# Heft IQ — Full Documentation > Enterprise Decision Intelligence for CEOs, CFOs, and Supply Chain Executives - **Website**: https://heftiq.com - **Contact**: demo@heftiq.com - **Summary version**: https://heftiq.com/llms.txt - **Industry**: Enterprise Software, Decision Intelligence, Supply Chain --- ## Company Overview Heft IQ is an operational decision system that transforms how insights become decisions, actions, and accountable outcomes across the enterprise. The platform is built for one purpose: to help supply chain leaders see issues early, decide faster, and deliver better results. The core insight behind Heft IQ is that companies don't fail because they lack data — they fail because the right people don't get the right information in time. Traditional business intelligence requires executives to "drill down" into dashboards and reports, a process that is slow, reactive, and disconnected from action. Heft IQ inverts this model with "Ambient Agents" that "drill up" — proactively surfacing margin alerts, inventory risks, and decision opportunities to decision-makers before they have to ask. Heft IQ delivers structured outputs, not dashboards. The system produces decision objects with financial consequences: tables ranked by dollar impact, exception queues for what needs action now, and outcome tracking for what worked. --- ## The Problem Heft IQ Solves ### Dashboard Fatigue and the Drill-Down Cycle Reports and dashboards were built for a slower world. Supply chains don't wait for the next weekly meeting. The traditional analytics cycle — executive asks a question, analyst builds a chart, stakeholders review and request revisions, more questions arise — takes weeks. By the time a problem shows up in a weekly report, it has already cost money. ### Information Fragmentation Enterprise data lives across multiple systems: ERP for financials and inventory, CRM for customer and sales data, WMS for warehouse and fulfillment operations. These systems rarely talk to each other in a way that produces actionable cross-functional insight. Finance sees one picture, operations sees another, and sales sees a third. Nobody has the complete view needed for confident decision-making. ### Decision Latency The gap between knowing something and doing something about it is where enterprises lose margin. Information exists in systems, but extracting it, interpreting it, assigning ownership, and tracking the outcome takes too long. Every day of delay in responding to a margin leak, inventory imbalance, or demand shift compounds the financial impact. ### Accountability Gaps Even when insights are surfaced, the chain from "we know about this problem" to "someone fixed it and here's what happened" is often broken. Decisions happen in meetings, over email, and in hallway conversations — with no systematic tracking of who decided what, what action was taken, and what the financial result was. --- ## Product: How Heft IQ Works ### Ambient Agents Architecture Heft IQ's core innovation is the concept of Ambient Agents — AI agents that continuously monitor operations across all connected enterprise systems. Unlike traditional BI tools that wait for a human to formulate a query, Ambient Agents: 1. **Understand the questions that matter** — The agents are trained on the specific business questions relevant to each executive role and industry vertical 2. **Continuously monitor all connected systems** — ERP, CRM, WMS, and other data sources are monitored in real time for patterns, anomalies, and opportunities 3. **Surface answers proactively** — When an agent detects something actionable, it delivers a structured insight to the relevant decision-maker without being asked 4. **Assign ownership and track outcomes** — Every surfaced insight includes a recommended action, an assigned owner, and financial impact quantification. Results are tracked back to the original insight This "drill up" model means executives spend their time reviewing and acting on pre-analyzed, prioritized insights rather than digging through data. ### Decision Objects Heft IQ doesn't produce charts and graphs. It produces structured decision objects — packages of information designed to lead directly to action: - **Impact-ranked tables**: Issues and opportunities sorted by dollar impact so teams focus on what matters most - **Exception queues**: Items requiring immediate attention, with context about why they're urgent and who should handle them - **Outcome tracking**: A record of what was decided, what action was taken, who was responsible, and what the financial result was - **Risk-adjusted scenarios**: When decisions involve uncertainty, the system presents multiple scenarios with probability-weighted outcomes ### Integration Model Heft IQ is designed to work alongside existing enterprise systems — not replace them: - **Pre-built connectors** for SAP, Oracle, NetSuite, Salesforce, Manhattan, Blue Yonder, and Microsoft Dynamics - **No rip and replace** — The platform sits on top of existing systems as an intelligence layer - **No data warehouse required** — Heft IQ connects directly to source systems - **Read-only access** — Zero risk to existing operations; the platform only reads data, never writes to source systems - **No IT lift** — Most systems connect same