How it works
From your data to an approved improvement plan
A clear, auditable workflow. You always see where your assessment stands — from template selection to the published report.
- RegisterCreate a secure client account for your company. Your consultant assigns a unique Client Code and Industry Code.
- Select functionsChoose the business functions and templates that apply. Only those templates are activated for your company.
- Download templatesGet Excel templates pre-filled with your client code, with instructions, mandatory columns and permitted values.
- UploadUpload completed workbooks. Macro-enabled or legacy files are rejected; nothing in a spreadsheet is executed.
- ValidationColumns, data types, periods, duplicate IDs, codes and arithmetic are checked row by row. You see rows processed, valid rows, rows requiring attention and missing schedules.
- AnalysisDeterministic financial and functional analysis, trend classification and exception detection. AI may word hypotheses — never calculate.
- Consultant reviewYour consultant validates or rejects each exception, confirms root causes, assigns owners and target dates, and approves the findings.
- PaymentYou receive a payment request for the agreed package. Server-side verification confirms payment; failed or pending payments never unlock reports.
- Published deliverablesCEO PowerPoint, Excel working and executive report are released. CAPA and project tracking continue in your portal with reminders.
Status you will see
Fifteen clearly defined stages
- Draft
- Awaiting Upload
- Uploading
- Validation Failed
- Data Received
- Under Analysis
- AI Analysis Completed
- Under Consultant Review
- Changes Requested
- Awaiting Payment
- Payment Pending
- Paid
- Report Approved
- Report Published
- Completed
Payment can be configured per package before analysis, after the preliminary analysis, or before final release (default). In every case final deliverables require confirmed payment.