— SKILL TEMPLATES

150+ structured AI Skills, ready to run

Every Skill is a sequenced, auditable process — not a prompt. Open one in Studio, adapt it to your methodology, then share directly with teams, monetise with clients, or export it to ChatGPT, Claude or Copilot.

154 of 154 Skills

Operations & Process

Decision rights

Maps who actually decides what across the org map, scoring the clarity of each decision and naming gaps, overlaps and escalation traps.

16 steps15 actions
Time saved: ~2–3 weeks
Procurement & Vendors

Category spend & savings

Rolls an invoice or contract export up by spend category, charts it, and quantifies savings opportunities with the suggested lever per category.

6 steps6 actions
Time saved: ~1–2 weeks
Operations & Process

Target operating model designer

Translates strategic objectives into a target operating model across capabilities, processes, governance, roles, technology and measures, with a capability gap heatmap and transition roadmap.

8 steps5 actions
Time saved: ~4–6 weeks
Sales & Growth

Forecast risk & pipeline hygiene audit

Tests every open deal for stalled activity, unholdable close dates, single-threading and missing next steps, then computes the forecast dollars at risk and an action list per rep.

14 steps10 actions
Time saved: ~1 week
Finance & Investment

Budget vs Actual Analysis

Calculates variance by account in the database, filters out immaterial noise, then infers the driver for each material mover, classifies it as timing, volume, price, one-off or structural and directs management attention.

14 steps10 actions
Time saved: ~3–4 days
Operations & Process

Automation opportunity map

Maps team or function activities to automation potential, computing addressable effort and bucketing opportunities into a prioritised roadmap.

15 steps13 actions
Time saved: ~2–3 weeks
Talent & Leadership

Leader vs Blueprint

Grades an individual leader's evidence against a reusable calibrated Blueprint, producing comparable verdicts across assessors and time.

3 steps3 actions
Time saved: ~half a day
Legal & Contracts

Contract metadata extraction at scale

Enriches every row of a contracts export with parties, value, term, renewal basis and governing law, turning a messy list into a queryable contract database with the outliers named.

7 steps7 actions
Time saved: ~1–2 weeks
Operations & Process

Change-request impact assessment

Assesses a change request against the current SOW, quantifies scope, cost, timeline and risk deltas, scores materiality, and produces the matching assessment or approval note.

9 steps7 actions
Time saved: ~2–3 days
Organisation & Workforce

Workforce scenario comparison

Runs gap analysis for base, upside and downside workforce scenarios against org and skills evidence, bucketing and comparing what changes between them.

16 steps15 actions
Time saved: ~2–3 weeks
Legal & Contracts

Renewal & obligation calendar

Reads each contract in your register for renewal dates, notice windows and standing obligations, then returns a timeline and an alert list of everything that must be actioned inside 90 days.

7 steps7 actions
Time saved: ~1 week
Operations & Process

Process diagnostic

Inventories every process step with its owner, system, effort and wait time, tests each against bottleneck, duplication, handoff and control-gap lenses, and returns a prioritised 30/60/90 improvement backlog.

6 steps5 actions
Time saved: ~1–2 weeks
Organisation & Workforce

People data enrichment

Joins uploaded documents to existing people records, returning an enriched, structured view ready for downstream analysis.

4 steps4 actions
Time saved: ~2–3 days
Risk & Compliance

Regulatory change impact assessment

Researches a named regulation live, extracts each obligation with its clause reference, and maps it against uploaded policies to produce a gap report.

7 steps7 actions
Time saved: ~1–2 weeks
Markets & Intelligence

Emerging Trend Scanner

Pulls live market signals across news, companies, investment, regulation and market activity, deduplicates the same story told twice, and clusters the rest into themes with the genuinely accelerating ones named.

6 steps6 actions
Time saved: ~1 week
Legal & Contracts

Contract Portfolio Risk Scan

Scores each contract in your register for standard risk heads, computes exposure from value and risk, and shows where it concentrates by theme, counterparty and entity with a remediation plan.

13 steps10 actions
Time saved: ~2–3 weeks
Markets & Intelligence

Signals impact assessment

Classifies market signals and translates each into concrete business implications for planning, hiring or capability decisions.

4 steps4 actions
Time saved: ~1 day
Sales & Growth

Win/loss pattern synthesizer

Codes every closed-lost deal to a root cause, themes the language buyers actually used, and sums lost ARR per cluster so the revenue leakage behind each pattern is a real number.

