For consulting practices & transformation partners
Bring your method and expertise. Use ProcessScout to connect discovery, analysis, recommendations and delivery across your client engagements.
Repeat the method. Keep each engagement’s context separate.
The commercial fit
Professional combines greater project capacity with client collaboration and branded delivery. A software subscription and a partner agreement are separate things.
Choose your relationship
Use the platform for engagements you lead, or discuss referring and delivering work through a separate partner agreement.
Use your workspace to manage client evidence, analysis, decisions and deliverables. Choose a software plan for the capacity and client access you need.
Create your workspaceSoftware pricing is published. Any separately introduced or jointly delivered work needs its own agreement.Confirm referral eligibility, fees, client ownership, delivery responsibilities and payment timing in a written partner agreement.
Discuss partner termsA software subscription does not by itself enroll you in a referral program or promise a commission.For consultants & advisors
Keep the client’s context, your analysis and the delivery decision connected throughout the engagement.
Define objectives, deliverables, stakeholders and constraints in the project plan. Make the question and the boundaries clear before analysis expands.
Bring sources and walkthroughs into the project. Connect findings to processes, people and systems, then use Studio to investigate and prepare cited analysis.
Compare materially different responses. Make investment, timing, dependencies and risk visible, then record the selected direction and its conditions.
Develop target processes, requirements and documents. Review the changes and approved versions with the people responsible for implementation.
A stronger client handoff
Prepare outputs that explain what the team found, what it means and what needs to happen next.
Explore the platform capabilitiesSources, current-state findings and unresolved questions, so another reviewer can test the explanation.
Compared scenarios, value assumptions and decision conditions, so the sponsor understands the trade-offs.
Target processes, requirements, SOPs and supported workflow artifacts, with the relevant owners and review records.
A baseline, measurement source and review period. Access to outcome tracking is agreed through the current pilot.
Work together
Business knowledge, analysis and delivery judgment belong in the same conversation. Your project’s access and review roles determine who can see and approve the work.
The process owner
Explain the normal path, the exceptions and the practical constraints. Check whether the emerging picture matches what the team actually does.
The analyst or advisor
Connect the sources, investigate the problems and compare responses. Prepare deliverables that make the evidence and uncertainty easy to inspect.
The sponsor & delivery team
Agree priorities, resources and acceptance criteria. Review the change, approve the release and decide how the result will be measured.
Client collaboration
When a client workspace is configured, control the members and roles, publish updates from approved versions and preview what each role will see.
Client access, document exports, branding and advanced tools depend on the selected package and project setup.
Compare software plansAgree who can contribute, review and see published work.
Check the subject version and supporting evidence before publication.
Check the view for the intended role before sharing an update.
Your next step
Use ProcessScout to support your own engagement, or explore Edge when a focused, analyst-reviewed assessment fits the client’s needs.
Your team leads
Use a connected workspace for evidence, investigation, scenarios, design and reviewed delivery. Choose the plan and capabilities that fit your work.
Explore software plansA guided starting point
A focused assessment of one workflow, with an analyst-reviewed Trail Map, baseline and 90-day plan. Check the standard business and source requirements.
Explore the assessment scopeSee it with your own work
Show us the kind of work you deliver. We’ll explore how evidence, decisions and client outputs could fit together in your practice.
Choose your plan during signup. Compare pricing
A little transparency
We use Revvalo analytics to understand interest in ProcessScout and make follow-up more useful. You decide whether to allow it.
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