Consulting Systems, Data & Change Readiness — Update / setup form (auth-only) for Consulting. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

The systems, data, and change-management picture for this engagement — references and names only, never credentials.

What it collects (by section):

• Systems & tools — Tools/Systems in Scope [multi-select: CRM / ERP / Accounting / Project management / BI/Reporting / …]; Key Systems - Names [long text].
• Data — Primary Data Sources [long text]; Data Access Provided (analysis) [choice: Yes / Partial / No]; Data Quality Assessment [dropdown: Poor / Fair / Good / Excellent / Unknown]. What we can analyze and how reliable it is — never enter account numbers.
• Change management — Change Management Needs [multi-select: Comms plan / Training / Incentives / Policy updates / Leadership alignment / …]; Training Audience(s) [multi-select: Executives / Managers / Frontline staff / Admins / All-hands / …]; Training Delivery Preference [dropdown: Live remote / In-person / On-demand / Blended]; Knowledge Transfer Plan [dropdown: Basic handoff / Train-the-trainer / Full documentation / Embedded support]; Ongoing Support Level (post-engagement) [dropdown: None / As-needed / Monthly / Quarterly].

Form type: Update / setup (up), auth-only. Niche: Consulting. Deployment: embed.

Best for / surface when: Consulting client workflow — consulting systems, data & change readiness.