12 steps10 actions
Time saved: ~1–2 weeks
Finance & Investment

Financial Health Diagnostic

Computes period-on-period movement across a financial summary and reconciles profitability, liquidity, leverage, cash generation and working capital into a triaged read on strengths, risks and priority actions.

12 steps10 actions
Time saved: ~1 week
Finance & Investment

Business Case Builder

Fans your cost and benefit lines across months so the profile is real rather than assumed, derives cumulative position and payback from the maths, and writes the case with investment ask, ROI, risks and success conditions.

10 steps9 actions
Time saved: ~2–3 weeks
Operations & Process

Process automation assessment

Scores every activity on repetition, rule clarity, judgement and exception rate to assign an execution mode — AI, automation, tooling or human — with the hours and cost released calculated from your own numbers.

13 steps10 actions
Time saved: ~2 weeks
Organisation & Workforce

Market entry workforce plan

Assesses the workforce requirement for entering a new market, showing what exists today and what must be hired, moved or sourced locally.

5 steps5 actions
Time saved: ~2 weeks
Organisation & Workforce

Workforce cost optimisation

Computes the effect of workforce cost levers across the org map, bucketing options by impact and reporting trade-offs alongside the savings.

16 steps14 actions
Time saved: ~2–3 weeks
Finance & Investment

Bank–GL reconciliation

Joins your bank statement to the GL on the shared reference, computes each difference arithmetically, and uses AI only to explain and age the exceptions.

11 steps7 actions
Time saved: ~2–3 days
Operations & Process

Defect Pareto & CAPA engine

Groups a defect log by root cause, derives the cumulative Pareto to isolate the vital few, and builds a corrective and preventive action per cluster in priority order.

11 steps11 actions
Time saved: ~3–4 days
Operations & Process

Process compliance check

Compares observed process instances against a documented SOP standard, listing deviations by consequence and separating one-off slips from systemic non-compliance.

6 steps6 actions
Time saved: ~2–3 days
Markets & Intelligence

Signals digest

Groups and summarises the market signals flowing into Skillsize into a focused, filtered digest for a chosen audience.

3 steps3 actions
Time saved: ~half a day
Organisation & Workforce

Workforce scenario model

Models how a workforce is distributed over time under stated assumptions, computing the movement across a planning horizon.

4 steps4 actions
Time saved: ~1 week
Risk & Compliance

Regulation scan

Researches regulatory change in a defined area, classifies the findings, and states the implications for your specific business context.

4 steps4 actions
Time saved: ~2–3 days
Risk & Compliance

Control gap assessment (SOC 2 / ISO 27001)

Extracts documented controls and framework requirements, then grades every requirement covered, partial or absent for SOC 2 or ISO 27001 readiness.

7 steps5 actions
Time saved: ~2–3 weeks
Strategy & Research

Market Attractiveness Assessment

Combines a structured market assessment of size, growth, profitability and competitive intensity with current signal research to score opportunity, momentum, barriers and risk into one defensible attractiveness verdict.

6 steps5 actions
Time saved: ~2–3 weeks
Legal & Contracts

MSA Review

Grades each MSA clause against your saved preferred, fallback and walk-away positions, then returns a negotiation plan ordered by leverage with markup drafted for the clauses that fail.

7 steps7 actions
Time saved: ~1 day
Sales & Growth

Proposal win-theme generator

Builds one differentiated win theme per buyer priority using live research, each with its discriminator, proof point, competitive ghosting line and place in the narrative arc.

6 steps5 actions
Time saved: ~2–3 days
Operations & Process

AI automation potential by activity

Scores the AI automation potential of every line in an activity library and rolls the results up into a function-level view.

5 steps5 actions
Time saved: ~2–3 days
Operations & Process

Change readiness & adoption risk assessor

Scores every stakeholder on influence, attitude and impact, classifies them from champion to blocker, and designs the engagement plan with message and channel for each.

10 steps10 actions
Time saved: ~1 week
Operations & Process

Value-stream / waste analysis

Classifies each process step as value-add or waste, quantifies removable effort, charts the stream, and writes a savings case with quick wins.

5 steps5 actions
Time saved: ~1 week
Markets & Intelligence

Client Trigger Detector

Keeps a standing watch on leadership changes, restructures, acquisitions, funding and regulation, and when a trigger fires it matches the event to the service it creates demand for and emails the play.

