For mining consultancies

Deliver Repeatable Work Without Mixing Client Data

Give principal consultants repeatable delivery methods while every client engagement remains isolated, reviewable and independently exportable.

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Separate Reusable Definitions From Client-Owned Evidence

OreLynx separates reusable method configuration from client-owned operational records. Your consultants can work across authorised engagements while each client’s workers, evidence, decisions and deliverables remain inside that client boundary.

Make Offboarding Part of the First Design

Before configuration, define which records and metadata the client receives, how completeness is verified, when consultant access ends and which retention duties remain. Commercial packaging, allowances, certification and partner arrangements require separate approval.

Illustrative workflow modelConsultancy-client operating boundary
  1. 01
    Approve the reusable methodCopy only authorised templates and configuration—not another client’s operational data.
  2. 02
    Isolate each engagementKeep client organisations, workers, records, support access and decisions in hard-separated scopes.
  3. 03
    Deliver different workflowsRun a field report for one client and a licence-renewal evidence path for another without data mixing.
  4. 04
    Share only approved metadataUse cross-client method or portfolio metadata only when its purpose and approval are explicit.
  5. 05
    Export and offboard cleanlyDeliver the client’s records, revoke access and preserve required evidence without affecting other engagements.
OreLynx separates reusable methods from client-owned records, access, decisions, support and offboarding evidence.

For consultancy principals

Standardise Delivery While Every Client Stays Separate

Consultancies can reuse approved methods without pooling client records, decisions, files or access.

01

Reusable method configuration

Maintain approved forms, workflows and terminology that can be configured for a client without copying client data.

02

Isolated client engagements

Keep each client’s users, projects, evidence, approvals, exports and support access in its own tenant.

03

Client-specific delivery

Run different field, licence, evidence and reporting workflows with client-owned approval and deliverables.

04

Clean export and offboarding

Verify the client handover, revoke consultant access and preserve required evidence without affecting another client.

Bring one real workflow. We’ll map these functions to your roles, records, systems and acceptance scenarios.

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