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AI-NATIVE BPM

Run the business
behind the work.

Connect customer commitments to the work, inventory, and decisions that deliver on them. Bring operations and finance into one shared view, with the context to act.

See how it works Talk to us
+ For services and distribution · One operating view
THE ENGAGEMENT IS THE CONNECTING THREAD
Signed SOW✓
Delivery records✓
THE NEXT STEP, IN CONTEXT

Get the client’s sign-off.

The delivery evidence is ready. Section 4.2 requires client approval before billing.

JLJamie Lee · Project lead↗
Illustrative product experience · Example data
FROM THE FIRST COMMITMENT
TO THE NEXT DECISION
01 Agreement
02 Operations
03 Evidence
04 Action
ONE FOUNDATION. TWO OPERATING STORIES.

See what your commitments
mean for your business.

From services delivery to inventory review, connect what was agreed to what is happening and what needs attention.

EXPLORE TWO ILLUSTRATIVE WORKFLOWS

Know what’s ready to bill.
And what’s holding it back.

Connect agreed scope to delivery records, expenses, and approvals. Give project leads and finance a shared basis for moving work toward billing.

Engagements / Operations transformationJL
ENGAGEMENT 024 · NORTHSTAR ADVISORY

Operations transformation

Jamie Lee · Project lead · Services

A shared view for business & financeIllustrative UI · Example data
01 / 04

THE WORK BETWEEN THE SYSTEMS

The signature is
just the start.

A customer commitment sets the terms. Delivering on it takes people, systems, and decisions. When those pieces are disconnected, teams spend their time reconstructing what was promised, what is happening, and what needs to happen next.

Make the terms operational.

Bring scope, service requirements, and commercial conditions into the work they govern.

Give the work its context.

Connect agreements to operational data across your business, from delivery and expenses to orders and inventory, so every decision reflects what was promised and what is happening.

Make the next step visible.

Surface the missing evidence, operational gaps, and pending decisions that need someone’s attention.

AI-NATIVE, THROUGHOUT THE WORK

AI that understands
what the work depends on.

Intelligence belongs inside the work: interpreting terms, finding gaps, and preparing the next action with the evidence to support it.

ENGAGEMENT INTELLIGENCEProposed for review
Grounded in evidence. Reviewed by people.
ASK UNITY

From a question to a clear next step.

Unity Central   /   Ask Unity● Engagement evidence
What’s holding up Northstar’s billing?
✧   UNITY · OPERATIONS AGENT

$24,000 is awaiting client approval.

Delivery evidence is complete. The agreement requires client sign-off before this milestone can move to finance.

ENGAGEMENTOperations transformationBILLING BASISApproved milestoneSTATUSClient sign-off needed
GROUNDED IN YOUR ENGAGEMENT
▤ SOW · Section 4.2✓ Delivery records◷ Approval history
RECOMMENDED NEXT STEP
Request the client’s sign-off.

Jamie Lee · Project lead

Ask about commitments, operations, or next steps…↑
Illustrative product experience · Example data · Actions require review
Defined rules, permissions, and human review govern consequential decisions.
A CLEAR ROLE IN YOUR BUSINESS

Bring your systems
into the same story.

Your CRM knows the customer. Your people and delivery tools record the work. Your legacy ERP holds orders, inventory, and operational records. Your accounting system maintains the ledger. Unity Central connects agreements, evidence, and workflows across them.

How it fits
CRMRelationships & opportunities
People & expense systemsTime, staffing & expenses
AccountingGeneral ledger, invoices & payments
Legacy ERPOrders, inventory & operational records
Unity CentralCommitments. Operations. Evidence. Action.

Integration availability and scope depend on the connected system.

ONE OPERATING VIEW

Less reconstructing.
More moving forward.

Give each team the context to act, and leadership a clear view of what needs attention.

See where commitments stand.

Bring agreed requirements and operational activity into the same view.

Understand what needs attention.

Identify the gaps affecting delivery, service, or billing.

Move decisions forward.

Give the responsible person the evidence and context to act.

A FEW GOOD QUESTIONS

Good questions.
Clear answers.

What does Unity Central own?

The direction is to own the connected operating workflow: requirements, state, evidence, exceptions, responsible people, and proposed actions. The initial services application focuses on engagement operations and billing readiness. Distribution extends this foundation toward customer commitments and inventory review.

Does it replace our accounting system?

The initial scope keeps the general ledger in an integrated accounting system. Unity Central connects the agreement and operational work to billing readiness, with invoice and payment information linked back where supported.

What makes this AI-native?

The direction is to embed AI in the recurring work: interpreting agreements, matching relevant records, identifying gaps, and preparing proposed actions. Defined rules and human review govern consequential decisions.

Who is the first application built around?

The initial application is built around services teams and their business and finance leaders. The distribution scenario illustrates how the same foundation could connect customer requirements to orders and inventory. It represents product direction, not a completed deployment.

What can I see today?

This page presents the product direction through illustrative interfaces. A walkthrough can establish which capabilities and integrations are available for your workflow and which remain in development.

UNITY CENTRAL · BY BOARDWALKTECH

Great work deserves
a clear way forward.

Bring your customer commitments, operations, and financial workflows together.

Book a demo