Today: one report for everyone
The CFO, the plant manager and the sales rep all start here.
Role-Based Intelligence: the right tool for each role
CFO
Plant manager
Sales rep
The right insight, for the right leader, at the moment of decision.
Role-Based Intelligence starts with the decisions each leader owns, then builds the datasets and metrics behind each one, with the why and the market context. Clarity, our AI analyst, answers their questions in plain English.
- Built around each leader’s decisions
- Live in under 90 days
- Runs in your own Azure or other cloud environment
Why did we miss our profit target?
Clarity
Profit came in $400K under plan.
- Why
- Our largest customer switched to our cheapest product line in April.
- How you compare
- That line earns a 12% margin, against 22% for the rest of the business.
- Recommended action
- Reprice the cheapest line before the customer’s next renewal to recover part of the $0.7M.
SourcesPower BI · Finance model · Cited industry sources
Illustrative example.
Results our clients can measure.
Manufacturers, distributors and private equity sponsors who turned their data into faster, better decisions with Clear iQ.
See all case studies
Nortek Data Center Cooling Achieves 10% Cost Savings with Clear iQ’s Data Analytics Solutions
Nortek DCC cut costs, improved inventory, and streamlined operations with real-time dashboards from Clear iQ.
Read the case study
How Big Ass Fans Built a Single Source of Truth and Gained Daily, Actionable Visibility with Clear iQ’s Power BI Analytics Solution
Clear iQ helped Big Ass Fans create a single source of truth in Power BI—improving visibility, saving time, and enabling better decisions.
Read the case study
ERP Recovery: How a Private Equity Firm Stabilized a Troubled ERP Implementation with Clear iQ
How Clear iQ led a successful ERP recovery for a private equity firm, delivering on time and within budget.
Read the case study
Nortek Data Center Cooling, in two 90-day sprints
Read the case study- 10%lower bill-of-material costs
- 20 daysless inventory on hand
- 100%of weekly receivables reporting automated
Companies we’ve worked with
Role-Based Intelligence
Plenty of reports. None built for the job.
Most companies build one set of reports and hand it to everyone. The CFO, the plant manager and the sales rep all dig through the same pages for the few numbers they need.
Illustrative example.
That’s Role-Based Intelligence: datasets and reports designed around the decisions each role makes, so everyone gets the right tool for the job.
Built within your industryManufacturingDistributionProfessional ServicesHome ServicesPrivate Equity
How Role-Based Intelligence worksMap the decisions for your teamScattered data in. One clear answer out.
We make your data AI-ready.
AI is only as good as the data under it. Clear iQ prepares your data first, so every answer uses your language and matches the numbers you already report.
Clarity, our AI analyst
- What moved, why, how you compare, and what to do next
- Deployed entirely inside your own Azure subscription
- Cost-optimized AI, with usage you can see
- ERP
- Spreadsheets
- CRM
- Accounting
- WMS
- MES
- HR & payroll
- eCommerce
- Budget model
- And more
- Pipelines
- Warehouse
- Datasets and metrics
- AI-ready layer
- Clarity
Why are repeat orders down in the Midwest?
It isn’t price. Customers whose last order arrived late are reordering far less.
Reorder rate, by delivery timing
7 in 10 late orders used one carrier.
On-time rate: 86%, against 93% for peers.
Illustrative example.
Clarity: private by design
Clarity runs entirely inside your own Azure.
How Clarity protects your data- Never copied to Clear iQClarity reads your Power BI data where it lives.
- Never shared with other clientsNo shared systems between clients.
- Never used to train AI modelsPrompts and answers don’t train any model.
An 80% head start on the data work, so we focus on what makes your business different.
Our industry data models and pipelines for manufacturing, distribution, professional services, home services and private equity portfolios mean no endless requirements gathering. Leaders use real insight within weeks.
BusinessLeaders, decisions and roles
TechnologyData, systems and AI
- Days 1–15
Align
BusinessInterview leaders and top performers, align on strategy and priorities, and define a Role Blueprint for each priority role.
TechnologyAudit every source system and its data quality, and confirm the data each priority decision needs.
- Days 16–60
Build
BusinessPrioritize the decisions and measures that matter most, agree the definition behind every number, and tailor the final 20% to your business.
TechnologyDeploy our industry accelerator inside your environment, connect priority systems, and structure your data into one trusted foundation. Reports take shape on top.
- Days 61–90
Activate
BusinessAdd market and organizational context, put role-based insight into leaders’ daily workflows, train teams, and measure adoption and value.
TechnologyReconcile every number to your financials, add industry benchmarks and your targets, and build insight into leaders’ routines.
- Day 90 and beyond
Grow
BusinessA partner for the long run: add roles and decisions in focused sprints, with the same senior team keeping adoption high.
TechnologyMonitor and extend the data foundation, and add AI capabilities in focused sprints.
Two workstreams, one plan: Business decides what matters and puts it to work; Technology makes sure the numbers leaders see are ones they can trust.
Questions leaders ask us
Straight answers about Role-Based Intelligence, Clarity and working with Clear iQ.
See all questionsWhat is Role-Based Intelligence?
It’s how we build performance management solutions, including weekly flash reporting and monthly business reviews. We start with the decisions each role owns, from the executive team to the front line, then build the datasets, metrics, insight and market context around them. Each person gets the part of the story they act on, in the words they use.
What is Clarity?
Clarity is our AI analyst. Ask a question in plain English and it finds what moved, why it moved and how you compare with your industry, with the chart that shows it and a link to the matching report. Turn on recommended actions and each answer also suggests what you could do next, tied to the figures in the answer.
Which BI tools do you work with?
We build the datasets and metrics behind Power BI and Tableau reporting. Clarity, our AI analyst, reads a Power BI data model, so if you want Clarity and aren’t on Power BI yet, we can build every layer for it: pipelines, warehouse, datasets and metrics, and Clarity on top.
How long until we see results?
Our 90-day plan takes you from the first decisions to leaders using real insight. Industry accelerators give you an 80% head start, so the time goes into the 20% that makes your business unique.
How do we get started?
Book a 30-minute working session. We’ll map the decisions you own, the metrics behind them and the questions you need answered, and show you Clarity answering questions like yours.
A 30-minute working session
Give us 30 minutes. See what your data could tell you.
Tell us your role and industry. In one working session, we’ll map the decisions you own, the metrics behind them and the questions you need answered, and show you Clarity answering questions like yours.
- Critical metricsThe handful of numbers that drive your decisions.
- Key questionsThe questions you need answered, and the data that answers them.
- Where you’ll see itPower BI or Tableau reports, Clarity, or both.
- CadenceWhat you need daily, weekly and monthly.
Book your 30-minute session
Pick a time that suits you. The invite goes straight to your calendar.
- Pick a time from our live calendar
- Tell us your role and company
- Get a calendar invite right away
30 minutes. No sales pitch.
Prefer email? support@cleariq.co