AI Executive Office — CXO Assistant Platform  ·  View 01 of 30  ·  1 · Context and scope

System Context

Who uses the executive office, what it depends on, and what has deliberately been left outside the line.

Editable source SVG draw.io All views
Systems of record ERP and finance Procurement Projects and portfolio HR, CRM, supply chain The executive office CXO Chief of staff Governance officer Knowledge and analytics Document estate Existing lake and BI Email and calendar External market data AI Executive Office Multi-tenant decision platform Platform dependencies Microsoft Entra ID Microsoft Teams Regulator and SOC asks · approves investigates audits ledger POs schedule workforce policies marts Graph indices SSO · MFA brief evidence AI Executive Office — System Context External / third party Person or role Security / platform synchronous batch event / async One tenant is drawn. The platform runs many, isolated by the tier the tenant bought — see view 10. v 1.0 · owner Data & AI Global Practice · date 2026-09

Scope decisions

  • In scope: the conversational front door, the orchestrator and specialist agents, the decision engine, the governed execution path, and the semantic and knowledge layers that ground every answer
  • Out of scope: replacing any system of record, replacing the enterprise BI estate, and any autonomous write. The platform reads widely and writes narrowly, through one path, after a human approval
  • Email and calendar are in the picture but behind a per-tenant switch. Several public-sector tenants will not permit it, and the architecture must be correct with the switch off

Assumptions

  • 3–8 executives and 20–200 business-unit heads per tenant; the platform is sized for hundreds of concurrent users, not thousands of simultaneous questions
  • Every source system has an API or a supported extract. Where it does not, a file drop on a schedule is accepted rather than a screen-scrape
  • The customer already has Microsoft Entra ID, or federates to it. Identity is not something this platform invents

Risks

  • The executive's real front door today is a person, not a screen. If the chief of staff is faster, the platform is shelfware regardless of its accuracy — view 04 is where this is fought
  • Sixteen integrations is the programme risk. The 4-week prototype takes three (view 22 explains why the count, not the depth, is what kills the timeline)