FLAGSHIP · 6 LINKED DRAFTSFinancial advice · Flagship review
Finish the annual review
Thandi is changing jobs. Her expected exit payment fell by R120,000. Check the correction, next month’s cash and the promises the adviser must keep.
Workflow index · Five sector studies
What work would you bring us?
Start with something your team already does. Open an example, inspect the material it uses, and see the decision that still belongs to a person.
RECONCILIATION · HOLD GATEFinance · Batch A17
Check an invoice
A signed concession changes the amount a finance reviewer can justify. Open the reconciliation.
INTAKE AUDIT · CLAIMSInsurance · File F-018
Prepare a claim
The file note asks for a repair estimate. It is already in the attachment list. See what is genuinely missing.
CREATIVE · TWO CUTSCreative · Brief P-01
Try the other idea
Direct two campaigns from the same product brief. Keep the chair; change what the campaign is about.
STOCK GATE · QUOTATIONOwner-managed · Order Q-012
Price a job
The buyer wants twelve. Ten units are in stock. See what can be quoted before the supplier confirms the rest.
Prepared examples with explicit human decisions
These studies use fictional records or prepared creative material so every source, calculation and hold condition can be inspected safely in the browser or downloaded offline.
Have something different in mind? Bring a recurring job, the role responsible for checking it, and the result your team needs back.