An 18 agent rollout, sequenced across four pillars, sponsored by the CRO and Chief Partner Officer. Two anchor partners in pilot. Production go live in week 14. A live demo of the working operating model, presented end to end, with the same dashboard, agent catalog, and reference architecture we’d ship into your environment.
Lumera is a public SaaS financial intelligence platform serving CFOs, CCOs, and audit/risk functions across the Fortune 1000. The ecosystem platform anchors on the Big 4 plus regional system integrators, with a stated CRO commitment to 50%+ partner influenced share of new bookings by FY27. The engagement covered Phases 02 04 of the Sympatheia model and is currently in continuous Run.
The Lumera demo is the same artifact set we ship into a real engagement, the partnership strategy dashboard, the AI platform reference architecture, the agent catalog, and the live Partner Operations dashboard. Walk through them in any order.
The CRO and Partner Executive landing surface. Shows the four operating pillars, the partner economics view, the agent rollout sequence, and the stakeholder ecosystem with all five C level sponsors mapped to the agents they fund.
The full agent recommendation set sequenced into the Lumera environment. Every agent has a named exec sponsor, a measured impact, and a defined data dependency. Filterable by pillar; expandable for the eval framework and the deployment manifest.
The five layer reference deployed at Lumera, external technographic signals (HG Insights), the Snowflake Cortex data foundation, Salesforce systems of record, the AI services layer running the four pillars, and the Slack Connect collaboration surface.
Five executive views, Sales (CRO), Marketing (CMO), Enablement, Customer Success (CCO), Product (CPO), running against live engagement data. The dashboard the CRO holds the Friday pipeline review against, with the deal routing log, health score distribution, and MDF deployment scorecard.
A working stakeholder map from the Lumera engagement. Every agent in production is sponsored by the C level executive whose KPI it moves, with concrete first quarter outcomes the engagement is held against.
The Lumera engagement followed our standard four phase model. Each phase has a named gate, a sign off artifact, and a decision point. The engagement is currently in Run, with the embedded pod working alongside Diana’s team.
Six week diagnostic across the program. Surfaced an unaligned RACI between CRO and CMO on co marketing attribution, plus a brittle Salesforce Snowflake sync that would have broken the agent layer at scale.
Q4 2025 · 6 weeksTarget operating model signed off by five C level executives. Agent shortlist narrowed from 30 candidates to 18 for the first Build wave. Deloitte and PwC selected as anchor partners for pilot.
Q1 2026 · 10 weeks16 week Build. Pillar 1 + Pillar 2 in weeks 1 8 (live co sell motion with Deloitte and PwC by week 6). Pillar 3 + 4 in weeks 8 14. Cross cutting QBR Builder + Co Marketing Orchestrator shipped in parallel.
Q1 Q2 2026 · 16 weeksContinuous operation. Embedded pod of four runs alongside Diana’s team. New agents shipped quarterly against the executive priorities surfaced in each Sympatheia QBR. Currently in third quarter of Run.
Q2 2026 → ongoingEach outcome below is a quarterly tracked KPI set at Design and reviewed at every Sympatheia QBR. The engagement extends quarter on quarter when these hold; we discount or end if they don’t.
A working catalog of what landed in the Lumera environment over the 22 week Design + Build sequence. Everything below is in production today.
Across all four pillars plus cross cutting QBR + Integration Monitor. Each agent has its own eval set, latency SLA, and stakeholder quality survey running monthly.
Five executive views, one shared dataset. Live KPIs, drill through detail, and the auto generated QBR builder feed for the quarterly council deck.
External signals (HG Insights) → Snowflake Cortex data foundation → Salesforce + Data Cloud SOR → AI services → Slack Connect collaboration. Bi directional, zero copy.
Friday CRO + CFO; monthly CMO co marketing council; monthly CCO health review; quarterly CPO roadmap council; quarterly five exec Sympatheia QBR.
The 60 page program manual covering RACI, decision rights, escalation paths, and SLA expectations for every cross functional handoff. Living document; updated each quarter.
Deloitte and PwC ran the full co sell motion through Pilot. Both extended into Wave 2 production by week 18 with the operating model running their accounts on the platform.
Our first conversation is a working session, not a sales pitch. We’ll walk you through the Lumera engagement under NDA, the unredacted version, with the real sequencing decisions and the real stakeholder tensions we worked through, and quote a comparable scope for your environment before the call ends.