Setup & onboarding
Getting your workspace to match how the business is actually organised, so the first assessment starts from something real.
- Workspace & entity setup
- User accounts & roles
- Scoping your first assessment
- A working session to get going
Getting your team running
Training your people on the platform so they can run assessments themselves — how the questionnaire behaves, how the scoring works, and how to keep answers consistent between them.
- Training sessions for your team
- How the scoring works
- Keeping answers consistent
- Admin & user management
Making sense of the reports
How to read what the platform produces — what each view shows and what the maturity levels mean, so your team can interpret their own results.
- The report views explained
- What each maturity level means
- How the framework mapping works
- Presenting it internally
Roadmap & reporting
Getting the roadmap and reporting features working the way you need, so what comes out goes in front of a board without rework.
- Prioritised roadmap
- Owners & sequencing
- Board-ready reporting pack
- Setting a re-assessment cadence