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Implementation guide — Estratégia

The step-by-step to get Estratégia working in Tenka (Brazil), with the modules that come before it: 140 steps, about 37 h 20 min of work.

3weeks
140steps
4gates
31min read
  1. 1Brazil
  2. 1Settings module
  3. 2Finance module
  4. 2BI module
  5. 2Tenkai module
  6. 3Strategy module

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1What Tenka does for this operation

Each module in the guide shows its status in the country, in the order one depends on another. The guide shows the way; the account plan is what unlocks the screens.

Already works in Tenka: Configurações, Financeiro, BI, Tenkai, Estratégia

Week 1Brazil

Country: Brazil is Tenka's in-production country: invoicing, payroll and banking work through the country's adapters.

  1. Tenant settings
    account menu (your avatar, at the right end of the top bar)Tenant settings
    What to check: legal name, CNPJ, state and municipal registration and the tax regime — they appear on every invoice; logo, brand color and the company data (legal name, tax ID, address) — they appear on the documents · Who does it: Account administrator · Time: 30 min
  2. Outbound e-invoice (NF-e)
    DeliverSales and shippingOutbound e-invoice (NF-e)
    What to check: a test invoice in the test environment, with key, protocol and status · Who does it: Finance · Time: 30 min
  3. Tax assessment
    ReceiveUp to date with the governmentTax assessment
    What to check: the month's tax assessment checked by the accountant before paying the payment slip · Who does it: Accountant · Time: 30 min
  4. eSocial
    Open in the systemSee the screen help
    ReceiveUp to date with the governmenteSocial
    What to check: the payroll events checked before sending · Who does it: Accountant · Time: 30 min
  5. Connected accounts
    ReceiveMoney on the moveConnected accounts
    What to check: if the bank has Open Finance, the connected account: the statement and balance arrive on their own; if the bank has Open Finance, connect the account: the statement and balance start arriving on their own · Who does it: Finance · Time: 40 min

How to make up for the missing adapter

  • Service invoice in a city hall that the issuer does not cover yet: issue it on the city hall's portal and record the invoice number on the receivable — finance and margin do not depend on the issuer.
  • Bank without Open Finance: import the statement (OFX or CSV) in Bank reconciliation once a week.

