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Assessment and discovery software for consulting firms

Run client scoping, discovery and maturity assessments in one platform, and deliver scored dashboards instead of spreadsheets.

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Assessment software for consultants is a platform for running client scoping, discovery and maturity assessments in a structured, repeatable way. Check-It lets consulting and professional services firms build reusable assessments, distribute them to client stakeholders, ingest client data, track responses in real time and deliver scored dashboards and remediation plans, instead of chasing spreadsheets by email.

Discovery is where engagements are won or lost. Underscoped projects start with incomplete information: stakeholders answer late, data arrives in a dozen formats, and senior consultants spend their time consolidating instead of advising. Check-It was built for exactly this work: a platform built for scoping, discovery and assessments that combines automation with human input.

What you can run in Check-It

Engagement typeExamples
Project scoping and discoveryRequirements questionnaires, stakeholder surveys, system and process inventories
Technology assessmentsCloud migration readiness, data center migration, software implementation, licensing reviews
Security and complianceNIST, CMMC, GDPR, SOX, PCI and SOC 1/2 assessments. See IT audits & compliance.
Maturity and readinessData, process and operational maturity models, such as the master data management readiness assessment built by our sister company
Operational and BPO reviewsOperational efficiency, brand adherence, location and team evaluations
Safety and contractor programsContractor assessments, safety program reviews. See safety checklists.

How it works for a consulting engagement

  1. Build or import your methodology. Turn your questionnaires, scoring models and checklists into reusable Check-It assessments, or let the Check-IT Genie build questions for you (or paste in your questions and the Genie builds them out). You can also start from Launch Bundles such as data center migration, NIST, CMMC and business continuity planning.
  2. Distribute to client stakeholders. Assign sections to the right people across the client's departments or business units and track completion in real time.
  3. Ingest data, not just answers. Pull in log files, database extracts, spreadsheets and API data to support or replace manual answers.
  4. Review and score. Review responses for accuracy, apply scoring and compare across business units or clients. Check-It uses AI to help build gauges and analyze results.
  5. Deliver insight. Present dashboards with drill-down, run after-action reviews and assign remediation tasks.
  6. Reassess. Run the same assessment later to show measurable progress, which is useful for follow-on work.

Benefits for professional services firms

  • Faster discovery: less time chasing and consolidating information, more time on analysis.
  • Consistent quality: every engagement uses the same versioned methodology.
  • Better scoping: consolidated, usable information in one place makes estimates and implementations smoother.
  • A repeatable offer: package assessments as a productized service and reuse them across clients.
  • Visible value: dashboards and reassessments show clients what changed.

Built by consultants

Check-It comes from Woven Measure, whose team has spent 20 years delivering data, integration and software projects for clients.

Frequently asked questions

What is assessment software for consultants?

It is a platform that lets consulting and professional services firms send structured questionnaires and data requests to clients, track responses, score results and turn them into dashboards and recommendations, replacing spreadsheets and email during scoping, discovery and assessments.

Can clients complete assessments without training?

Assessments are assigned to client users for completion, and progress is tracked in real time. Questionnaires can be kept simple for respondents while scoring and analysis happen in Check-It.

Can we use our own methodology?

Yes. Build assessments in the no-code interface or import your existing spreadsheets and instruments, then reuse them across clients with version control. You can also paste your questions into the Check-IT Genie, which builds them out into an assessment.

Does Check-It use AI?

Yes. Check-It uses AI to help build gauges and analyze results. The Check-IT Genie builds questions for you, or you can paste in your own questions and the Genie builds them out.

Can Check-It ingest client data directly?

Yes. Check-It can ingest log files, database extracts, spreadsheets and API data, which is useful for IT, licensing and cloud-migration discovery.

Can we run the same assessment again to show progress?

Yes. Reassess the same client, team or issue over time and assign remediation tasks when obstacles appear.

Run your next client assessment in Check-It. See pricing, call +1 833-339-6836 or use the form below to set up a test case.

Explore Check-It

Audit management softwareThe Check-It platformIT audits & complianceGDPR, SOX, NIST, CMMC, PCI, SOCPricing$2,000/month or $21,500/yearLaunch BundlesReady-made assessment templates

Check-It is built and supported by Woven Measure, Inc., a data and software company with 20+ years of experience in enterprise data systems, which also provides master data management consulting.