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Product · Intelligence layer and modules

bearingbridge intelligence

Modules your team already needs. Built for your data.

An intelligence layer that reads the systems and documents your business already runs on, and ninety-six working modules on top of it, in six families. Every one exists. None ships unchanged, because your data, your rules, and your formats are not anyone else's.

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families

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modules, all built

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per family

What sits underneath

Your systems on one side. Working modules on the other.

Most business software asks you to move your work into it. This works the other way around. The layer reads from where your information already lives, grounds it in your definitions, and lets modules act on top.

Your systems

  • ERP
  • CRM
  • PLM
  • PIM
  • MES
  • Ticket queues
  • Drives and mailboxes
  • Contracts and PDFs
  • The spreadsheets

The intelligence layer

01Ingest

Records from your business systems

Documents, decks, transcripts, mail

Both kinds, one layer, because real questions need both

02Ground

What a customer is. What counts as revenue

Which of four dates means delivered

Your permissions, inherited, plus source and freshness per fact

03Act

Draft, classify, route

Reconcile, monitor, explain

Execute inside limits you set

Governance · price on screen · daily and monthly caps · full ledger · your permission model

Nothing moves into the layer permanently. Your systems stay where they are.

Three stages, and the order matters.

01

Ingest.

Structured records from your systems, plus PDFs, decks, transcripts, and mail. Both kinds in one layer: a margin question lives in the ERP, the reason for the margin in a contract amendment signed in March.

02

Ground.

Raw access is not intelligence. The layer holds your definitions: what a customer is, what counts as revenue, which date means "delivered." It inherits your permission model and records where every fact came from and when it was last true.

03

Act.

Modules and agents draft, classify, route, reconcile, monitor, and execute inside limits you set. Every action is priced on screen, capped, and written to a ledger.

Context is everything, and context comes from data. A module built on thin or inconsistent context will produce confident wrong answers faster than your team produced uncertain right ones.

That is why the layer comes before the modules, and why a data assessment usually comes before both.

Six families, ninety-six modules

Built before. Never the same twice.

We have built these enough times to know their shape: a starting point that already works, not a blank page. What cannot be reused is what makes it yours: your product hierarchy, your discount policy, your naming convention from 2011. That tailoring happens on your data, and it is where the build time goes.

How to read the tables.

The second column is the ordinary function. The third is the point: what the intelligence layer adds. A help desk is a help desk. One where the ticket arrives already classified, with the requester's entitlements attached, is a different object.

IDs are stable. Use them when you scope.

Marketing.

MK01 to MK16

Sixteen modules covering the loop from watching the market to publishing into it: competition monitoring, ideation, content and sales material, advertising across four platforms, social planning and publishing, localization, and reporting. The through-line is the claim library. Everything generated in this family is traceable to an approved claim, or it is flagged before a human reads it. That is the difference between a content factory and a plausible-text factory.

