Client Workspace • Acme Corp

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Organization Workspace

Acme Corp

Single client workspace for the DISM audit, evidence review, advisor decisions, and reporting.

Evidence review
Company typeManufacturing
IndustryAdvanced manufacturing
Employee band1,001-5,000
Audit standardDISM + ISO 30415 readiness
AdvisorInclusionScore Advisory
StageEvidence review

Client Portal

Acme Corp

DISM implementation with InclusionScore Advisory for Q3 readiness cycle.

Workforce Risk Score
78
Preferred risk
DISM Maturity
3.2
Target 4.0
Certification Readiness
71%
9 blockers
Evidence Sufficiency
64%
18 items due

Priority Work

Workforce risk, evidence, certification, and insurance actions due next.

View all
EvidenceUpload manager training recordsHR LeadTodayBlocked
RiskReview accommodation workflow gapLegalJun 14Needs review
CertificationApprove governance charter evidenceExecutive SponsorJun 18In review
Service RequestStart ISO 30415 readiness workflowD&I LeadJul 01Queued

Assessments

Readiness programs in flight for the client workspace.

Open assessments
DISM DiagnosticActive

Validate leadership accountability responses

ISO 30415 ReadinessEvidence review

Resolve 9 evidence blockers

EPL Workforce RiskDraft report

Confirm training and complaint-response artifacts

Workforce Governance MaturityIn progress

Complete service management process questions

Evidence Health

Anti-harassment and retaliation policyEPL, ISO 30415, DISM Governance
Accepted
Manager training completion exportEPL, ISO 30415 Competence
Missing update
Accommodation request procedureDISM Service Requests, ISO 30415 Inclusion
Needs review

Service Requests

SR-1042Certification readiness review
In fulfillment
SR-1043Evidence mapping support
Waiting on client
SR-1044Workforce risk memo
Queued

Risk Indicators

Complaint response consistencyCase closure artifacts vary by region
Medium
Manager training coverageTraining record is stale for two business units
High
Leadership accountabilityGovernance charter and review cadence are documented
Low

Reports

Executive Workforce Risk BriefExecutive team
Ready to generate
Certification Readiness ReportClient and advisor
Needs evidence
EPL Underwriting Signal PackBroker
Draft

Client Maturity Dashboard

Deloitte Canada Demo

Benchmark maturity, multi-standard readiness, execution roadmap, and AI next-best actions for workforce governance.

LoadingView roadmap

Benchmark Comparison

Compare client maturity against peer groups and top quartile performers.

Client maturity
2.1
Scale 0-3
Peer average
1.8
Scale 0-3
Top quartile
2.7
Scale 0-3
Gap to top quartile
0.6
Scale 0-3
Client
2.1
Peer average
1.8
Top quartile
2.7
Next actionApprove workforce governance RACI and executive review cadence.
Next actionCentralize evidence ownership for ISO 30415 and ISO 30201 controls.
Next actionMove service request handling from regional practice to measured workflow.

Multi-Standard Maturity

Toggle standards on or off based on the client’s scope.

ISO 30415

2 Under Control

2.2
Governance2 Under Control • Executive Sponsor
2.4
Inclusive Culture2 Under Control • People & Purpose
2.0
Competence1 Learning • Learning Lead
1.7
Procurement2 Under Control • Supplier Risk
2.1

ISO 30414

1 Learning

1.9
Workforce Availability2 Under Control • People Analytics
2.0
Leadership1 Learning • HR Strategy
1.8
Skills1 Learning • Talent
1.6
Productivity2 Under Control • Operations
2.1

ISO 37401

1 Learning

1.6
Compliance Context1 Learning • Ethics Office
1.5
Obligations1 Learning • Legal
1.7
Controls1 Learning • Risk
1.4
Monitoring1 Learning • Compliance
1.8

ISO 30201

2 Under Control

2.0
Process Ownership2 Under Control • Transformation Office
2.2
Documented Information2 Under Control • Compliance Lead
2.0
Management Review1 Learning • Executive Sponsor
1.8
Improvement2 Under Control • PMO
2.0

Radar View

Average domain maturity across selected standards.

Maturity radar chart

What should we do next?

Mocked AI recommendation panel. Server-side AI is wired in the next commit.

Priority 1Create a multi-standard evidence register for all active standards.
Priority 2Prioritize governance, skills, monitoring, and documented information gaps.
Priority 3Assign owners and due dates to every roadmap item.
Priority 4Use quarterly management review to prove controls are operating.
Priority 5Prepare an advisor review package for certification readiness.

Maturity Roadmap Map

Current State → Next Action → Evidence → Improved Maturity → Certification Readiness

ISO 30415

Governance

Move governance from documented accountability to measurable review cadence.

Current State2 Under Control
Next ActionApprove governance charter; Schedule quarterly management review
EvidenceSigned RACI; Executive review minutes
Improved Maturity3 Measured
Certification ReadinessExecutive Sponsor • Jul 15
ISO 30414

Skills

Use skills evidence to connect workforce reporting to measurable capability risk.

Current State1 Learning
Next ActionRefresh skills taxonomy; Map training completion by region
EvidenceSkills report; LMS export
Improved Maturity2 Under Control
Certification ReadinessTalent Lead • Jul 22
ISO 37401

Monitoring

Create a compliance monitoring loop before certification readiness review.

