Advisor Portal
Portfolio Oversight
Mocked advisor workspace for client readiness, evidence review, service requests, and implementation planning.
Advisor Access
Client review queue
Advisors can review sensitive audit state without forcing every delegate into the secure assessment workflow.
ClientWorkspaceAccessReadinessBlockersAdvisor decision
Acme CorpDISM + ISO 30415 readinessManage71%4Prioritize training records and accommodation workflow.
Northstar HealthWorkforce risk diagnosticReview58%7Schedule advisor session for service request intake.
CivicWorksCertification preparationRead only82%2Draft executive report and confirm board package.
AI DISM Advisor
Consultant chat
Server-side advisor API. Uses OpenAI when configured and falls back to structured mocked guidance without exposing keys.