Practical guide
Prepare your data for a useful first review
Agree a question, source, owner and time period before connecting a system.
Read guideResources
A practical path from question to evidence.
Use these guides to prepare a review, understand your measures and evaluate AI assistance. Industry examples use clearly labelled synthetic data.
4 guides
Practical guide
Make management metrics comparable
Define the calculation and comparison before interpreting a movement.
Read guidePractical guide
Review an Agent Kay answer with its evidence
Use AI assistance to investigate, with a person responsible for the decision.
Read guidePractical guide
Run a focused department review
Turn a reported exception into a specific, accountable next step.
Read guideExplore a relevant example.
Industry case studies
Follow a calculation through supporting records and department actions.
Department workflows
Review supported workflows across nine departments.
Industry guides
Choose a business type and inspect its questions, measures and data needs.
Connection catalogue
Check implementation status and request an assessment.
Security and data
Understand access controls, AI evidence checks and deployment reviews.