AI-native succession planning
Map successors on an interactive org chart, score the roles you cannot leave empty, take nominations to your committee, and let an AI copilot surface risks and suggest next steps — in our cloud or on your own servers.
Want to explore the system first? Request free demo credentials at [email protected]
Chief Financial Officer
Finance · reports to the CEO · held 6 years
Maya Bergström
Group Financial Controller
Tomás Okafor
Head of FP&A
Lior Nakamura
Director, Treasury
Copilot Maya is the only ready-now successor anywhere in Finance. A second R1 candidate would take this seat off single-point risk.
Works with the HR systems you already run
Keep employees, roles and departments in sync automatically — or import from Excel in minutes.
Real screens from a demo company, Kestrel Flow Systems. Every person in them is invented.
Not a chatbot bolted on — an assistant that reads your live succession data, judges fit against your company and departments, and helps you act.
It plans, queries your live data and answers — with links straight to the people and roles it mentions.
One click gets an honest review of any profile or record — data gaps, risks and fit — scored and tracked over time.
Roles a person fits, development plans, records read from a CV — each one a proposal with its reasoning, saved only when a person confirms it.
Bring your own model — any OpenAI-compatible provider, or one you host yourself. It only ever reads what the signed-in person may see.
See everything the AI copilot doesFrom the org chart to the boardroom report.
Explore positions and successors visually, expand chains of succession and re-root the chart on any employee.
Learn moreSee who is ready now and who needs one, three or five more years — with coverage at a glance.
Identify and score business-critical roles on urgency, impact, skills and talent availability, and track coverage.
Plot performance against potential from each employee's latest assessment to spot stars and risks.
Learn moreReadiness distribution, flight risk, bench strength and department coverage — live from your data.
Weighted or blind voting under your quorum, with conflicts of interest handled by rule and every reason kept.
Learn moreRole-based permissions scoped to each person's own people, accounts and invitations managed in the product, encrypted connector credentials and an audit trail.
Set your own criticality criteria and weights, name your readiness levels, decide whether a level is entered by a person or computed from evidence on file, and declare who may be nominated. Activate a new version without rewriting the old one — a score published last year stays explicable under the rules it was made under.
Sync SuccessFactors, Workday or BambooHR — or import employees, roles and assessments from Excel.
Build succession chains on the org chart, score your critical roles and capture readiness and potential.
Let the AI copilot surface uncovered roles and flight risks, evaluate fit, and guide your next move.
The same product either way. Start in our cloud in minutes, or run it on your own infrastructure when your data has to stay inside your walls.
We host it and keep it up to date.
Run it on your own servers — on-premises, or in a private or sovereign cloud.
Everything you need to know before getting started.
The free plan covers up to 30 employees with the interactive succession tree, readiness tracking and Excel import — free forever, no credit card required.
Yes. Every plan includes multi-sheet Excel import. On Enterprise and self-hosted you can connect SAP SuccessFactors, Workday or BambooHR — or any system with a REST API — to keep employees, roles and departments in sync.
Yes — the interface is available in English and Arabic, including full right-to-left layout support.
Accounts and invitations are managed in the product, and permissions are role-based and scoped to the person: a line manager acts on their own people, not on the whole directory. Connector credentials are encrypted at rest, and changes are recorded in an audit trail.
Absolutely. You can upgrade or downgrade at any time — your data stays intact, and features unlock or lock with the plan.
Yes. You choose the model: any OpenAI-compatible provider, or one you host yourself — so the data can stay inside your own network if that is what your policy requires. Whichever you pick, the assistant only ever reads what the signed-in user is already permitted to see, credentials are encrypted at rest, and every change is captured in audit logs.
Yes. The self-hosted licence runs the same product on your infrastructure — on-premises, or in a private or sovereign cloud — with your own database, file storage and AI model. Upgrading is one command, and the database migrates itself on start.
Sign in to start planning succession for your organization's key positions.
Not a customer yet? Email [email protected] and we will set you up with free demo credentials so you can explore the system.