MANAGEMENT PROCESS
Strategy & governance
Define business direction
Agreed priorities that guide the whole company.
Leadership team
About Collty
Collect everything that runs your business.
Collty creates a live model of your company — connecting work, teams, AI agents, finances and the tools you already use — so you can see, understand and run the business as one system.
One company. One connected model.Start with the strategy.
Start with the strategy.
Connect the whole business.
Define the business processes and rules. Connect the people and agents who do the work. Follow execution, understand its economics and bring your external tools into the same context.
01 / Structure & Strategy
Set the direction. Design how the business works.
Define business goals and priorities, then connect them to processes, responsibilities, dependencies and permissions. Make it clear how the company is organized, who owns each outcome and how strategic decisions turn into work.
Strategy connects to the processes that deliver it, the people accountable for it and the outcomes that show progress.
Business processes
Build an operating map in Business Architect: organize domains, processes and subprocesses, then define their owners, inputs, outcomes and handoffs. APQC-aligned classification helps structure what the business does; BPMN 2.0.2 describes how work moves through activities, decisions and roles. Edit and validate the model before publishing it for execution, keeping a draft separate from the version people actually run.
Problems this solves
- Processes exist only in people’s heads, with inconsistent steps and unclear handoffs.
- A process diagram is disconnected from the version the team actually follows.
Goals
Connect strategic objectives to the processes, projects and teams responsible for achieving them. Define the indicators used to measure progress, including their source, target and review cadence. Goals and controls in the Operating Control Room bring these definitions together with recorded measurements, so a review can lead to an assigned corrective action with an owner and deadline.
Problems this solves
- Strategy remains in a presentation while daily work has no clear connection to it.
- Teams report activity without an agreed measure of progress or an owner for corrective action.
Relationships
Connect the records that describe the same business activity. A client is linked to a project; the project has a team and tasks; tasks have assignees, dependencies and work products; invoices and expenses carry the commercial context. Project Canvas, Team Canvas and Business Architect let you explore these connections at the relevant level. People and agents use the authorized relationships to understand where work belongs and why it matters.
Problems this solves
- Client, delivery, team and financial records are scattered, forcing people to reconstruct the same context.
- A decision is made without seeing the related work, people or commercial obligations.
Responsibilities
Assign accountability at the level where a decision or action happens: a process owner, a project role, a task assignee or an approver. Team lineups and project onboarding establish who participates; Workspace makes individual assignments visible. When an agent takes on a workflow, its scope and approval requirements stay connected to the people responsible for the result.
Problems this solves
- Work stalls because nobody knows who owns the next action or approval.
- Delegation to another person or an agent makes accountability harder to trace.
Dependencies
Describe the sequence and handoffs that determine when work can move forward. Connect tasks to their prerequisites, organize process transitions and define the order and conditions of agent actions. These relationships make it possible to trace which work relies on an earlier result and to consider that dependency when planning dates, reviewing progress or resolving a blocked handoff.
Problems this solves
- Teams start work before the inputs or decisions they need are ready.
- A missed handoff causes rework and delays that are difficult to trace to their source.
Permissions
Control access through workspace membership, project roles and the permissions of each action. People can work within their assigned scope, while agent workflows use the internal actions and external tools authorized for them. Connected applications retain their account-level access rules. Configure approval requirements for actions that need a person’s decision, and keep private records within the scope allowed to read them.
Problems this solves
- People or agents have access beyond the work they are responsible for.
- External actions proceed without the required authorization or approval.
Business Architect
Design how your business works with AI.
Start with a business idea, or rethink how an existing company works. Describe your goals and operating reality; AI helps turn them into a connected map of all your processes. Explore domains and subprocesses, shape the relationships, analyze what each process needs, and bring the right teams into the same model.
See the whole company, understand how its processes connect, and shape how it should work.AI-designed process architectureExplore a sample company model
ManagementCore valueSupportSelect a process · Move cards · Open subprocessesSwipe the map · Tap a process · Open subprocesses
Example operating model · changes stay in this illustration.
Build the whole process map from your business context.
For a new business, this makes the work and responsibilities needed to operate visible before teams start delivering. For an existing company, it gives fragmented knowledge a shared structure that people can examine and improve.
Your tools, one business contextAny application.
Any application.
One structured business.
Your company already works across many tools. Collty connects their data and actions to shared goals, processes, people and rules — so the tools become parts of one operating model.
01 / Your connected world28 apps + MCP
And your other systems. Connect compatible MCP servers to extend the model with the tools your business uses.
02 / Shared intelligence
A shared operating context.
Shared contextConnect records and actions to their goals, processes, projects and owners.
Business memoryCarry source evidence, decisions and outcomes into the next step.
Operating rulesApply access permissions, responsibilities and approvals to each action.
