Your engagements
Each engagement is a folder of typed artifacts + the 14 CESMII deliverables. Typical engagement: 3–6 months, ~40 consultant hours.
New engagement · Pre-Assess (steps 1–2)
Inputs
Download intake form (.xlsx)Upload the CESMII assessment result PDFs (current & future state), background docs, financials, interview notes/transcripts, or a filled intake form. Structured data always wins over what the vision model reads from charts.
Add interview notes manually
Base financials & loss areas (step 9 napkin math)
Assessment snapshot
No assessment results yet.
Run ·
Deliverables
Charts
The method