FourthiQ
AI Enablement · David Hayes · April 2026 · VP+ Leadership
Portfolio · Leave-behind

We shipped tools.
We built a platform.

Fourteen projects across four business functions, delivered on Claude, Azure, and Fourth's Agent-Arch platform. What's live, what's in flight, and how it adds up to the intelligence layer underneath everything Fourth sells.

Watch the VP Briefing deck Jump to the portfolio →
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projects tracked
0
live in production
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in active build
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forming · vision aligned
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new · kickoff week
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ad-hoc CTO delivery
The Narrative Arc

Tools are the evidence. The platform is the story.

01
Agent-Arch
Governance + distribution

Single source of truth for every deployed agent, MCP server, skill, knowledge resource, and budget line. Developers via GitHub. Business users via the Platform UI.

02
The Brains
Knowledge + retrieval

Marketing / Enterprise Brain. Sales Copilot KB. Curated, governed, MCP-accessible to every AI surface at Fourth — Claude, Copilot, ChatGPT.

03
The Tools
Where work gets done

EBR Automation, RFP Responder, Deal Coach, GTM Risk, Translator, Fourth Connect — each grounded in a brain, governed through Agent-Arch, measured where it matters.

04
PerformanceOS
Where this is going

The intelligence layer on Fourth's product suite — scheduling, inventory, HR, payroll, POS. Foundation aligned with Christian (CTO) and CB's platform vision.

01

Customer Success

3 projects · led by the EBR Presentation Suite
01.1
EBR Automation — EBR Presentation Suite
Live

Executive Business Reviews, prepared by the system.

Automates the full EBR preparation process for CSMs. Pulls from four live data streams — SQL product usage, Zendesk support tickets, Gong call recordings, LMS training data — synthesises a client-specific narrative, and produces a polished, on-brand presentation delivered through Fourth Connect. The CSM reviews and personalises; the system does the gathering and building.

Streams
SQL · Zendesk · Gong · LMS
Delivery
Fourth Connect
Rollout
US Enterprise · EMEA · Emerging · SMB
0
hrs
0
hr
per CSM per review cycle
24 US CSMs initially · full global rollout to follow
01.2
GTM Risk Intelligence Dashboard
New · Kickoff week

At-risk signals, organised by territory.

Aggregates at-risk customer signals from Gong call intelligence (captured into Slack), categorises them across three risk buckets, and gives GTM leaders — organised by territory — a structured, drillable view of which accounts are at risk and why, prioritised by ARR.

CNSCustomer Not Supported
P2VPrice to Value
PGFProduct Gaps & Features
0
signals captured
0
accounts flagged
0
reps covered
Dry-run · 3-day window
KPIs forming — hypothesis: reduce reactive churn, increase proactive saves
01.3
Fourth Connect — Presentation Delivery Platform
Live in testing

One URL replaces every email attachment and PDF cycle.

Presentation hosting for Customer Success. CSMs upload AI-generated HTML presentations, share via a single URL, and collect slide-anchored threaded comments from clients and internal stakeholders. Built to serve as the delivery surface for everything the EBR Presentation Suite produces.

Adminfull control
Editorupload + comment
Viewerread + comment
Guestread only
KPIs forming — directionally: fewer email cycles · more client engagement
02

Marketing

3 projects · converging into one brain
02.1
Marketing / Enterprise Brain
Live · FastMCP v3 this week

Every AI tool, one brain.

AI-powered knowledge management and content intelligence. Gives any AI tool — Claude, Copilot, ChatGPT — structured, governed access to Fourth's curated marketing knowledge base: competitive intelligence, product content, RFP templates, brand guidelines. Search, browse, create, update — all through an AI interface, no back-end access required.

Content Browser
Discover and explore existing marketing content.
Competitive Radar
Live competitive intelligence and positioning.
Content Editor
AI-assisted drafting, updating, and publishing.
FastMCP v3 shipped this week: smart query expansion, background task support, and write-back — AI can now create, update, and delete documents in the knowledge base. Deployed to Azure Container Apps (West Europe). Next: Remote MCP server with HTTP transport + Azure AD auth, enabling Copilot integration.
02.2
Fourth Translator — Brand Voice Engine
Live · folding into Brain

Brand voice, scored 0–100.

