Auditors & fiduciaries Your client's processes, documented by the people who run them.
An internal control system, a handover or a succession all start the same way: writing down how the company really works. Consularis interviews the people who run each process and documents it step by step, with who does what and every change dated.
How it works
From your client's interviews to a documented company.
The people who run the processes, interviewed
Every role in parallel, twenty minutes each, in their own language, from a simple link.
The company on one map
Every process, who runs it, and how the work passes from one department to the next.
What you hand over, ready
The company on one page, each process with its inputs, steps and outputs, who does what, every change dated; exported to PDF, Word or Excel. The internal control pack is in preparation.
Questions you may have
Who is it for?
Auditors and fiduciaries whose mandate needs the client's processes written down: an internal control system, a company handover, a succession.
Can we use it for an internal control system?
It documents the processes your control design starts from, from the people who run them. The risks, the controls and the assurance stay yours; a dedicated internal control pack is in preparation.
Does it work for a handover or a succession?
Yes. The know-how a buyer or a successor needs is written down, process by process, before the people who hold it leave.
Will my client's people answer honestly?
No one at your client reads their interviews, and you don't either. Each person gets a report on their own work, so they have a reason to answer well.
Who owns the data once the engagement ends?
Your client. The map stays in their workspace, hosted in Europe, and they can export it or have it deleted at any time.
Ready when you are
Let's prepare your next mandate together.
One conversation to understand if Consularis is right for you.