6 steps6 actions
Time saved: ~3–4 days
Finance & Investment

Financial Due Diligence

Computes customer concentration and adjustment totals from the EBITDA bridge and revenue file, judges how defensible each adjustment is, and names the earnings-quality and cash-conversion issues that should move price or structure.

15 steps11 actions
Time saved: ~3–4 weeks
Talent & Leadership

Batch CV comparison table

Extracts identical fields from multiple CVs into a single like-for-like comparison table for shortlisting and panel review.

4 steps4 actions
Time saved: ~1 day
Legal & Contracts

Commercial Terms Review

Strips the economics out of an agreement — pricing, payment terms, indexation, commitments and pass-throughs — and assesses what each does to cash and margin across the full term.

7 steps6 actions
Time saved: ~1 day
Legal & Contracts

Supplier Contract Review

Extracts an inbound supplier agreement's key terms to a fixed schema, then scores commercial, operational, security and legal risk into a register with owners and pre-signature changes.

7 steps6 actions
Time saved: ~1 day
Organisation & Workforce

Organisation operating model

Designs an operating model from a strategy document, grouping required capabilities and diffing them against the current org map with visible reasoning.

15 steps14 actions
Time saved: ~4–6 weeks
Operations & Process

KPI framework builder

Builds the full measurement framework for one objective — outcome, lagging and leading indicators, and weekly operational KPIs — each with formula, source, owner, target and gaming counter-measure.

6 steps4 actions
Time saved: ~1–2 weeks
Operations & Process

Process mining from event logs

Computes activity volumes and profiles from an event log, then diagnoses bottlenecks, rework loops and variant paths with root-cause hypotheses and capacity gains.

7 steps7 actions
Time saved: ~1–2 weeks
Organisation & Workforce

Spans and layers

Computes spans, layers and manager ratios deterministically from an org map, buckets outliers, and reports where structural efficiency is genuinely available.

15 steps13 actions
Time saved: ~2–3 weeks
Operations & Process

Benefits realisation review

Compares promised business-case benefits against actuals, computes the variance per benefit, and judges each as realised, partial or not realised with the recovery action needed.

12 steps10 actions
Time saved: ~1–2 weeks
Talent & Leadership

Role competency matrix

Maps a set of roles against required competencies and renders the result as a matrix, with clarification and review steps built in.

7 steps7 actions
Time saved: ~1–2 weeks
Operations & Process

SLA breach root-cause & remediation engine

Enriches a service-desk ticket export with breach type, root cause and preventability, then Paretos the hotspots by team and priority and outputs a costed remediation pipeline.

13 steps11 actions
Time saved: ~1 week
Talent & Leadership

Succession and mobility

Connects succession readiness with internal mobility options across the org map so successor lists reflect who is genuinely available to move.

15 steps14 actions
Time saved: ~3–4 weeks
Markets & Intelligence

Regulatory Impact Scanner

Pulls live market signals on emerging policy and regulatory movement, corroborates them with regulation-focused research, and translates each development into obligations, affected processes, cost, timeline and owner.

6 steps6 actions
Time saved: ~1 week
Strategy & Research

Market Entry Signal Review

Researches demand, competition, regulation and economics in a target geography or segment and rules on whether entry conditions are improving or deteriorating, showing the signals behind the call.

6 steps5 actions
Time saved: ~1–2 weeks
Procurement & Vendors

Vendor scorecard & rank

Scores vendor responses on quality, cost and risk, computes weighted totals, ranks the field and writes a recommendation with trade-offs stated.

6 steps6 actions
Time saved: ~3–4 days
Markets & Intelligence

Demand Signal Analyser

Reconciles live market signals for a product, service or category against fresh external research to rule on whether demand is strengthening, softening or shifting elsewhere.

6 steps6 actions
Time saved: ~1 week
Markets & Intelligence

PE Value Creation Scanner

Cross-reads live market signals and fresh research against a value creation plan to surface the pricing, expansion, product, partnership and operational moves the outside world has just made possible.

6 steps6 actions
Time saved: ~1 week
Organisation & Workforce

Workforce Plan

Builds the core workforce plan by comparing what a strategy requires against current workforce and skills evidence, expressed as roles and capability gaps.

9 steps8 actions
Time saved: ~3–4 weeks
Operations & Process

Project status digest

Reads a set of weekly status notes for progress, blockers and RAG, charts the trend, and writes an executive digest focused on trajectory.

5 steps5 actions
Time saved: ~half a day
Strategy & Research

Whitespace Finder

Triangulates customer demand signals, competitor activity and emerging trends to locate underserved market spaces, then sizes each gap and judges how defensible it would be.

