Diagnostic assessments

Start with a diagnostic that creates a decision.

A focused assessment, fixed fee, fixed duration. You leave with a clear, prioritised view of what to modernise next — whether or not you engage us further.

The diagnostic sequence A four-step diagnostic sequence: assess, findings, prioritised backlog and roadmap. Each step is a labelled card. The accent backlog step in bright red is the artefact the client owns regardless of what comes next. FIXED-FEE · FIXED-DURATION · FIXED-OUTPUT 1 WEEK 1–2 Assess We sit alongside your team and look at the work as it is — spreadsheets, overlays, reconciliations, packs, controls. 2 WEEK 2–4 Findings A categorised list of risks, gaps and quick wins, each scoped, owned and weighed for impact. 3 YOU TAKE THIS HOME Prioritised modernisation backlog A defensible, sequenced plan with effort and impact — yours to act on, with us or without us. 4 OPTIONAL Roadmap → implementation If we engage further, work is delivered in 8–16 week increments — no multi-month discovery phase. START WITH A DIAGNOSTIC, NOT A DECK The diagnostic sequence A four-step diagnostic sequence: assess, findings, prioritised backlog and roadmap. Each step is a labelled card. The accent backlog step in bright red is the artefact the client owns regardless of what comes next. FIXED-FEE · FIXED-DURATION · FIXED-OUTPUT 1 WEEK 1–2 Assess We sit alongside your team and look at the work as it is — spreadsheets, overlays, reconciliations, packs, controls. 2 WEEK 2–4 Findings A categorised list of risks, gaps and quick wins, each scoped, owned and weighed for impact. 3 YOU TAKE THIS HOME Prioritised modernisation backlog A defensible, sequenced plan with effort and impact — yours to act on, with us or without us. 4 OPTIONAL Roadmap → implementation If we engage further, work is delivered in 8–16 week increments — no multi-month discovery phase. START WITH A DIAGNOSTIC, NOT A DECK

Diagnostic signals 1 / 3

Fixed scope

A diagnostic is intentionally bounded: fixed fee, fixed duration and a concrete deliverable.

Diagnostic lens

Each assessment scores the operating layer differently.

A radar view makes the diagnostic offer more intuitive: the work is scoped, measured and prioritised.

WorkflowDataModelReportingControls
Actuarial operating layer1/4

Operating layer

Best when the opportunity sits in the spreadsheet and overlay layer around actuarial models.

  • Close flow
  • Overlay control
  • Control clarity

Actuarial Operating Layer Assessment

A four-to-six-week review of the spreadsheet, overlay, reconciliation and reporting layer that surrounds your actuarial models, with a prioritised modernisation plan.

For: Chief actuaries, statutory actuaries, IFRS 17 leads.

Duration: 4–6 weeks · Fee: Fixed.

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CYCLE TIME CYCLE TIME

Reporting Automation Assessment

A focused review of an existing reporting cycle, identifying where automation will compress the cycle and improve auditability.

For: Heads of finance, finance transformation, IFRS 17 leads, BI leaders.

Duration: 3–4 weeks · Fee: Fixed.

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Model Output Validation Assessment

An independent, scoped review of a specific actuarial or financial-services model's outputs, methodology and controls.

For: CROs, model risk leads, statutory actuaries, audit committees.

Duration: 4–8 weeks · Fee: Fixed.

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AI READY? AI READY ?

Data Readiness for Actuarial AI Assessment

A practical evaluation of how well your data estate can support AI use cases in actuarial, finance or risk.

For: CDOs, CIOs, chief actuaries with AI ambitions.

Duration: 4–6 weeks · Fee: Fixed.

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Why this works

  • It keeps the first step focused and proportionate.
  • It gives you a defensible reason to engage us before approving a larger programme.
  • It produces a deliverable you own, regardless of whether further work follows.

Diagnostic engagements are scoped at R250k–R600k depending on depth; build increments at R1.5m–R5m. We work with insurers and banks with R5bn+ balance sheets.

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Choose the diagnostic that fits, give us a few details, and we will reply within one business day.

Diagnostic enquiry

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