Audit an inherited engagement or implementation against its evidence. Use when taking over work or joining mid-project; distinguish verified facts from inherited claims.
Draft a board or executive summary of an engagement using outcomes, risks and investment decisions. Use when the sponsor needs to brief senior leadership.
Clarify a new customer brief, desired outcome, constraints and evidence gaps. Use for kickoff or a first meeting; do not repeat discovery already supplied.
Implement a scoped software change for a customer and verify its behavior. Use for delivery work with an understood outcome, not incident response.
Develop a business case for an initiative using costs, benefits, risks and evidence. Use when a sponsor needs budget or timeline justification.
Configure or diagnose access to a requested source using available host tools. Use for source MCP setup; source configuration needs no engagement record and credentials stay with the host.
Review the portfolio across existing engagement records. Use for status across customers; requires accessible permitted records and does not create missing client histories.
Turn meeting notes or a transcript into sourced decisions, changes and next actions. Use after a customer conversation; review consequential record updates before saving.