6 steps4 actions
Time saved: ~1–2 weeks
Organisation & Workforce

Organisation design review

Reads org map and structure documents to report on design choices, naming duplicated, missing or overloaded accountability.

4 steps4 actions
Time saved: ~1 week
Legal & Contracts

SOW generator from brief + transcript

Merges a client brief with the scoping-call transcript to extract scope, deliverables, fees and exclusions, pausing for review before drafting the SOW.

6 steps5 actions
Time saved: ~1 day
Strategy & Research

Document comparison

Compares two document versions and reports the meaningful, substantive differences, filtering out formatting churn.

4 steps3 actions
Time saved: ~1 day
Finance & Investment

Investment Potential Analysis

Scores a public company's fundamentals alongside live market signals and research for near-term momentum, medium-term trajectory and long-term durability, reconciling all three into one investment-potential verdict.

7 steps7 actions
Time saved: ~1 week
Organisation & Workforce

Workforce cost by location

Compares workforce cost across locations, computing total cost, capability availability and structural implications of each option.

16 steps13 actions
Time saved: ~2–3 weeks
Talent & Leadership

Shortlist + per-candidate briefs

Ranks a candidate pool against a role, takes the top finalists, and produces one tight brief per finalist in a composed pack.

7 steps7 actions
Time saved: ~1–2 days
Finance & Investment

Cost-to-serve & margin leakage by customer

Joins revenue to allocated cost per customer, derives true contribution margin, and names the loss-makers with the price rise each needs to reach your target margin.

18 steps12 actions
Time saved: ~2–3 weeks
Organisation & Workforce

Strategic workforce planning

Runs demand modelling, supply and skills evidence, gap analysis, scenario branching and cost as one connected enterprise workforce planning process.

18 steps16 actions
Time saved: ~4–6 weeks
Legal & Contracts

Contract Deviation Report

Compares an executed agreement clause by clause against the approved template, logs each exception with severity and approval status, and flags the deviations that keep recurring.

8 steps6 actions
Time saved: ~1 day
Procurement & Vendors

RFP response builder

Extracts every RFP requirement, answers each strictly from your documented capability, and compiles a compliance matrix with drafted responses and evidence.

7 steps6 actions
Time saved: ~1–2 weeks
Legal & Contracts

Customer Contract Review

Reviews customer-side terms for the risks that bite after signature — billing mechanics, delivery obligations, liability exposure and buried commitments — and pulls every obligation into an owned checklist.

7 steps6 actions
Time saved: ~1 day
Talent & Leadership

Build skills catalogue

Codes recurring themes from a set of role and framework documents into a levelled skills catalogue, with a review pause before it's finalised.

7 steps7 actions
Time saved: ~2–3 weeks
Talent & Leadership

Screen against a Blueprint

Screens candidate evidence against a saved Blueprint, applying the same calibrated bar and traceable reasoning to every applicant.

4 steps4 actions
Time saved: ~half a day
Operations & Process

Control failure → incident RCA pattern engine

Joins control test results to incident logs by process to show where control failures are actually producing incidents, grouped by systemic weakness with residual risk quantified.

12 steps9 actions
Time saved: ~1 week
Legal & Contracts

Contract Comparison

Identifies every material change between two versions of an agreement and reads it commercially — what moved, in whose favour, and what must be accepted, pushed back or escalated before signature.

6 steps5 actions
Time saved: ~1 day
Strategy & Research

Market entry opportunity map

Scores each sub-segment of a target vertical on attractiveness against accessibility using live market signals, then recommends the beachhead and a 90-day plan with the first ten accounts.

6 steps5 actions
Time saved: ~2–3 weeks
Operations & Process

Bottleneck analysis

Derives utilisation and queue pressure per process step arithmetically, ranks the real constraints, and interprets each as capacity, dependency, batching, approval or failure point under load.

12 steps9 actions
Time saved: ~1–2 weeks
Finance & Investment

Cash-flow forecast variance & accuracy scoring

Scores forecast against actual by week and category, exposes which lines are systematically optimistic, and prescribes the corrected forecasting method line by line.

14 steps9 actions
Time saved: ~1 week
Operations & Process

Capacity vs demand balancing model

Joins demand forecast to capacity supply by activity and period, computes the gap and utilisation per cell, and outputs where to flex, hire, retrain or shed capacity.

