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One moment.
One moment.
HelmXP is one application with three workflows: author the briefing, run the cycle, carry the chart. Below: what each surface does, who uses it, and what it replaces.
Eight grips around the rim, each a Seat. Click any grip to enter that Seat’s workspace. The hub is your institution. The beacon marks the captain’s most recent course.
The Wheel replaces the spreadsheet you’ve been using to track who owes what for the board packet. It shows draft status, review status, and approval status in real time — for every section, every cycle.
Each Seat-holder has a workspace tuned to their role. AI drafts the starter content from your data sources. The Seat-holder edits, reviews sub-seat drafts, and signs off.
Track-changes review, citation footers, voice profile editing, and a continuity tracker that surfaces last quarter’s commitments — all in one surface.
When every section is approved, the CEO seat assembles the Briefing — your full board packet. Captains can comment inline before the meeting. Export to your board portal of choice with one click.
Captains get full product access. The Bridge is their dedicated view: review the Briefing, comment, vote, see the Chart, set course. Distinct from the Wheel — no drafting tools — but every governance surface.
One of our team will run you through HelmXP using your CU’s real 5300 data. No commitment, no slides.