day without requiring IT project resources - **SOC 2 compliant** — Enterprise-grade data protection and security --- ## The 7 Intelligence Categories Heft IQ organizes operational decision intelligence into seven categories, each addressing a specific domain of enterprise operations. Every category connects to specific source systems, solves defined problems, produces structured outputs, and delivers measurable outcomes within 30 days. ### 1. Demand, Revenue & Customer Intelligence - **Connected Systems**: CRM + ERP - **Problems Addressed**: Demand volatility, forecast accuracy, revenue leakage, customer profitability blind spots - **Structured Outputs**: Account-level demand risk scores, SKU-customer margin tables, lost revenue attribution reports - **30-Day Outcome**: Fewer missed forecasts, margin-aware sales decisions, early customer churn warning **Example Scenario**: A distributor's Ambient Agent detects that three top-20 accounts have reduced order frequency by 15% over the past six weeks. The agent surfaces this to the VP of Sales with account-level margin data, recent order history, and a recommended outreach sequence — before the revenue loss shows up in the quarterly report. ### 2. Inventory, Working Capital & Cash Flow Intelligence - **Connected Systems**: ERP + WMS - **Problems Addressed**: Excess and obsolete inventory, cash trapped in slow-moving SKUs, stockout losses - **Structured Outputs**: SKU-level cash velocity tables, inventory aging heatmaps, liquidation recommendations with margin impact - **30-Day Outcome**: Reduced carrying costs, improved cash conversion cycle, higher service levels with less inventory **Example Scenario**: A manufacturer's agent identifies $2.3M in working capital tied up in 847 slow-moving SKUs. The agent produces a ranked liquidation plan showing which items to discount, which to bundle, and which to write off — with projected cash recovery timelines for each option. ### 3. Operational Efficiency & Throughput Intelligence - **Connected Systems**: WMS + ERP - **Problems Addressed**: Labor inefficiencies, production bottlenecks, overtime costs, expediting waste - **Structured Outputs**: Constraint identification tables, cost-per-order breakdowns, labor utilization variance reports - **30-Day Outcome**: Lower cost per unit shipped, fewer operational firefights, higher throughput without additional headcount **Example Scenario**: A 3PL's agent detects that pick-path efficiency in Zone C has dropped 23% since a recent slotting change. The agent surfaces the issue to the warehouse manager with before/after data, estimated cost impact ($18K/month), and a recommended re-slotting plan. ### 4. Service Level, Fulfillment & Reliability Intelligence - **Connected Systems**: WMS + CRM - **Problems Addressed**: OTIF (On-Time In-Full) performance, SLA compliance, customer trust erosion - **Structured Outputs**: Order failure root-cause trees, SLA risk forecasts, service cost-to-serve analysis by customer - **30-Day Outcome**: Higher OTIF rates without brute-force spending, fewer customer escalations **Example Scenario**: A retailer's agent forecasts that current inventory levels and inbound shipment delays will cause OTIF to drop below 92% for the top three retail accounts within 10 days. The agent recommends specific inventory transfers and expedited shipments, with cost-benefit analysis for each option. ### 5. Pricing, Cost & Margin Intelligence - **Connected Systems**: ERP + CRM - **Problems Addressed**: Hidden margin leakage, cost-to-serve blind spots, static pricing in dynamic markets - **Structured Outputs**: SKU-customer margin waterfalls, cost allocation models, price elasticity simulations - **30-Day Outcome**: Higher gross margin, confident pricing decisions backed by data **Example Scenario**: An ecommerce company's agent identifies that 23 SKUs in the apparel category are selling below floor margin due to a combination of freight cost increases and an outdated promotional price that was never reverted. Weekly margin impact: -$87K. The agent recommends specific price adjustments with projected revenue impact. ### 6. Risk, Resilience & Exception Intelligence - **Connected Systems**: ERP + WMS + CRM - **Problems Addressed**: Supply disruptions, demand shocks, operational fragility, single-source dependencies - **Structured Outputs**: Risk-adjusted scenarios, supplier dependency graphs, mitigation playbooks with cost estimates - **30-Day Outcome**: Faster disruption response, reduced revenue impact from supply chain shocks **Example Scenario**: A manufacturer's agent detects that a tier-1 supplier providing components for 34% of finished goods has experienced port delays averaging 8 days over the past month. The agent surfaces the risk with alternative supplier options, safety stock recommendations, and customer communication templates. ### 7. Executive Outcome & Accountability Intelligence - **Connected Systems**: All systems - **Problems Addressed**: Decision latency, accountability gaps, insight-to-action breakdowns, ROI tracking - **Structured Outputs**: Dollar-impact-ranked insight queues, action tracking with ROI attribution, outcome reports - **30-Day Outcome**: Faster decisions, clear accountability chains, organizational trust in AI-powered recommendations **Example Scenario**: A CEO reviews the weekly outcome dashboard and sees that 14 insights were surfaced, 11 were acted on within 24 hours, and the cumulative P&L impact of those actions was +$340K. Two insights that were not acted on had an estimated opportunity cost of -$95K, with clear owner attribution. --- ## Industry Applications ### Manufacturing Manufacturing operations face unique challenges in channel demand management, MOQ (Minimum Order Quantity) optimization, production line balancing, and supplier risk management. Heft IQ addresses these through: - **Channel demand intelligence** — Reconcile distributor POS data with direct orders to get true demand signals - **MOQ optimization** — Balance supplier MOQ requirements against actual demand to minimize excess inventory - **Line balancing** — Identify throughput constraints and recommend production schedule adjustments - **Supplier risk monitoring** — Continuous assessment of supplier delivery performance, financial health, and concentration risk ### Distribution Distributors operate on thin margins and must optimize across customer profitability, warehouse operations, and carrier management: - **Customer profitability** — True cost-to-serve analysis including handling, returns, payment terms, and service requirements - **Pick-path efficiency** — Warehouse slotting optimization based on actual order patterns and velocity data - **Carrier management** — Rate comparison, on-time performance tracking, and mode optimization recommendations - **Inventory positioning** — Multi-location inventory balancing based on regional demand patterns ### Retail & Grocery Retail and grocery operations require managing high-volume, low-margin, perishable inventory with complex promotional calendars: - **Promotional margin analysis** — Real-time margin impact tracking during promotional periods with vendor funding reconciliation - **Shrink and spoilage intelligence** — Category-level shrink analysis with root cause identification and prevention recommendations - **Labor optimization** — Store-level labor allocation based on traffic patterns, sales velocity, and task requirements - **Seasonal planning** — Forward-looking demand models that account for seasonality, weather, and local events ### Ecommerce Ecommerce businesses need to optimize across cohort economics, fulfillment operations, and last-mile delivery: - **Cohort revenue analysis** — Customer lifetime value tracking with acquisition channel attribution and retention drivers - **Fulfillment optimization** — Order routing, packaging optimization, and split-shipment cost analysis - **Last-mile delivery** — Carrier performance by zone, delivery promise accuracy, and cost-per-delivery tracking - **Return economics** — Return rate analysis by SKU, category, and customer segment with disposition optimization ### 3PL / Third-Party Logistics 3PL operators must balance service commitments across multiple clients while optimizing shared resources: - **Client profitability** — True margin analysis per client including labor, space, handling, and SLA penalties - **Resource allocation** — Cross-client labor and equipment scheduling optimization - **SLA management** — Proactive SLA compliance monitoring with early warning for at-risk commitments - **Capacity planning** — Demand forecasting across all clients to optimize space and staffing --- ## Comparison with Alternatives ### Heft IQ vs. Traditional BI / Dashboards Traditional BI tools (Tableau, Power BI, Looker) are designed for exploration and visualization. They require humans to formulate questions, build views, and interpret results. Heft IQ is designed for decision and action — the system formulates the questions, surfaces the answers, and tracks the outcomes. BI tools tell you what happened; Heft IQ tells you what to do about what's about to happen. ### Heft IQ vs. Point Solutions Point solutions (demand planning software, inventory optimization tools, pricing engines) address individual functions in isolation. Heft IQ provides cross-functional intelligence that connects demand signals to inventory decisions to pricing actions to financial outcomes. A point solution might optimize inventory in isolation; Heft IQ shows you how that inventory decision affects cash flow, customer service levels, and margin simultaneously. ### Heft IQ vs. Custom Data Science Teams Building in-house data science capabilities requires recruiting specialized talent, months of model development, and ongoing maintenance. Heft IQ provides pre-built intelligence models calibrated for supply chain operations, with same-day deployment and continuous improvement. The platform delivers what would take an internal team 6-12 months to build, starting on day one. --- ## Frequently Asked Questions ### Product & Capabilities **Q: What is Heft IQ?** A: Heft IQ is an enterprise operational decision system that uses Ambient Agents to proactively surface margin alerts, inventory risks, and decision opportunities to executives. Unlike traditional dashboards that require drill-down analysis, Heft IQ drills insights UP to decision-makers before they have to ask. **Q: What are Ambient Agents?