Week 1Settings module

What this module does: Company, AI and integrations

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

  1. Users and access groups
    Registers and settingsPlatform and securityUsers and access groups
    What to check: one group per role, starting from the suggested groups (Finance, Sales, Operations, Purchasing and inventory, HR, Executive board); whoever works in two companies has a single login — and a group is valid per company: apply the group to both, or copy it from the group record (Copy to another company); the executive board and the objective owners with access · Who does it: Account administrator · Time: 20 min
  2. Access matrix
    Registers and settingsSettingsAccess matrix
    What to check: whoever operates sees the operation; cost and margin stay with whoever decides price · Who does it: Account administrator · Time: 15 min
  3. My preferences
    (user menu, at the top)
    What to check: language, theme and "Show values" for each person · Who does it: Account administrator · Time: 15 min
  4. Group units
    Registers and settingsFinanceGroup units
    What to check: optional: only if you want to group companies in reports (consolidated management income statement and cash flow); no operations screen depends on a unit, and whoever has one or two companies without consolidating skips this step · Who does it: Account administrator · Time: 15 min
  5. Integrations
    the search bar at the top: type "Integrations"
    What to check: connect your systems in one click: the integration recipe asks only for the credential · Who does it: Account administrator · Time: 15 min
  6. API keys
    Registers and settingsPlatform and securityAPI keys
    What to check: the key of each integrator; the SDK comes ready at /api/v1/sdk and the OpenAPI specification has a frozen version · Who does it: Account administrator · Time: 15 min
  7. Platform access
    Registers and settingsPlatform and securityPlatform access
    What to check: transparency · Who does it: Account administrator · Time: 15 min
  8. Approval limits
    Registers and settingsFinanceApproval limits
    What to check: approval flow by event and step · Who does it: Account administrator · Time: 15 min
  9. Environment / Sandbox
    Registers and settingsPlatform and securityEnvironment / Sandbox
    What to check: put the account in TEST mode to train the team and test processes without affecting production · Who does it: Account administrator · Time: 15 min
  10. Automations
    Registers and settingsPlatform and securityAutomations
    What to check: create automations without programming · Who does it: Account administrator · Time: 15 min
  11. WhatsApp channels
    Registers and settingsPlatform and securityWhatsApp channels
    What to check: the company's WhatsApp connection (official Cloud API or Evolution) · Who does it: Account administrator · Time: 15 min
  12. Approval delegations
    Registers and settingsFinanceApproval delegations
    What to check: temporarily transfer your approval authority to someone else (vacations, absences) · Who does it: Account administrator · Time: 15 min
  13. Approval events
    Registers and settingsPlatform and securityApproval events
    What to check: catalog of events that may require approval · Who does it: Account administrator · Time: 15 min
  14. Migrate from the previous system
    Registers and settingsGetting startedMigrate from the previous system
    What to check: bring from the garment maker what is in the previous system or in a spreadsheet, straight into Tenka · Who does it: Account administrator · Time: 15 min
  15. Connected apps
    Registers and settingsPlatform and securityConnected apps
    What to check: the external applications (Claude, ChatGPT, IDEs) authorized by OAuth to talk to your account through MCP. Here whoever… · Who does it: Account administrator · Time: 15 min
  16. Shareholding
    Registers and settingsFinanceShareholding
    What to check: how much of each company the group holds and by which method it enters the consolidation (full with minorities, or… · Who does it: Account administrator · Time: 15 min
  17. Access recertification
    Registers and settingsPlatform and securityAccess recertification
    What to check: the periodic review of who can do what · Who does it: Account administrator · Time: 15 min
  18. SSO / SAML
    Open in the systemSee the screen help
    Registers and settingsPlatform and securitySSO / SAML
    What to check: federated login by SAML: the customer uses its own identity provider (Azure AD/Entra, Okta, Google Workspace) to… · Who does it: Account administrator · Time: 15 min
  19. Operations rails
    Registers and settingsOperationsOperations rails
    What to check: the document RIDES on a rail, and the rail defines what the operation means and does · Who does it: Account administrator · Time: 15 min
  20. Storage usage
    Registers and settingsPlatform and securityStorage usage
    What to check: how much space the account's files take up · Who does it: Account administrator · Time: 15 min
  21. Tenkai on the website
    Registers and settingsPlatform and securityTenkai on the website
    What to check: the support chat that your website shows to visitors · Who does it: Account administrator · Time: 15 min
  22. Team journey
    Registers and settingsGetting startedTeam journey
    What to check: who else is in · Who does it: Account administrator · Time: 15 min
  23. Implementation journey
    Registers and settingsGetting startedImplementation journey
    What to check: guided implementation · Who does it: Account administrator · Time: 15 min
  24. Mirror month
    Registers and settingsGetting startedMirror month
    What to check: prove that Tenka reproduces the accountant's closing · Who does it: Account administrator · Time: 15 min
  25. Migrate from another system
    Registers and settingsGetting startedMigrate from another system
    What to check: bring customers, suppliers, items, chart of accounts and payables/receivables from Omie, Conta Azul, Bling, Nibo or a spreadsheet · Who does it: Account administrator · Time: 15 min
  26. Connector monitoring
    Registers and settingsIntegrationsConnector monitoring
    What to check: the health of the integration, hiding nothing · Who does it: Account administrator · Time: 15 min
  27. Connector reconciliation
    Registers and settingsIntegrationsConnector reconciliation
    What to check: one month at a time · Who does it: Account administrator · Time: 15 min
  28. Integration connector
    Registers and settingsIntegrationsIntegration connector
    What to check: connect Tenka to an ERP that remains the owner of the operation (e.g., Sankhya) and mirror the data here · Who does it: Account administrator · Time: 15 min
  29. Orders sent to the ERP
    Registers and settingsIntegrationsOrders sent to the ERP
    What to check: the queue of what goes from Tenka to the ERP: waiting, accepted with the ERP number, rejected with the ERP's reason, gave up · Who does it: Account administrator · Time: 15 min
  30. Assisted implementation
    Registers and settingsPlatform and securityAssisted implementation
    What to check: the follow-up of the system switch, end to end and on a single page · Who does it: Account administrator · Time: 15 min
  31. Tax setup assistant
    account menu (your avatar, at the right end of the top bar)Tax setup assistant
    What to check: state, tax regime, NFC-e security code (CSC) and A1 certificate, with the SEFAZ test at the end · Who does it: Account administrator · Time: 5 min
  32. WhatsApp usage
    Registers and settingsPlatform and securityWhatsApp usage
    What to check: the month's allowance by message type and, if needed, the credit package · Who does it: Account administrator · Time: 5 min

Week 2Finance module

What this module does: The operation of money: transactions, reconciliations, approvals, renegotiation, closing, accounts and financial registers.

