TEZ FOR CONSULTING
Turn client insight into a clear engagement.
Keep research, recommendations, review meetings, and deliverables connected to the client’s objectives.
A CONNECTED WORKFLOW
Cedar process review, from plan to handoff.
Review the client’s delivery process. Consolidate interview findings into recommendations and a practical action plan.
Consolidate interview findings
Set the scope and give the work a named owner.
Review recommendations
Keep feedback with the document and record the decision.
Prepare the client readout
Share the outcome and confirm the next handoff.
THE WORKING BRIEF
A shared reference for the next decision.
Review the client’s delivery process. Consolidate interview findings into recommendations and a practical action plan.
Example deliverable: Process review findings.
Explore DocsTHE TEAM HANDOFF
Make the update useful to the next person.
Interview findings are consolidated. Recommendations are in review before the client readout.
The team keeps the review document and the next action in the same conversation.
Explore Chat
INTELLIGENCE
Give the next step a clear starting point.
Ask Intelligence to create a task with a named owner and deadline, then review the result in the project.
Explore IntelligenceCreate a task for Liya to review recommendations by Thursday in Cedar process review.
Make this workflow your own.
Can we adapt this example to our team?
Use the example as a starting point. Set your own project scope, owners, documents, and review steps to fit the way your team works.
Is the example real customer data?
No. The names, work items, and conversations are illustrative examples of how a team could organize work in Tez.