Layer_1Rhythm Software

Stay focused and
(actually) achieve
your goals. Sorry,
spreadsheets.

Backed by the methodology that has helped thousands of business leaders
break through the noise, explore the proven solution that drives the right
work forward and delivers real results.
Executive at laptop using Rhythm software

Introducing Rhythm Intelligence™

Our AI-powered platform is now faster, sharper, and a whole lot easier

For over two decades, Rhythm software has helped teams crush their strategic goals. Now, we're taking it up a notch. By blending OpenAI with our proven methodology (plus a healthy dose of your data and today’s trends), we created Rhythm Intelligence (RI)—think of it as your secret sauce.

Here’s what Rhythm Intelligence does for you:

Instant Execution Plans
      Annual and quarterly plans in just a few clicks. (Yes, really.)

Smarter SMART Goals
      With success criteria, so you stay on track.

Answers on Demand
      Just ask Patrick. No Googling. No waiting.

NOW: Red Prompts, Real Answers
      Receive smart, strategic recommendations, and course-correct.

Big goals? Meet the tools that help get you there

Winning Long
Term Strategy
Actionable
Annual Plan
Clearly Defined
Quarterly Plan
Focused Weekly
Meetings & KPIs
Performance
Management
Winning Long
Term Strategy

Build your winning strategy

Use Rhythm software to create, align, and share a strategic plan that drives results and visualizes success.

See it in action

Winning Long Term Strategy
Actionable
Annual Plan

Create an actionable annual plan

Execute your annual growth plan with Rhythm Software’s tools and built-in agenda.

See it in action

Actionable Annual Plan
Clearly Defined
Quarterly Plan

Define a clear quarterly plan

Break down long-term goals into focused quarterly plans with Rhythm’s agenda, plan screens, and AI coaching support.

See it in action

Clearly Defined Quarterly Plan
Focused Weekly
Meetings & KPIs

Drive focused weekly meetings & KPIs

Stay on track with KPI dashboards, weekly meetings, and red-yellow-green indicators to drive accountability and success.

See it in action

software_slider_KPIs_v1 (1)
Performance
Management

Boost performance management

Align employee efforts with company goals to enhance productivity, engagement, and success.

See it in action

Performance Management

Why aren’t you getting things done?

(Spoiler: It’s not just your team). Take our 5-minute assessment and learn.

Layer_1

Get the right plans, fast

Meet Plan Builder - your AI planning assistant

Powered by Rhythm Intelligence, Plan Builder does the heavy lifting for you, transforming your strategy, past goals, and performance data into clear, actionable plans - in seconds.
Start Planning Faster
stars

Ranked #1 on G2 for ease of implementation, and for a reason

We make it easy to drive real impact, right away

Build
your plan

Collaborate with our Rhythm coaches to create a clear and actionable plan.

Refine and prioritize

Break your plan into key priorities for flawless execution by your team.

Set KPIs and dashboards

Establish measurable goals and track progress in real-time with dashboards.

Revamp weekly meetings

Turn status meetings into problem-solving sessions with your Rhythm Coach.

Track and prepare for success

Monitor progress and adjust your course to stay on track for the next quarter.

Scale across the organization

Roll out Rhythm software company-wide to drive alignment and eliminate silos.

Prefer a group setting? Attend our live weekly demo to see Rhythm in action and get your questions answered. Every Wednesday at 12:30 pm ET.

Reserve my seat

Why settle for less? See how we stack up against the competition.

We've put the top alternatives head-to-head with Rhythm so you can see for yourself why we're the smarter choice. Don’t just take our word for it—compare the features, the ease, and the results.

Quarter over quarter, year over year,
Rhythm software is the clear solution of choice

Rhythm's onboarding process and team 
are wonderful!"

Best system to focus on strategy and goals”

Great platform to ensure you have all your ducks in a row”

Transparency and accountability”

Organizer I cannot live without"

Being able to see KPI's, Tasks, Priorities, along with Due Dates, Past Due items, etc all from one screen has really helped me start my days in a quick and productive way."