Competition change feed07:12Competitor moved from per-seat to usage-based pricingPOSITIONINGThree pages changed · two new claims appearedDRAFT RESPONSE →06:58PRICING06:41MINOR06:20MINOR05:52PRICINGClaim library checkEvery generated sentencetraced to an approved claim,or flagged before a human reads itContent pipelineDRAFTREVIEWAPPROVEDMK01 watches the market. MK05 keeps every draft honest. MK06 to MK16 publish from the same claim set.
Illustrative interface. Figures are placeholders.
MK01 to MK16The sixteen modules
IDModuleWhat it doesIntelligence layer
MK01Competition monitoringTracks competitor sites, pricing, launches, positioning, hiring, ad activityClassifies each change by meaning and materiality, not just difference. Flags positioning moves, ignores typos
MK02Search visibilityRankings by market, language, and search intentSeparates movement caused by your work from movement caused by algorithm change
MK03AI assistant visibilityWhat assistants answer when asked about your category, and which sources they citeMaps which of your pages and which third-party sources are actually feeding those answers
MK04Ideation engineTopic and campaign pipelineWorks from the gap: what your category asks that you have not answered, weighted by opportunity
MK05Claim libraryApproved claims, evidence, and expiry datesFlags any generated sentence that cannot be traced to an approved claim, before a human reads the draft
MK06Content factory, webSite pages, articles, landing pagesBriefs assembled from your product data and evidence base. Every paragraph carries its source
MK07Content factory, sales materialOne-pagers, decks, battlecards, case sheetsBuilt from the same claim set as marketing, so the two stop contradicting each other
MK08Ads factory, searchGoogle campaigns from budget to search termRecommends budget moves with the terms, the cost, and the cost of doing nothing
MK09Ads factory, socialMeta, TikTok, LinkedIn campaigns and creative setsDetects creative fatigue before performance drops. Generates variants tied to what is actually converting
MK10Social factoryPlanning calendar, scheduling, publishingDrafts from the pipeline rather than from scratch. Adapts one message per platform without changing the argument
MK11LocalizationMarket and language adaptationAdapts claim, example, and reference per market, not just the words. Flags claims not legal in the target market
MK12Asset libraryImages, video, documents, versions, rightsTags and describes assets on ingest. Finds by description, not filename
MK13Website publishingPush to your CMS with review statesPre-publish check against claim library, tone rules, and link integrity
MK14Email and newsletterLists, sequences, sendsSegments from behavior in your own systems rather than declared attributes
MK15Campaign follow-upBrief to result, per campaignAttribution stated with its confidence and its assumptions, not as a single number
MK16Marketing reportingDashboard across channels and marketsWrites the narrative: what moved, what it cost, what is attributable, what is noise

Sales.

SL01 to SL16

Sixteen modules from first touch to cash: CRM, pipeline, quotation, contracts, invoicing, forecasting, commission. The module that makes the others work is SL04. A CRM nobody updates forecasts nothing, and the reason nobody updates it has never been discipline. It has been that updating it is unpaid work at six in the evening.

Pipeline · evidence requiredQUALIFYPROPOSALNEGOTIATION$ 84,000 · 23 days$ 84,000 · 23 days$ 84,000 · 23 daysEVIDENCE GAP$ 84,000 · 23 daysEVIDENCE GAP$ 84,000 · 23 days$ 84,000 · 23 days$ 84,000 · 23 daysEVIDENCE GAP$ 84,000 · 23 daysSL02 flags the deals whose stage the evidence does not support,with what is missing for each.Quotation · SL06$ —$ —Discount15 %Margin, before signature31 %THRESHOLD BREAKRoutes to the role,not the person:FINANCE DIRECTORSL07 drafts the request with thejustification the approver needs.
Illustrative interface. Figures are placeholders.
SL01 to SL16The sixteen modules
IDModuleWhat it doesIntelligence layer
SL01CRM coreAccounts, contacts, activity, relationshipsContacts, roles, and org structure extracted from real correspondence rather than typed in
SL02PipelineOpportunities through your stagesFlags deals whose stage is not supported by evidence, with what is missing for each
SL03Lead capture and routingInbound to ownerScores on fit and observed intent, and states the reason. Routes on capacity and history, not alphabet
SL04Meeting captureCalls, transcripts, notes into the recordTurns a call into updated fields, new contacts, a dated next step, and a summary. Rep confirms in a minute
SL05Product and price bookCatalog, configurations, validity rulesCatches configurations that are technically possible and commercially wrong
SL06Quotation engineConfigure, price, quoteAssembles the quote, applies discount policy, shows margin before signature, routes when a threshold breaks
SL07Approval workflowDiscount and terms gatesDrafts the approval request with the justification the approver actually needs
SL08Proposal generationProposals and statements of workDrafts from won deals in the same segment, marking which sections correlated with wins
SL09Contract and order managementSigned to bookedExtracts terms, dates, and obligations from executed contracts into structured fields
SL10InvoicingIssue, track, creditReconciles against orders and deliveries. Surfaces mismatches before they reach the customer
SL11Payments and dunningReceipts, aging, chasingPrioritizes chasing by likelihood and relationship, drafts the message at the right temperature
SL12ForecastingCommit, best case, pipelineShows its reasoning per deal instead of one number nobody can interrogate
SL13Territory and quotaCoverage and targetsModels coverage gaps against actual account potential in your own data
SL14CommissionCalculation and statementsExplains every line, which removes most of the disputes
SL15Renewals and churnRenewal calendar, risk registerRisk signals from usage, support history, and contact turnover, not a health score with no lineage
SL16Sales reportingActivity, conversion, velocityDistinguishes a real conversion rate change from a mix change

Project management.

