See every process.
Know how your company really works.

Most of how a company runs is written down nowhere. myvue understands how work actually gets done, writes it down, and keeps it current. When someone asks a hard question about the business, you can answer it and show your working.

Request access See how it works
What breaks if Marcus is out for a month?asked just now · Harbor Point Insurance

Four pieces of work stop. Invoice matching, premium finance follow-ups, carrier statement downloads and reconciling direct-bill commissions have only ever been done by Marcus in the last 90 days. Together they take about 19 hours a month.

Two of the four have a written procedure based on how he does them, so a colleague could step in. Invoice matching is the one to cover first.

Only Marcus, last 90 dayshours a month
invoice matching7.5 h
premium finance follow-ups5.0 h
carrier statement downloads3.5 h
direct-bill commissions3.0 h
2 have a written procedure2 do not
Read from 30 runs over 90 days and 2 written procedures. Nobody was interviewed.See the work behind this answer

Harbor Point Insurance, a demonstration company. Every sentence above was written from real runs of the work, and every claim traces back to one. If the work holds no evidence for a question, myvue says so.

4,000+processes written down from real work, across live deployments
2 weeksto the first confirmed processes for most teams
6 stagesfrom found to monitored, a person approving each move
0interviews, workshops or forms. Your people don’t change a thing

One record per organization, in any kind of work.

The departments and processes below are the kind myvue finds. Each one was written down from the work itself.

myvue for advisors
Insurance brokerage41 processes

Certificates issued three ways, commission reconciliation on one person, a workaround nobody wrote down.

New BusinessRenewalsServiceClaimsAccountingCompliance
Logistics214 processes

Dispatch scheduling slowing week by week, and the step where the minutes go.

DispatchBillingFleetCustomer serviceCompliance
Accountancy162 processes

Month-end close written down the way everyone runs it, ready for the next hire.

Month-endPayrollTaxOnboarding
Credit union188 processes

Two loan processes resting on a person who gave notice, and the documents ready to hand over.

Loan processingMember servicesComplianceCollections
Property management137 processes

Owner reporting that used to take a day, found at the step level and handed to a workflow.

LeasingMaintenanceOwner reportingAccounting
Medical clinic114 processes

Insurance claims and recalls written down from real days, in the form the auditor asks for.

SchedulingInsurance claimsRecallFront desk
01

The record writes itself.

Lightweight software runs on the computers where work happens and understands how people use their tools: which ones, in which order, for how long. When the same work turns up at least three times, myvue proposes it as a process. A person confirms it. Screen video is never stored.

How it works What never enters the record
Priya’s Tuesday, 9:00 to 10:00the tools, in order
Outlook · 9:02carrier portal · 9:12sales system · 9:30Outlook · 9:41Teams · 9:55
the same four steps, in the same order

Quote preparation

Found on 11 mornings in the last 30 days, by Priya, Beth and Tom, about 26 minutes each time.

found 11 timesconfirmed by Priya, sep 4

The record suggests, you confirm. Nothing counts until a person who does the work says yes.

Harbor Point Insuranceweek of sep 14
processes written down41
confirmed in the last 28 days34
aging, 28 to 42 days4
stale, over 42 days3
commission reconciliation · stale · 55 daysout
written down and current38 of 41
55
0 · confirmed28 · aging42 · stale70
02

One number you can trust, because it goes down on its own.

myvue keeps one honest figure: how many of your processes are written down, confirmed by someone who does the work, and current. A process nobody has confirmed in 28 days is aging. At 42 it drops out of the figure. Confirm it again and it comes back, at no penalty. Drag the days.

Read how we count
03

Documents written from the steps people take.

70 to 80% of how a company runs is written down nowhere. Ask three people how the same job gets done and you get three answers. Every confirmed process gets a document drawn from the steps people take. It names the system used at each step and refreshes as the work changes. Drag across to compare.

See a document How processes are graded

Customer refunds

as remembered · Beth, from memory
  1. check the order
  2. approve the refund
  3. send the money
  4. email the customer
written in 2023 · never confirmed

Customer refunds

as it is actually done · the record
  1. open the order in the sales system
  2. check what the customer paid
  3. flag refunds over $200
  4. approve and send the refund
  5. email the customer
14 runs · 3 people · last 60 days · set as the official process
as rememberedthe record
‹›

Drag across. The left side is what people remember, and the right side is what the record holds.

published · aug 27Extract · Harbor Point Insurance

Commission reconciliation is going dark.

The last confirmation is 63 days old. Carrier statements keep arriving, and a workaround is being worn around the blockage.