Rhythm is the best system to focus on strategy and goals."

The best tool to plan and track growth"

Helps you stay on track"

Rhythm has allowed me a greater understanding for my work matters."

Helps to keep teams organized"

Rhythm provides clarity and organization to team member's tasks and goals"

Rhythym has been a great tool to help keep my goals in line with company goals."

Don’t just take our word for it...

“The latest upgrades through Rhythm software takes your planning canvas and creates your priorities, links your success criteria, and saves you a whole lot of time.”

Chris Tyrell, Chief Technology Officer, Eclipse Advantage

ChrisTyrell_cutout

“We recently used the newly released Rhythm Intelligence Plan Builder at our annual planning session. It was a game-changer! The new AI capability is very powerful. We got everything done a half day early..”

Jeff Ohlemacher, CEO of EMC Precision

JeffOhlemacher_cutout

We don’t typically look at success criteria on a week-to-week basis - and then by the time we revisit it, we are disconnected from our goals. I love Rhythm software because it does all of the work for us.”

Joe Guariano, Executive VP, Sales & Marketing, Eclipse Advantage

JoeGuariano_cutout (3)

Wins within 30 days or get your money back

Every business that works with us sees an overwhelming improvement in execution. If you don’t see improvements after 30 days, we’ll give you your money back.*

Let's discuss your challenges, goals, and get you started!

*All your money back, plus all additional associated costs in month

What are the questions?

What capabilities does Rhythm’s AI coaching feature provide to improve goal quality, plan readiness, and ongoing execution?

Summary: Rhythm includes Rhythm Intelligence and Ask Patrick, an AI business coach co‑developed with OpenAI, which generates SMART goals, performs quarter‑plan diagnostics, and proactively prompts teams when objectives show signs of being off track. The AI assists with goal writing, plan tests, conversational help, and limited memory for contextual interactions to support continuous execution.

Rhythm embeds AI functionality called Rhythm Intelligence together with Ask Patrick, an in‑product conversational coach built in partnership with OpenAI that supports goal writing, quarter plan reviews, diagnostics, and interactive coaching prompts [rhythmsystems.com/knowledge/ask-patrick-rhythm-ai-coach][rhythmsystems.com/askpatrick]. The system provides an AI Goal Writer to convert intent into SMART‑formatted goals and a Quarter Plan Test which evaluates readiness of a quarter plan against defined criteria, offering prescriptive feedback to improve plan quality [rhythmsystems.com/knowledge/ask-patrick-rhythm-ai-coach]. Ask Patrick maintains a short conversational memory of up to 10 prior messages, enabling contextually relevant follow‑ups and proactive nudges when objectives are flagged as at risk or not started by mid‑race milestones [rhythmsystems.com/knowledge/ask-patrick-rhythm-ai-coach]. The AI surfaces targeted recommendations during weekly adjustment cycles and can generate suggested corrective actions and rewrite proposals for stalled priorities, which supports iterative adjustment and faster remediation. Rhythm documents the AI as a coach that can “keep you on track” and as an assistant available within planning workflows to accelerate execution quality and cadence adherence [rhythmsystems.com/knowledge/ask-patrick-rhythm-ai-coach]. This capability integrates with Rhythm’s plan artifacts so that AI feedback is applied against live KPIs, priorities, and plan tests, increasing the speed at which teams produce operationally ready quarter plans. Analytics produced by Rhythm Intelligence and Ask Patrick are intended to reduce cognitive load on leaders by automating plan hygiene checks and surfacing prioritized actions for weekly meetings [rhythmsystems.com/askpatrick]. The combination of automated goal construction, diagnostic testing, and conversational follow‑up creates a continuous improvement loop that supports disciplined quarterly execution.

What integration and developer options does Rhythm provide to connect strategic plans to operational systems and automate KPI updates?