03 / A live business model
Goals & processes
Ownership · dependencies · rulesProjects & tasks
People, teams & agents
Costs, revenue & outcomes
See what belongs together, who owns the next step and what each action changes.
Asana + Collty
Turn distributed tasks into coordinated delivery.
Connect task and project context to the relevant Collty process, owner and delivery dependencies.
Example connected workflow
- 01Project tasks
- 02Owners and dependencies
- 03Coordinated delivery
Select any app to explore its place in the model. Catalog examples are shown; connection availability depends on provider setup and account access.
Collty platform architecture01 02 03
Three layers. One operational intelligence system.
Operational Data provides the evidence. Collty Intelligence Core connects context, memory and reasoning. Collty Operating System puts that intelligence to work through applications and governed execution.
Operational Data
Protected records about people, skills, teams, processes, projects, tasks, clients, files, finance and outcomes provide the evidence foundation.
Collty Intelligence Core
Connects business context, source-linked memory, retrieval, domain algorithms and AI reasoning to prepare grounded decisions within permissions and evaluation controls.
Collty Operating System
Business Architect, Agent Center, Workspace, Team Intelligence, Finance and CRM turn shared context into process models, accountable work and configured actions.
From process model to governed execution
Business Architecture now runs, measures and improves the business.
Collty connects process design with day-to-day execution. Published models guide work, responsibilities and approvals, while progress, financial context and recorded outcomes help teams measure and improve how the business operates.
Operating Control Room
Live operating modelLive execution
6 operational lensesOperate every process instance
Turn a released process model into accountable work with explicit state, timing, decisions and proof of completion.
Version-bound instances
Start every run against a specific released model so later design changes cannot rewrite its execution history.
Accountable work items
Create executable work for named owners and teams, with Workspace tasks kept inside the same operating context.
SLA clocks & deadlines
Track due dates, service windows and overdue work across recurring and one-off process runs.
Approval gates
Hold the route at governed decision points until the required approver records an outcome.
Exceptions & escalation
Surface blocked, failed and overdue work and route each exception to the accountable operating owner.
Execution evidence trail
Preserve transitions, task outcomes, approvals and submitted evidence as one ordered operational history.
Released model → accountable work → operational evidence → controlled completion
Problems Collty solves
Close the gaps between how the business is designed and how it actually runs.
The same context follows a decision from operating architecture to people, delivery, control and financial outcome.
The company does not know how it should operate
Business Architect decomposes the company into management, core and support processes around its industry, stage, business model and jurisdiction.
Strategy never becomes execution
Each process connects to an owner, team, project, tasks, calendar, control points and an expected outcome.
Teams are assembled on instinct
Collty matches process and project requirements with competencies, roles, availability, working relationships and verified experience.
Projects exist separately from the business
A project can run a recurring business process, improve it, transform part of the operating model or deliver an internal company initiative.
Leaders cannot see the real economics
Finance connects processes, projects, teams, CRM, invoices, expenses, payroll, receivables, payables, P&L and cash flow.
Information disappears between tools
Architecture changes, decisions, meetings, tasks, billing, risks and outcomes remain linked as versioned events in the Context Engine.
AI works without business context
Agents receive the authorised context of the project, team, process, constraints, decisions and economics—not only an isolated prompt.
A startup does not know what it must establish
For supported jurisdictions, a temporary formation layer can add registration, documents, tax, banking, regulatory actions and relevant support programmes.
Collty Team Intelligence
Understand how your team covers the work.
Connect roles and competencies with the work your team needs to cover. Review profile evidence, confirmed allocations and shared work history, see gaps in the composition and make informed decisions about responsibilities and delivery.
Profilescompetencies, roles and supporting cases
Liveworkload and project allocation
Graphcollaboration and delivery evidence
Profile evidence
AUMKJSNL4 profiles · illustrative example
Role evidenceListed competencies, services and cases2 cases
Reported availabilityConfirm with the specialist for planned datesAvailable
Weekly allocationConfirmed hours / stated capacity20 / 40 h
Delivery recordsMissing records do not imply poor performanceNo history
Collaboration evidenceRecorded work with current team members2 links
Team indicators Example analysis
71%team composition
Coverage12 / 13roles covered
Capacity18hweekly reserve
Collaboration3 linksrecorded shared work
Gap1 roleanalytics QA
For manager reviewConfirm analytics QA coverage
CompetenciesIndustriesMarketsLanguagesCases and learningWeekly capacityActive allocationCollaboration evidence
Inspect listed competencies, cases and recorded project history. Sources remain distinct, and missing records are visible without being treated as low ability.
See how roles and capabilities cover the work, where responsibilities overlap and how confirmed hours compare with stated capacity. Shared context and past work help you plan handoffs.