63days unconfirmed
1person holds it
7runs of the workaround

Every claim traced to a moment of real work · rests on 2 processes · print, save as PDF, publish

04

Answers you can hand to a board.

Ask a question once and myvue keeps answering it on the cadence you set, and tells you when the answer changes. When it matters, write it up as an Extract. It is a short briefing that shows where every line came from. It is the page you hand to a partner, a board or an auditor.

What an Extract contains
05

Your AI assistants work from the record.

Point Claude, ChatGPT, Microsoft Copilot, Gemini or Grok at your record. Before an assistant does a piece of work, it asks how the work is actually done here. When it finishes, it files what it did. Assistants get summaries and totals only. The work behind them never leaves myvue.

Connect an assistant
ClaudeChatGPTMicrosoft CopilotGeminiGrok
ClaudeHow is a certificate of insurance issued here?
the recordThe steps as they are actually done, and the official document.01read the request in Outlook02check whether the carrier is on file03fill the certificate form in the carrier portal04reply with the certificate attached
ClaudeFiled what it did.shows in the record as agent work. Filing it does not confirm the process.
Summaries and totals only. The work behind them never leaves myvue.

A Tuesday morning, written down.

This is the whole idea, with nothing to learn. Three people do a piece of work. myvue notices it is the same piece of work. One of them says yes. From then on it is written down, and it stays current.

the work, as it happens · tuesday, 9:00 to 11:00Which tools, in which order, for how long. It never records what was typed or what was on screen.
Priya
Outlookcarrier portalsales systemOutlookTeamsExcel
Beth
ExcelTeamscarrier portalsales systemOutlookOutlook
Tom
carrier portalsales systemOutlookExcelOutlookTeams
9:009:3010:0010:3011:00
The outlined steps are the same three, in the same order, on all three desks.
the pattern, found
carrier portalsales systemOutlook

Quote preparation

The same three steps, in the same order, 11 times in 30 days, by 3 people, about 26 minutes each.

✓Once Priya says yes, it counts.

When the same work turns up at least three times, myvue proposes it. A person who does it confirms it.

the procedure, written

Quote preparation

New Business · from 11 runs · confirmed sep 4
1Open the request, check the carrier is on file
carrier portal
2Build the quote against the client record
sales system
3Send it with the standard cover note
Outlook
currentrefreshes as the work changes

The document a new hire, a board or an auditor asks for, written from real work. Nobody interviewed anyone.

41processes written down this way at Harbor Point, a demonstration company, in three months.
0workshops, interviews or forms. People kept working the way they work.
1person says yes before anything counts. The record suggests, you confirm.

myvue understands processes and never reports on people.

We understand the work, not the worker.

No report is ever about one person. It draws the organization as one object: people, departments, tools and time.

The shape of work, not its content.

It will not read your documents or your email. Which tools, in which order, for how long.

Everything stays inside your environment.

Each screen is understood in the moment, turned into notes about the work, and thrown away.

Nothing changes without a person.

The record suggests, you confirm. Nothing counts and no process moves a stage until someone says so.

Advisory practices keep every client on the record.

Run every engagement from one book. Each client has its own record, and you read across all of them. Clients never see each other’s numbers, and you never put more people on the engagement to know more.

myvue for advisors
Fieldstone Advisory · the book8 clients · 1,094 processes
Harbor Point Insurance41 written down · 3 need a confirmneeds you
Birchline Logistics214 written down · 2 slippingslipping
Northgate Dental Group96 written downsteady
Marlow & Finch Accountants162 written downsteady

The first things people ask.

What counts as a process?

Work with clear steps that repeats the same way each time, found at least three times. One-off tasks never count. You confirm every process before it enters the count.

What never enters the record?

Blocked apps, paused time and personal activity never enter the record. myvue never stores screen video.

When do I get my first count?

Discovery starts the first day. Most teams confirm their first processes inside two weeks. The record deepens on its own from there.

What happens when a process goes stale?

It stops counting. A process unconfirmed for 28 days is aging. At 42 days it is stale and out of the count. Confirm it again and it comes back, at no penalty.

How are processes graded?

Every process gets a grade from P1 to P5. The grade rests on five public measures: drift from the document, how many people can run it, how much versions differ, how fresh the record is, and how much it matters. The full criteria.

Does myvue read our documents or email?

No. It understands the shape of work: which tools, in which order, for how long. It never reports on individuals, and nothing changes without a person confirming it.

Someone will ask how the company really works. Be the one who can show them.

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A walkthrough of a live record, on a demonstration company, in thirty minutes.