Internal · Consultant

Consultant pathway

Pick an engagement, confirm self vs assessor-led, run intake, sign QA, hand off.

Sequential pathway

1
Open assigned engagements
Your current consulting load — pick one to enter the console.
ReadyOpen engagements
2
Self-driven or assessor-led
Confirm with the customer which way the assessment runs.
ReadyOpen portal
3
Run intake
Walk maturity, screening, operations sections with the customer.
ReadyContinue intake
4
Sign QA gate
Validate report before delivery — required to flip to report-delivered.
ReadyOpen QA gate
5
Hand off to engineering
Engagement is ready for connector setup. Engineer takes it from here.
ReadyOpen setup

Demonstrate platform · breadcrumbs follow you

Step out of an engagement to demo any platform feature live — a sticky banner returns you to the engagement in one click. The moment is never lost.

(swap engagementId per real engagement when wired into the assessment console)