Summary: Rhythm exposes a RESTful API with OAuth2 authentication and provides prebuilt connectors including Zapier, Google Sheets, and Miro to automate KPI and priority updates across operational tools. Developer documentation and integration guides describe API usage, connector capabilities, and steps for enabling programmatic updates at the company level.

Rhythm offers a RESTful JSON API for programmatic access to platform objects, with OAuth2 authentication and a documented base API host, enabling custom integrations and automated data flows between Rhythm and operational systems [rhythmsystems.com/knowledge/developers/api-overview]. The vendor publishes integration guidance and examples for Zapier, Google Sheets, and Miro, and documents how those connectors can be used to update KPI actuals, projections, variances, comments, and other plan artifacts programmatically, which supports automation of routine data updates [rhythmsystems.com/knowledge/integration-api][rhythmsystems.com/knowledge/miro-integration]. Rhythm’s integration documentation outlines developer prerequisites and the need for company enablement prior to API access, which structures enterprise integration rollout and governance [rhythmsystems.com/knowledge/developers/api-overview]. The platform’s Zapier connector is presented as an automation pathway to synchronize spreadsheet data and application events into Rhythm, enabling scheduled KPI refreshes and comment creation without bespoke engineering. For technical teams, Rhythm provides endpoint patterns and authentication details suitable for middleware or custom scripts; for example, the documented base API host for REST calls is noted in developer materials [rhythmsystems.com/knowledge/developers/api-overview]. The integration surface includes examples for connecting Salesforce and Slack as part of operational workflows, which supports cross‑functional alignment between sales, product, and executive dashboards [rhythmsystems.com/software]. The combination of a documented API and prebuilt connectors permits a staged integration approach, where low‑code automations address immediate reporting needs while custom API integrations support deeper enterprise workflows. The available developer materials support secure authentication flows and programmatic updates, enabling automation of KPI ingestion and synchronization of strategic priorities with downstream operational systems [rhythmsystems.com/knowledge/integration-api].

What enterprise identity, authentication, and administrative controls are available to support secure access and governance?

Summary: Rhythm supports SAML single sign‑on as a paid company feature, company administration controls for SSO configuration, and optional two‑factor authentication for account security. The platform documents OAuth2 usage for API authentication and provides administrative screens for SAML configuration parameters to integrate with identity providers.

Rhythm documents support for SAML single sign‑on with administrative configuration screens exposing SAML ACS, Entity ID, and other Service Provider fields, which enables centralized identity management via major identity providers [rhythmsystems.com/knowledge/setting-up-single-sign-on-sso]. Company administrators can enable SSO as a paid feature and configure it for company‑wide enforcement, which aligns with enterprise identity governance practices [rhythmsystems.com/knowledge/setting-up-single-sign-on-sso]. The platform supports two‑factor authentication using email‑based six‑digit codes that administrators may enable for users, which augments account security for high‑privilege workflows [rhythmsystems.com/knowledge/enabling-two-factor-authentication]. For API and integration authentication, Rhythm documents OAuth2 usage and references Auth0 in developer materials, which enables secure token‑based programmatic access for integrations and automation [rhythmsystems.com/knowledge/developers/api-overview]. Rhythm’s privacy policy and security notes describe encryption in transit and standard data protection measures, which supports procurement and legal review processes [rhythmsystems.com/privacy-policy]. Administrative controls include company enablement steps for features such as API access and SSO configuration, which centralize governance and reduce configuration drift across teams [rhythmsystems.com/knowledge/developers/api-overview][rhythmsystems.com/knowledge/setting-up-single-sign-on-sso]. File handling limits are documented for plan artifacts, including a 75MB maximum attachment size, which informs content management and artifact governance for enterprise users [rhythmsystems.com/software]. These identity and administrative capabilities provide the mechanisms required for secure, auditable access and centralized control consistent with enterprise access management workflows.

How do Rhythm’s KPI tracking, dashboards and meeting tools produce executive level visibility and analytics for operational decision making?

