Institutionalizing
Execution
Projects • Tasks • Documents • Knowledge
The Three-Layer Model
Not just project management. An entire execution architecture designed for the complexity of modern finance.
The Engagement
Project Layer
Represents a complete client engagement (e.g., Audit, Tax, Due Diligence). Created instantly from Project Templates to ensure consistency across years and teams.
The Work Units
Task Layer
Auto-created from Task Templates. A single project can spawn 100+ checklist-driven tasks with clear ownership, sequence, and accountability.
Evidence & Knowledge
Document Layer
Checklists, working papers, and guidance notes are contextually linked to tasks. No random uploads; everything has a place defined by the Document Template.
One Click =
Full Setup
Templates exist at all three levels. Start a specific engagement and the system instantiates the entire structure instantly.
Instant Instantiation
New Audit Project → 100+ tasks → All Guidance docs attached.
Zero Memory Dependency
The process is the prompt. Nothing missed, nothing reinvented.
Project → Template
Convert a well-executed project into a firm-wide standard in one click.
Task → Template
Save a refined checklist or procedure for future use instantly.
Best Practices Get
Institutionalized
The system works both ways. Execution isn't just about following rules—it's about improving them.
When a team optimizes a workflow, it doesn't just stay in their heads. It becomes a repeatable asset for the entire firm.
Knowledge Manager
The Institutional Memory Layer.
Knowledge at Three Levels
1. Project-Level Knowledge
Prior engagement files, historical deliverables, and reference material.
Benefit: New projects start with context—not guesswork.
2. Task-Level Knowledge
Task-specific working documents, checklists, and execution guidelines.
Benefit: Teams execute consistently, independent of experience.
3. Document-Level Knowledge
Templates, standard formats, and policy notes.
Benefit: Faster document creation with consistent quality.
Governance & Structure
Document Bifurcation
We keep active workspaces clean while preserving memory.
Role-Based Governance
- Access governed by Role (Partner, Manager) and Profile.
- Permissions for View, Create, Modify, and Archive.
- Taxonomy-based classification for all documents.
What This Achieves
System-Led Execution
Reduced duplication and consistent quality across teams.
Faster Onboarding
New staff learn from the system, not just by shadowing.
Asset Creation
Knowledge stays with the firm, not with individuals.