Audity Dashboard Workflow

This document provides a step-by-step process for effectively navigating the Audity Dashboard. It outlines the process of initiating a new audit, evaluating readiness, generating insights from interviews, analyzing data, and presenting findings. Each step ensures a thorough understanding of how to utilize the Audity platform to its fullest potential.

Step 1

In your Audity dashboard, everything begins with clarity. Here, you will see your active audits within the database. You have the option to initiate a new audit or send a readiness link.

Step 2

Once the readiness link is completed with company information, it initiates a comprehensive assessment to evaluate their preparedness. This readiness can be converted into an actionable link for further processes.

Step 3

Proceed to initiate a new audit, where you will upload your required documents.

Step 4

The document is generated successfully.

Step 5

You have options to export, rerun analyses, and review pain points, challenges, and AI transformation opportunities.

Step 6

Proceed to the questionnaire section. The interview process generates stakeholder-specific questions. You can add stakeholders and generate their corresponding questions here.

Step 7

Once the questions are generated, you can view them in this section.

Step 8

You also have options to regenerate, edit, or delete questions. After completing interviews, upload the transcripts here for further processing.

Step 9

Analyze the completed interviews. Post-analysis, you can choose to rerun or proceed to view results. The analysis provides insights into stakeholder cultural assessment, process reality, and overall scoring.

Step 10

Gain insights into stakeholder consensus, conflicts, concerns, suggestions, cultural factors, operational realities, and political dynamics.

Step 11

Generate a comprehensive analysis. Once data is available, the analysis hub conducts a thorough review. The final analysis integrates document insights with interview data, highlighting key findings, risks, inefficiencies, and ROI opportunities. It provides clear visual summaries.

Step 12

These summaries facilitate client discussions with an executive summary, critical gaps, overall assessment, and AI opportunities. It also includes an implementation roadmap with standardized projects, foundational work, supporting evidence with data sources, and key stakeholder insights from the interview analysis.

Step 13

Finally, access the deliverable dashboard, featuring interactive visualizations. View the opportunity matrix identifying quick wins and strategic improvements.

Step 14

Review the pain points heatmap.

Step 15

Examine the implementation roadmap, which outlines quick wins, implementation items, and strategic initiatives.

Step 16

Access stakeholder memos and a confidence dashboard with justifications.

Step 17

Finally, prepare client presentations. These presentations are fully editable and translate the results from the client's interview, comprehensive analysis, and overall confidence scores into a format suitable for sharing.