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

  1. Credit cards
    Registers and settingsFinanceCredit cards
    What to check: each card with its limit, closing day and due day · Who does it: Finance · Time: 20 min
  2. Bank accounts
    Registers and settingsFinanceBank accounts
    What to check: each account with the opening balance at the cutoff date · Who does it: Finance · Time: 20 min
  3. Financial categories
    Registers and settingsFinanceFinancial categories
    What to check: start with the defaults and separate the revenues and costs you want to see · Who does it: Finance · Time: 20 min
  4. Recurring entries
    ReceiveMoney on the moveRecurring entries
    What to check: what repeats: salary, rent, school, electricity. Each rule generates the entry by itself every month · Who does it: Finance · Time: 20 min
  5. Profit centers
    Registers and settingsFinanceProfit centers
    What to check: one per activity whose margin you want to see separately · Who does it: Finance · Time: 20 min
  6. Suppliers
    Registers and settingsFinanceSuppliers
    What to check: import the supplier list (name, tax ID, email); the partner who buys with their own card (1.103.0) is a supplier, with their tax ID and "Partner who gets reimbursed" checked · Who does it: Finance · Time: 20 min
  7. Categorization rules
    Registers and settingsFinanceCategorization rules
    What to check: "shell gas station" becomes Fuel, "hapvida" becomes Health: the imported entry already arrives in the right category · Who does it: Finance · Time: 20 min
  8. Card statements
    Registers and settingsFinanceCard statements
    What to check: the statements of each card by month: open (summing expenses) and closed (became a payable) · Who does it: Finance · Time: 20 min
  9. Annual household bills
    Registers and settingsFinanceAnnual household bills
    What to check: vehicle tax, property tax, insurance, school supplies: the year's amount becomes "set aside this much per month" in the budget · Who does it: Finance · Time: 20 min
  10. Exchange rates
    ReceiveMoney on the moveExchange rates
    What to check: the exchange contract for payment to the exporter · Who does it: Finance · Time: 20 min
  11. Household debts
    Registers and settingsFinanceHousehold debts
    What to check: financing, loans and revolving card credit, with balance, interest and the payoff plan · Who does it: Finance · Time: 20 min
  12. Investments
    Registers and settingsFinanceInvestments
    What to check: savings, CDB, Treasury, funds, stocks and pension, with the position of each investment · Who does it: Finance · Time: 20 min
  13. Card acquirer reconciliation
    ReceiveMoney on the moveCard acquirer reconciliation
    What to check: the card machine statement matched to each sale · Who does it: Finance · Time: 20 min
  14. Approvals
    ReceiveMoney on the moveApprovals
    What to check: who approves payment in each company · Who does it: Finance · Time: 20 min
  15. Net worth
    Registers and settingsFinanceNet worth
    What to check: accounts + investments + assets − statements and debts: the family's net worth on one screen · Who does it: Finance · Time: 20 min
  16. The household's future
    ReceiveFinanceThe household's future
    What to check: the estimate: saving X per month, when you reach Y, and how long the wealth lasts · Who does it: Finance · Time: 20 min
  17. Bank reconciliation
    ReceiveMoney on the moveBank reconciliation
    What to check: import the month's OFX, let it reconcile on its own and check what is left · Who does it: Finance · Time: 20 min
  18. Financial transactions
    ReceiveMoney on the moveFinancial transactions
    What to check: the receivables and payables that sales and purchases generated in the first cycle · Who does it: Finance · Time: 20 min
  19. Rental contracts
    Registers and settingsFinanceRental contracts
    What to check: each rented property: tenant, value, due date, term, adjustment index and guarantee · Who does it: Finance · Time: 20 min
  20. Financial alerts
    KnowThe cash deskFinancial alerts
    What to check: check proactive watch over the result · Who does it: Finance · Time: 10 min
  21. Center structure
    Registers and settingsFinanceCenter structure
    What to check: organize the profit centers into areas/groups with N levels · Who does it: Finance · Time: 15 min
  22. Treasury contracts
    KnowThe cash deskTreasury contracts
    What to check: check the company's loans, financing and investments · Who does it: Finance · Time: 10 min
  23. Monthly closing
    ReceiveMoney on the moveMonthly closing
    What to check: closes the period · Who does it: Finance · Time: 15 min
  24. Health Score
    Open in the systemSee the screen help
    KnowExploreHealth Score
    What to check: check 0–10 index of financial health (liquidity, margin, growth, concentration, default, runway) with calculation record of… · Who does it: Finance · Time: 10 min
  25. IFRS map — review categories
    KnowExploreIFRS map — review categories
    What to check: check review of the map linking each financial category to the IFRS balance sheet line: what was classified with certainty, what… · Who does it: Finance · Time: 10 min
  26. Category structure
    Registers and settingsFinanceCategory structure
    What to check: organize the categories into packages/groups with N levels · Who does it: Finance · Time: 15 min
  27. Renegotiations
    ReceiveMoney on the moveRenegotiations
    What to check: debt renegotiation agreements closed through the customer portal (self-service) or proposed by the collection agent · Who does it: Finance · Time: 15 min
  28. Partner balance
    ReceiveMoney on the movePartner balance
    What to check: the business partner's current account · Who does it: Finance · Time: 15 min
  29. Receivable and payable types
    Registers and settingsFinanceReceivable and payable types
    What to check: types of financial instrument · Who does it: Finance · Time: 15 min
  30. Retailer fines
    ReceiveMoney on the moveRetailer fines
    What to check: each retailer fine with the cause, the document and the receivable it was deducted from · Who does it: Finance · Time: 15 min

