HOW IT WORKS SHUGYO

See how your organization operates with the data you already have.

Reach first insights in 6–8 weeks without replacing your systems or launching a separate IT project.

01 Week 1-2
Context Decision defined
02 Week 3-4
Evidence Useful sources connected
03 Week 5-8
Observe Current model in use
04 Ongoing
Decide & review Run the rhythm
THE PROCESS01

First insights in 6–8 weeks. Regular reviews follow.

First, leaders define the decision and shape a model of how the organization works. We then connect the minimum useful evidence. Leaders review that evidence on a schedule the business can sustain and check what changed after each decision.

Each review produces a recorded decision and a result to check.

01-03

Visibility

Define the context, shape the model, and connect enough evidence to observe the work.

04

Review cycle

Use the twin in regular reviews. Record each decision, then check its result at the next review.

STEP ONE / CONTEXT02
STEP 01 Context

Start with the decision. Shape the model around it.

The ontology records the objects, relationships, and authority in your organization. Shugyo prepares a draft from leader context, and domain experts review every part before approval.

The approved model defines each object, its attributes, and its relationships.

Ontology approved Example
ENTITIES
|- Client |  |- name |  |- industry |  \- status: active / churned
|- Project |  |- name |  |- start_date |  \- status: planning / active / done
|- Invoice |  |- number |  |- amount |  \- status: draft / sent / paid
\- Employee    |- name    |- role    \- department
Relationships Project belongs to Client Invoice belongs to Project Invoice is assigned to Employee Employee works on Project

How modeling works

01

Name the decision

A leader identifies the question, process, and decision that matter first.

02

Shape the ontology

Shugyo drafts the objects, attributes, relationships, authority, and flows in business language.

03

Choose the evidence

The team identifies the minimum sources needed to support that decision.

04

You approve

Domain experts review the model before it becomes the basis for ongoing decisions.

Why this matters

Shared understanding

Teams use the same definitions for terms such as client, project, and invoice.

AI context

The ontology gives Shugyo the definitions it needs to interpret your questions.

Current definitions

When the organization changes, update the ontology so the twin uses the revised model.

STEP TWO / EVIDENCE03
STEP 02 Evidence

Connect only the evidence you need first.

Shugyo can connect to data in your ERP, CRM, databases, and spreadsheets. Start with the sources needed for the first decision; the rest can wait.

Your team keeps its existing tools and working methods.

What we connect

Category
Examples
ERP & finance
SAP, NetSuite, QuickBooks, Xero
CRM & sales
Salesforce, HubSpot, Pipedrive
Databases
PostgreSQL, MySQL, SQL Server, MongoDB
Project management
Jira, Asana, Monday, ClickUp
Files
Google Sheets, Excel, Airtable
Custom
REST APIs, webhooks, custom databases

How connection works

01

Authenticate

OAuth or secure credentials. No code required.

02

Select data

Choose which tables, objects, or fields to sync.

03

Configure sync

Set the frequency to real-time CDC, hourly, or daily.

04

Validate

We check data quality and completeness.

What stays in place

  • Data remains in its current systems
  • Existing schemas remain intact
  • The connection does not require a separate IT project
  • A separate consulting team is not required
STEP THREE / OBSERVE04
STEP 03 Observe

Your digital twin goes live.

Current data fills the approved ontology. Ask a question in plain language and Shugyo answers from the records in the twin.

Each answer stays linked to the underlying data.

AI assistant
Grounded
YOU
How many invoices are stuck in verification more than 5 days?
Context attached from ontology
Invoice Flow · verification Client SLA
23 invoices stuck — worth $182K
Traceable · invoices ⋈ flow_state · BigQuery

Ask questions

  • Which projects are over budget?
  • How long does client onboarding take on average?
  • Show me all invoices stuck in approval.

Track KPIs

Describe the metric in business language. Shugyo drafts a calculation for your approval.

01

Describe

Say what you want to measure, in business language.

02

Draft the calculation

Shugyo proposes a calculation method.

03

See results

Run it on real data from the twin.

04

Approve or refine

Lock it in, or adjust until it is right.

Define processes

Save a lens for each workflow your team wants to track.

Process
What you measure
Invoice processing
Time at each stage, bottlenecks, cost of delays
Client onboarding
Handoff delays, time-to-value, drop-off points
Sales to delivery
Pipeline accuracy, resource allocation
Monitor on schedule

Shugyo calculates approved KPIs daily or weekly. The history shows when a process starts moving away from its target.

STEP FOUR / DECIDE & REVIEW05
STEP 04 Decide & review

Build a reliable decision rhythm.

At each review, leaders use current data from the twin, record the decision, and assign an owner. The next review checks the result against the target.

Use the plan, do, check, act loop at a frequency the business can sustain.

Repeated reviews show whether decisions improve the process over a quarter.

01

Set the rhythm

Choose how often to evaluate each process: daily, weekly, every two weeks, or monthly. Assign an owner to each review.

02

Review current data

Use the twin during the review so everyone works from the same numbers.

03

Check the result

Record the decision and its reason. At the next review, compare the result with the target.

TIMELINE06

From signup to first insights.

First insights usually arrive in 6–8 weeks. After launch, add sources and update the model as the organization changes.

Week 1-2

Context

Define the first decision, its owner, the process, and the review rhythm.

Week 3-4

Ontology

Shape the business model and have domain experts approve its meaning.

Week 5-6

Evidence

Connect and validate the minimum useful sources for the first decision.

Week 7-8

Activation

Define initial processes, create KPIs, train users, go live.

Ongoing

Evolution

Add sources and update the ontology as new processes need to be tracked.

AFTER GO-LIVE07

Keep the model current after launch.

Add more data sources

Start with critical systems. Expand as needed.

Refine the ontology

Update definitions and relationships when the organization changes.

Build new processes

Define new lenses and KPIs as questions emerge.

Add advanced analysis

Add anomaly detection and predictive insights after teams are comfortable querying the twin.

FAQ08

Answers for teams evaluating Shugyo.

How long does implementation take?

First insights usually take 6–8 weeks. We begin with the processes that matter most to your team, then add more.

Do we need to change our existing systems?

Your systems and schemas stay in place. Shugyo connects to them without a migration or separate IT project.

What if our data is messy?

Messy data is common. We flag quality issues during connection, then use the ontology to give records consistent definitions.

Who needs to be involved?

A sponsor, a domain expert, and someone who can grant data access. No dedicated IT team required.

What about security?

Data is encrypted at rest and in transit, access is role-based, and your data stays yours.

Can we start small?

Yes. Start with two or three data sources and one or two processes. Add more after the first results are useful.

What if the AI-proposed ontology is wrong?

Every proposed ontology requires your approval. Your team can rename, remove, or reconnect elements until the model matches the organization.

How is this different from BI tools?

BI tools present dashboards. Shugyo maintains a model of the organization that you can query in plain language.

SEE IT ON YOUR DATA

See Shugyo on your systems.

In a working session, we will map the systems you use and show how Shugyo would model your organization with your data.