Reviews, scores, and rewrites content against Fourth's brand voice rubric. Used by marketing for content quality assurance before publication. Being absorbed into Marketing / Enterprise Brain as a core capability rather than a standalone tool — consolidation, not deprecation.

8 content types
5 audience segments
UK English
US English
0
/ 100
Illustrative voice score
KPI qualitative — output quality tracked qualitatively
02.3
Content Planning & Campaign Intelligence
Live as skills in the Brain

Calendar, briefs, audience — in the Brain.

AI-assisted content calendar planning, campaign brief development, and audience segmentation guidance — built as skills within Marketing / Enterprise Brain. Restaurant and hospitality audiences covered.

Blog posts
Social media
Webinars
Case studies
Email campaigns
KPIs forming — actively used by the marketing team
03

Sales

4 projects · grounded in the Sales Copilot KB · Salesforce MCP the infra unlock
03.1
Deal Coach & Meeting Briefs
Live

Pre-call prep, by persona.

Given a prospect or account, produces a structured meeting brief, tailored discovery questions by buyer persona, competitive battle cards, and objection-handling talking points. Grounded in Fourth's Sales Copilot KB in SharePoint (Industry + Skills folders).

  • Meeting briefs — structured, account-aware
  • Discovery questions — tailored by persona
  • Battle cards — current competitive positioning
  • Objection handling — talking points primed
CFO
Finance · cost, ROI, risk
COO
Operations · efficiency, scale
CHRO
People · workforce, retention
CTO
Technology · architecture, integration
KPIs forming — evaluating impact on conversion + deal velocity
03.2
RFP Automation — RFP Responder & Builder
Live

40 hours of RFP work, estimated at 8.

Automates RFP response generation, security questionnaire answers, and vendor assessment replies using Fourth's approved knowledge base. Every answer comes with confidence scoring so reviewers know where human validation is required. Handles individual questions and bulk-pasted lists.

Grounded
Ship as-is
Partial
Light review
Needs SME
Expert only
Time reduction estimated, not formally tracked — directional only.
0
hrs manual
0
hrs AI-assisted
~80% reduction
03.3
Salesforce MCP Connector
In Build
The infra unlock

Live CRM → every AI tool.

A custom MCP (Model Context Protocol) server builds a live connection between Salesforce and every Fourth AI tool. Once live, any AI tool in the Fourth ecosystem can query Salesforce data in real time — account status, deal stage, contact history — with no manual export or copy-paste. This unblocks GTM Risk V2, Sales Brain, and any AI workflow that needs live CRM context.

Infrastructure
Azure · agreed with Danny Shine

Two dedicated servers being built in the Azure subscription. Two weeks of IT/Security alignment closed this week.

Authentication
Microsoft Entra ID · token exchange

Confirmed as the auth pattern. Every AI tool authenticates to Salesforce through the same enterprise identity.

What this unblocks
GTM Risk V2 · Sales Brain · beyond

Every AI workflow that needs live CRM context moves from "blocked" to "shipping" once this lands.

03.4
Product Specialist — Technical Buyer Support
Live · Sales Brain skill set

When the buyer is technical.

Provides sales reps with deep, feature-level product knowledge for technically-minded buyers — CTOs, IT Directors, Operations Directors. Covers demo preparation, detailed capability questions, integration and API queries that go beyond standard talking points. Searches the Product and Skills folders of the Sales Copilot KB.

Sales Copilot KB · Product + Skills
Same source as Deal Coach, different retrieval profile. Available via Claude as part of the Sales Brain skill set.
KPIs not formally defined yet
04

Support

1 data integration · standalone Support AI use case pending scope
04.1
Zendesk Data Integration (EBR Data Stream)
Live · within EBR

Support data in the EBR narrative.

Pulls support ticket data from Zendesk as one of four data streams feeding into EBR preparation. Surfaces support history, resolution patterns, and open ticket trends within the EBR narrative — giving CSMs a complete picture of the client's support experience without manual extraction.