Week 2BI module

What this module does: Free-form analysis of your data: build dashboards with cards, tables and charts, or generate reports with filters, grouping and scheduled delivery.

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

  1. Dashboard builder
    KnowBuild your own viewDashboard builder
    What to check: the dashboard from a question: write what you want to see and adjust what comes back · Who does it: Manager · Time: 30 min
  2. Reports (BI)
    KnowBuild your own viewReports (BI)
    What to check: check the self-service report builder · Who does it: Manager · Time: 10 min

Week 2Tenkai module

What this module does: Your company's assistant and its governance: what it knows, where it speaks, what it can decide on its own — and the trail of everything it answered.

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

Who it is for: whoever wants to put the Tenka agents to work — the Reconciler, the Buyer, assisted closing, receipt forecast, scheduled questions — with rules written by the company and control over how much each agent can do on its own.

What you have at the end: Tenkai knowing how your company talks, the policies applying to every decision, each agent at the autonomy level you chose and the accountability of each: what it saw, what it decided and how much it saved.

Rhythm: 3 weeks. In each step there are two buttons: Open in the system and See the screen's help, both in a new tab.

Company contextPoliciesAutonomyAgents at workInboxTransparency
  1. Data Tenkai cannot see
    Registers and settingsPlatform and securityData Tenkai cannot see
    What to check: the fields that never go to the AI (Tenkai still knows they exist, so it can say it cannot read them) · Who does it: Account administrator · Time: 15 min
  2. Tenkai channels
    Registers and settingsPlatform and securityTenkai channels
    What to check: what Tenkai can do outside the platform: WhatsApp, email, external agent · Who does it: Account administrator · Time: 15 min
  3. Company policies
    ImproveDigital employeesCompany policies
    What to check: the rules in plain language: "up to 5% discount the salesperson decides; above that it goes to the manager" · Who does it: Account administrator · Time: 15 min
  4. Digital employees
    ImproveDigital employeesDigital employees
    What to check: the showcase: choose the first agent — almost always the Reconciler · Who does it: Account administrator · Time: 15 min
  5. Agent autonomy
    ImproveDigital employeesAgent autonomy
    What to check: each step in SUGGEST (only writes), REVIEW (prepares and you confirm) or EXECUTE — start at SUGGEST · Who does it: Account administrator · Time: 15 min
  6. Digital Reconciler
    ImproveDigital employeesDigital Reconciler
    What to check: import the statement and see the matches the agent proposes · Who does it: Account administrator · Time: 15 min
  7. Agents inbox
    ImproveDigital employeesAgents inbox
    What to check: everything the agents expect from you, in one place · Who does it: Account administrator · Time: 15 min
  8. Tenkai context
    Registers and settingsPlatform and securityTenkai context
    What to check: what Tenkai needs to know about the company, written once; the house glossary: what the acronyms mean, what you call the customer, the product, the department · Who does it: Account administrator · Time: 15 min
  9. Scheduled questions
    ImproveDigital employeesScheduled questions
    What to check: the question that becomes a report: "send me the cash every Monday at 8am" · Who does it: Account administrator · Time: 15 min
  10. Tenkai decision trail
    ImproveDigital employeesTenkai decision trail
    What to check: decision by decision: what the agent saw, what it decided and why · Who does it: Account administrator · Time: 15 min
  11. Digital employees office
    ImproveDigital employeesDigital employees office
    What to check: all agents side by side: status, runs in the month, how much they saved and how much they cost · Who does it: Account administrator · Time: 15 min
  12. Assisted closing
    ImproveDigital employeesAssisted closing
    What to check: the month-end closing checklist generated and measured in the database · Who does it: Account administrator · Time: 15 min
  13. Tenkai Transparency Center
    ImproveDigital employeesTenkai Transparency Center
    What to check: each agent's scoreboard: what it earned, what it cost, what it got wrong; the confidence of each answer and the policy for when the agent hands over to a person · Who does it: Account administrator · Time: 15 min
  14. Receipt forecast
    ImproveDigital employeesReceipt forecast
    What to check: on which day each invoice should come in and the chance of delay · Who does it: Account administrator · Time: 15 min
  15. Tenka Council
    ImproveDigital employeesTenka Council
    What to check: the decision ritual with the agenda ready (business health, goals traffic light, month's result) and the minutes · Who does it: Account administrator · Time: 15 min
  16. Tour 360
    Open in the systemSee the screen help
    ImproveDigital employeesTour 360
    What to check: the guided tour tailored to your industry: garment manufacturing, textile chain, software house or services · Who does it: Account administrator · Time: 15 min
  17. Daily queue
    ImproveDigital employeesDaily queue
    What to check: what needs attention today, in a single list: what is due, what is stuck and what is waiting for you; each person's list for the day: what is due, what is stuck and what an agent left for you to decide · Who does it: Account administrator · Time: 15 min
  18. Tenka showcase
    ImproveDigital employeesTenka showcase
    What to check: what else Tenka does for your industry, what is already in your plan and what requires a module · Who does it: Account administrator · Time: 15 min
  19. Sharing with the partner
    Registers and settingsPlatform and securitySharing with the partner
    What to check: what your account shares with the partner whose benefits program brought it here · Who does it: Account administrator · Time: 15 min
  20. Knowledge by screen
    ImprovePlatform and securityKnowledge by screen
    What to check: check what the AI should know about each screen IN your company · Who does it: Account administrator · Time: 10 min
  21. MCP Server
    Open in the systemSee the screen help
    Registers and settingsPlatform and securityMCP Server
    What to check: connect an AI agent (your company's Claude/ChatGPT) to the tenant's governed context · Who does it: Account administrator · Time: 15 min
  22. AI usage
    Registers and settingsPlatform and securityAI usage
    What to check: Tenkai usage and cost per month · Who does it: Account administrator · Time: 15 min
  23. Tenkai learning
    ImproveDigital employeesTenkai learning
    What to check: check what Tenkai usage taught, turned into a SUGGESTION for you to approve with one click · Who does it: Account administrator · Time: 10 min
  24. Bring in what you already have
    ImproveDigital employeesBring in what you already have
    What to check: check uploads the XMLs of the invoices the company has already received and turns what is inside them into registration proposals · Who does it: Account administrator · Time: 10 min
  25. Digital Buyer
    ImproveDigital employeesDigital Buyer
    What to check: check the digital employee that replenishes inventory before it runs out · Who does it: Account administrator · Time: 10 min
  26. Create an agent by chatting
    ImproveDigital employeesCreate an agent by chatting
    What to check: check the customer writes in plain language what they want · Who does it: Account administrator · Time: 10 min
  27. Board table
    ImproveDigital employeesBoard table
    What to check: check bring a strategic question to the table · Who does it: Account administrator · Time: 10 min
  28. Tenkai action plans
    ImproveDigital employeesTenkai action plans
    What to check: check ask in one sentence ("collect the 12 overdue ones") and see THE PLAN before anything goes out · Who does it: Account administrator · Time: 10 min
  29. Tenkai watch
    ImproveDigital employeesTenkai watch
    What to check: check what Tenkai found on its own and nobody has resolved yet · Who does it: Account administrator · Time: 10 min

How the menu is organized (read before you start) (Tenkai module)

The agents live in Improve ▸ Digital employees. What they know and what they can never see is in Registers and settings ▸ Platform and security.

