Intentional Systems Consulting

Staff sign in

Authorised access only. Contact and commercial information is stored in the secure ISC workspace.

ISC operations

Operating overview

Records are saved to the secure ISC workspace. Relationship exports contain people, organisations and opportunities only; full recovery also requires retained documents and engagement history.
Attention

Next actions

Pipeline

Active opportunities

Relationship register

People

Capture once, then attach roles, organisations, referrals and opportunities.
Person Organisation Relationship roles Earlier instruction — review in Work to do Last updated
Relationship history

Meetings

Previous meetings

Meeting history is not connected yet.

Meeting People Date Type Status
No meeting records are loaded.
Organisation register

Organisations

One organisation record can support several contacts and opportunities.
Organisation Industry / location People Opportunities Last updated
Commercial workflow

Opportunities

Develop opportunities, prepare agreements and manage delivery.
Your work

Work to do

What to do next, what is waiting and what is blocked.

Portability and recovery

Data & backup

This version stores information locally in the browser. Export regularly.
Backup

Export relationship records

Downloads one versioned JSON package containing people, organisations and opportunities. Agreement preparation, audit history and stored documents require the full recovery backup.

Restore

Restore relationship records

Restores people, organisations and opportunities. The backup must include all existing records to preserve history. Accepted proposal identities cannot be changed through this restore.

Current local store

Record summary

Relationship record

Add person

Optional. Choose “Create a new organisation” to add one without leaving this person.
Select every role that applies. These are not mutually exclusive.
Organisation record

Add organisation
Commercial record

Add opportunity
Opportunity progression

Engagement workflow

1QualifyIs this viable?
2Decide engagementWill ISC take it on?
3Shape the workWhat is responsible?
4Draft proposalWhat will we offer?
5Generate & agreeIssue or revise
Commercial reality check

Light qualification

Uncertainty does not prevent an exploratory conversation. Weak qualification limits unpaid time and bespoke effort.

Explicit commercial decision

Engagement Gate

Use when the conversation moves from “what might be possible?” to “what should we actually do?” ISC does not answer the second question accidentally for free.

Smallest responsible paid scope

Scope Selection Pathfinder

Answer in order. The result is determined from uncertainty, consequence and reversibility.

Pathfinder result pending

Complete the relevant questions to determine the engagement shape.
Controlled source record

Scope and proposal inputs

These are approved inputs for the renderer. It must not invent missing client problems, outcomes, commercial terms or recommendations.

Controlled generation gate

Proposal readiness

Generate a proposal only when the paid-engagement decision and required human inputs are present. Amend the proposal draft and return here to create a controlled new revision.

Not ready to generate