CEO Assistant

Your morning brief is ready · 21 Jun 2026

Today 08:30 ▾
Business overview Generated 08:30 · live
Subscription receipts
RM 0M
87.3% to target ▲ 6.2%
Booked revenue
RM 0M
89.6% to target ▲ 7.1%
Booked profit
RM 0M
78.4% to target ▼ 2.3%
ARR
RM 0M
95.2% to target ▲ 12.4%

Overall momentum is steady — subscription receipts and ARR are tracking well. Booked profit at 78.4% is below plan, dragged by three items: the D-Manufacturing ERP overrun (forecast −RM0.12M, now loss-making), the B-State cloud rollout slipping, and international delivery staying soft (below 65% for a third straight month.)

!
KIS Cloud renewal rate is down 1.1% with early churn signals. Recommend a focused review this week on the D-Manufacturing loss-prevention plan and international resource reallocation.

Today's high-value decisions · 3

Today 10:00
Board quarterly strategy review

Agenda: Q2 direction and H2 resource allocation. Attending: Chair, division GMs, CFO, strategy lead.

HQ 28F Boardroom · approx. 2 hours
Today 14:30
Client executive visit

Client CFO & CIO team visiting to discuss a deeper Cosmic platform partnership and renewal.

HQ 26F VIP suite · in-person + video (Penang)
Today 16:00
D-Manufacturing loss-prevention review

Project cost overrun deep-dive with delivery and finance, agree a recovery plan.

HQ 24F Room 3 · 45 minutes
Market trend3h ago

Enterprise SaaS keeps growing — cloud-ERP penetration still low

Regional enterprise SaaS grew 22% YoY in Q1. Mid-to-large cloud-ERP penetration is only 18%, leaving a long replacement runway.

0Market growth
0Cloud-ERP rate
RM 680MQ1 size
Recommendation

Focus on manufacturing, retail and property; accelerate on-prem → cloud migration.

Opportunity window

Q2 is enterprise IT budget season — push migration proposals before end of May.

Options
A
Go broad — launch all three sectors at once. Wide reach, heavy spend. est. +RM1.2M pipeline
B
Focus first — lead with manufacturing (largest), build flagship cases, then replicate.
C
Partner-led — co-sell with ISV partners. Lower cost, slower ramp.
Source: IDC industry report + Q1 market data
Competitor move5h ago

A rival launches an AI-native ERP, accelerating the category

A competitor announced an AI-native ERP and signed 12 large accounts; their Q1 cloud revenue rose 38% YoY.

0Cloud growth
0New accounts
0Overlap
Recommendation

Fast-track our Cosmic AI-agent release; start an account-protection plan for 8 key clients.

Risk alert

3 of 8 overlap clients have contracts expiring in Q3 — up to RM2.4M at risk if we're slow.

Loop inSales · Product · CS
Source: competitor announcement + Q1 disclosure
Industry report1d ago

We enter the Challengers quadrant — first regional ERP vendor listed

Cloud-readiness, AI capability and ecosystem openness were the key scoring axes this year.

ChallengerPosition
OnlyRegional vendor
Top 15Global
Recommendation

Use the recognition to push brand campaigns and migrate large accounts to Cosmic.

Options
A
Brand-first — RM500k certification campaign reaching ~2,000 CIO-level buyers.
B
Case-driven — 3 flagship migrations, spread via summits and a white paper.
Source: Magic Quadrant for Cloud ERP 2026
Customer sentiment1d ago

NPS at 78 — mid-market satisfaction needs attention

Overall NPS is 78 (+3); large-enterprise clients are happiest. Mid-market flags long rollouts and slow customisation.

0Overall NPS
0Enterprise
0Mid-market
Related impact

+5% mid-market renewal ≈ +RM3.2M/yr; lifting NPS past 80 can trigger word-of-mouth.

A
Templatise — 5 industry templates, cut rollout from 90 → 45 days.
B
Service tier — dedicated CSM for mid-market accounts.
Source: Q1 CSAT survey (n=1,200) + social listening
Business overview
RevenueRM 3.84M +12.3%
Profit margin12.6% −0.8pp
Collection rate78% −3.2pp
New contracts69 +15%
Operating cash flowRM 1.26M +8.5%
Revenue trend
JanFebMarAprMayJun
Cost structure
Raw materials42% +3pp
Labour28%
Logistics15% +1.2pp
Admin15%
Raw-material cost rose 3pp MoM — start supplier re-quoting and consolidate purchasing.
Regional performance
Central
RM 1.28M −5.2%
South
RM 1.05M +18.6%
North
RM 0.86M +8.1%
East
RM 0.65M +22.3%
Central is sliding for a 2nd month while East grows fastest — shift resource toward East.
People & org health
Output / headRM 482k +6.8%
Attrition5.2% +1.1pp
Key roles open8
Training spendRM 86k +12%
R&D attrition is high (8.5%) — prioritise a core-tech retention plan.
Goal attainment
78%Annual revenue
Annual revenue78%
Profit target65%
Customer growth92%
Collections72%
Digital transformation85%
External visits
0
Tan Group
Visitors
0
Client CFO & CIO
Internal meetings
0
Board · review · sync
10:00
Client visit — project discussion
HQ Meeting Room A · 1 hour
Attendees
Their CFO & project lead · our CEO, sales & solutions
Purpose

Understand the client's new energy project requirements and explore partnership options.

Prep materials
Company intro deckEnergy industry solutionReception flow
✦ AI suggestion — The client has been investing heavily in smart operations lately. Prepare a short capability intro; they had an early touchpoint last year, so revisit the history and lead with new-energy success cases. Their lead prefers data-driven summaries — keep it quantitative.
13:00
H2 resource-allocation sync
HQ Room 3 · 45 min · with strategy & finance
16:00
D-Manufacturing loss-prevention review
HQ Room 3 · 45 min · delivery + finance
Good evening, Aaron. Let's make ideas grow.
＋@ ▦ Image◫ Web report▤ Finance agent 🎤
Draft a product launch plan What's in today's AI news? Run a competitor analysis Plan a team offsite Run a brainstorm
🛒

Retail Sales Console

A dashboard Lingee built from a sentence

2026-06-21 · 19:33
Date 21/06/2026Region All regions ▾Category All ▾
Orders today
0
▲ 12.3% vs yesterday
Units shipped
0
▲ 8.7% vs yesterday
Current stock
0
▼ low turnover
Plan completion
0%
▲ 3.2% vs yesterday
📊 Sales trend — last 7 days live
MonTueWedThuFriSatSun
Units shippedPlan completion
📍 Store ranking Top 6
1KL Fresh Flagship
4,280
2Penang Gurney
3,920
3JB City Square
3,560
4Ipoh Town
3,180
5Melaka Central
2,840
6Kuching Riverside
2,560