Discovery
Understand How Your Client Works
Turn connected systems, documents and interviews into a shared map of the client’s business, with sources your team can review.
- Dispute records
- Invoices
- Deliveries
- Payment queue
- Policy documents
- Carrier portal
- Dispute filing
- Invoice matching
- Proof of delivery
- Carrier payment
- Exception approvalAsk
- Month-end closeAsk
What You Can Do
Build a sourced view of the client’s systems, data and processes.
Connected Sources
Read-only connections to warehouses, file stores and business apps, granted by the client and scoped to the engagement.
System Map
See the systems, datasets and data flows covered by the engagement, and how they connect.
Processes as They Run
See each process as it is written, as people describe it and as the data shows it actually runs.
Interviews
Bring stakeholder interviews into discovery, with quotes linked to their source.
Sourced Findings
Keep supporting records with each finding so reviewers can check it before sharing.
Questions for the Client
Turn gaps in the evidence into clear questions for the right stakeholders.
Discovery for Your Practice
Start with a clearer picture.
- A shared starting point
Agents map the sources the client shares, helping your team see what is known and where to investigate next.
- Findings you can defend
Follow each finding back to the document, interview or record behind it.
- Dispute records
- Invoices
- Deliveries
- Payment queue
- Policy documents
- Carrier portal
- Dispute filing
- Invoice matching
- Proof of delivery
- Carrier payment
- Exception approvalAsk
- Month-end closeAsk
Controls Built In
Keep access, review and accountability part of the work with Discovery.
Read-only by default
Connect client sources with read-only access for discovery.
Scoped access
Each connection covers only the systems and records the client approved.
Sources kept with the claim
Reviewers see exactly what a finding rests on before it leaves the firm.
Explore the Platform
simulationCompare proposed changes against the client’s data before committing to a rollout.
rolloutMove from a tested proposal to a staged rollout, with client approval at each step.
impactTrack results against an agreed baseline and review the evidence with the client.