Repeatable work with client context
Reuse audit programs while preserving each engagement’s scope, client, sites, and field evidence. Multi-facility projects keep local findings and shared issues distinguishable.
The engagement lifecycle
Connect the scope you sold to the work the client receives.
Client and site records establish the context. An audit project carries that context into field runs, findings, deliverables, and client follow-up.
- Scope the projectClient, sites, audit program, and engagement scope
- Capture the evidenceWalkthroughs, photos, site maps, and findings
- Review the findingRisk, recommendation, supporting evidence, and triage
- Deliver and collaborateBranded reports, scoped portal responses, and clarification
- Follow throughAction plans, disputes, IH sampling, and resampling work
Sample engagement: two manufacturing facilities
A consultant documents a guarding gap, assigns the finding to the right facility, reviews the client’s response, and tracks a separate IH sampling plan. The evidence stays with the engagement as decisions change.
Deliverables backed by the record
Prepare branded audit deliverables and action-plan exports from the project. Map supported findings to floor plans or facility locations to make the issue easier to locate.
A client response you can review
Scoped portal access supports client responses, clarification, and disputes. Preserve internal notes separately from the customer-facing finding and retain the review history.
IH beyond a recommendation
Coordinate sampling plans, field visits, sample lifecycle, lab-confirmed analytical setup, results, resampling, and follow-up. The consultant and laboratory retain their professional responsibilities.
Product walkthrough · sample scenario
See the platform underneath the engagement.
Explore the screens in order. Use the controls at your own pace; each image can be opened full size.
Step 1 of 5
Choose the program and run
Use a reusable program and place the walkthrough in the client and site context. The consulting profile adds engagement-specific project and report workflows.
Step 2 of 5
Preserve the evidence behind the finding
Keep the source record, supporting evidence, and investigation context accessible while reviewing the recommendation.
Step 3 of 5
Give follow-up a responsible owner
Client action plans and internal corrective work need an owner, date, and completion evidence. Keep the response traceable to its source.
Step 4 of 5
Keep controlled supporting material
Maintain the procedures and reference material that support the client’s operating program, with revision and approval context.
Step 5 of 5
Return to the outstanding work
Review unresolved work and drill into the records that require the next decision. A focused walkthrough can show consulting-specific reports and portal collaboration.
Consulting workspace requirements
Set the client boundary deliberately.
Consultant workflows require consulting mode. Client portal access is scoped to supported audit or IH work; it is separate from ordinary workspace membership.
Report branding, client access, integrations, and rollout requirements can be reviewed together. Portal commercial terms are confirmed during the quote; no free or unlimited portal-access promise is implied.
Explore audit and IH workflow depth →Questions consultants ask
Can I manage more than one client?
Consulting workspaces have dedicated client, client-site, and audit-project records. Confirm your intended client access boundaries and reporting needs during setup.
Can clients challenge or clarify findings?
Supported portal workflows preserve client responses, clarification, and disputes for consultant review. Internal notes remain separate from customer-facing content.
Does the app perform lab analysis?
No. It coordinates the sampling and follow-up record. Laboratory confirmation, analytical results, and professional interpretation remain distinct responsibilities.
Can I use my own audit program?
Editable templates and programs support repeatable field work. Validate required report fields, review rules, and exports against a representative engagement before rollout.
Make the next step concrete
Bring one engagement from scope to follow-up.
Explore the consulting sample profile, or show us the deliverable and client collaboration process you need.