14 steps11 actions
Time saved: ~1–2 weeks
Finance & Investment

P&L variance commentary

Calculates actual-versus-budget variance per account in the database, ranks the top movers, then writes the commentary explaining what moved, why, and whether it is timing or permanent.

10 steps7 actions
Time saved: ~2–3 days
Operations & Process

Process redesign

Maps a process's current-state timings and volumes, then redesigns it and computes the effect of the changes rather than asserting improvement.

16 steps15 actions
Time saved: ~3–4 weeks
Organisation & Workforce

Strategy → OKR cascade + dependency map

Decomposes a strategy document into owned, dated objectives and key results, then runs a dependency pass to expose the critical path and capacity conflicts.

6 steps5 actions
Time saved: ~1 week
Operations & Process

RACI generator from a process map

Extracts roles, activities and decisions from a process map to build a full RACI matrix with exactly one accountable per activity, flagging conflicts found.

4 steps4 actions
Time saved: ~1 day
Talent & Leadership

Candidate ↔ Job Spec match

Extracts skills from a candidate and a job spec and runs a deterministic match, producing a coverage figure with a written fit verdict.

6 steps5 actions
Time saved: ~1 week
Risk & Compliance

Cross-portfolio liability cap aggregation

Reads every liability cap in a contract portfolio, derives actual exposure as a number, and aggregates it by entity, flagging uncapped contracts separately.

14 steps11 actions
Time saved: ~2–3 weeks
Strategy & Research

Industry Disruption Radar

Researches the forces capable of materially changing an industry — technology, regulation, new entrants, shifting economics and customer behaviour — and ranks them by probability, velocity and impact with early indicators to watch.

5 steps4 actions
Time saved: ~1–2 weeks
Sales & Growth

Account signal-to-action router

Matches live market signals to every account on your list, classifies each as opportunity, risk or watch, and produces an urgency-ordered action card per owner with the opening line written.

12 steps10 actions
Time saved: ~1–2 weeks
Strategy & Research

New Venture Thesis Builder

Builds an investment or new-business thesis from current market evidence — demand, economics, timing and right to win — then stress-tests every assumption and states what would prove it wrong.

6 steps5 actions
Time saved: ~2–3 weeks
Talent & Leadership

Role benchmark research

Researches how a role is defined externally and reshapes the findings into a structured benchmark you can hold your own definition against.

3 steps3 actions
Time saved: ~1 day
Talent & Leadership

Shortlist & rank

Ranks a candidate pool on evidence, takes the top slice, and writes the rationale explaining why the shortlist fell the way it did.

6 steps6 actions
Time saved: ~1 day
Operations & Process

Operational risk assessment

Identifies step-level risks across seven categories, scores likelihood and impact, tests the control meant to catch each, and computes residual risk into a register with owners and dates.

6 steps5 actions
Time saved: ~1 week
Sales & Growth

ICP refinement & account prioritisation

Scores your whole account universe on firmographic, technographic and intent fit, prioritises by fit against ARR potential, and corrects the ICP itself using what your best customers look like.

16 steps12 actions
Time saved: ~2–3 weeks
Finance & Investment

Profitability Analysis

Computes gross profit and margin by product, customer, unit or geography, isolates loss-making and sub-scale lines, and explains where value leaks through discounting, cost-to-serve, mix or small orders.

17 steps11 actions
Time saved: ~2–3 weeks
Organisation & Workforce

Workforce metrics review

Reviews a workforce metrics pack and states what the measures actually imply, rather than restating the numbers.

5 steps5 actions
Time saved: ~2–3 days
Organisation & Workforce

Restructure scenario

Models restructure options, computing structural and cost implications of each and scoring them against the current state on your chosen criteria.

17 steps16 actions
Time saved: ~3–4 weeks
Finance & Investment

Comparable Company Analysis

Computes EV/Revenue and EV/EBITDA per peer, tests with live research whether the peer set is genuinely comparable, and argues the valuation range and where the target should sit within it.

14 steps10 actions
Time saved: ~1–2 weeks
Strategy & Research

Strategic Opportunity Scanner

Researches emerging growth opportunities across a sector and its adjacencies and scores each on momentum, market attractiveness, strategic fit and timing so effort goes only to the ones that are real and right for you.

5 steps4 actions
Time saved: ~1–2 weeks
Finance & Investment

Three-way match exception engine

Joins purchase orders, goods receipts and invoices on the PO number, derives quantity and price variances arithmetically, and cause-codes only the breaks that clear tolerance.

