Oliphant Digital — Product Strategy

Centralized Data Authority Bot (CDAB)

The intelligent operating system for your company: one authoritative agent to unify data, decisions, and delivery.
Date: Aug 18, 2025
Audience: YC / Seed Investors • Design Partners
Contact: Oliphant Digital
Coordination Time Saved
3–6 hrs/pp/week
Decision Latency
-25% in 60 days
Update Compliance
90%+ daily
Executive Summary

Enterprises are converging on a new pattern: a persistent, authoritative agent that becomes the heartbeat of daily operations. CDAB is that agent. People and systems report updates into CDAB; it orchestrates rituals (standups, retros, 1:1s), enforces policy, highlights risk, and drives decisions in real time. It is not another chat helper; it is a digital executive with guardrails.

Why now: High‑quality LLMs, tool‑use, and enterprise APIs made the org agent‑addressable. Remote/hybrid work created a coordination tax that agents can eliminate, turning scattered dashboards and meetings into a living operating system.

Vision: Within ~24 months, the “data authority” becomes an institutional role, as central as Finance or Ops. Organizations that adopt early will set a new bar for speed, accountability, and auditability.
The Problem
  • Data silos across tools and functions; no single operational truth.
  • Coordination drag: status meetings, duplicative reporting, unclear ownership.
  • Inconsistent decisions without shared context, lineage, or governance.
The CDAB Solution

Unified Ingestion

Slack/Teams, Jira/Linear, GitHub/GitLab, HRIS, CRM, and the data warehouse flow into one normalized semantic model (people, teams, goals, KPIs, risks) with lineage.

Role‑Fluid Skills

Scrum master, PM, HR liaison, compliance aide, analyst. Skills activate contextually and chain into playbooks (e.g., standup → risks → owners → follow‑ups).

Policy & Guardrails

RBAC/ABAC, approvals, audit trails, reversible actions, explainable rationales. Humans stay in the loop for consequential moves.

Multimodal UX

Chat and voice for speed; scheduled digests; living dashboards. CDAB becomes the default place where work is coordinated.

Implementation Plan & Success Metrics

Phase 1 — 0–6 weeks

Discovery, ontology fit, and first integrations (Slack/Teams, Jira/Linear, GitHub). Pilot with 1–2 teams.

KPIs: 30–50% fewer status meetings; 90%+ daily update compliance.

Phase 2 — 6–16 weeks

Expand skills (HR liaison, risk/compliance, exec reporting). Roll out to 3–5 functions.

KPIs: Cycle time ↓ 15–25%; escalations triaged < 24 hours; action follow‑through > 80%.

Phase 3 — 4–9 months

Enterprise hardening, policy automation, custom playbooks, predictive analytics.

KPIs: On‑time delivery ↑ 10–20 pts; manager time reclaimed 6–10 hrs/week; rising eNPS.

Illustrative ROI: 250‑person org at $120k loaded cost. Saving 3 hrs/pp/week ≈ 7.5% productivity lift → ~$3.6M/year in value, before risk reduction and managerial span‑of‑control gains.
Pricing & Packaging (Indicative)

Starter

  • Core agent + Slack/Teams
  • 2 integrations
  • Up to 100 users
  • Annual only

Growth

  • All Starter features
  • Role guardrails & custom playbooks
  • Up to 6 integrations
  • SSO/SAML

Enterprise

  • Private cloud / on‑prem
  • Advanced governance & audit
  • Unlimited integrations
  • Premium support
Competitive Landscape

Representative categories and vendors. CDAB’s differentiation: authoritative operating layer with governance, semantics, and ritual orchestration across the entire org—not just a suite, pipeline, or framework.

Category Representative Vendors Strengths Gaps vs CDAB
Suite Copilots Microsoft 365 Copilot; Google Workspace AI Deep document/email context; enterprise reach; native suite UX Limited orchestration across non‑suite tools; not authoritative operating layer
RPA & Automation UiPath; Automation Anywhere Mature task automation; governance & audit Process‑centric vs role‑centric; weaker conversational rituals
iPaaS / No‑Code Zapier; Make; Workato Broad connectors; fast prototyping Brittle for end‑to‑end ops; lacks decision authority/ontology
Data Platforms Snowflake; Databricks; Palantir Scale; governance; analytics depth Analytics ≠ coordination; limited day‑to‑day ritual UX
Agent Tooling LangChain; LlamaIndex; model providers Dev velocity; retrieval/agent patterns Frameworks, not products; governance not opinionated by default
SWOT Analysis
Strengths
  • Authoritative, opinionated governance and auditability.
  • Multi‑role skills with orchestrated playbooks.
  • Ritual‑centric UX (standups, 1:1s, reviews) that drives adoption.
Weaknesses
  • Category creation requires change‑management and evangelism.
  • Early integration coverage may trail incumbents initially.
Opportunities
  • Board‑level demand for measurable AI ROI.
  • Remote/hybrid coordination tax is widely acknowledged.
  • Compliance automation (PII/PHI, audit trails) as wedge.
Threats
  • Suite vendors bundling AI at low marginal cost.
  • Security & data‑residency hurdles that slow procurement.
Security & Compliance

Identity & Access

SSO/SAML/OIDC; SCIM provisioning; least‑privilege scopes per integration.

Data & Residency

Encryption in transit/at rest; KMS support; configurable retention; regional hosting options.

Audit & Controls

Immutable logs for every action; message‑level redaction; export for legal holds.

Compliance Roadmap

SOC 2 Type II path; ISO 27001; HIPAA modes for PHI.

Go‑To‑Market

Land

6–10 week design‑partner pilots in product/engineering; quantify time saved and decision latency improvements.

Expand

GTM (sales/CS) and HR rituals; unify OKRs/KPIs across the org; library of playbooks.

Standardize

Enterprise governance; Admin certification; partner integrations and marketplace.

Conclusion & Next Steps

CDAB operationalizes AI where it matters most: daily coordination, decisions, and delivery. It is the operating layer that converts information into outcomes with accountability. Recommended next step: a two‑week discovery to scope ontology, integrations, and pilot KPIs, followed by a six‑week pilot.

Background note: Our prior work on complex automation bots informs CDAB’s architecture; we focus on reliability, explainability, and governance—not just scripts on top of an LLM.