Custom strategy and data governance applications
Open synthetic demo We build the application that runs your strategic plan.
We connect your goals to data from across the business. Then every leader gets a secure workspace built around the commitments, numbers, and decisions they own.
One strategic plan Unified company data Role-specific workspaces Governed results
CEO · Company brief
Where the company needs leadership.
Revenue forecast$48.2m
Delivery margin26.8%
Retention84.6%
Executive attention · Decision dueRetention is below plan. The operating response is now the decision.
Four functions supplied the evidence. Leadership has one decision to make.
Role-specific tourBuilt for the CEO
Access shaped6 different workspaces
Role-specific workspaces
The same company looks different from every seat.
The CEO needs the whole business. Each executive needs the function they run. Every accountable owner needs the results, work, and decisions assigned to them.
Different navigationDifferent dataDifferent actionsDifferent permissionsDifferent guided tour
Maya ChenCEO
Company brief
Company performance, function rollups, material risk, and executive decisions.
- Company brief
- Strategy & outcomes
- Company functions
- Executive review
Amara OkaforCFO
Finance
Strategy, financial performance, scenarios, margin drivers, liquidity, and close controls.
- Strategy & performance
- Forecast & scenarios
- Margin & cash
- Controls & reconciliations
Sofia RamirezCMO
Market & growth
Markets, demand, pipeline, lifecycle, and growth economics.
- Growth portfolio
- Markets & segments
- Demand & pipeline
- Customer lifecycle
Priya ShahCOO
Operations
Commitments, capacity, dependencies, and operating response.
- Operating rhythm
- Commitments & delivery
- Capacity & service
- Risks & dependencies
Marcus ReedVP Client Operations
Client operations
Client health, renewals, service, and retention intervention.
- Client health
- Portfolio & renewals
- Service delivery
- Retention & escalations
Theo MartinDirector, Revenue Operations
Revenue operations
Funnel, forecast, handoffs, reconciliations, and source exceptions.
- Revenue control tower
- Funnel & forecast
- Process & handoffs
- CRM quality
Guided for the jobEvery workspace teaches a different experience.
Preview every role People learn the priorities, numbers, and decisions that belong to them—not features they will never use.
Inside the CFO workspace
Finance that connects the operating plan to cash.
Finance sees the approved plan, closed actuals, and latest forecast in one operating model. Margin drivers and a rolling 13-week cash view show what changed, why it changed, and which decision comes next.
Plan, actual, and forecast Revenue and margin drivers 13-week cash outlook Definition, source, owner, and control
Explore the CFO workspace AO
FY2026 · July closeAmara OkaforCFO · Strategy & performance
- StrategyProfitable growth
- Operating planFunded assumptions
- ForecastCurrent economics
- Cash decisionCapital response
Plan-to-forecast bridgeWhat moved margin
Finance plan 29.0% → 26.8% · Strategy target 28.0%Price realization+0.4
Service mix−0.8
Subcontractor cost−1.2
Rework and utilization−0.6
Rolling liquidity13-week cash
$4.3m minimumOne plan across the company
Every role is measured against the same plan.
Leadership sees company performance. Each function sees its contribution. Every owner sees the commitments assigned to them. All three views use the same approved definitions and source records.
The CEO sees company performance, function results, material risks, and open decisions.
Each leader sees the goals, results, capacity, and exceptions their function owns.
Each accountable person sees the commitment, current result, required action, and review date.
The result leadership intends to create.
The position the business must reach on the way.
The owned, funded result due this year.
Every commitment connects to the business:
OwnerKPISource recordsManagement decision
Unified company data
Connect the systems you already run.
We connect CRM, ERP, HRIS, finance systems, project tools, databases, and approved files to one governed application layer. Your source systems remain authoritative. Every authorized workspace uses the same business definitions and underlying records.
Known sourceOpen a result and see which system and records produced it.
Approved meaningImportant KPIs carry a definition, calculation, owner, and approval history.
Controlled accessEach person receives only the data and actions their job requires.
Authoritative systemsCRMERPHRISFinanceProject toolsApproved files
Governed applicationPostgres relationshipsApproved definitionsPrivate evidenceRole policiesDecision history
Authorized workspacesCEOCFOCMOCOOClient OperationsRevenue Operations
Built on proven infrastructure
The application stack we use, adapted to client architecture and procurement.
Next.jsReactTypeScript
Tailwind CSSshadcn/uiTanStack Table
React FlowRecharts
Node.jsHonoZodPostgreSQL
SupabaseAmazon S3CloudflareOpenAI
What we build
The working system behind the strategic plan.
One custom application connects the plan, company data, accountable people, management reviews, and the decisions that change the business.
Strategic plan
Five-year outcomes, three-year objectives, and one-year commitments stay connected to the business.
Role-specific workspaces
Navigation, measures, decisions, permissions, and detail fit the person doing the work.
Role-specific guided tours
Every person receives a short introduction to the priorities, numbers, and authority in their workspace.
Governed KPIs
Definition, source, target, owner, quality checks, and approval history travel with each result.
Management reviews
Compare the plan with current performance, make the call, and assign the next response.
Decision records
Preserve what changed, who approved it, why, and when leadership will review it again.
Interactive product demo
See one company through six different roles.
Enter Harborstone Group. Start in the CEO workspace, switch between six business roles, and follow one retention issue from the strategic plan through source reconciliation, operating action, and executive closure.
- Six workspaces with different navigation, measures, and actions
- Six short, role-specific guided tours
- One plan and governed data foundation beneath every view
- One decision carried from evidence to executive closure
CEOCEOCompany briefCFOCFOFinanceCMOCMOMarket & growthCOOCOOOperationsVPVP Client OperationsClient operationsDRDirector, Revenue OperationsRevenue operations
Below every viewOne plan · approved definitions · shared source records
Two ways to begin
Bring the plan you have. Or build the right one with us.
We put it into the business.
We map its goals, owners, KPIs, and review schedule into the application, then connect the systems behind the numbers.
Plan activationWe build the plan and the application.
We help leadership set five-year direction, three-year objectives, and one-year commitments. Then we build the application that runs them.
Plan build + application- 01Define the business choices
Set the outcomes, commitments, tradeoffs, and owners.
- 02Connect the company data
Map KPIs, definitions, sources, permissions, and review dates.
- 03Build each workspace
Give every role the view, actions, and guided tour it needs.
- 04Run the management reviews
Measure results, record decisions, and change the plan when needed.
First engagement · 10 business days
Start with one management review.
We identify one consequential review, the decisions it should produce, the people who use it, and the data required to run it properly.
- Plan-to-decision map
- Role and decision matrix
- KPI, source, and owner gaps
- First-release scope and delivery plan
Security
Data confidentiality and security are core requirements.
We design each client application to enforce identity, permissions, and field-level access before data reaches the browser. Evidence handling, history, and environment controls are scoped, implemented, and tested for the client's architecture and risk.
The browser should receive only the authorized response.Permissions belong before presentation—not behind interface controls.
Security measures
Six application safeguards
Controls that limit access, protect evidence, preserve decision history, and prevent unsupported conclusions.
01
Apply authorization before data reaches the browser
02
Limit application and database access by role
03
Protect private evidence with time-limited access
04
Version definitions and preserve decision history
05
Separate development, staging, and production environments
06
Show an honest empty state when evidence is not ready
See what we would build for your company.
Show us your strategic plan, reporting process, and core source systems. We'll show you the first application worth building.