PM01 to PM16

Sixteen modules covering boards, schedules, resources, money, risk, and reporting. The recurring theme is that status has always been assembled by hand from people who were doing something else. Here it is assembled from evidence, and the parts that could not be verified say so rather than being smoothed over.

Dependency chain · PM07W2W4W6W8W10W12CONTRACTUALBASELINEImpact · 09:15Milestone · delayedMilestone · delayedMilestone · delayedMilestone · delayed1 breach · contractual dateA supplier confirms a two-week delay by email. Three minutes later the chain is mapped,the milestones are marked, and a client notification is drafted. A human decides.
Illustrative interface. Figures are placeholders.
PM01 to PM16The sixteen modules
IDModuleWhat it doesIntelligence layer
PM01KanbanBoards, columns, cards, WIP limitsDetects cards that are moving in the tool and not in reality
PM02GanttSchedules, baselines, critical pathSlip prediction trained on how your projects actually ran, not a generic curve
PM03Portfolio viewAll projects, one pictureRanks attention by risk and consequence rather than by loudness of the last email
PM04Resource and capacityWho is on what, and what is leftFlags the overcommitment three weeks before it becomes an emergency
PM05TimesheetsTime capture per project and taskPre-fills from calendar, tickets, and commits. Person corrects rather than reconstructs
PM06Budget vs actualsCost tracking per projectExplains variance by cause, not just by amount
PM07Dependency mappingWhat blocks whatWhen one thing moves, states what else moves and which contractual date breaks
PM08Milestones and gatesStage reviews and approvalsAssembles the gate pack from evidence, marking what could not be verified
PM09Risk registerRisks, owners, mitigationsPre-fills from risks that materialized on your last projects of the same type, each linked to source
PM10Change requestsScope changes, impact, approvalDetects scope drift while it happens by comparing work in progress against agreed scope
PM11Status reportingUpdates to stakeholdersWritten from commits, tickets, documents, and threads. Each line marked confirmed or inferred
PM12Meeting to taskDecisions into workA decision in a call becomes a card with owner and date, during the meeting
PM13Document workspacePer project, versionedAnswers across project documents rather than returning a file list
PM14Client portalExternal visibility, controlledGenerates the client-facing version from the internal one, with the internal noise removed
PM15RetrospectivesWhat happened, loggedMines the log so the next project of the same type starts smarter
PM16Project reportingDelivery, margin, utilizationSeparates estimating error from execution error, which are different problems with different fixes

Dashboarding.

DB01 to DB16

Sixteen modules covering connection, definition, and answer. The order there is not decorative. The hard part of this family is not the charts, it is DB02, and DB02 is usually where a client discovers that three departments have been using the same word for three different numbers.

Why did gross margin fall in the German subsidiary last quarter?ASKAnswer, with three contributing factors ranked by contributionDEFINITION USEDASSUMPTIONSVIEW SOURCE ROWSFRESH · 07:00FRESH · 07:00STALE · FLAGGEDDB03 runs every question against defined metrics, not raw schema. DB08 states stalenesson the dashboard itself. DB06 follows any number back to its source rows.
Illustrative interface. Figures are placeholders.
DB01 to DB16The sixteen modules
IDModuleWhat it doesIntelligence layer
DB01Source connectorsERP, CRM, PLM, PIM, MES, HR, finance, ad platforms, spreadsheetsMaps schemas on connect and proposes the joins, with the ambiguous ones flagged for a human
DB02Metric dictionaryAgreed definitions for every business metricSurfaces where the same metric is defined differently in different systems, which is usually the real finding
DB03Semantic layerGoverned layer between questions and tablesQuestions run against defined metrics, not raw schema. This is what makes plain-language answers trustworthy
DB04Ask in plain languageBusiness questions, answeredReturns the answer, the definition used, the assumptions, and a link to the rows
DB05Dashboard builderViews by role and functionBuilds a first version from a described need, then you edit it
DB06Drill-throughFrom chart to source recordFollows the number back across systems, not just down one table
DB07LineageWhere every number comes fromTraces a board figure to its queries and its source systems in one view
DB08Freshness and quality monitorsWhen was this last correctStates staleness on the dashboard itself rather than in a separate admin screen
DB09Cross-system reconciliationERP against CRM, CRM against financeDiscrepancies raised as findings with probable cause, never silently averaged
DB10Anomaly detectionSomething movedExplains it: the four SKUs and the one customer that account for most of the move
DB11AlertingThresholds and conditionsSuppresses the alert that fires every month for the same benign reason
DB12Scheduled distributionReports to people, on timeWrites the covering summary, dated, with the query behind each figure
DB13Board pack generationPeriodic reporting packDrafts the narrative with every number traced. Marks what changed since last period and why
DB14Scenario modelingWhat ifRuns the scenario against real historical relationships in your data, and states where it is extrapolating
DB15Row-level permissionsWho sees which rowsInherits from your existing systems rather than being maintained twice
DB16Export auditWho took what data outFlags export patterns that do not match the role

