PLATFORM · CONSULTANT PORTFOLIO

Every client in one place

One dashboard across every client, then straight into any client’s programmes, assessments and gaps.

HOW IT WORKS

From portfolio to finding

01

Portfolio dashboard

Every client, deadline and open nonconformity.

02

Client coverage

Spot who’s falling behind.

03

Workbench

Jump into any client’s follow-up plan.

04

Assessments

Each client’s assessments, side by side.

05

Finalise

Review and finalise each assessment.

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Spot which clients are falling behind, before they do

Coverage across every client, with filters by standard and status.

Client coverage at a glance

Filter by client, standard or stage

Open NCs by client

Drill into any client

A client profile with programme progress, standards held and company research.

Programmes and standards held

Automated company research

Assessments side by side

The same assessment, every view

By business process, by clause, down to an individual gap finding.

Management view by process

Detailed review by clause

Every gap with its reasoning

See what an AI-marked assessment looks like

See an assessment Book a demo