New Assessment Experience: Value in Under 60 Minutes

How Cynomi’s New Assessment Experience Works

Start with the scope that fits the engagement. Build reusable templates for a service tier, framework, or client type, then apply them across clients — or start without one. When you create a new client, choose the template you want to begin from and select the frameworks the client is assessed against.

Neither decision is locked in. You can change a client’s task list from their Scope screen and update frameworks in Settings as the engagement evolves, and Cynomi shows you what’s being added or removed before you confirm.

Next, build out the client’s Company Profile with information about their organization, technical environment, sensitive data, security programs and tools. This gives Cynomi the context to tailor the assessment to that client, and to flag tasks that are relevant but not yet in scope.

When you run the assessment, Cynomi draws on the Company Profile, connected scans and integrations, and uploaded documents to suggest answers wherever it has relevant information. Each suggestion includes a confidence level and short reasoning, so you can understand what Cynomi is suggesting and why — you accept suggestions individually or in bulk, and the final answer is always yours to set.

Work through the assessment as one continuous, filterable list, or step through questions one at a time when running a live session with the client. Existing client accounts keep their current task list untouched; nothing changes unless you choose to edit their scope.

What the New Assessment Experience Means for Your Practice

The biggest change is how quickly you can move from assessing a client to an actionable engagement.

Instead of putting every client through the same assessment process, you can start with the scope that fits the service you’re delivering and refine it as you learn more. Instead of gathering information Cynomi already has, you can review suggested answers and focus your expertise on the remaining gaps.

The assessment doesn’t end with a questionnaire. Answers flow directly into the client’s tasks, policies, risk scores and reports, turning what you learn during the assessment into the foundation for the ongoing engagement.

That becomes more valuable as your practice grows. Reusable templates turn your methodology into a repeatable approach your team can apply across clients. Suggested answers and a guided assessment give junior team members the context to run more of the engagement, freeing senior talent for higher-value strategic work.

As client needs change, the engagement can change with them. Scope, frameworks and templates can all evolve without losing the work and history already associated with the client.

See the New Assessment Experience for Yourself

Cynomi’s new assessment experience is available now to all partners, in version 3.44.0.

Log in and create a new client to see how flexible scope, client context and AI Suggestions help you move from assessment to action faster. Or contact your Cynomi Partner Account Manager for a walkthrough.