Reusable method configuration
Maintain approved forms, workflows and terminology that can be configured for a client without copying client data.
Give principal consultants repeatable delivery methods while every client engagement remains isolated, reviewable and independently exportable.
Request a consultancy assessmentOreLynx 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.
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.
For consultancy principals
Consultancies can reuse approved methods without pooling client records, decisions, files or access.
Maintain approved forms, workflows and terminology that can be configured for a client without copying client data.
Keep each client’s users, projects, evidence, approvals, exports and support access in its own tenant.
Run different field, licence, evidence and reporting workflows with client-owned approval and deliverables.
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.
Assess your workflow