Deployed · Sales tool

Next-Best Motion

A lightweight tool that helps a specialist move from a customer conversation to a small, explainable shortlist of the portfolio motions worth leading with. It supports specialist judgement — it does not replace it. Built for an enterprise technology team and in daily use.

Problem

The problem was never a shortage of offerings — it was the difficulty of quickly translating what a customer is saying into a small, usable set of motions a specialist could lead with.

What this is

A browser tool that bridges what the customer says, where they are in their transformation journey, the topic in play, and the portfolio motion to open with — returning a ranked, explainable shortlist from a curated catalogue of motions.

AI role

AI converts pasted meeting notes into structured signals from a controlled vocabulary of stages, topics and cues. A deterministic engine then does the ranking, and a local fallback keeps the workflow running if the AI step is unavailable.

Current status

Live for a named specialist audience, with consistency checks, usage and cost controls, and privacy-friendly analytics. Recommendations are always checked by the specialist.

Live Customer tool Decision support AI + local fallback Human-in-the-loop

Wireframe · Signals in → shortlist out

Two ways in

Path A · Pick signals

Path B · Paste notes

AI extracts stage, topic and cue signals from a few lines of meeting context — with a local scanner as a fallback if the AI step is unavailable.

Deterministic scoring engine

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Same signals in → same ranking out. Ties resolve by explicit lead-motion matches, then cue priority, then specificity.

Ranked shortlist · grouped by confidence

Each motion expands to explain why it fits, how to open the conversation, what to ask next, the likely next step, and which adjacent motions are relevant.

Kept trustworthy by

ontopraxis helped us turn a complex technology portfolio into a lightweight, practical sales tool. It uses Applied AI to translate customer conversations into a small, explainable shortlist of motions worth leading with — then supports the specialist with discovery questions, next steps, and relevant customer references. The result strengthens specialist judgment without trying to replace it.”

North America Business Development Leader, Global IT Infrastructure player

A deliberately simple build with a curated catalogue, deterministic ranking, a controlled vocabulary for the AI step, and a local fallback — so the core workflow never fully stops and the specialist stays in control of the final call.

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