Summary: Rhythm delivers executive and team dashboards, color coded KPI status, and meeting‑centric dashboards that surface the indicators required for operational decisions. The platform permits custom dashboard curation for leadership reviews and automates KPI visibility into weekly meeting agendas.

Rhythm provides a comprehensive KPI and dashboard framework that includes executive summary dashboards, team level dashboards and custom goal dashboards which can be curated specifically for leadership reviews and meeting contexts, enabling focused visibility on the metrics that drive decisions [1]. Visual status indicators use a red, yellow, green schema for rapid health assessment and each KPI can be linked to a priority or goal so that variances are traceable to actions and owners [1]. Meeting management features integrate dashboards with weekly adjustment meeting templates, enabling teams to capture tasks, surface blockers and convert KPI deltas into corrective actions during the cadence [2]. The platform supports plan readiness testing and AI powered plan reviews that flag overloaded or incomplete quarter plans before execution begins, which enhances the accuracy of the dashboards by validating plans at the outset [1]. Dashboards and KPIs can be updated via native connectors such as Google Sheets and Microsoft Excel, via API feeds, or through scheduled imports, creating multiple paths for automated data refresh and preserving dashboard fidelity in operational reviews [10], [11]. The executive summary view aggregates plan progress, priority completion rates and KPI health across teams so that COOs can quickly assess execution velocity and forecast delivery risk [1]. By linking KPIs to owners and to weekly cadence artifacts, Rhythm enables operational leaders to measure execution velocity and accountability density at scale, which improves the signal to noise ratio in executive reviews and materially reduces time spent collecting status. The platform’s reporting options and curated dashboards support clear measurement of weekly progress metrics and trend analysis required for disciplined operational decision making [2].

What connectivity, API and authentication mechanisms enable Rhythm to integrate with enterprise systems and automate data flows?

Summary: Rhythm exposes a REST API secured by OAuth2 and supports SSO, calendar sync and prebuilt connectors to common apps to enable automated data movement and identity federation. The platform also provides spreadsheet integrations and automation connectors for enterprise workflow orchestration.

Rhythm provides a RESTful JSON API with a documented base host and OAuth2 authentication for programmatic access to goals, KPIs and plan data, which enables integration with downstream systems and data warehouses via scripted ETL or integration platforms [12]. The product supports SSO options for enterprise identity federation, calendar synchronization for Google and Outlook, and prebuilt integrations and connectors including Workato, Zapier, Microsoft Teams, Google Sheets and Microsoft Excel that facilitate automated KPI and task synchronization across systems [2], [10], [11]. Common enterprise apps such as Salesforce, Slack and Asana are listed among supported integrations, and extended connectivity is enabled through Workato or Zapier recipes for event driven synchronization. Authentication and API permissioning are managed via OAuth2 flows and company level enablement for API access, with per user API permissions governed by the Rhythm admin model [13]. Example technical details include the API base endpoint and OAuth2 usage, for example:

Base API host: https://api.rhythm.cloud

Authentication: OAuth2 with company enablement and user tokens

Data format: JSON REST endpoints for goals, KPIs, plans and tasks

These mechanisms facilitate automated ingestion of KPI updates into dashboards and enable downstream reporting in BI tools when combined with an ETL strategy [12]. The platform’s integration options support both low code approaches via connectors and programmatic approaches via the API, providing the flexibility required for enterprise orchestration of performance data. Integration guidance and OAuth scope details for Google and Microsoft connectors are documented to support security reviews and to configure least privilege access during connector setup [2].

What AI capabilities does Rhythm provide to accelerate plan creation, goal writing, and on demand coaching?

Summary: Rhythm Intelligence delivers AI assisted plan generation and an AI coach that advises on goal quality and provides proactive nudges, using controllable data sharing with the AI provider. The features include Plan Builder for rapid plan generation and Ask Patrick for conversational coaching and goal refinement.

