Delivery visibility
Programs, Initiatives and WorkQ for delivery visibility.
50–199 people · Medium Business
How we help Medium and Large Businesses
Standardise what matters. Apply AI with control. Create operating visibility across programs, initiatives and recurring work, then introduce AI where the process and value are clear.
How AI helps you specifically
At this size, the challenge shifts from "does everyone have a tool" to "does everyone work the same way." mySMB.com helps you standardise operations and apply AI with the appropriate level of control, so automation supports well-understood work rather than ad-hoc experimentation.
Governed, not chaotic
Standardise before you scale AI.
Programs, Initiatives and WorkQ give you delivery visibility across the business, with standard processes and reporting behind it.
What matters now
The right capability for this stage.
Standard operations
Standard business processes and reporting, ERP-style, without the ERP overhead.
Unified CRM
One shared pipeline across sales, accounts and opportunities, not a spreadsheet per team.
Governed email & comms
Client and member communication with clear ownership and oversight.
Practical AI
Practical AI grounded in connected work, not experimentation.
Guided adoption
Guided adoption, learning and community support.
A practical first outcome: Scale capability
Prioritise cross-business visibility, standardisation and governed AI adoption.
AI-guided onboarding helps you set up what is useful now. Community and Academy help you build confidence as you go.
Extend the platform
Built to scale with you.
Standardised processes
Consistent processes and templates across departments and teams.
Clear accountability
Clients, Opportunities, Programs and Initiatives connected in one Workspace.
Cross-business dashboards
One view of invoices, emails, Teams messages and tasks across the business.
Coordinated marketing
Campaigns and client communications aligned across teams, not siloed per department.
Your own community
myConnect to run a branded community for staff, members or customers.
Custom AI
AI Studio to build custom agents and digital workers around how you operate.
Your first four weeks
Start with one part of work.
Experience a more connected way to manage the work, supported by AI-guided onboarding, learning and a community of businesses like yours.