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Practice Management

Practices are how your firm organizes its expertise. Managing them — deciding which are visible and who owns them — is an Organization Admin responsibility, done on the Practices page.

Who can access​

Organization Admins manage practices. All users see the practices that are visible.

What you can manage​

ActionEffect
Show / hide a practiceControls whether the practice (and its frameworks) appears for the firm
Assign a Practice LeadDesignates the owner of the methodology area — see Practice Leads
View frameworks per practiceSee the frameworks available in each practice and their source badge

Rules to know​

  • General can't be hidden. It's always available.
  • In-use practices are locked on. A practice used by an active engagement stays visible until those engagements complete.
  • Authoring is not a firm action. Frameworks inside practices are authored and published by Celeredge platform staff; your firm controls visibility and leads, not content.

Step by step​

  1. Open Practices as an Org Admin.
  2. Toggle the practices your firm actively delivers on or off.
  3. Assign a Practice Lead to each active practice.
  4. Review the frameworks surfaced in each practice.

Best practices​

  • Curate to what you deliver. Hiding unused practices keeps consultants' framework choices focused.
  • Every active practice needs a Lead. Ownership is what keeps methodology quality high.