Note: this is a data integration, not a standalone support AI tool. A dedicated Support use case — ticket triage, response suggestion, escalation routing — has not been scoped yet but is a logical next step as the connector pattern matures.
SQL · product usagelive
Zendesk · support ticketsthis project
Gong · callslive
LMS · traininglive
05

Back Office · Platform

3 projects · the arc the first four chapters are evidence for
05.1
Agent-Arch Platform — AI Tool Governance & Distribution
Live · major release this week
The connective tissue

Single source of truth. Two audiences.

Tracks deployed agents, MCP servers, knowledge resources, skills, governance decisions, and budget across the Microsoft Agent Ecosystem. Distributes AI tools: developer teams via GitHub (ai-artifactory), business users via the Agent-Arch Platform UI — no technical knowledge required.

0
curated skills
Skills Marketplace · launched this week
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categories
Organised for discovery
0
-tab detail pages
MCP Server · educational reference
Consolidation: AI Tool Standardization has been absorbed into Agent-Arch — no longer a separate project. One platform, one governance surface, one place to look.
05.2
Fourth PerformanceOS
Forming · vision aligned

The intelligence layer on Fourth's product suite.

AI capabilities on top of Fourth's existing products — scheduling, inventory, HR, payroll, POS — with governed agents, structured tooling, and a unified operator experience. Grows directly out of the FastMCP v3 work and the AI Tool Standardization framework.

Scheduling
Inventory
HR
Payroll
POS
This week: Foundation session with Christian (CTO) completed. Aligns with CB's strategic vision — Fourth moving from WFM vendor to intelligence platform. Build sequence to be defined.
05.3
AI Reporting — Weekly VP Status Dashboard
Live process · weekly to Carly

The loop closes itself.

Automated weekly status report generation for VP-level visibility into AI Enablement progress. Synthesises Notion project pages, Code output, and decision logs into a structured 15-section report. Available as both a live web dashboard and an HTML presentation format — including this leave-behind.

  • Notion · every active project page
  • Code output · shipped artifacts, commits, releases
  • Decision logs · what was decided and by whom
  • 15 structured sections · consistent across weeks
HTML presentation
going forward · this deck
Live web dashboard
parallel · always on
Internal infrastructure — how the programme reports itself
⧉

Appendix · Ad-hoc

One-off CTO-requested deliveries — proof of analyst-surface credibility
⧉.1
World Cup 2026 — HotSchedules Proximity Analysis
Delivered 14 April 2026
CTO-requested · delivered in one week

World Cup 2026 · proximity analysis.

Which HotSchedules customer locations fall within 25 miles of FIFA World Cup 2026 venues and fan-fest sites across 11 US host cities? A 4-stage geocoding pipeline built on free public APIs — US Census, Nominatim, Photon — processed the full customer base and tier-tagged every match. Delivered as a 22,000-row Excel workbook to Christian (CTO) via Kristina.

What this demonstrates: AI Enablement as a credible analyst surface for executive-level data asks — not just engineering tooling. End-to-end delivery in one week. Zero API spend.
0
locations processed
0
matches tier-tagged
$0
API spend
Status · at a glance

The full portfolio, honestly.

KPIs are formally defined for EBR Automation only (20 → 1 hr per CSM per review cycle). Every other project shows its true KPI state — "forming", "qualitative", or "N/A" — because pretending otherwise would make this leave-behind useless.

FunctionProjectStatusKPI baseline
Customer SuccessEBR AutomationLive20 hrs → 1 hr · per CSM · per cycle
Customer SuccessGTM Risk Intelligence DashboardNewForming · hypothesis only
Customer SuccessFourth ConnectLive · testForming
MarketingMarketing / Enterprise BrainLiveForming
MarketingFourth TranslatorLive → BrainQualitative
MarketingContent PlanningLive · as skillsForming
SalesDeal Coach & Meeting BriefsLiveForming
SalesRFP AutomationLiveEstimated 40 → 8 hrs · not formally tracked
SalesSalesforce MCP ConnectorIn BuildEnabler · no standalone KPI
SalesProduct SpecialistLiveNot defined
SupportZendesk Data IntegrationLive · within EBRN/A · contributes to EBR KPI
PlatformAgent-Arch PlatformLivePrevents duplicate effort (directional)
PlatformFourth PerformanceOSFormingTo be set as scope solidifies
PlatformAI Reporting DashboardLiveN/A · internal reporting