Current State1 Learning
Next ActionDefine compliance monitoring cadence; Assign control reviewers
EvidenceMonitoring plan; Reviewer assignment log
Improved Maturity2 Under Control
Certification ReadinessCompliance • Aug 02
ISO 30201

Documented Information

Treat evidence management as the backbone for multi-standard readiness.

Current State2 Under Control
Next ActionCentralize evidence register; Add freshness and sufficiency scoring
EvidenceEvidence register; Monthly sufficiency review
Improved Maturity3 Measured
Certification ReadinessCompliance Lead • Jul 29

Insurance Premium Estimate

Employment Practices Liability planning estimate

Estimated premium for planning purposes only. Final pricing subject to underwriting.

Estimated EPL Premium$97,339/yearLikely range: $79,818-$124,594
ConfidenceMedium
Renewal riskElevated
Peer benchmark$87,261
Potential savings$13,627-$28,228

Risk Inputs

Employee count4,500
Country / regionCanada / North America
Industry / sectorConsulting and assurance / Professional Services
Revenue band$1B-$5B
Prior claimsone minor
Workforce maturity2.1 / 3
ISO 30415 readiness71%
ISO 30201 readiness64%
Training completion82%
Evidence completeness68%
Advisor reviewin review
Harassment: mediumDiscrimination: mediumRetaliation: low

Transparent Premium Logic

Mock model
Base premium$81,0004,500 employees × workforce exposure rate
Industry factor1.05Consulting and assurance
Region factor0.95Canada, North America
Claims factor1.12one minor
Maturity factor0.98Workforce maturity 2.1 / 3
Readiness factor0.98ISO readiness average 68%
Evidence factor1.0068% evidence completeness

Roadmap Actions That May Reduce Insurance Risk

Planning impact
Complete ISO 30415 governance evidence packageLeadership accountability and certification readiness
May reduce renewal concern by improving underwriting confidence
Refresh manager training completion evidenceHarassment, discrimination, and retaliation prevention
May support preferred EPL risk tier
Centralize evidence register and advisor reviewEvidence sufficiency and claim defensibility
Planning savings $13,627-$28,228

How to reduce your premium

Planning guidance

Improving maturity, evidence completeness, and advisor-reviewed readiness may support better underwriting confidence and reduce renewal pressure.

Maturity actions

  • Move governance and evidence management from Under Control to Measured.
  • Close ISO 30415 and ISO 30201 readiness blockers.

Policy updates

  • Refresh anti-harassment, discrimination, retaliation, accommodation, and escalation procedures.

Evidence to collect

  • Manager training export
  • Governance RACI
  • Evidence register
  • Incident response workflow
  • Advisor review notes

Training steps

  • Reach 90%+ manager training completion.
  • Document overdue-training escalation.

Certification actions

  • Prepare advisor review package.
  • Link evidence to certification readiness controls.

AI DISM Advisor Demo

Workforce Risk / DISM diagnostic

Create a client workspace, answer six advisor questions, then save the OpenAI-generated assessment, tasks, and evidence to Supabase.

0% answered
  1. Login
  2. Organization
  3. Diagnostic
  4. AI Q&A
  5. Maturity
  6. Tasks
  7. Evidence
  8. Report
Question 1 of 6Governance and Accountability

Who owns workforce inclusion governance, and is that accountability documented?

ISO 30415Leadership accountability and inclusive governance
ISO 30201Defined responsibility, governance structure, and management-system ownership
Likely evidenceGovernance charter, RACI, board or executive review record

Assessment Workflow

DISM live audit questions

Capture the advisor-led yes/no/return-later audit flow and convert gaps into evidence and tasks.

33% readyMaturity 2.4 / 5
Governance and Accountability

Has leadership assigned accountable owners for workforce inclusion governance?

DISM Governance + ISO 30415 Leadership

Level 4Evidence requiredAccept with latest management review minutes.
HR Management

Are employee lifecycle processes documented and consistently followed across business units?

DISM HR Management + ISO 30415 People Management

Level 2Evidence requiredRequest process map and regional variance notes.
Pay and Benefits

Does the organization review pay and benefit access for inequitable outcomes?

DISM Pay and Benefits + ISO 30415 Equity + ISO 30414 Workforce Reporting

Level 1Evidence requiredGenerate remediation task for pay equity review cadence.
Workforce Service Requests

Is there a defined intake, escalation, and closure workflow for accommodation and employee relations requests?

DISM Service Management + EPL Workforce Risk

Level 2Evidence requiredCreate service request workflow and evidence checklist.
Supplier Diversity

Are supplier inclusion expectations documented in procurement controls?

DISM Supplier Diversity + ISO 30415 Procurement

Level 3Evidence optionalReview procurement policy during next advisor pass.

Evidence Table

Evidence requests and sufficiency

Track the proof needed to satisfy DISM, ISO readiness, and workforce risk indicators.

IDEvidenceMapped standardsOwnerStatusAdvisor notes
EV-1001Leadership accountability charterDISM Governance, ISO 30415 LeadershipExecutive Sponsor
Due Jun 18Needs management review minutes attached.
EV-1002Manager training completion exportEPL, ISO 30415 CompetenceHR Lead
Due Jun 12Required before readiness score can move above 75%.
EV-1003Accommodation request workflowDISM Service Requests, EPL Workforce RiskPeople Ops
Due Jun 14Workflow needs intake, escalation, closure, and owner controls.
EV-1004Pay equity review procedureDISM Pay and Benefits, ISO 30414Legal
Due Jun 21Missing control. Generate implementation task.