Deliver AI Strategy & Governance faster under each client’s brand

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

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

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

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

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

Manage consultant vs client users across tenants

Data scoping to keep client portfolios isolated

Secure password reset link generation

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