Define the engagement question
Start with the decision, role, collaboration, or team challenge in scope.
For consultants
Define the engagement question, organise the relevant charts, develop your point of view and deliver it professionally.

A practical workflow
A professional workflow designed around how consultants prepare, work with clients, and follow through.
Start with the decision, role, collaboration, or team challenge in scope.
Save the individual or composite charts needed for the engagement.
Use AI-assisted analysis to research themes while you build the actual recommendation.
Create and edit a report that reflects the recommendation you are prepared to stand behind.
What changes in the practice
Relevant features
See the dynamic between two designs.
See the workflowEvery client chart, ready when the session starts.
See the workflowGet to the useful questions faster.
See the workflowTurn a chart and structure into an editable first draft.
See the workflowFor consultants