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Quick Start

This is the five-minute tour. It gets a new firm from signing in to a first evidence-backed result. For a full worked example, see Your First Engagement.

1. Sign in​

Open your firm's Celeredge workspace and sign in. You'll land on the Command Center — your firm's home, showing active engagements, open signals, and AI-curated priorities. On a brand-new tenant these are empty; that's expected.

Command Center

2. Set up your firm (Org Admin)​

If you're the Organization Admin, do these once:

  1. Invite your team — Settings → Users → Invite User, assigning each person a role.
  2. Choose your practices — open Practices and turn on the methodology areas your firm offers; assign Practice Leads.
  3. Connect your tools (optional but recommended) — open Integrations to connect your CRM, document storage, and survey tools so engagements can pull in real data.

3. Create a client and an engagement​

  1. Add a Prospect or jump straight to Accounts → create the client company.
  2. Create an Engagement under that account (Engagements → New). Give it a name, objective, industry, and practices. See Engagements.

4. Bring in evidence​

Inside the engagement, open Data & sources:

  • Upload the client's documents (they're indexed for AI retrieval), and/or
  • Connect a database or document source,
  • Optionally run an AI interview to capture evidence conversationally.

See Data & sources.

5. Run your first assessment (Diagnose)​

Open Diagnose and choose a method — Assessment or AI baseline. (Causal & impact and Financial model live in the Analysis workspace.) For a framework assessment, pick a practice then a framework, check the data readiness, and click Run Assessment. AI drafts an answer for each question from your evidence, streaming in as it goes; review each answer's confidence and cited evidence, then Accept answers to unlock analysis and carry the resulting gaps into Deliver. See Diagnose.

6. Produce a deliverable​

From Deliver, generate a report, build a deck in Deck Studio, or publish a dashboard. Every output is grounded in the evidence you collected and traceable back to its source. See Deliver.

What you just did​

You ran the full Celeredge loop. Next, do it for real with Your First Engagement.