Where What lives there
Improve ▸ Digital employees Digital employees (the showcase), Agent autonomy, Company policies, Agents inbox, Digital employees office, Tenkai Transparency Center, Tenkai decision trail
Registers and settings ▸ Platform and security Tenkai context, Data Tenkai cannot see, Tenkai channels
The agents work on the data that is already in Tenka. Start with them after finance (and, for the Buyer, inventory) has been running in the system for at least a month.

Where agents usually go wrong

  • Starting at EXECUTE. Without a month at SUGGEST, nobody knows whether the agent gets it right. Raise autonomy step by step.
  • Policy only in the owner's head. The agent follows the written policy; what is not written it cannot guess.
  • Empty context. Without the house glossary, Tenkai does not understand what "MP" or "OC" mean in your company.

Questions Tenkai answers after the implementation

  • "What are the agents waiting on from me today?"
  • "How much did the Reconciler save this month?"
  • "Why did the agent suggest this purchase?"

The gates and the routine (Tenkai module)

Week 1 — what Tenkai knows and what it never sees

Week 1 gate: the glossary written, the sensitive data protected and the first three policies published.

Week 2 — the agents, one at a time

Week 2 gate: the first agent working at SUGGEST for a week, with the inbox cleared every day.

Week 3 — trust and accountability

The routine (10 minutes a day): Agents inbox. Once a month: Transparency Center — and raise to REVIEW or EXECUTE only the step that got the whole month right. ✅ Go-live gate: at least two agents working, each step at the autonomy level the company chose, and the Transparency Center showing what each one saved.

Week 3Strategy module

What this module does: Strategic planning: BSC (pillars/objectives), self-assessed indicators, AI-assisted FCA and AGM/AGQ rituals.

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

Who it is for: the company that wants to use Tenka to plan and track strategy — identity, pillars, objectives, indicators, quarterly OKRs and the AGM (the monthly management review) with a ready agenda and minutes.

What you have at the end: the strategy map with traffic lights, OKRs with progress calculated from the data, and a monthly ritual that arrives with the agenda ready and ends with decisions that become tasks.

Rhythm: 3 weeks. In each step there are two buttons: Open in the system and See the screen's help, both in a new tab.