IT support.

IT01 to IT16

Sixteen modules across the service desk, the fleet, and the infrastructure. This family usually pays back fastest, because the volume is high, the work is bounded, and the measurement is unambiguous.

Ticket queue · enriched before openedACCESSdevice · entitlements · last change nearbyVPNdevice · entitlements · last change nearbyINSTALLdevice · entitlements · last change nearbyHARDWAREdevice · entitlements · last change nearbyLICENSEdevice · entitlements · last change nearbyIncident · IT1040 alerts · 03:001 incident · probable causeAttached at declarationChange deployed · 21:14Change deployed · 23:02Change deployed · 01:47RUNBOOK §14 · MATCHEDIT01 classifies, prioritizes, and enriches before a human opens the ticket.
Illustrative interface. Figures are placeholders.
IT01 to IT16The sixteen modules
IDModuleWhat it doesIntelligence layer
IT01Help deskTicketing, queues, assignmentTicket arrives classified, prioritized, and enriched before a human opens it
IT02Self-service portalEmployees resolve their own issuesAnswers from your knowledge base and your resolved tickets, with the source shown
IT03Knowledge baseArticles, runbooks, proceduresFlags its own decay: when one issue gets resolved five ways, that gap is reported
IT04Triage and routingCategory, priority, ownerRoutes on historical resolution patterns rather than on a static matrix
IT05IT fixBounded automated remediationExecutes inside a written policy: provisioning, license moves, standard installs. Everything else gates
IT06Access requestsRequest, approve, provision, revokeChecks against role, precedent, and policy, and states why a request is unusual when it is
IT07Onboarding and offboardingJoiner, mover, leaver runbooksRuns the sequence, holds the items needing a human decision, and reports what is outstanding
IT08Asset inventoryDevices, ownership, lifecycleReconciles what the directory says against what is actually checking in
IT09License managementSeats, cost, utilizationIdentifies seats paid for and not used, by person and by renewal date
IT10Infrastructure monitoringServers, services, availabilityCorrelates forty alerts into one incident with a probable cause
IT11Incident managementDeclare, coordinate, resolveAttaches recent changes, similar past incidents, and the matching runbook section at declaration
IT12Patch and vulnerability statusWhat is exposed, what is fixedPrioritizes by actual exposure in your environment, not by generic severity score
IT13Change managementRequests, risk, approval, recordEstimates blast radius from your own dependency map and change history
IT14On-callRotation, escalation, handoverWrites the shift handover from the shift
IT15SLA trackingTargets, breaches, trendsSeparates deflection from containment, because a ticket avoided is not a problem solved
IT16PostmortemsAfter the incidentDrafts from the timeline, marking unknowns as unknowns rather than smoothing them

Customer service.

CS01 to CS16

Sixteen modules across the inbox, the answer, and the measurement. CS13 is the one that pays back outside the support function, because what customers contact you about is product information that usually dies in a support dashboard.