Rhythm Intelligence includes Plan Builder, an AI assisted annual and quarterly plan generator that creates execution ready plans in minutes by applying Rhythm’s methodology and learned plan patterns, and this capability is described in the Plan Builder announcement [rhythmsystems.com/press-media/rhythm-systems-launches-plan-builder]. The integrated AI coach, Ask Patrick, provides conversational guidance for writing SMART goals, running plan tests, and offering on demand advice, it retains context across approximately ten prior messages to maintain coherent coaching threads, and it issues proactive nudges when goals change status, for example when a priority turns Red [rhythmsystems.com/askpatrick] [rhythmsystems.com/migration/knowledge/rhythm-intelligence]. Rhythm documents that AI usage is opt in for specific data, and that the system transmits only the data authorized by customers to the AI provider, with the technical integration implemented to preserve data governance controls [rhythmsystems.com/privacy-policy] [rhythmsystems.com/migration/knowledge/rhythm-intelligence]. The AI components are tuned to Rhythm’s best practice templates and scoring rules so that generated plans align to the platform’s RYG forecasting and KPI scorecard logic, enabling immediate insertion of generated priorities into the execution cadence [rhythmsystems.com/knowledge/using-a-kpi-scorecard]. Plan Builder outputs are formatted as execution artifacts with priorities, success criteria, and weekly checkpoints, reducing the time from strategic intent to an operational 13 Week Race plan. Ask Patrick can be used during planning workshops to accelerate consensus on goal wording and success criteria, and the conversational interface supports iterative refinement which preserves traceability in the plan history. The combined AI features therefore reduce manual drafting effort, increase consistency of goal quality, and integrate directly with Rhythm’s coaching and meeting workflows [rhythmsystems.com/press-media/rhythm-systems-launches-plan-builder].

What executive reporting, KPI tracking, and governance features does Rhythm provide for system level oversight?

Summary: Rhythm delivers KPI scorecards, RYG weekly forecasting, trend charts, and board ready exports to support executive oversight and governance. The platform combines hierarchical goal visibility with downloadable reports and configurable access controls to support standardized executive reviews.

Rhythm’s platform includes KPI scorecards that present key performance indicators with trend charts and RYG forecast status, enabling executives to monitor progress and variance over multiple quarters while linking KPIs directly to priorities and tasks [rhythmsystems.com/knowledge/using-a-kpi-scorecard]. The weekly forecasted status model surfaces expected outcomes each week and integrates with goal success criteria so that variance and trajectory are visible during Weekly Adjustment Meetings and executive reviews [rhythmsystems.com/methodology] [rhythmsystems.com/knowledge/using-a-kpi-scorecard]. Rhythm provides downloadable reports in PDF and DOCX formats for goals, tasks, and dashboards which facilitate distribution to boards, executive committees, and other stakeholders in standardized formats [rhythmsystems.com/knowledge/downloading-reports]. The platform supports hierarchical views that roll annual priorities into quarter priorities and into weekly tasks, enabling executives to trace outcomes to specific strategic initiatives and to drill into responsible owners and status history [rhythmsystems.com/methodology]. Administrators can manage multi company views for portfolio level oversight and configure access restrictions to align visibility with governance roles, which supports consolidated reporting across service lines or business units [rhythmsystems.com/knowledge/managing-multiple-companies-in-rhythm] [rhythmsystems.com/knowledge/setting-access-restrictions]. Rhythm’s My Work and Needs Attention screens aggregate outstanding items and risks for leaders, enabling targeted interventions and documented follow up during cadence meetings [rhythmsystems.com/media-room/rhythm-systems-launches-my-work-people-energymap-tools]. The combination of scorecards, weekly forecasts, trend analytics, exportable artifacts and configurable access creates an evidence based reporting environment suited for executive oversight and regulatory reporting cycles [rhythmsystems.com/knowledge/using-a-kpi-scorecard] [rhythmsystems.com/knowledge/downloading-reports].