IdentityPillarsObjectivesIndicatorsQuarterly OKRsMonthly AGM
  1. Company identity
    ImproveWhere we are headingCompany identity
    What to check: business, mission, vision, values and purpose — Tenkai can generate a draft from the business · Who does it: Executive board · Time: 30 min
  2. SWOT analysis
    ImproveStrategist analysesSWOT analysis
    What to check: strengths, weaknesses, opportunities and threats with intensity; the strategic posture is calculated · Who does it: Executive board · Time: 30 min
  3. Strategic pillars
    ImproveWhere we are headingStrategic pillars
    What to check: the plan's perspectives: financial, market and customer, processes and technology, people · Who does it: Executive board · Time: 30 min
  4. Strategic objectives
    ImproveWhere we are headingStrategic objectives
    What to check: the desired results per pillar, each with an owner · Who does it: Executive board · Time: 30 min
  5. Strategic indicators
    ImproveWhere we are headingStrategic indicators
    What to check: the indicators of each objective with the monthly target; use the native source whenever possible — it is assessed on its own · Who does it: Executive board · Time: 30 min
  6. Strategy map
    ImproveWhere we are headingStrategy map
    What to check: the cycle map with the traffic light of each objective · Who does it: Executive board · Time: 30 min
  7. Quarterly OKRs
    ImproveWhere we are headingQuarterly OKRs
    What to check: objectives become Objectives and targets become Key Results with the progress calculated · Who does it: Executive board · Time: 30 min
  8. Seed goals
    ImproveWhere we are headingSeed goals
    What to check: the annual growth target becomes a funnel in sales and budget lines · Who does it: Executive board · Time: 30 min
  9. AGM (rituals)
    ImproveWhere we are headingAGM (rituals)
    What to check: the month's management review: agenda generated, minutes and decisions that become requests · Who does it: Executive board · Time: 30 min
  10. AGM deck
    ImproveWhere we are headingAGM deck
    What to check: the month's deck in 1 click: result, business health and the CFO's letter, in PDF · Who does it: Executive board · Time: 30 min
  11. Experiments (A/B)
    KnowThe company over timeExperiments (A/B)
    What to check: check test price, cadence and discount policy in YOUR operation with correct statistics · Who does it: Executive board · Time: 10 min
  12. Causal engine
    KnowThe company over timeCausal engine
    What to check: check what would have happened IF. Tenka has a dashboard of companies with STAGED ADOPTION (each one changed price, cadence or… · Who does it: Executive board · Time: 10 min
  13. Blog & SEO
    Open in the systemSee the screen help
    SellMarketing and growthBlog & SEO
    What to check: blog editorial queue · Who does it: Executive board · Time: 15 min
  14. Growth Studio
    SellMarketing and growthGrowth Studio
    What to check: plan campaigns and generate the plan with AI (structure, keywords, copy, creatives and calendar) · Who does it: Executive board · Time: 15 min
  15. Campaign ROI
    SellMarketing and growthCampaign ROI
    What to check: from campaign to result · Who does it: Executive board · Time: 15 min
  16. Ambidexterity
    ImproveWhere we are headingAmbidexterity
    What to check: check shows side by side how much of the company SAYS it is building the future (classified portfolio) and how much it is REALLY… · Who does it: Executive board · Time: 10 min
  17. Ansoff matrix
    ImproveStrategist analysesAnsoff matrix
    What to check: check distributes revenue across the 4 quadrants (product × market) and suggests the growth strategy · Who does it: Executive board · Time: 10 min
  18. BCG matrix
    ImproveStrategist analysesBCG matrix
    What to check: check classifies products/lines by growth × share · Who does it: Executive board · Time: 10 min
  19. Value proposition canvas
    SellMarket intelligenceValue proposition canvas
    What to check: two-sided canvas per product group · Who does it: Executive board · Time: 15 min
  20. Scenarios and trends
    ImproveStrategist analysesScenarios and trends
    What to check: check external factors (PESTEL) with probability and intensity, classified as opportunity or threat with traffic light · Who does it: Executive board · Time: 10 min
  21. Company culture
    ImprovePeople and developmentCompany culture
    What to check: check organizational culture diagnosis (Schneider model) · Who does it: Executive board · Time: 10 min
  22. Value curve
    ImproveStrategist analysesValue curve
    What to check: check compares the company's offering level with competitors by attribute and suggests Eliminate/Reduce/Raise/Create/Keep… · Who does it: Executive board · Time: 10 min
