Running a Business Analyst scan

What a Business Analyst scan is

A scan is Verinode's AI Co-COO reading your whole operation, or a part of it you choose, in one pass and adding decisions to your board for anything worth your attention. It is the same LEAN plus restoration-framework expertise that runs quietly every week, except you are the one pulling the trigger, on the areas you pick, right now.

Verinode does not decide anything on your behalf. The scan reads your jobs, margin, vendors, materials, team, equipment, clients, compliance, safety, certifications, reputation, and recruiting data, weighs each finding against LEAN, IICRC, OSHA, EPA, state regulation, and carrier program anchors, and writes a finding to your decision board with a dollar figure attached. You still choose whether to act, park, or dismiss each one.

Scans also run automatically once a week in the background (that is the "weekly sweep" you will see tagged on some decisions). Running one yourself on demand is for when something changed, you want a focused look at one area, or you have not seen a fresh pass in a while and want to check.

Where to find it

Open Decisions from the sidebar (/decisions). In the header, next to Workload and Triage Log, there is a Run analysis button (a circular scan icon and the label). It only appears in Decisions mode, not on the Action Plans tab, and not for read-only or HQ viewers, because a scan writes new findings and only the operator working the board can start one.

Clicking Run analysis opens the Run a business analysis modal.

The Run a business analysis modal

The modal opens with a short line of context:

"Verinode reads your operation section by section and adds decisions to your board, each with a dollar figure on the line. Pick the areas to focus on, or leave all unselected to analyze the whole business."

Below that are three controls.

Sections

A row of pill buttons, one per area Verinode can read:

• Jobs
• Margin & Cash
• Vendors
• Materials
• Team
• Equipment
• Clients
• Compliance
• Safety
• Certifications
• Reputation
• Recruiting

Above the pills, a small label reads Sections · All when nothing is selected, or Sections · N selected once you have tapped one or more pills. Tapping a pill toggles it on (filled copper) or off (outline). Leaving every pill off is not "nothing selected", it means the full-business pass: every section gets read. This is the same behavior whether you tap zero pills or all twelve.

Under the hood, the sections you pick decide which status tool Verinode calls for that pass. A cross-entity grounding read runs on every scan regardless of what you pick, so even a single-section scan is checked against the rest of your business, not read in isolation.

Focus note (optional)

A free-text box under Focus note (optional), three lines tall, with the placeholder "e.g. Dig into AR lag and where margin is leaking on water jobs." Use it to point the scan at a specific question instead of a general read of the sections you picked. It is capped at 500 characters, and a counter under the box (e.g. "42/500") tracks how much room is left.

The Premier gate

A full scan, whether whole-business or narrowed to sections, is a Premier capability. If your membership is not Premier, the modal shows:

"A full-business scan is a Premier capability. Upgrade to run one and have the findings land here as decisions."

The Start analysis button is replaced with Upgrade to Premier, which closes the modal and opens the pricing overlay pre-scoped to Premier. This is enforced on both ends: the button itself won't fire the scan for a non-Premier membership, and the server checks membership again before it runs anything, so the gate can't be bypassed by calling the API directly.

If your membership is Premier, the footer instead shows Start analysis · 5 IUs. Starting a scan spends 5 Intelligence Units from your monthly allocation, the same balance every other AI action in Verinode draws from. If your balance can't cover it, the scan does not run and you will need to top up or wait for the next allocation.

While a scan is running, the button reads Analyzing… and is disabled, the Cancel button is also disabled, so you cannot close the modal mid-run. A full-business pass reads a lot of ground, so give it a minute or two rather than a few seconds.

What happens when a scan finishes

The modal switches to an Analysis complete state, showing:

• A large number: how many new decisions the scan added to your board.
• Underneath, "new decision" (singular) or "new decisions" (plural), and, when the scan found dollar exposure, a dollar figure and "/yr at stake" appended (for example, "3 new decisions · $18K/yr at stake").
• If the count is zero, an extra line explains why: "Every pattern it found was already on your board. Nothing new to add." That is not a failure. It means the scan re-checked your business and everything it would have flagged is already sitting there as an open decision from an earlier pass.

A single button, See your decisions, closes the modal. The decision list behind it refreshes automatically so the new findings are visible the moment you close, no manual reload needed.

If something goes wrong, an error message appears inline in the modal instead (for example, an IU or membership issue, or a network problem), and the scan does not add anything to your board.

How scan findings show up on your board

Every decision a scan produces carries the same status, domain, and act flow as anything else on your board. Verinode never quietly resolves a finding, it always lands as an open decision for you to work.

Once you have run at least one scan, a From a scan toggle appears in the Decisions filter bar, next to the sort dropdown. It shows a small count (how many open decisions in your current status filter came from a scan) and, when toggled on, narrows the list to only those findings, so you can review a run's output as a batch instead of hunting for it in the full board. Toggle it off to return to the full list.

Open one of these decisions and scroll to the bottom of the workspace to see the provenance footer, headed Generated by Verinode Business Analyst, with a relative timestamp ("2h ago", "3d ago") and a note on whether it came from a run you started ("you ran this") or the weekly sweep ("weekly sweep"). Below that:

• The framework anchors behind the finding (LEAN, IICRC, OSHA, EPA, State regulation, or Carrier program), each with a code and a rationale you can read on hover. If none were attached, it says so plainly rather than showing an empty section.
• A Grounded in row of pills naming which reads fed the finding (for example, "Margin Status", "Compound Focus"), so you can see what data the analyst actually looked at before writing it up.
• Cost telemetry for that run: input and output tokens and the dollar cost of the model call, shown in small type for transparency.
• A Dismiss all open findings from this run link, which bulk-dismisses every still-open decision the same run produced (decisions you already acted on, parked, or dismissed individually are left untouched). Use this if an entire run turned out to be a bad batch and you want to clear it in one move rather than one decision at a time.

Repeat findings are folded in, not duplicated

If a scan surfaces something it already flagged in an earlier open decision, it does not create a duplicate row. It updates the existing decision instead, which is why a rerun can legitimately report "0 new decisions" even on a business with real issues open on the board: the issues are already there, the scan just confirmed them again. This is also why the emitted count you see in the completion panel can be lower than the number of patterns the model actually found, some of that work goes into strengthening what is already open rather than adding something new.

Empty states

• No membership access. Non-Premier memberships never see the section picker meaningfully gated off, they see the same modal with the upgrade message and button described above.
• Zero new decisions. "Every pattern it found was already on your board. Nothing new to add." shown under the count of 0.
• No "From a scan" toggle. Until you have run at least one scan (manual or weekly), the toggle does not appear in the filter bar at all, there is nothing to filter by yet.
• No framework citations on a decision. The provenance footer reads "No framework citations were attached to this finding." rather than showing a blank section.

Best-practice example

Say your margin has been tightening on water jobs and you are not sure why. Instead of waiting for the weekly sweep, open Decisions, click Run analysis, select just Margin & Cash and Vendors, and add a focus note: "Dig into AR lag and where margin is leaking on water jobs." Start the scan. When it finishes, you might see "2 new decisions · $9K/yr at stake." Turn on From a scan to see just those two, open each one, and check the Grounded in pills and framework citations to see exactly what data and standard backed the finding before you act, park, or dismiss it.

Related reading

• The decision workspace for how any decision, scan-sourced or not, opens into a plan you can act on.
• Acting on decisions for what happens after you choose to act.
• Understanding your margin for the margin math the scan reads when Margin & Cash is in scope.
• The Feed for how new decisions, scan-sourced or otherwise, surface as they arrive.

Data sources