21 steps11 actions
Time saved: ~1–2 weeks
Operations & Process

AI risk map

Classifies and scores the risks carried by your actual AI use cases and maps each to practical controls and owners.

18 steps16 actions
Time saved: ~2–3 weeks
Talent & Leadership

Team gap analysis

Maps a team's actual evidence against required requirements and returns a prioritised gap view rather than a general capability impression.

6 steps5 actions
Time saved: ~1 week
Finance & Investment

Management Accounts Review

Derives budget and prior-year variances from a monthly management pack, ranks the movers, and writes the commentary a finance business partner would present — what moved, why, what is timing and what needs a decision.

13 steps8 actions
Time saved: ~2–3 days
Markets & Intelligence

Account Opportunity Signals

Watches live market signals across a named account list, keeps only the events that create a buying reason for your services, and returns an account-by-account play with the opening line and the person to approach.

7 steps7 actions
Time saved: ~3–4 days
Strategy & Research

Innovation Opportunity Scanner

Converts external market and technology signals into a prioritised innovation pipeline, each opportunity carrying a concept sketch, its evidence base and a build, partner or watch recommendation.

5 steps4 actions
Time saved: ~1–2 weeks
Operations & Process

Business continuity RTO/RPO gap assessment

Compares business impact analysis RTO/RPO targets against actual recovery test results per process, scores readiness, and prioritises recovery investment by tier and gap severity.

12 steps9 actions
Time saved: ~1–2 weeks
Risk & Compliance

RCSA questionnaire → risk register

Runs a scored risk and control self-assessment questionnaire and calculates residual risk identically every time, producing a register comparable across teams and quarters.

5 steps5 actions
Time saved: ~1 week
Markets & Intelligence

Strategic Risk Radar

Reads live market signals against your strategic priorities, keeps only what could credibly threaten delivery, and returns a risk register scored on severity, likelihood, proximity and required management response.

6 steps6 actions
Time saved: ~1 week
Operations & Process

Workload allocation review

Computes hours and cost by role and grade for every activity, identifies work sitting too senior or too junior, and quantifies the hours and cost released by rebalancing it.

13 steps11 actions
Time saved: ~1–2 weeks
Operations & Process

Future-state process design

Dispositions every current process step as keep, merge, move, automate or eliminate, then writes the redesigned process with roles, systems and controls and quantifies the before-and-after case for change.

7 steps5 actions
Time saved: ~1–2 weeks
Strategy & Research

Competitor brief

Researches a named competitor against defined fields — positioning, pricing, hiring, footprint — producing a brief that's comparable across competitors.

4 steps3 actions
Time saved: ~2–3 days
Talent & Leadership

Leadership due diligence

Combines a leader's document evidence with live external research into a scored assessment of leadership strength and risk.

5 steps5 actions
Time saved: ~3–4 days
Legal & Contracts

Contract clause risk review

Splits a contract into clauses, grades each against a saved Blueprint of market-standard wording, and writes a red/amber/green review with fallback language.

5 steps5 actions
Time saved: ~1 day
Legal & Contracts

Regulatory clause retrofit assessment

Tests every contract in your register against the clauses a named regulation demands, then ranks remediation by value, term remaining and counterparty criticality and drafts the variation letter per gap cohort.

12 steps11 actions
Time saved: ~2–3 weeks
Finance & Investment

Scenario Modeller

Builds base, upside and downside cases arithmetically from your driver table, then explains the swing factors, breach points and the triggers that should move you between scenarios.

15 steps9 actions
Time saved: ~1–2 weeks
Markets & Intelligence

Executive briefing

Pulls together live research and available signals into a deduplicated, sourced executive briefing that answers a specific question.

6 steps6 actions
Time saved: ~1 day
Legal & Contracts

Legal Due Diligence Review

Scores every agreement in a data room on the same diligence criteria and ranks them, so the deal team reads the ten that matter first alongside a red-flag schedule for the SPA discussion.

10 steps10 actions
Time saved: ~3–4 weeks
Talent & Leadership

Enterprise succession

Calibrates a Blueprint for critical roles, scores every candidate against it, buckets readiness and aggregates bench depth across an enterprise talent review.

16 steps15 actions
Time saved: ~3–4 weeks
Finance & Investment

Business Case Review

Extracts the assumptions, costs, benefits, risks and dependencies from a business case, checks the numbers for internal consistency, and runs the challenge an investment committee would run before approval.