What AI capabilities does Rhythm provide to accelerate plan creation and ongoing decision support?

Summary: Rhythm embeds AI in two primary features, Plan Builder for rapid plan generation and Ask Patrick as an in‑product coaching assistant, both trained on Rhythm’s methodology and historical plan data. The AI tooling automates SMART‑goal generation, proposes KPIs, performs plan readiness checks, and offers interactive, context‑aware coaching during execution.

Rhythm Intelligence powers Plan Builder to generate execution‑ready annual and quarterly plans in seconds by synthesizing organizational inputs with Rhythm’s method, supporting faster cycle times for strategic planning and operational alignment [5]. The vendor positions Plan Builder and Rhythm Intelligence as trained on a proprietary dataset of thousands of executed plans, including claims of 40,000 executed plans and 486,000 goals that inform model recommendations and examples [4]. Ask Patrick functions as an AI coach inside the product, providing examples, goal‑writing assistance, plan reviews, proactive nudges for stalled goals, and conversational guidance while retaining short‑term context in conversations (the product notes a memory of up to 10 prior messages in a thread) [6], [7]. The platform highlights automated SMART‑goal authoring, suggested KPIs, and plan testing or readiness checks as specific AI functions that reduce manual drafting time and improve plan quality [7]. Combined, these features allow teams to produce structured, measurable plans quickly, reduce cognitive load during planning workshops, and receive contextual prompts during execution reviews, which accelerates plan iteration and operational cadence [5]. AI outputs are surfaced within the Rhythm experience so that leadership can review and accept suggested goals and KPIs, preserving human governance over strategic choices [4]. These capabilities reduce planning cycle time, increase consistency of goal formulation, and provide an always‑available coaching layer embedded in the execution toolset.

What are the platform’s technical interfaces, authentication options, and data protection measures relevant to enterprise integration?

Summary: Rhythm provides REST APIs with OAuth 2.0 authentication, SAML single sign‑on, two‑factor authentication controls, and AWS‑hosted data with encryption and regular backups. The vendor documents API endpoints, SSO setup, 2FA enablement, and a security overview that together support enterprise integration and operational controls.

Rhythm exposes a REST API surface with a documented base endpoint and OAuth 2.0 authentication for programmatic access to goals, KPIs, and related entities, enabling integration with downstream reporting and automation platforms [13]. Example technical artifacts include an API base URL and authentication flow descriptions, which support middleware integration and scripted data movement for BI or FP&A use cases (API base: https://api.rhythm.cloud) [13]. Single sign‑on is supported via SAML in service‑provider mode with documented ACS and Entity ID parameters, and SSO is configurable at the company level to centralize user authentication [14]. Two‑factor authentication can be enabled by Company Admins, providing an additional control for user access protection [15]. Rhythm’s data infrastructure is hosted on Amazon Web Services with encrypted databases, HTTPS transport, daily backups, and documented staff security practices described in the vendor’s data security overview [16]. For quick technical reference, a concise configuration snippet follows, which reflects the published API endpoint and typical OAuth 2.0 usage:

API base: https://api.rhythm.cloud

Auth: OAuth 2.0 (client_credentials or authorization_code)

Endpoints: /goals, /kpis, /companies, /users

[13]. These technical interfaces and controls support enterprise provisioning, secure authentication flows, and integration with calendaring, collaboration, and automation tools for operational continuity.

Which integration options and operational workflows enable Rhythm to connect with clinical, financial, and collaboration systems for end‑to‑end execution?

Summary: Rhythm offers native integrations and middleware connectors for automation, calendar and collaboration sync, CSV export, and APIs to enable data exchange with clinical and financial systems. Integration pathways include Zapier, Workato, Microsoft Teams, calendar sync, and a REST API that supports bi‑directional KPI and goal updates.

