Client Workspace • Acme Corp

Client Portal

Reports

Maturity, certification readiness, underwriting, and executive reporting outputs.

Executive Workforce Risk Brief

Ready to generate

Risk score, top blockers, maturity trend, next 30 days

Audience
Executive team

Certification Readiness Report

Needs evidence

Control coverage, evidence gaps, corrective actions

Audience
Client and advisor

EPL Underwriting Signal Pack

Draft

Workforce risk factors, evidence summary, remediation plan

Audience
Broker

Report Draft Generator

DISM Readiness Executive Draft

Draft seeded from current MVP data

AudienceExecutive sponsor, HR, Legal, Advisor
Summary

Acme Corp is progressing through evidence review with strong governance documentation, incomplete service request controls, and unresolved training evidence. The current readiness posture supports advisor-led remediation before certification review.

Findings

  • Governance ownership is documented but still needs the latest management review record.
  • Manager training evidence is stale and creates an EPL and ISO 30415 competence blocker.
  • Accommodation workflow is drafted but lacks complete intake, escalation, closure, and owner evidence.
  • Pay equity review cadence is not yet documented as a repeatable control.

Next actions

  • Upload updated training completion export.
  • Approve accommodation workflow evidence after advisor review.
  • Create a pay equity review implementation task with Legal and HR owners.
  • Generate a board-ready workforce risk briefing after evidence blockers are resolved.