Confirm scope and availability with the people doing the work. Adjust the lineup and ownership yourself; team indicators provide context, not an individual rating or a guarantee of delivery.
Collty Team Intelligence · Access & controlDelegate the work.
Delegate the work.
Keep the control.
Give every part of your business an accountable owner. Connect teams, specialists and agents to the work they can manage — with clear permissions, AI limits and a separate boundary for clients.
OwnershipWorking accessAI allowanceMCP
Process management
Manage your processes.
Appoint leaders for business domains, owners for individual processes and managers for projects. Each person can coordinate the teams and work within their assigned area, while the company owner keeps oversight.
A domain leader and a process owner can be different people. Responsibility stays attached to the work as teams grow and assignments change.
DomainsProcessesProjects
AI management
Control AI capacity and cost.
Decide who can use AI and create agents. Set a specialist’s agent allowance and monthly AI Credit limit in Team Canvas, with usage funded by the company.
Review who created each agent, what it runs and how much it consumes. Follow usage and spending over time to understand peaks and adjust personal allowances.
PermissionsLimitsUsage
Server-side access control
Access applies to the data.
Server-side checks use the signed-in identity and assigned permissions to determine which company work a person can read or change. A visible screen or a shared link does not itself grant authority.
Access is scoped to the relevant domains, processes, projects and teams. Agents work within authorized context; connected MCP tools also respect the connected account’s permissions and action policy.
IdentityScopeAction
Illustrative company structure and AI usage. Actual permissions and limits are configured for your company.Explore the Help Center
A model with memoryThe context stays.
The context stays.
The business moves forward.
People change tasks. Projects move through stages. Agents run again. The relevant history should travel with the work, so each next step can build on what is already known.
Where the information came from
Keep task context, documents and connected records associated with the work they inform.
What was agreed and why
Preserve relevant goals, constraints and decisions in project memory, within the permitted scope.
What actually happened
Keep work products and execution results available as evidence for the next question, review or action.
Shared context follows access permissions. Private work stays within its authorized scope.
Your roles. Your workflows.Create agents for the way
Create agents for the way
your business works.
Give an agent a role and a goal, then build its action map on the canvas. Combine project context, reasoning and actions from Collty or connected apps. Choose when it runs and how its work is approved — from a focused assistant to a workflow spanning several tools.
Sales operations
Turn client information in project tasks into usable CRM records.
Start the agent
Action map 6 steps · Conditional CRM update
Decision03
Client details available?
Check whether the task provides the company or contact details required by the CRM action. Take the Yes route when the required facts are present; otherwise finish without writing a record.
- Uses
- Client facts from the preceding step
- Produces
- A route selected from the available evidence.
These roles are starting points. Build your own action map: combine available internal actions and tools from connected MCP apps, use project memory, and set the permissions and approvals for each workflow.
Build your own agentCollty Signals
Professional knowledge becomes team intelligence.
Teams capture decisions, project updates, files, playbooks and practical know-how in one shared knowledge layer. Every publication stays connected to the right project or team, making context searchable, discussable and reusable across the work.
Collty Intelligence Core
One governed intelligence layer across processes, projects, teams and economics.
Collty does not ask a model to improvise the operating system. Deterministic process and project rules, permissions, structured evidence and model routing work together so AI can plan, execute and recommend improvements without losing accountability.
Explore the Intelligence CoreStructured evidence
Business models, processes, profiles, projects, finance, files and collaboration history
Policy and permissions
Role boundaries, approvals, privacy and operating-scope access
Model routing
The right model and context for each bounded operation
Evaluated outcomes
Work products, revisions, signals and measurable delivery
One platform, three operating models
One connected system for business processes, clients, teams and work.
Companies design and run the whole business. Agencies manage clients, teams, delivery and economics. Experts build a complete operating system around their professional practice.
Agency operating system
Run clients, teams, delivery and agency economics as one system.
Design recurring agency processes, manage the complete client lifecycle, build and onboard reusable teams, run the delivery portfolio and control payroll, invoices, margin and cash flow.
- One operating model for the entire agency
- Clients and teams connected to delivery
- Real-time portfolio and economic control
Collty operating view Live operating model
Map lead-to-cash, delivery, staffing, quality, knowledge and finance around the real agency model.
Connect CRM, briefs, meetings, proposals, approvals, invoices and follow-up.
Compose reusable teams, verify fit and capacity, and align people around each engagement.
Run projects, dependencies, agents, communication and evidence from one operating view.
Separate client revenue, agency margin, payroll and supplier cost across every scope.
Use agents and live signals to find risk, friction, skill gaps and the next useful automation.
“AI should not become another disconnected tool beside process, project, team and finance systems. It should understand how the business creates value, who owns the work, what is happening now and what the evidence says should improve.”
Alexey UdovichenkoFounder, Collty
ColltySee the business.
Start with Collty