Checklist ready

Review the controls before choosing the automation.

Download the 12-point checklist, score the evidence you have today, and assign owners to the highest-priority gaps. The score is an internal prioritization aid, not a certification.

Download the PDF checklist

How to use it

  1. 1.Select one material workbook or workbook family.
  2. 2.Rate each control only from evidence you can show.
  3. 3.Assign an owner and next action to every weak control.
  4. 4.Use the action-plan page to sequence the first 30 days.

Want a second set of eyes?

Bring the current workflow, ownership model, and main control concern. The first call does not require a workbook upload.

Get a Workflow Assessment