The Complete Onboarding Journey

See exactly what happens when you start with zeros. From connecting your systems to querying your business in plain English — step by step, with the screens you'll actually see.

Before we start: What questions do you wish you could answer today but can't?

The ontology exists to answer your specific questions — not as abstract data modeling. Your use cases drive what we build first.

1

Connect Your Systems

~30 minutes You: Admin access

You provide read-only API credentials for each system. We store them in Infisical (enterprise secrets management) — never in code, never in plain text. Your data stays where it is.

zeros — Data Sources
📊

Salesforce

✓ Connected
💰

QuickBooks

✓ Connected
📁

SharePoint

Waiting for credentials
🏭

NetSuite ERP

+ Add connection

Note: If you need a connector we haven't built yet, that's custom development work quoted separately. Each new connector we build serves all future clients — you're investing in the platform, not just your setup.

2

Automatic Schema Discovery

Hours (overnight) zeros: Automated

zeros connects to each system and introspects the schema — tables, fields, relationships, row counts. No LLM needed for this step, just database introspection and API calls. You wake up to a complete map of your data.

zeros — Discovery Progress
Salesforce ✓ 47 objects, 1,240 fields
QuickBooks ✓ 23 entities, 89K records
SharePoint Scanning... 2,341 documents
3

Confirm Cross-System Mappings

2-4 hours You: Business analyst

zeros proposes how your systems relate to each other. "Salesforce Account = QuickBooks Customer" — you confirm, correct, or add context. This is collaborative domain modeling: your subject matter experts shape the ontology with their business knowledge.

Standard
Free
Enhanced
~$15
Deep
~$75
Enhanced mapping uses frontier AI models to analyze field names and sample values, catching non-obvious matches. Recommended for complex schemas or legacy systems with cryptic field names.
zeros — Entity Mappings
Salesforce Account.Name
QuickBooks Customer.DisplayName
94%
Salesforce Account.BillingCity
QuickBooks Customer.BillAddr.City
91%
ERP CUST_TYP_CD
Salesforce Account.Type
67%
4

Define PII & Sensitivity

1-2 hours You: Compliance/Legal

zeros flags fields that look like PII (SSN patterns, emails, addresses). You confirm what should be masked, what's safe to analyze, and what requires special handling. This shapes how we process and store your data.

zeros — PII Classification
Customer.SSN Pattern: ###-##-####
Contact.Email Email addresses
Opportunity.Description Free text, avg 340 chars
5

Full Embedding & Analysis

Days to weeks zeros: Automated

zeros reads every note, description, and document you've approved for analysis. It generates embeddings (semantic fingerprints), clusters similar content, and builds the knowledge graph. This runs in the background — you don't need to do anything.

zeros — Ontology Build Progress
127K
Records processed
89
Clusters discovered
2.1M
Relationships mapped

Discovered themes:

Pricing discussions (1,240) Delivery feedback (567) Feature requests (423) Complaints (89)
6

Confirm Meaning & Context

2-4 hours You: Business analyst

zeros discovered 89 clusters of related content. Now you add business context: "We call these 'whale accounts'" or "This cluster is about our deprecated product line — ignore it." Your knowledge becomes part of the ontology.

zeros — Semantic Clusters
Cluster #23: "Integration concerns"
1,240 mentions across Salesforce notes, Support tickets, SharePoint docs
Needs review
7

Start Querying

Ongoing Your team

Ask questions in plain English. zeros searches across all your systems, synthesizes the answer, and shows its sources. Every query teaches the system what matters to you.

zeros — Intelligence

Acme Corp represents $340K ARR across 3 contracts:

  • $180K Enterprise (renews March 2025)
  • $120K Professional Services (ongoing)
  • $40K Support Premium

Risk signal: Support tickets up 3x in last 30 days. Last CSM touch was 47 days ago.

Salesforce QuickBooks Support DB
8

Continuous Evolution

Forever zeros: Your choice

zeros keeps learning. New data syncs automatically. Queries teach what matters. You control how aggressively it analyzes — more aggressive means faster insights, higher LLM costs. The ontology evolves with your business, maintaining versioning and audit trails.

Passive

~$50-150/mo

Learns from your queries. New data synced, no proactive analysis.

Active

~$250-400/mo

Nightly analysis of new data. Proactive pattern detection. Recommended.

Aggressive

~$1,200+/mo

Real-time analysis. Continuous relationship discovery. For power users.

What It Costs

The $25K/month platform fee covers fractional CAIO leadership, ontology building, and ongoing optimization. LLM inference, infrastructure, and custom connectors are pass-through costs on top — typically $500-1,000/month depending on usage. We'll quote exactly after seeing your systems.

🚀 Setup (One-Time)

Schema discovery $0
Enhanced mapping ~$15
PII classification ~$10
Data enrichment $1,000-3,000
Cluster labeling ~$50
Total setup $1,000-3,000
Custom connector development quoted separately if needed.

📊 Ongoing (Monthly)

Query costs $50-150
Evolution (Active mode) $200-300
New data enrichment $50-100
Typical LLM costs $300-550/mo
LLM costs scale with usage. You control the dial.

🏗️ Infrastructure

Graph database (Neo4j) $100-200
Vector storage $50-100
Compute & API hosting $100-200
Infrastructure $250-500/mo
We manage everything. You don't think about it.

This isn't waterfall

You don't wait until step 8 to get value. Most clients start querying by week 3-4, while embeddings are still running. The ontology builds incrementally — start with core entities from your highest-priority data sources, expand as you see results.

The Bottom Line

8-12
Hours of your time
2-4
Weeks to first query
$26-27K
Typical monthly total

$25K platform fee (fractional CAIO + zeros) plus $500-1,000 in pass-through costs (LLM inference, infrastructure). Custom connector development quoted separately if needed.

Ready to see your business clearly?

15 minutes. We'll look at your systems together and tell you exactly what it would take.