Strategy expertise embedded in the workflow
HELM codifies problem structuring, research approaches, strategic methodologies, analytical sequences, evidence requirements, review gates and deliverable standards — institutionalised method, not artificial characters.
Methodology built into every workflow
The value is not a roster of AI personas. It is consulting-grade method encoded into repeatable workflows: how problems are structured, how evidence is gathered and validated, how analyses chain together, how outputs are quality-assured, and how decisions become context for the next cycle.
- Problem structuring and scoping
- Research approaches and source requirements
- Strategic methodologies and analytical sequences
- Evidence requirements and review gates
- Deliverable standards and executive packaging
Prefer to talk it through? Meet Mary
Prefer to talk it through? Meet Mary — your AI client partner. She accesses the same Shared Strategic Memory and workflows as the rest of the platform. Mary is a natural way to access the capability, not the reason to buy it.
- Access the same Shared Strategic Memory and workflows via video
- Start projects through natural conversation instead of forms
- Available 24/7 — no scheduling required
Workflow domains
HELM covers the full strategy operating cycle. These domains illustrate how expertise is organised — not separate products to buy.
Mary
Your dedicated relationship manager who knows your business context, remembers priorities across sessions, and coordinates all specialist consultants. Available for face-to-face video conversations 24/7.
Strategic Analysis Team
Specializes in comprehensive industry analysis with 7-day auto-refresh, competitive intelligence from public sources, and market signals monitoring. Delivers board-ready reports in under 1 hour.
M&A Advisory Team
Supports M&A strategy development including strategic rationale, target identification from public sources, and preliminary fit assessment. Weekly target list updates with scoring based on public information.
Framework Specialists
Guides application of SWOT, Porter's Five Forces, BCG Matrix, Business Model Canvas, and 30+ additional frameworks with interactive visualizations and strategic chains.
Decision Support Team
Models complex decisions with multiple paths and outcomes based on your inputs. Runs scenario simulations and sensitivity analysis to stress-test strategic assumptions.
Executive Agenda Team
Helps structure executive priorities: initiative evaluation frameworks, strategic risk identification, decision brief templates, and weekly agenda generation based on your strategic context.
Combined Team Capabilities
Ready to run strategy on a recurring cadence?
Experience always-on strategy capability with your leadership team.