspired by the platform architecture in our presentation: isolated tenant runtime, shared governance, and one execution engine across clients.
Control Plane
Policies, approvals, routing, and observability for governed execution.
Data Plane
Tenant-aware entities, KPI registry, attribution models, and source lineage.
AI Plane
Domain agents, orchestration, action proposals, and role-specific briefings.
Memory Plane
Decisions, playbooks, docs, and run history for contextual recommendations.
Outcome playbooks teams can launch fast
Start with proven integration packs and expand into client-specific execution contours.
Marketing Analytics Pack
Connected sources
Revenue Attribution Pack
Connected sources
Executive Ops Pack
Connected sources
6-8 week pilot roadmap
A structured rollout path from discovery to first proven KPI impact.
Phase 1
Discovery and contour design
Days 1-5
Business goals, KPI semantics, owners, and integration map.
Phase 2
Connection and truth layer
Weeks 1-2
Source onboarding, QA, metric registry, and baseline dashboards.
Phase 3
Agent rollout and execution pilot
Weeks 3-8
Action workflows, policy setup, and measured before/after impact.
Request a fast consultation
Share your name, email, and country to schedule a quick planning call.
- Short discovery call within 1 business day
- Review your KPIs, data sources, and workflow goals
- Receive a pilot outline with timing and scope
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Deploy Planerix as your execution operating system
Book a focused demo, open the app, or test the demo workspace to see the full loop in action.