** A: Ambient Agents are AI agents that continuously monitor your operations across all connected systems. They understand the business questions relevant to your role and industry, detect patterns and anomalies in real time, and surface structured insights with recommended actions and financial impact — all without being asked. **Q: What kind of outputs does Heft IQ produce?** A: Heft IQ produces structured decision objects: tables ranked by dollar impact, exception queues for items needing immediate action, risk-adjusted scenarios for complex decisions, and outcome tracking reports that show what was decided, who acted, and what the financial result was. **Q: Does Heft IQ replace our existing BI tools?** A: No. Heft IQ complements existing BI tools. BI tools are good for ad hoc exploration and historical reporting. Heft IQ adds proactive, action-oriented intelligence that surfaces what matters before you have to look for it. ### Integration & Deployment **Q: How does Heft IQ integrate with our existing systems?** A: Heft IQ works alongside your existing ERP, CRM, and WMS systems with pre-built connectors for SAP, Oracle, NetSuite, Salesforce, Manhattan, Blue Yonder, and Microsoft Dynamics. No rip and replace, no IT lift, and most systems connect same day with read-only access. **Q: Does Heft IQ require a data warehouse?** A: No. Heft IQ connects directly to source systems using pre-built connectors. No data warehouse, data lake, or ETL pipeline is required. **Q: How long does implementation take?** A: Most systems connect same day. Operations teams typically go live in hours, not quarters. Customers see measurable P&L impact within 30 days. **Q: Does Heft IQ write data back to our source systems?** A: No. Heft IQ uses read-only access to all connected systems. The platform only reads data — it never modifies, writes, or deletes data in your source systems. ### Security & Compliance **Q: Is Heft IQ SOC 2 compliant?** A: Yes. Heft IQ maintains SOC 2 compliance with enterprise-grade data protection, encryption in transit and at rest, and role-based access controls. **Q: How is our data protected?** A: Heft IQ uses enterprise-grade security including encrypted connections, read-only system access, SOC 2 compliance, and strict data isolation between customers. ### Industries & Audience **Q: What industries does Heft IQ serve?** A: Heft IQ serves manufacturers, distributors, retailers, grocery chains, ecommerce merchants, and 3PLs. The platform addresses industry-specific challenges including demand forecasting, inventory optimization, margin protection, fulfillment reliability, and operational throughput. **Q: Who uses Heft IQ?** A: Heft IQ is built for supply chain leaders — CEOs seeking faster operational decisions, CFOs focused on margin protection and cash flow optimization, and COOs optimizing supply chain performance and throughput. **Q: What size companies does Heft IQ serve?** A: Heft IQ serves mid-market to Fortune 500 enterprises. The platform is enterprise-grade and designed for organizations where operational decision quality has significant financial impact. ### Pricing & Getting Started **Q: How do I get started with Heft IQ?** A: Request an Executive Briefing at https://heftiq.com. The briefing is a brief conversation to understand your operations and show you how Heft IQ applies to your specific challenges. From there, most customers are live within hours. **Q: What does Heft IQ cost?** A: Pricing is based on the scope of intelligence categories deployed and the number of connected systems. Contact demo@heftiq.com or request an Executive Briefing for details. **Q: How quickly will I see ROI?** A: Customers typically see measurable P&L impact within 30 days. The platform includes an AI-powered ROI calculator at https://heftiq.com that provides personalized projections based on your company profile. --- ## Getting Started 1. **Request an Executive Briefing** — Visit https://heftiq.com and click "Request Executive Briefing" or email demo@heftiq.com 2. **Discovery conversation** — A brief conversation to understand your operations, systems, and key challenges 3. **Connect your systems** — Pre-built connectors for your ERP, CRM, and WMS go live same day 4. **Ambient Agents activate** — AI agents begin monitoring your operations and surfacing insights 5. **See P&L impact** — Track measurable financial outcomes within 30 days --- ## API The Heft IQ website includes an AI-powered ROI calculator that analyzes companies and recommends relevant intelligence categories based on their vertical and operations. ### Endpoints - `POST /api/roi-analysis` — Analyzes a company URL and returns personalized ROI projections across the 7 intelligence categories - `POST /api/contact` — Submits executive briefing requests with name, email, and company information --- ## Contact & Resources - **Website**: https://heftiq.com - **Email**: demo@heftiq.com - **Executive Briefing**: https://heftiq.com (click "Request Executive Briefing") - **AI-Powered ROI Calculator**: https://heftiq.com (click "See How It Impacts Your P&L") - **LLM Summary**: https://heftiq.com/llms.txt --- ## Legal - **Company**: Heft IQ - **Copyright**: 2026 Heft IQ. All rights reserved. - **Privacy**: Enterprise-grade data protection, SOC 2 compliant - **Data Access**: Read-only access to customer systems; no data is written, modified, or deleted in source systems