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APEX Operating Model

APEX: The Operating Model for the AI-Driven Enterprise

Agile, adaptive, autonomous planning & execution that connects strategy to outcomes—enabling enterprises to anticipate change, simulate scenarios, and drive faster, smarter decisions across supply chain, commercial, and finance domains.

The APEX model
  • ~90–95%

    Touchless execution across key planning and execution processes

  • 10–15%

    improvement in forecast accuracy via AI/ML-based predictive modeling

  • ~$100M–$300M

    Typical annual EBITDA impact for large enterprises

the vuca problem

Static operating models can’t match real-time volatility

Volatility, uncertainty, complexity, and ambiguity are no longer exceptions. They are the operating condition. Yet most enterprises still plan with linear cycles and siloed processes built for predictability.
Slow, fragmented decision-making that leaks value is the result every year:

  • Forecasts are out of date as soon as they’re agreed
  • Supply, commercial, product, and finance teams work to different KPIs
  • Scenario modeling takes days or weeks, not hours
  • Planning systems can’t adapt fast enough to new strategies

Impact: $5–15M in lost earnings per $1B in sales, with excess inventory, missed revenue, and reduced productivity. 

The o9 solution

APEX turns your enterprise into a 
Human + AI decision system

Over the past decade, o9’s Digital Brain platform, powered by our Enterprise Knowledge Graph (EKG), has established a connected, enterprise-wide model of data, knowledge, and decisions across global value chains.
APEX is the management model that activates this foundation. It is a decision intelligence operating system built on three components that continuously plans, executes, and learns across all business functions.

  • Agile

    Respond to disruption in minutes, not weeks, with continuously recomputed plans across demand, supply, product, and P&L.

  • Adaptive

    Every variance becomes a learning signal. The system refines algorithms, policies, and playbooks with each cycle.

  • Autonomous

    AI agents execute routine decisions end-to-end with 90–95% touchless execution, so teams can focus on strategy and innovation.  

Agile

Fast, synchronized decisions from strategy to execution

In APEX, agility means enterprise-wide decision speed. It is the ability to sense change, evaluate impact, and align decisions across commercial, supply, product, and finance functions in near real time. Instead of waiting for planning cycles, manual reconciliation, or cross-functional meetings, APEX enables the organization to respond to volatility as it happens, with strategy and execution always in sync.

To do so, APEX leverages a dual-brain architecture inspired by human cognition:

  • Deep Thinking Brain

    Optimizes medium- and long-range plans with early risk detection, cross-functional scenario modeling, and multi-objective optimization. Even a 1% better enterprise optimization can be worth tens to hundreds of millions in value.

  • Fast Response Brain

    Applies those strategies in real time through policy-driven, algorithmic decisions for order promising, deployment, replenishment, production scheduling, and deal quoting, delivering 95%+ touchless execution. 

ADAPTIVE

Learn faster than the business changes

Within APEX, agentic AI operationalizes the four foundational questions of management in every domain, at every level:

  • What happened and why?

    Post-Game Analysis Agents explain variances and identify root causes.

  • What is the latest state?

    Risk & Opportunity Visibility Agents fuse signals across internal systems and external data.

  • What is likely to happen?

    Forecasting & Baseline Planning Agents update projections with statistical and ML models.

  • What actions should we take?

    Scenario Planning & Actioning Agents run simulations, recommend interventions, and can trigger approved actions automatically.

Together, these agents create a “navigation system” for your business: constantly sensing, re-optimizing, and guiding the best path forward. 

3 adaptive mechanisms

  • Performance Post-Game Analyzer

    Continuously compares plan vs. actuals, surfaces root causes, and automatically updates decision logic in the EKG.

  • AI-Powered Centers of Excellence

     Self-service configuration and AI-guided architecture support faster implementations and sustained adoption over 3–5 years.

  • Business Simulators

    Immersive, scenario-based training environments where leaders have the space to “rehearse” decisions under volatility before they go live. 

Traditional transformations follow a familiar pattern of long education, lengthy roll-out, low adoption, and declining impact as the business changes. APEX breaks this linear cycle by hard-wiring learning and adaptation into the operating model.

Autonomous

The North Star of APEX

Agility and adaptiveness are not the destination. They are the path.
The North Star of APEX is the autonomous enterprise where routine, high-frequency decisions are executed automatically, and humans focus on strategy, judgment, and direction.

In an autonomous APEX state:

  • AI senses change, evaluates options, and executes within enterprise guardrails
  • Execution processes run largely touchless, in real time
  • Learning is embedded, not manual

Autonomous does not mean “hands-off.”
It means faster, more reliable decisions at scale in an increasingly VUCA environment.

Recognized by Gartner®

Early Adopter Results

  • 90%+ touchless forecasting, +11% forecast accuracy, and billion-dollar cash-flow improvements enabling stock buybacks.
  • Scenario planning reduced from days to hours, synchronizing supply, finance, and commercial teams.
  • +63% win rate and $300M+ inventory and cost savings.
  • 70% inventory reduction via synchronized decision models.
  • 13% inventory reduction, 32% fewer stockouts, and 20% lower transport costs.
Recognized by Gartner®

Independent Validation

o9 has been recognized by Gartner Peer Insights™ as the only Customers’ Choice Provider for Supply Chain Planning Solutions—reflecting high satisfaction and strong business outcomes. Customers consistently cite APEX, powered by the o9 Digital Brain, as a strategic differentiator that enables synchronized, data-driven decision-making. 

Who APEX Is For

Designed for leaders who need agility at enterprise scale

  • Chief Supply Chain, Operations, and Planning Officers seeking end-to-end IBP/IBPX
  • CFOs and finance leaders looking to connect plans directly to P&L outcomes
  • Commercial and Sales leaders needing faster, more profitable decisions on pricing, mix, and promotions
  • CIOs/CTOs tasked with operationalizing AI within core business processes

Take a tour

See how the o9 Digital Brain unifies planning, forecasting, and execution through AI-driven intelligence.