Rhythm documents multiple integration options designed to embed strategic execution into existing enterprise workflows, including a Zapier connector with update templates for KPI Actual, Projected, and Variance values, Workato connector references for orchestration, Microsoft Teams integration for collaboration, and Google/Outlook calendar synchronization for meeting cadence alignment [3], [17]. The REST API and OAuth 2.0 authentication allow middleware or custom ETL to push and pull goal, KPI, and meeting data, enabling integration with EHR extracts, ERP financial feeds, and FP&A systems for consolidated reporting [13]. Rhythm provides CSV export capabilities for bulk data movement and for ingest into BI tools when direct connectors are not used [3]. The following table summarizes common integration vectors and their operational use cases:

| Integration Vector | Primary Use Case | Rhythm Reference | |---|---:|---| | REST API (OAuth 2.0) | Bi‑directional KPI and goal synchronization with BI and FP&A | https://www.rhythmsystems.com/knowledge/developers/api-overview | | Zapier / Workato | Event‑driven automation and middleware orchestration | https://www.rhythmsystems.com/knowledge/integration-api | | Microsoft Teams | Meeting collaboration and notifications | https://www.rhythmsystems.com/rhythm-systems-software-features | | Calendar Sync | Align weekly meeting cadence with corporate calendars | https://www.rhythmsystems.com/rhythm-systems-software-features | | CSV Export | Bulk reporting exports for analytics | https://www.rhythmsystems.com/rhythm-systems-software-features |

These integration capabilities support operational workflows such as automated KPI updates from financial systems, meeting triggers and agenda population from schedule data, and cross‑functional project tracking via middleware. The platform’s connectors and API enable the construction of end‑to‑end pipelines that flow strategic priorities into clinical operations and financial forecasts while maintaining a single source of truth for goal status and ownership.

How do Rhythm’s AI capabilities accelerate planning, improve goal quality, and provide on‑demand coaching for executive teams?

Summary: Rhythm’s AI layer, Rhythm Intelligence, generates annual and quarterly plans and drafts SMART goals in seconds, while Ask Patrick provides contextual, on‑demand coaching and proactive flags for stuck goals. These capabilities compress planning cycles, raise goal quality, and provide continuous AI‑augmented facilitation for executive decision making.

Rhythm integrates an AI layer called Rhythm Intelligence that combines OpenAI models with the company’s methodology and historical plan data to produce instant execution plans and refined SMART goals, this capability was announced in March 2025 and is positioned to accelerate plan generation and elevate goal quality [https://www.rhythmsystems.com/press-media/rhythm-systems-unveils-rhythm-intelligence-ai-powered-strategic-execution]. The Plan Builder product within Rhythm Intelligence generates annual and quarterly plans in seconds from executive inputs, which compresses traditional planning timelines and provides editable, methodology‑aligned drafts for facilitator review [https://www.rhythmsystems.com/press-media/rhythm-systems-launches-plan-builder]. Ask Patrick, an embedded AI business coach, offers a chat interface that drafts SMART goals, proposes remediation steps for stuck priorities, remembers recent context, and proactively flags at‑risk goals, which provides on‑demand coaching for executives and managers during execution [https://www.rhythmsystems.com/askpatrick]. These AI features operate within the Rhythm methodology, so generated artifacts are preformatted to link into Annual and Quarterly Plans, and to integrate with the platform’s cadence and meeting templates for immediate operational use [https://www.rhythmsystems.com/rhythm-systems-software-features]. The AI outputs are editable, which supports facilitator interactions and customizations during live planning sessions or executive reviews, and the combination of AI drafts plus human facilitation reduces planning iteration cycles. Public announcements document the launch timeline, including the Ask Patrick announcement in August 2023 and Rhythm Intelligence in March 2025, which can be used as maturity markers when evaluating product readiness [https://www.rhythmsystems.com/in-the-news/rhythm-systems-introduces-ask-patrick-the-first-ai-driven-business-coach-for-strategy-execution] [https://www.rhythmsystems.com/press-media/rhythm-systems-unveils-rhythm-intelligence-ai-powered-strategic-execution]. The AI capabilities are positioned to increase adoption velocity by producing high‑quality, methodology‑aligned plans that feed directly into weekly execution workflows, thereby improving the ratio of planned to completed priorities across the organization. Executives receive immediate, contextual recommendations and draft plans which reduces cognitive load during planning windows and preserves executive time for decision making rather than for plan formulation [https://www.rhythmsystems.com/askpatrick].