12 steps10 actions
Time saved: ~1 week
Finance & Investment

Cost Base Review

Aggregates a spend extract by category and supplier, exposes concentration, scores each material line for reducibility, and sizes a savings pipeline with the lever, confidence and effort per opportunity.

16 steps11 actions
Time saved: ~2–3 weeks
Finance & Investment

Fee proposal from scoping brief

Extracts workstreams and effort from a scoping brief and builds lean, baseline and stretch fee scenarios with per-phase pricing and margin notes.

5 steps5 actions
Time saved: ~1 day
Organisation & Workforce

Capacity planning

Models demand against supply to compute the capacity gap, showing where and when a delivery shortfall will appear.

16 steps12 actions
Time saved: ~2–3 weeks
Talent & Leadership

Build a Blueprint

Builds a calibrated, reusable benchmark from source material so every later screen, shortlist or review is graded against the same bar.

5 steps5 actions
Time saved: ~2–3 days
Markets & Intelligence

Investment Thesis Monitor

Tests each assumption behind an investment thesis against live market signals and current research, ruling every one strengthened, weakened, unchanged or invalidated with the evidence attached.

6 steps6 actions
Time saved: ~1 week
Procurement & Vendors

Vendor due-diligence questionnaire

Runs a vendor due-diligence questionnaire, scores it deterministically into risk bands, and writes the contractual conditions to attach before onboarding.

4 steps4 actions
Time saved: ~2–3 days
Sales & Growth

Pitch deck outline from brief

Turns a client brief into a slide-by-slide pitch narrative with a restated problem, key message per slide and a suggested visual.

3 steps3 actions
Time saved: ~1 day
Talent & Leadership

Candidate benchmark

Grades one person's evidence against explicit criteria, returning a consistent criterion-by-criterion assessment however many people are run through it.

4 steps4 actions
Time saved: ~half a day
Talent & Leadership

Leadership due diligence pack

Assembles a full diligence pack — career timeline, scored coverage against role requirements, external research and cross-candidate comparison — in one document.

17 steps16 actions
Time saved: ~1–2 weeks
Organisation & Workforce

Post-merger integration

Compares two organisations' structures and roles for post-merger integration, extracting overlaps and metrics into a scored risk plan for the people workstream.

16 steps14 actions
Time saved: ~4–6 weeks
Risk & Compliance

Findings consolidation

Fans multiple audit or review reports into individual findings, deduplicates repeats, and sorts them by severity into one consolidated register with sources retained.

6 steps6 actions
Time saved: ~3–4 days
Finance & Investment

Revenue recognition schedule (IFRS 15 / ASC 606)

Fans each contract's transaction price across periods to produce a month-by-month recognised-versus-deferred schedule, with an audit-ready memo on the judgement calls behind it.

15 steps12 actions
Time saved: ~1–2 weeks
Talent & Leadership

Potential and readiness

Assesses potential and readiness separately against calibrated criteria, showing the supporting evidence behind each bucket for talent review discussions.

16 steps13 actions
Time saved: ~2–3 weeks
Markets & Intelligence

Signals plus research

Deepens a set of internal market signals with live external research, comparing what the signals show against current published evidence.

4 steps4 actions
Time saved: ~1 day
Talent & Leadership

Diversity slate review

Reviews representation and evidence across a candidate slate while the process is still open, before the shortlist is fixed.

4 steps4 actions
Time saved: ~2–3 days
Markets & Intelligence

M&A Opportunity Scanner

Scans live market signals for consolidation, distress, divestment, funding and regulatory movement in an industry, then groups the activity into deal theses with a view on which windows are opening or closing.

6 steps6 actions
Time saved: ~1–2 weeks
Talent & Leadership

Build a competency framework

Groups and merges skills from role profiles, standards and existing drafts into a single structured, consistently worded competency framework.

7 steps6 actions
Time saved: ~2–3 weeks
Operations & Process

SOP generator from transcript

Extracts ordered steps with role and system from a process walkthrough transcript and rewrites them as a complete SOP with exceptions and quality checks.

4 steps4 actions
Time saved: ~1 day
Operations & Process

Process mapping

Turns interview notes, SOPs or transcripts into a structured current-state map with roles, activities, decisions, systems and handoffs, plus the validation questions for the process owner.

6 steps5 actions
Time saved: ~1 week
Organisation & Workforce

Team snapshot

Produces a short, structured read on a team's composition and evidence in one run, for quick context or as input to deeper analysis.

3 steps3 actions
Time saved: ~half a day
Talent & Leadership

Skills coverage analysis

Measures a team or role population against a defined target skill set and quantifies where coverage is strong, thin or absent.

