For Business Process Solutions Consultants

Accelerate Alignment Across Finance, Tax & Compliance

Capture Requirements at Scale. Replace weeks of interviews and email threads with a structured engagement that gathers insights from every region, entity, and function in minutes —giving your consulting team a definitive starting point.

Rachel Crawford

Lisa Aguilo McCann

COO & Global Client Success, former Korn Ferry Digital

“I want to identify and resolve process inefficiencies collaborating with cross-functional stakeholders to optimize performance and improve the bottom line.”

Faster Requirements Collection Across Countries

Run structured AI prompts to collect process details, exceptions, local rules, and pain points from every region—without scheduling dozens of interviews.
Consultants get a clear, side-by-side comparison of variations in payroll, reporting, tax workflows, and controls.

Clean Visibility Into Process Breakdowns

Capture weekly input from process owners to spot delays in close cycles, missing documentation, system issues, or compliance gaps.The platform highlights exactly where workflows are stuck so consultants can intervene before deadlines slip.

Strategy to Seamless Execution

Turn high level strategies into actionable plans with tools that track progress and ensures organization-wide accountability, visibility and results.

Resource and Risk Management

Optimize allocation of resources while identifying and mitigating risks in dynamic business environments.

Scalable and Agile Change Management

Facilitate iterative rollouts, interactive forums and feedback,  rapid adjustments, and collaboration across functions to ensure smooth transitions. 

Templates for Consulting Engagements

Global Process Diagnostic

Rapidly gather insights on controls, compliance, reporting, and process maturity across all regions.
AI gathers and synthesizes team input, flagging inefficiencies and optimization opportunities.
Ideal for: process transformation, managed service onboarding, cross-border expansions.

Operational Readiness Assessment

Understand team sentiment, capacity, and change friction before rolling out new processes.
AI categorizes feedback, identifies recurring issues, and suggests improvements.
Ideal for: SOP redesign, technology rollouts, shared services transitions.

Governance & Issue Tracking Framework

Maintain transparency and accountability between cycles.
AI evaluates resource gaps and recommends smarter allocation strategies.
Ideal for: ongoing managed services, monthly close cycles, compliance updates.

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