The journey takes four steps.
We have done our utmost so that a compass fills in in ten minutes for a sole trader, and two hours at most for a larger SME.
Step 1: Upload the documents
Upload your supply and energy invoices, and your accounts (income statement and tax return). The platform derives most of the indicators from them; a guided assistant then asks the remaining questions, one at a time.
That's all.
See: Where to find each document.
Step 2: The engine computes 27 indicators
The uploaded documents feed 27 indicators of equal importance. Because one risk is worth another until you determine what matters to you. What the invoices do not carry comes from your answers, and the structural data fills itself in from public sources. See The 3 pillars and the 9 sub-groups.
Step 3: The compass renders the reading
The result is a nine-axis radar, one per sub-group, each out of 100.
See Reading the compass.
Step 4: Triage
The reading lets you set your priorities on objective criteria.
We will never be prescriptive about what is a priority or possible for you. We provide the compass; you always remain the captain.