Client Guide

Roadmap

Your prioritised list of compliance actions — grouped by effort so you always know what to tackle next.

Roadmap overview

The Roadmap tab lists all compliance items grouped into three effort buckets: Quick wins (~15 min), This month (~30 min), and Later (~1 hr). Each item shows its status (Not started / In progress / Needs review / Done) and the number of controls it resolves.

Use the filter buttons — All / Incomplete / Needs Review / Done — to focus on what still needs attention.

Roadmap tab showing items grouped under Quick wins, This month, and Later headings, each item listing its status and number of controls — Items are grouped by effort — start with Quick wins to build momentum.

Working an item

Click any item to open its detail page. You'll see the item type (Policy / Procedure / Checklist), estimated effort, a description, and which controls it addresses. A Guidance button opens contextual help. Click Open editor to start filling in the associated document.

Roadmap item detail page for Backup and Recovery showing PROCEDURE label, In progress status, estimated 15 minutes effort, controls resolved count, guidance button, and score impact — Each item shows exactly what it covers and how much it will improve your score.

Status updates automatically as you complete evidence in the associated document or checklist.

Tip: Start from the Dashboard

The Dashboard always shows the highest-priority Next up card. Click it to jump straight to the most impactful action without opening the Roadmap.

Continue with

Complete the Intake

Assets, assessment answers, and gap analysis

Export a report

Generate a compliance PDF for your client