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.
2. Set up your firm (Org Admin)
If you're the Organization Admin, do these once:
- Invite your team — Settings → Users → Invite User, assigning each person a role.
- Choose your practices — open Practices and turn on the methodology areas your firm offers; assign Practice Leads.
- 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
- Add a Prospect or jump straight to Accounts → create the client company.
- 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 & Evidence:
- 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 & Evidence.
5. Run your first assessment (Diagnose)
Open Diagnose, pick a framework, confirm your evidence coverage, and click Run Assessment. You'll watch the run stream through its stages, then review per-dimension answers with confidence scores and citations. Accept the answers to unlock analysis, then send the resulting gaps to Plan. 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.