  23. ESG
    Open in the systemSee the screen help
    ImproveWhere we are headingESG
    What to check: check materiality matrix, environmental/social/governance indicators assessed from the data the company already has… · Who does it: Executive board · Time: 10 min
  24. Emergent strategy
    ImproveWhere we are headingEmergent strategy
    What to check: check what orders reveal (Mintzberg) · Who does it: Executive board · Time: 10 min
  25. Organizational coherence
    ImproveStrategist analysesOrganizational coherence
    What to check: check the organizational design star · Who does it: Executive board · Time: 10 min
  26. Market intelligence (GIGA + KIQs)
    SellMarket intelligenceMarket intelligence (GIGA + KIQs)
    What to check: assessment of what you NEED to know × how well your information covers it (with gap traffic light), and the key questions of… · Who does it: Executive board · Time: 15 min
  27. New Products Lab
    ImproveWhere we are headingNew Products Lab
    What to check: check guided journey to take a product off the drawing board · Who does it: Executive board · Time: 10 min
  28. My market share
    ImproveWhere we are headingMy market share
    What to check: check your share calculated on the company's REAL revenue, divided by the universe that YOU declare · Who does it: Executive board · Time: 10 min
  29. Personas & JTBD
    Open in the systemSee the screen help
    SellMarket intelligencePersonas & JTBD
    What to check: customer archetypes generated from the real profile of the base (by segment), with pains, gains and jobs to be done · Who does it: Executive board · Time: 15 min
  30. Owner's scoreboard
    KnowExploreOwner's scoreboard
    What to check: check the monthly scoreboard per person with the two verdicts of the ceremony · Who does it: Executive board · Time: 10 min
  31. Guided Business Plan
    ImproveWhere we are headingGuided Business Plan
    What to check: check the trail that chains identity, SWOT, 5 Forces, positioning, personas, Ansoff and goals · Who does it: Executive board · Time: 10 min
  32. Strategic plans
    ImproveWhere we are headingStrategic plans
    What to check: check planning cycles (e.g., 2026–2029) · Who does it: Executive board · Time: 10 min
  33. Playbooks
    Open in the systemSee the screen help
    ImproveWhere we are headingPlaybooks
    What to check: check library of management and agile culture playbooks · Who does it: Executive board · Time: 10 min
  34. Porter's 5 Forces
    ImproveStrategist analysesPorter's 5 Forces
    What to check: check radar of the 5 competitive forces (rivalry, entrants, suppliers, customers, substitutes) with factors and intensity · Who does it: Executive board · Time: 10 min
  35. Positioning
    ImproveStrategist analysesPositioning
    What to check: check positioning statement (for whom, what, why different) and the brand's perceptual map against competitors · Who does it: Executive board · Time: 10 min
  36. Live segmentation
    SellMarket intelligenceLive segmentation
    What to check: matrix attractiveness (revenue growth) × profitability (real margin) by market segment, calculated from… · Who does it: Executive board · Time: 15 min
  37. Valuation
    Open in the systemSee the screen help
    KnowExploreValuation
    What to check: check estimated company value by multiples and DCF, with calculation record · Who does it: Executive board · Time: 10 min
  38. VRIO (resources and advantage)
    ImproveStrategist analysesVRIO (resources and advantage)
    What to check: check assesses the company's resources (Valuable/Rare/Inimitable/Organized) and points out the competitive implication of each one · Who does it: Executive board · Time: 10 min
  39. Outcome-based pricing
    KnowThe company over timeOutcome-based pricing
    What to check: check turns the Results Certificate (D5) into a commercial offer of "% of what it recovered/saved". The golden rule · Who does it: Executive board · Time: 10 min
  40. Reconciled forecast
    KnowThe company over timeReconciled forecast
    What to check: check the sales/revenue forecast in a HIERARCHY (SKU → customer → region → total) reconciled so that the levels ADD UP… · Who does it: Executive board · Time: 10 min
  41. Timeline
    KnowThe company over timeTimeline
    What to check: check the GRAPH TIMELINE: choose a record (Customer, Contract, Project, Process, Person, FCA…) and a DATE to see… · Who does it: Executive board · Time: 10 min
  42. Decision replay
    KnowThe company over timeDecision replay
    What to check: check BACKTESTING applied to HUMAN JUDGMENT: for a decision recorded in the Tenka Council, it rebuilds THE SCENARIO THAT… · Who does it: Executive board · Time: 10 min

