Every customer's strategy, roadmap, and story in one place.
A Mac app for advisors who manage a book of transformation accounts. Build the strategy once. The roadmap, the dashboard, and the executive review come from it.
One record, three views
Enter the strategy on Home. The rest is derived.
Each customer is one saved record. Home holds the pillars, value drivers, deliverables, phases, contacts, and platforms. Roadmap and Canvas read from that record, so nothing has to be kept in sync by hand.
Home is where the account stands and what is behind it: past targets, delivered work, pillars at risk, and your open to-dos for this customer.
Strategy to roadmap
The roadmap is built from the strategy, not drawn beside it.
Pillars become rows. Phases become columns. Deliverables carry their pillar and driver links onto the grid, and the Delivery layer lays them out as a Gantt against the customer's own dates.
- Three layers: Outcomes, Delivery, and Blend, switched from the toolbar.
- Group and sort the Gantt by phase, pillar, status, or owner. Drag a driver between phases.
- Exports match the screen: same grouping, same bar colors, same key.
Bring your own AI. Keep your data.
Your assistant does the reading. The app never leaves your Mac.
Transformation Studio ships copy-ready prompts. Run one in whatever assistant your organization allows, paste back what it returns, and the customer record builds itself. Nothing about your customers is sent anywhere by the app.
Copy the prompt
Strategy Capture, Customer Research, and Contacts prompts live in the app. Six sections are yours to edit; the schema is locked so a paste cannot break the import.
Run it anywhere
Paste it into the assistant you already use, with the meeting transcript, notes, or research you want captured.
Paste the result back
Add Customer or the Strategy Assistant reads the capture, shows every proposed change with its evidence, and applies only what you keep.
Canvas and Import from Image
A board for the diagrams that do not fit a grid.
Drag, resize, connect, and group objects. Drop in a dated Timeline Frame with swim lanes, or an architecture diagram from Insert Template. Drop a screenshot of an old roadmap on the board and review what the app reads out of it before anything is inserted.
Transformation Dashboard
The whole book on one page, and a review you can hand to an executive.
The Dashboard sums up every account: overdue deliverables, pillars past target, accounts gone quiet, value delivered, and a Daily Focus for today. Executive Review turns any account into a multi-page PDF, with internal sections stripped when it is bound for the customer.
- Executive Snapshot with filters that jump straight to the accounts behind a number.
- Calendar and Time on Account across the book, read from the local macOS Calendar when you allow it.
- Executive Review with cover, table of contents, strategy grid, and Delivery Gantt.
Everything else
What ships in the app
The full set, grouped the way the in-app Help groups it.
Customer Home
- Executive Snapshot with verdict lines and target dates
- Customer stages and account details
- Pillars, value drivers, and phases on one page
- Products with per-product status, 3rd-party platforms
- Contacts import from a prompt or CSV
- Editable layout, PDF export, any section as an image
Roadmap
- Pillars by phases grid
- Outcomes, Delivery, and Blend layers
- Gantt with group-by, sort, and calendar or by-phase horizon
- Drag drivers between phases, arrange on the timeline
- Click-to-trace from a bar back to its record
- Image export with title and key
Canvas
- Shapes, containers, connectors, icons, and images
- Timeline Frame with lanes, phases, and a date axis
- Insert Template and your own saved templates
- Rich text, grid snapping, locking, right-click menus
- Import from Image with a review before insert
- JPEG and PNG export that matches the screen
Strategy and Value
- Strategic pillars with time-based status
- Value drivers with baseline, target, and current value
- AI strategy posture and initiatives
- Deliverables with check-ins and owners
- Strategy Assistant: update strategy from a meeting
- Draft a check-in with on-device AI
Transformation Dashboard
- Executive Snapshot across the book
- Transformation Progress composite
- Daily Focus and Meeting Prep briefs
- Account Roster and Strategy Hygiene
- Calendar and Time on Account
- Executive Review book export
To-Dos and Day
- Nested to-dos with statuses and priorities
- Links to deliverables and roadmap items, backlinks
- Perspectives, weighted sort, saved views
- Day pane, Focus Mode, snooze, task aging
- Repeating tasks and alerts
- Quick Capture from anywhere with a global hotkey
Command layer
- ⌘K command bar for records, navigation, and commands
- ⇧⌘K search across every customer
- Every command has a menu bar item
- Customizable keyboard shortcuts
- Settings search
Data and privacy
- Fully offline, no account, no telemetry
- Automatic save with deep undo
- Automatic safety copies and off-machine backup
- Export, import, and duplicate a customer
- Move catalogs between Macs
- Sample customer to learn on
Apple platform
- Native macOS app, no web view
- Light and dark appearance, selectable themes
- Follows macOS accessibility settings
- Global text zoom
- Apple Intelligence optional, on-device only
Requirements
What it needs
Mac
macOS 27 or later. Apple silicon or Intel.
Everything you enter stays on this Mac. The only outside data the app touches is the local macOS Calendar store, read on this Mac and only when you turn calendar reading on in Settings.
Apple Intelligence
Optional. The features that can use it (Daily Focus, the Strategy Assistant's on-device reading, Import from Image, check-in drafts, meeting sorting) all say so in place, and each one either works without it or explains why it cannot run.
Nothing in the app depends on a remote model.
Access
Transformation Studio is available by invitation.
If you advise a book of transformation accounts and want to try it, get in touch.
Placeholder: the contact address and access path are still to be decided.