Deliver AI Strategy & Governance—faster, under each client’s brand
Use Trusenta to scale repeatable, AI-first consulting with service templates, automation, and audit-ready engagements—presented with Customer Branding so the portal feels like your client’s own.
Consultant Partners — Detailed Features
Client Management
- Portfolio view across all client organisations; quick tenant switching
- Onboarding: company info, contacts, industry, sector, location
- Customer Branding (per client): colours, logos, UI accents to match each client’s identity
- AI enrichment to pre-populate discovery context
Templates & Deliverables
- Central library for templates, playbooks, worksheets, and client-ready documents
- AI-ready structure (variables/merge fields, metadata, content blocks) for automation or human activities
- Versioning, approvals, and change notes; check-in/out
- Bind templates to specific activities so the right artefact appears in context
- Auto-generate outputs (e.g., assessments, risk summaries) with editable drafts
- Role-based permissions; global vs client-specific variants
- Formats: DOCX, XLSX, PPTX, PDF, CSV, JSON, rich text
- Utilisation & provenance analytics
Service Delivery Framework
- Define multi-phase offerings with descriptions, dependencies, and artefacts
- Activity design: performer (Human/AI), estimates, inputs/outputs, dependencies
- Reusable service templates for consistent engagements and rapid mobilisation
AI Automation & Orchestration
- Action registry: endpoints, methods, headers, auth, timeouts, templated payloads with variables
- Secret management via environment variables
- Embed actions in activities to populate/generate deliverables from Templates
- Run tracking: request/response capture, queued/running/succeeded/failed, context, error logs
Engagement Management
- Instantiate engagements from service templates for structured kickoff
- Progress tracking with automatic completion metrics by phase/activity
- Execution telemetry: status, actuals vs estimates, outputs (text/files), AI run history
- End-to-end audit trail for quality and compliance
User & Access Management
- Manage consultant vs client users across tenants
- Data scoping to keep client portfolios isolated
- Secure password reset link generation
Reporting & Analytics
- Operational dashboards: clients, users, engagements (planned/in-progress/completed), utilisation
- Automation analytics: AI action throughput and time-savings impact
- Template utilisation: which artefacts drive consistency and speed
Deliver AI Strategy & Governance at scale
Use customer-branded portals, reusable templates, and embedded AI automation to standardise delivery and move faster.
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