Consulting Engagement Management
Compass
Deliver every engagement type. Impress every client.
Compass is the purpose-built engagement delivery platform for IT and GRC consultancies — with pre-built workflows for M&A, ERP, FDA validation, SOC 2 readiness, and DORA compliance, and a white-labeled client portal.
The Problem
IT and GRC consultancies run their engagements on SharePoint, Excel, and email. Every project manager builds their own templates. Every client gets different quality. Compass standardizes delivery without limiting customization.
Capabilities
Everything you need to manage Compass at scale.
🗂️
6 Engagement Types
M&A IT due diligence, ERP implementation governance, FDA validation, SOC 2 readiness, GRC advisory, and DORA compliance — all pre-built.
🏢
White-Labeled Client Portal
Clients access their engagement status, deliverables, and evidence requests through your branded portal — not Vigil's.
🔬
FDA Validation Workflows
IQ/OQ/PQ protocols, validation master plan, test scripts, and summary reports — generated and tracked in Compass.
📊
Engagement Health Tracking
Milestone tracking, risk flagging, budget burn rate, and client satisfaction scoring — one dashboard per engagement.
🔗
Evidence Flow to PostureIQ
Audit findings and remediated controls flow directly into your client's PostureIQ posture score. No duplicate data entry.
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Revenue Analytics
Track utilization, revenue by engagement type, and client lifetime value across your entire practice portfolio.
How It Works
Up and running in 30 minutes.
Step 1
Create your engagement
Select an engagement type, add your client, and invite your team. Compass sets up the full project structure in minutes.
Step 2
Deliver and track
Use pre-built workflows, assign tasks, collect client evidence, and track milestones from a single dashboard.
Step 3
Close and report
Generate a professional closing report, hand off to the client portal, and archive findings for future engagements.
Framework Coverage
NIST CSF 2.0FDA 21 CFR Part 11EU MDR Annex 11DORASOC 2ISO 27001:2022NIST SP 800-53
Pricing
Simple, transparent pricing.
Team
$499/month
Up to 5 consultants, core features.
✓3 engagement types
✓10 active clients
✓White-labeled portal
✓Email support
Practice
$1,099/month
Full engagement suite for growing practices.
✓All 6 engagement types
✓Unlimited clients
✓FDA validation module
✓PostureIQ integration
✓Revenue analytics
Enterprise
Custom
For large advisory firms and MSSPs.
✓Multi-practice management
✓Custom engagement templates
✓Dedicated implementation
See Compass in action.
Book a 30-minute demo. We'll show you exactly how your organization would use Compass — configured to your industry and frameworks.