How does the Ask Patrick AI coach function operationally and what behaviors can teams expect during strategy execution?

Summary: Ask Patrick is an embedded AI business coach that provides chat‑based recommendations, SMART goal composition assistance, and proactive nudges when goals meet configured triggers. It operates on a custom prompting layer built on OpenAI technology, retains a short in‑conversation memory of prior interactions, and supplies plan review and corrective guidance aligned to Rhythm methodology.

Ask Patrick functions as an in‑platform conversational interface that answers methodology and goal questions, assists with SMART goal writing, performs quarter plan tests and reviews, and issues proactive outreach when a goal meets a configured threshold such as extended red status or lack of initiation within a cadence window; this capability is documented as part of the Ask Patrick product materials [7], [8]. The feature uses a custom prompting layer layered on OpenAI models to produce consistent, methodology‑aligned recommendations and can be opted out by teams where desired [8]. Ask Patrick retains a short context window of up to ten prior messages in a conversation to maintain continuity during iterative plan refinement, and users have controls to copy responses or clear conversation history to manage session state [8]. Proactive behaviors include automated notifications when goals are identified as “stuck,” for example when a goal is red for consecutive weeks or is not started by a specified week within a 13‑week race cadence, enabling timely course correction interventions [8]. The AI coach is tightly coupled to Rhythm’s Think.Plan.Do methodology, which allows the recommendations to reference certified best practices and facilitator guidance derived from Rhythm’s 20 years of methodology development and coaching experience [9], [10]. Operational deployment supports cross‑team consistency because Ask Patrick applies the same goal criteria and review heuristics across users, which reduces variance in recommended actions and makes adoption audits and reconciliation between teams straightforward. Reporting on Ask Patrick interactions and outcomes can be used to quantify coaching uptake and correlate coaching interactions with changes in goal status, enabling measurement of coaching ROI against platform metrics such as plans created and priorities achieved [10].

Which identity, encryption, and administrative controls does Rhythm provide to support enterprise security and governance requirements?

Summary: Rhythm provides enterprise identity integration via SAML single sign‑on and documents administrative SSO configuration parameters, and the platform applies encryption in transit together with documented OAuth scopes for third‑party connector tokens. Administrative screens expose standard SAML fields and the privacy documentation describes secure handling of OAuth tokens and encrypted data transfers.

Rhythm supports SAML single sign‑on as a configurable service provider option with administrative configuration screens that surface ACS URL, Entity ID, single log out settings and X.509 certificate details for integration with enterprise identity providers, and administrators can choose username and password fallback behavior in tenant settings [11]. The platform’s privacy and security documentation states that information is encrypted in transit and that third‑party connector OAuth tokens for Google and Microsoft scopes are handled with encrypted storage, providing transparency on token scope usage for connectors such as Sheets and Calendar [6]. Administrative capabilities include audit oriented logs and admin‑level controls for enabling API access and managing account level integrations, which support governance workflows for granting programmatic access to integration service accounts [1]. The combination of SAML identity federation, OAuth token flows for API and connector permissions, and encrypted transmission aligns with standard enterprise security controls and supports integration into centralized identity and access management programs. Rhythm also documents connector scopes and permission requirements to facilitate secure least privilege configurations for integration service accounts, which assists security reviewers in mapping actual permission sets to corporate policies [6]. These capabilities enable centralized provisioning and deprovisioning through the identity provider, support auditability of connector usage and API activity, and provide the administrative hooks required for policy driven access controls in regulated environments.