Process (async-first)

No calls. Email-first. You can implement in your environment and share sanitized screenshots/notes for guidance. The outcome is an Evidence Pack documenting policies, approvals, training, and scenario testing.

Step 1

Purchase a package

Choose Foundation, Guided, or Complete. Enterprise is custom.

Step 2

15-minute intake

You complete a short form about payment workflows, thresholds, vendor change flow, and roles.

Step 3

Tailored Policy & Process Kit

We prepare your documents and registers: approved channels, callback protocol, multi-approval matrix, vendor bank change lock, logs.

Step 4

Implementation

DIY (Foundation) or guided async review (Guided/Complete). You can share sanitized screenshots or written notes.

Step 5

Training + quiz

20–30 minute training module with quiz and completion logs (package-dependent).

Step 6

Scenario test + Evidence Pack

Tabletop scenario and report (Complete) + final Evidence Pack delivered.