Sell what you know
Keep your best processes in your own template workspace
A workspace of your own, apart from your firm's processes and every client, where you build the processes you sell.
Group them into packs
A pack is a set of processes with their sub-processes, risks, controls and rules, ready to apply to a client. Handoffs between them come too.
Build packs fast with AI
Start a template from an SOP, a policy or your own words, the same way as any process.
Apply it to each client
Apply a pack to a client in three steps
Pick the pack and its processes, match the roles, review, apply. The processes arrive in the client's workspace as drafts.
AI matches your roles to theirs
Each role in your pack becomes one of the client's own roles. Roles used before or with the same name are matched for you, AI suggests the rest, and you can change any of them. No new roles are created in the client.
See which clients use each pack
Every pack lists the clients it was applied to.
Work with each client
Work inside the client's own workspace
Open a client and work in their workspace, with a banner that says whose it is. What you change is saved there.
See all their processes
Read every process in the client, so you see what is mapped and what is missing.
Build and publish with them
With the access the client gives you, your consultants can build and change processes, review them, and approve and publish.
The client stays in control
The client sets your access levels, can set an earlier end date, remove one consultant and keep the rest, or end access, which stops at once.
How you start
We set you up
How2MapIt creates your partner space and connects each client that wants to work with you. You set up your template workspace yourself.