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SaaS / AI / OperationsLeadership, revenue, finance and operations

Planerix AI execution platform

Companies often have dashboards, project tools, CRM, meetings, data exports and AI experiments, but no execution layer that connects company data, decisions, responsible owners, tasks and measurable follow-through.

Target outcomes

3
core platform layers
Multi
tenant architecture
AI
execution runtime
Planerix live product website used as public proof of the AI execution platform
Public implementation proof
System Architecture

We built Planerix as a multi-tenant AI execution platform with Core, Analytics and AI layers: organization and workspace management, projects, tasks, OKRs, KPIs, calendar, CRM context, analytics marts, AI insights, recommendations, RAG and n8n automation workflows.

Operational Impact

Planerix is a production AISOLUTIONS platform with a real backend, tenant data model, enterprise web app, AI runtime, integrations, deployment gates and product documentation that can support demos, pilots and staged enterprise rollout.

Implementation

What was inside the operating system

Multi-tenant organization and workspace architecture
Projects, tasks, OKRs, KPIs and responsibility scopes
Calendar, meetings and execution follow-up
CRM and customer context
Raw, staging, warehouse and semantic analytics layers
AI insights, RAG, recommendations and automation agents
Google, marketing, finance and custom integrations
Enterprise web, API, landing, iOS and observability surfaces

Build the AI execution environment behind your business operations

Start with an operational systems audit. We will map workflows, data, tools, AI opportunities and bottlenecks, then design the ERP/CRM, automation, analytics, mobile or AI execution layer that creates the clearest business impact.