How the menu is organized (read before you start) (Strategy module)

Strategy lives in Improve ▸ Where we are heading (the plan) and Improve ▸ Strategist analyses (the analyses). The rest of the menu is the source of the indicators that assess themselves: sales, cash, delivery.

Where What lives there
Improve ▸ Where we are heading Company identity, Strategic pillars, Strategic objectives, Strategy map, Strategic indicators, Quarterly OKRs, Seed goals, AGM (rituals), AGM deck
Improve ▸ Strategist analyses SWOT analysis, Porter's 5 Forces, BCG matrix, Ansoff matrix
Improve ▸ Digital employees Tenka Council (the monthly decision ritual, with minutes)

Where strategy usually goes wrong

  • Too many manual indicators. An indicator typed by hand every month stops being updated by the third. Prefer the native source, which assesses itself.
  • Objective without an owner. Without an owner, nobody answers for the red light at the AGM.
  • Decision that stays in the minutes. The AGM decision only moves when it becomes a request with an owner and a deadline — the ritual already creates the request.

Questions Tenkai answers after the implementation

  • "Which objectives are in the red this month?"
  • "How are the quarterly OKRs doing?"
  • "What was decided at the last AGM and what has been done?"

The gates and the routine (Strategy module)

Week 1 — the plan

Week 1 gate: identity written, SWOT done and the objectives of each pillar with an owner.

Week 2 — measurement and OKRs

Week 2 gate: each objective with at least one indicator and the quarterly OKRs published.

Week 3 — the monthly ritual

The executive board's ritual (1 hour a month): open the AGM deck, go through the Strategy map objective by objective and close the AGM with the decisions, which become requests with an owner. ✅ Go-live gate: the first AGM done through the system, with minutes and decisions turned into requests.