TOOLING SUPPORTING CONSULTANCY
Tooling that makes relationships visible
Within suitable consultancy engagements, tooling can help manage obligations, risks, controls, owners, evidence and actions as a connected whole.
We define the substantive approach first. We then assess whether and how tooling adds value.
Tooling is not mandatory. Its use is agreed separately for each consultancy engagement.
CONTINUAL IMPROVEMENTPLAN · DO · CHECK · ACT
A continual cycle of planning, implementation, assessment and improvement.
Official implementation partner of Controlbakery
Controlbakery provides the platform. Preflexx supports its practical configuration and implementation within the consultancy engagement.
WHEN TOOLING HELPS
When does tooling add value?
Tooling is not an objective in itself. It can add value when information, responsibilities and follow-up become too fragmented.
Scattered information
Risks, controls, owners and evidence are spread across documents, inboxes and spreadsheets.
Periodic assessment
Controls require regular implementation, assessment and, where needed, improvement.
Multiple owners
Different teams are responsible for measures, evidence and improvement actions.
Management overview
Management and boards need a current, connected view.
The appropriate approach and tooling are determined for each engagement.
SUPPORTING FUNCTIONS
From scattered information to one connected view
Controls provide the link between risks, responsibilities, evidence and follow-up.
Connected overview
Connect obligations, risks, controls, owners and evidence in a logical structure.
Focused follow-up
Support the follow-up of actions and responsibilities.
Structured evidence management
Link evidence to the relevant control, owner and assessment period.
TOOLING IN PRACTICE
Content first, technology second
- 01
Define the content
We bring obligations, risks, controls, ownership and evidence requirements together.
- 02
Configure where appropriate
Only when tooling adds value do we configure the agreed structure in the selected tooling.
- 03
Management and handover
We agree who maintains information, performs periodic reviews and keeps it current after the engagement.
The organisation remains substantively responsible for its risks, controls, data and decision-making.
APPROPRIATE SUPPORT
New tooling is not always necessary
At the start of an engagement, we assess which approach and support are appropriate. The use of tooling is agreed separately.
CAREFUL AGREEMENTS
Availability and data
The use, availability and configuration of tooling are agreed for each consultancy engagement. When data is processed in external tooling, arrangements for access, management and data processing are documented in advance.
Discuss the substantive challenge first
We consider your objectives, current approach and information needs, then determine whether tooling adds value.