Find out how work really runs, with your whole team.

1. 01

   Set up

   In chat

   • Function or whole company
   • 16-function process library
   • Anonymity threshold
   • Retention, 1 to 60 months
2. 02

   Invite

   Your team

   • One link
   • Personal email invitations
   • 2 reminders, counts only
3. 03

   Gather

   Three ways

   • Everyone answers
   • Live meetings
   • Process owners' figures
4. 04

   Review

   You decide

   • AI drafts the reading
   • You edit and approve
   • Numbers are checked
5. 05

   Plan

   The roadmap

   • Heat map and process maps
   • AI and automation uses
   • Roadmap in waves

Screens from a real run on a sample finance survey.

Everyone answers

On their own, on any device.

• Written conversation
• Voice interviewer
• Avatar interviewer

One question at a time. Anonymous: results only show for groups of the minimum size you set, 3, 5 or 10.

Live meetings

Together, on video.

• Individual
• Collaborative
• Moderated

Up to 16 people. Individual: answer privately. Collaborative: answer, then talk where views differ. Moderated: talk it through and agree.

How to run one →

Process owners

Add the figures.

• Volumes
• Staff
• Rates
• Outside spend

A short form by personal link. It feeds the baseline and the opportunities.

See the form →

Survey · One question

123

1. Five levels, in plain words.
2. “Don't know” and “Not involved” are left out of the maths.
3. A low or high score asks why: one nudge, never a block.

Data request · Process owner

12

1. Volumes, staff and rates, saved as they go.
2. “Not tracked” is never counted as zero.

1. 01

   Ask in chat

   Pick the format, the processes, the questions, the time and the size.

   Set up a moderated focus group on accounts payable, Tuesday at 10, up to 12 people.

   Done. Here is the participants' link and your host link.

2. 02

   Invite your team

   Moderators and observers get personal links by email. You can turn a link off at any time.

   • Host
   • Moderators
   • Observers
   • Up to 16 participants
3. 03

   Share the link

   Everyone joins from a browser, with a camera and microphone. The join screen says it is not anonymous.

4. 04

   Run it

   The host starts, moves everyone question by question, shares the spread, runs a second vote and records the agreed answer.

5. 05

   Let the AI help the host

   The co-moderator flags split views and outliers, and drafts neutral follow-up questions. Participants never see it.

6. 06

   End it

   The session ends for everyone. First votes, second votes and agreed answers go into the diagnostic.

Live meeting · Join

123

1. The purpose, the questions and the time.
2. It says plainly that a live meeting is not anonymous.
3. Join from a browser, with a name.

Live meeting · Host view

123

1. Who has answered, and the spread of votes: counts, never names.
2. Flags: high disagreement, and who is far from the group.
3. Second vote, then record the agreed answer.

Live meeting · AI co-moderator

123

1. Prompts from the votes: split views, outliers, who has not answered.
2. Suggested follow-up questions, never with names.
3. Private notes that appear in the report as moderator observations.

Recording and a transcribing note-taker are options where set up for your account.

A sample diagnostic on a fictional finance function. Yours is built from your team's answers and figures.

Diagnostic report · Executive summary

1234

1. You approve the AI's reading before it counts.
2. The answer in one sentence.
3. Key lines, each backed by a pattern in the data.
4. Situation, complication, question, answer.

Diagnostic report · Heat map

12

1. Weakest and strongest, in plain words.
2. Five dimensions per process, scored 1 to 5.

Diagnostic report · Process map

123

1. A standard map for the process, in swim lanes.
2. Each step scored, with hotspots and gaps tagged.
3. Processes with too few answers are left off, never guessed.

Diagnostic report · Roadmap

12

1. Opportunities come from gaps, missing practices and pain reasons.
2. A roadmap in waves: govern first, then automate.

• HOn the webExpiring link

  Read it, share it, revoke the link.

• XExcelEvery number

  Open it in your own tools.

• PPowerPointReady to present

  The storyline, slide by slide.

• WWordFull report

  For the file and the board pack.

• Targets

  Set the maturity level you want for each process and dimension.

• Size of the prize

  A follow-on from your own figures: a low and a high range per process, in phases.

• Admin console

  Every survey with counts only, co-admins, defaults and an audit log.

• Retention

  Keep answers from 1 to 60 months, then they are removed.

• Reviewed, not trusted

  The AI writes from fixed figures, its numbers are checked, and you approve it.

• Close any time

  Close a survey to new answers. Answers already given are kept.

What it costs: a fixed base, then usage up to a maximum you approve →