4 steps4 actions
Time saved: ~1 week
Sales & Growth

Churn early-warning & save plan

Combines NPS movement, ticket velocity, usage drop-off and billing changes into a churn score per account, then drafts the save play with the ARR at risk quantified.

15 steps10 actions
Time saved: ~2–3 weeks
Legal & Contracts

NDA triage

Grades every clause in an incoming NDA against your saved house positions and returns a single verdict — sign, mark up (with the drafting done) or escalate.

6 steps6 actions
Time saved: ~half a day
Sales & Growth

Expansion & upsell propensity engine

Computes seat utilisation and module adoption per account to score expansion ARR, then writes the AE brief with the motion and talking points for each opportunity.

15 steps11 actions
Time saved: ~2–3 weeks
Legal & Contracts

Clause Library Builder

Codes clauses by topic across your executed precedents, selects the strongest drafting as the approved position, and keeps weaker variants as fallbacks with the circumstances that justify them.

6 steps6 actions
Time saved: ~1–2 weeks
Operations & Process

Policy-to-process translator

Decomposes a policy or regulation into individual obligations with owner, deadline and evidence, writes them up as an operational procedure, and tests your current process against each to expose gaps.

7 steps6 actions
Time saved: ~3–4 days
Finance & Investment

Investment Appraisal

Discounts the cash-flow profile deterministically to produce NPV, cumulative position and payback, then appraises the investment on returns, strategic fit and risk with a proceed decision and conditions.

11 steps9 actions
Time saved: ~1–2 weeks
Organisation & Workforce

Team effectiveness review

Scores a team's effectiveness against structured evidence on defined dimensions, producing a comparable baseline for future re-measurement.

4 steps4 actions
Time saved: ~3–4 days
Talent & Leadership

Succession planning

Builds successor options for a role, assessing readiness against requirements and naming what has to close for each candidate to be ready.

6 steps6 actions
Time saved: ~1–2 weeks
Finance & Investment

Budget consolidation

Rolls stacked department budget submissions up by cost centre and department, compares the total to your envelope, and writes the consolidation note with credible trims.

9 steps8 actions
Time saved: ~1 week
Operations & Process

UAT test cases

Converts requirements into structured test cases with preconditions, steps and expected results, tracing each back to its requirement.

13 steps7 actions
Time saved: ~1 week
Markets & Intelligence

Portfolio Company Risk Radar

Monitors live market signals around a portfolio company across customers, competitors, suppliers, regulation, talent and capital, classifying each as opportunity, risk or watch with the board action for the material ones.

6 steps6 actions
Time saved: ~1 week
Organisation & Workforce

Strategy to organisation gaps

Reads a strategy document against org and role evidence to name the specific organisational gaps that will delay delivery.

4 steps4 actions
Time saved: ~1 week
Sales & Growth

RFP response accelerator

Extracts an inbound RFP requirement by requirement, maps each to evidenced capability, flags the gaps before you commit, and drafts the compliant response sections.

10 steps8 actions
Time saved: ~1–2 weeks
Organisation & Workforce

Transformation workforce plan

Plans the workforce side of a transformation, assessing role-level impact, capability needs, sequencing and people risk.

17 steps15 actions
Time saved: ~3–4 weeks
Legal & Contracts

Clause Benchmarking

Researches the market-standard position for each clause type in your jurisdiction and sector, then grades every clause as at, above or below market with fallback wording proposed.

7 steps7 actions
Time saved: ~1 week
Risk & Compliance

Audit evidence mapping

Maps an uploaded evidence set against a list of assertions or PBC items to produce a coverage matrix, flagging unsupported assertions and orphaned documents.

5 steps5 actions
Time saved: ~1 week
Markets & Intelligence

Acquisition Target Signals

Reads live market signals for the behaviours that precede a sale — leadership churn, funding gaps, flat hiring, ownership change, strategic drift — and returns a screened target list scored against your acquisition criteria.

6 steps6 actions
Time saved: ~1–2 weeks
Procurement & Vendors

RFP bid comparison matrix

Extracts and scores every bid against every evaluation criterion with a reason per cell, rendered as a heatmap showing the decisive differences.

7 steps7 actions
Time saved: ~1 week
Talent & Leadership

Match gate (If / Else)

Runs a deterministic candidate-to-role match against a coverage threshold, branching to a full brief above the bar or a rejection note below it.

8 steps6 actions
Time saved: ~1 day