One threadEmail, chat, voice, social:one customer, one thread.ConversationDRAFT · AWAITING SENDSEND →The draft is generated. The send is a person.Grounding · CS0201Order record02Warranty clause03Past resolutionEvery draft shows its sources.QUALITY · CS09 SCORES EVERY INTERACTION
Illustrative interface. Figures are placeholders.
CS01 to CS16The sixteen modules
IDModuleWhat it doesIntelligence layer
CS01Omnichannel inboxEmail, chat, voice, messaging apps, social, in one queueOne customer thread across channels, not five conversations with the same person
CS02Response draftingSuggested replies for agentsGrounded in your documentation, that customer's history, and past resolutions, with sources shown
CS03Customer self-serviceAssistant on your channelsAnswers from approved material only, and escalates rather than improvising when it does not know
CS04Response libraryMacros, templates, snippetsIdentifies which templates actually resolve and which get followed by a second contact
CS05Order and account lookupContext at the agent's elbowPulls the relevant record from the message automatically, before the agent asks
CS06Warranty, returns, claimsWorkflow from request to resolutionApplies your policy to the specific case and pre-fills the form, with the clause cited
CS07SLA and escalationTargets, timers, escalation pathsPredicts the breach early enough to prevent it rather than reporting it after
CS08CSAT and surveysMeasurement after contactLinks score movement to specific handling behaviors rather than to a monthly average
CS09QA scoringQuality review of interactionsScores every interaction against your rubric, not the two percent someone had time to read
CS10CoachingAgent developmentBuilds the coaching set from the full record, with examples of what the best agents did differently
CS11Customer healthAccount-level service pictureCombines support history, usage, and sentiment, and states which signal is driving the reading
CS12Multilingual handlingInbound and outbound in the customer's languageCovers the language you do not staff for, under the same grounding rules
CS13Voice of the customerWhat customers are actually sayingClusters root causes weekly with volume, trend, affected products, and verbatims, routed to product management
CS14Proactive outboundContact before the customer complainsTriggers on a delivery that will miss its date or an order that failed silently
CS15Complaint and escalation handlingSerious cases, trackedDrafts at the right register and flags cases where a commitment is being made
CS16Service reportingVolume, resolution, cost, qualityReports cost per resolved contact including the AI cost, which most reporting omits

Catalog to product

The catalog is the skeleton. The tailoring is the product.

Every module ships tailored, and AI-assisted development is what makes that affordable. A working version is built conversationally, in front of you, on your real data: you say what is wrong, it changes while you watch, and a first working version arrives in a session rather than a sprint.

The demo is fast. The hardening is where the weeks go, and it is what turns that working version into something you can rely on and hand to a team.

Tailored on six axes, every time:

DataProcessSecurityProtocolFormatAutonomy

Autonomy, the written list of what an agent may do without asking, is the most consequential setting in any module here. It is decided with you, recorded, and reviewed.

Built in, not bolted on

Costs on screen. Limits that enforce themselves.

Every AI action shows its price as it runs. Caps per person and per organization: at the cap, spending stops, reading never does. A ledger records who ran what, when, at what cost, and who approved it.

Your tenant is sealed and your data never trains anything. Model routing is per task and per jurisdiction, across Western and Chinese providers. Anything that spends money, messages a customer, changes an access right, or commits to a date sits behind an approval you configure.

Ledger

live

daily cap0.00 / 5.00

Illustrative ledger. Figures are placeholders.

How a module becomes yours

About a month. Three lines on the invoice.

How long it takes.

About a month from start to a first module in place and doing real work. Shorter when the rules are simple and the data is already clean. Longer when the assessment finds that a data foundation has to come first, which is a different piece of work and gets quoted as one.

The month is not spent on the module. The module exists. It is spent on your rules, your data plumbing, and the hardening.

What it costs.

Three lines, and there is no fourth.

Implementation.

A one-off, sized to the tailoring: your rules, your data plumbing, your integrations, your formats, and the hardening that turns a working version into something you can rely on. This is the line that varies, because it is the line that makes the module yours.

Maintenance.

A recurring fee covering hosting, running, monitoring, and keeping the thing current as your systems and the models underneath it change.

Tokens.

The AI usage itself, bought in advance as a credit and drawn down as you use it. Every action shows its price on screen as it runs, and your caps decide the ceiling. When the credit runs low you top it up. Nothing bills after the fact, and nothing arrives as a surprise at the end of the quarter.

