Getting from a new client to an actionable assessment can take hours or even days. Service providers spend time defining the right scope, gathering and entering information, and working through multiple assessment sessions, even when much of that client information may already be available.
And not every engagement should start the same way. An entry-level baseline, a focused compliance engagement and a comprehensive risk assessment each require a different scope. Without an easy way to reuse your methodology, every new client can mean repeating the same setup work.
Cynomi’s new industry-leading assessment experience changes that. It gives you greater control over what you assess, starts with what Cynomi already knows about the client, and reduces the manual work required to get from assessment to action. The result: onboard, assess and start proving value in less than 60 minutes.
How It Works
Start with the scope that fits the engagement. Create reusable templates for a service tier, framework or client type, then apply them across clients. When you create a new client, choose the template you want to start from, or start without one, and select the frameworks they’re assessed against.
Neither decision is locked in. You can change the client’s task list from their Scope screen and update frameworks in Settings as the engagement evolves.
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.
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, short explanation and sources, so you can understand what Cynomi is suggesting and why.
Instead of starting every question from scratch, you can review and confirm what Cynomi already knows and focus your expertise on the remaining gaps. Work through the assessment as one continuous list, or step through questions one at a time when running a live session with the client.
What This 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 on what still requires your expertise.
And the assessment doesn’t end with a questionnaire. Answers flow directly into the client’s tasks, policies, scores and reports, turning what you learn during the assessment into the foundation for the ongoing engagement.
That becomes even more valuable as your practice grows. Reusable templates turn your methodology into a repeatable approach your team can apply across clients. AI Suggestions and a guided assessment give junior resources the context and guidance to run more of the engagement, freeing senior talent to focus on higher-value strategic work.
As client needs change, the engagement can change with them. Scope, frameworks and templates can evolve without losing the work and history already associated with the client.
See It for Yourself
Cynomi’s new assessment experience is now available to all partners.
Log in and start a new client to experience how flexible scope, templates, client context and AI suggestions can help you get from assessment to action faster. Or contact us for a demo.
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