Figures are sized against your actual scope in the first conversation.

Asked in most first conversations

Questions we get before the second meeting.

Do we have to replace the systems we already run?

No, and in most builds nothing moves at all. SL01 reads accounts and contacts from your CRM through its API and writes back into the same fields, so your CRM stays the system of record for customers. Your ERP stays the system of record for orders. DB09 reads both and reports the rows where they disagree rather than picking a winner. The one thing that does move is definitions: DB02 holds them in one place instead of three.

Which module should we start with?

IT01 through IT05 or DB01 through DB04, for the same reason in both cases: you already have the baseline. Your ticket history tells you what a password reset, a VPN failure, and a software install cost you today, so the before and after are not arguable. Dashboarding works for the opposite reason, because the assessment usually produces a finding worth having on its own. Start with one, not four.

What happens if our data is a mess?

You get it in writing before anything is built. A typical finding: three systems each hold a field called active customer, one of them counts trial accounts, one excludes anyone churned in the last ninety days, and the board pack has been silently using whichever ran first. DB02 surfaces that during the assessment. If the fix is large, a data foundation is quoted as its own piece of work and the module waits. A module on top of that mess would not fix it, it would publish it faster.

What leaves our environment, and do you train on it?

For one action, the prompt and the specific records or passages that action needs go to the routed model provider. Nothing else. We do not train on your data, and no other client can see your tenant. Provider retention settings form part of the routing decision and are documented per model in the handover, so you can read exactly which provider saw what. Where residency rules require a model to run inside a given jurisdiction, that constrains the routing table rather than starting a negotiation.

Who owns what you build?

You do, and the handover is specific: source in your repository, documentation in your wiki, the database in your cloud account if you want it there, environment variables and credentials held by your team. Handover readiness is a deliverable with a date on it, not a concession at the end of a contract.

How do we stop AI costs from running away?

Tokens are bought in advance as a credit, so nothing can bill after the fact. Every action prints its price on screen while it runs. Each person carries a daily cap and the organization a monthly one, and at the cap generation stops while reading and dashboards keep working. The ledger row for every action records the person, the timestamp, the module ID, the model routed to, the tokens consumed, the cost, and the approver if there was one. That row is exportable, which is usually the thing finance actually asks for.

Can an agent act on its own, or does everything need approval?

Both, and the list is written down per module. Under IT05 a typical client allows a password reset and a license reassignment unattended, and requires a human for anything that grants membership of an admin group. Under CS02 the draft is generated automatically and the send is a person. Under CS14 an outbound message to a customer about a late delivery needs approval on the first fifty, then the client usually decides whether to relax it. That list is reviewed, not set once.

Which AI models do you use?

Whichever benchmarks best for the specific task and is permitted where you operate. We route across Western and Chinese providers, GPT, Claude, Gemini and Llama on one side, Qwen, DeepSeek, GLM, Kimi, Doubao and ERNIE on the other. Routing is per task, not per client: ticket classification goes to a small cheap model because the job is a label, contract term extraction goes to a stronger one because a wrong date is expensive. The table is documented and re-benchmarked quarterly.

Can you connect to a system that is not on your list?

Usually, and you get a date rather than a roadmap slide. A documented REST or GraphQL API is typically days. An older SOAP interface or a direct read replica of an on-premise database is typically one to two weeks. A flat-file exchange over SFTP is the fallback when a system has no interface worth using, and it works. Where the only route in would be driving a legacy desktop client through its screens, we will tell you that is fragile and quote it as fragile, or decline it.

What if we want a module that is not in the catalog?

We build it, and it costs more, because none of the skeleton is reusable and the whole thing is implementation. The sequence does not change: assessment, working version on your data, hardening, handover. In practice about a third of what clients ask for turns out to be an existing module with different rules, which is a tailoring conversation rather than a new build, and the assessment is where that gets settled.

Talk to us about AI.

A conversation with the senior team about your systems, your data, and which of these modules would actually pay back for you. No slides, no obligation, and if the honest answer is that a module is not your next move, you will hear that too.

Prefer email? hello@bearingbridge.com