From immersion to results, the whole consultancy under governance
Strong consulting cannot depend on the consultant's memory. Oracle centralizes diagnostics, projects, proposals, meetings, decisions, indicators and deliverables in one traceable consulting operation — followed by the client. Every step leaves a record; every decision has an owner and a deadline.
11-block diagnostic · Formula-prioritized plan · Minutes and decisions · Client portal
Project dossier
Sample consulting project
Illustrative example — no real client, data or figures.
Why Oracle
Artisanal consulting shatters across tools
The briefing in a form, the diagnostic in a document, the proposal in another system, the meeting without minutes, the decision in a chat, the KPI in a spreadsheet. The result: rework, inconsistency, poorly controlled scope and dependence on people.
Every deliverable lives somewhere else
What was agreed, what was diagnosed and what was delivered live scattered across e-mails, documents and spreadsheets. When the client asks "where are we?", the answer requires archaeology.
The client cannot see the work
Without a place to follow, the perception of value depends on the next meeting — and what happened in between fades from everyone's memory.
The method lives in someone's head
When the project's knowledge is locked in one person, vacations become risk, handoff becomes drama, and growing means starting from scratch with every hire.
What changes
From loose documents to a consulting operation
Oracle ties the ends into a single flow: register the project, run the immersion, diagnose in 11 blocks, audit channels, prioritize the plan, version the proposal, record the acceptance, run meetings with minutes and decisions, review indicators, publish to the client portal and close with a handoff — with the trail preserved.
“Strong consulting cannot depend on the consultant's memory.”
What Oracle does
Seven capabilities for the entire consulting delivery
From the diagnostic to the client portal, every capability works on the same operation — nothing needs to be re-copied between tools.
An 11-block diagnostic
Context, goals, audience, channels, sales, service, data, reputation, competition, offer and management — each block with facts, hypotheses, gaps, risks and opportunities, evidence and confidence from 1 to 5.
A 14-channel audit
Each channel scored from 0 to 5 — from absent to benchmark. An honest snapshot of where the presence is strong and where the foundation is missing.
A formula-prioritized plan
Priority calculated as (impact × urgency × confidence/5) ÷ effort, across 30, 60 and 90-day horizons. When data is missing, the system does not invent a score.
Versioned proposals
Commercial options, optional items and price ranges with a calculator. Every change creates a version with its reason; the acceptance is recorded with consent and an accepted proposal becomes a project, with a trail.
Meetings with minutes and decisions
Agenda, minutes, pasteable transcript, decisions as their own record, action items with an owner and status, KPI review and a quality checklist — plus the post-meeting AI analysis, live in production.
A curated client portal
A link with expiry and revocation; the visible areas are chosen by the consultant. The client sees only what was published — never margin, cost or internal notes — and records decisions with name and role.
Supervised consultative AI
Supports the diagnostic, recommendations, proposals, meetings and closure — with literal guardrails, a monthly allowance per organization and a labeled template mode when there is no AI key.
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The portfolio and the dossier — two views of the same operation
From the portfolio view to the open project: phases, quality alerts, decisions, indicators and continuity — all in the same place. An illustrative example, with no real data.
Project portfolio
Illustrative dataNext meeting with agenda ready · client portal active
1 quality alert · open proposal under review
2 pending decisions · 1 recommendation awaiting review
Open project
Illustrative dataDiagnostic · 11 blocks
Sales block: 2 gaps flagged · confidence 3 of 5
Prioritized plan
30-day action on top — scored by the transparent formula
Last meeting
Minutes recorded · 2 decisions · 3 action items with owners
Indicator under review
Improving trend · interpretation and probable cause recorded
Continuity Center
Approved item → becomes an opportunity in Orbit
Illustrative data — no real client, figures or results.
Two illustrative views: the project portfolio shows cards with phase, quality alert, next meeting, pending decisions, open proposal, active portal and recommendations awaiting review; the open project shows the phase journey, a diagnostic block with confidence, the plan's top action with the formula score, the last meeting's minutes with decisions, an indicator with trend and interpretation, and an approved continuity item that becomes an opportunity in Orbit.
The project's path
Seven steps — and a consultant who approves what moves forward
Oracle organizes the consultancy into chained steps. Human review is the control point: recommendations and continuity items only proceed after the approval of whoever leads.
From immersion to closure
Illustrative dataStructured immersion
The project starts with an 18-field briefing linked to the dossier — context, goals and depth recorded from day one.
Diagnostic and audit
Eleven blocks with facts, hypotheses, gaps, risks and opportunities — evidence and confidence from 1 to 5 — and 14 channels audited with a 0-to-5 score.
Prioritized plan
Actions come in ranked by (impact × urgency × confidence/5) ÷ effort, across 30, 60 and 90-day horizons.
Proposal and recorded acceptance
Every change creates a version with its reason. The acceptance is recorded with consent, led by the consultant — and the accepted proposal becomes a project.
Meetings, decisions and approval
Agenda, minutes, decisions and actions with an owner and deadline. AI recommendations and continuity items only move forward with the consultant's review and approval.
Indicators and portal
KPIs reviewed meeting by meeting — with source, confidence and commentary — and a curated portal where the client follows what was published.
Closure and handoff
Closure readiness, delivery packages and testimonials with recorded authorization — the project's trail stays preserved.
Flow: the structured immersion opens the project; the 11-block diagnostic and the channel audit map the situation; the plan is prioritized by the transparent formula; the proposal is versioned and the acceptance recorded; meetings produce minutes, decisions and actions — and the consultant approves what moves forward (control point); indicators are reviewed and the client portal publishes the curated scope; closure produces a handoff with the trail preserved.
Nothing runs automatically: AI recommendations and continuity items only become action after human review. And project health comes from quality alerts about what is recorded — not from progress estimates.
AI and security
Prudent consultative AI — with limits written into the system
Oracle's AI is live in production and surrounded by explicit limits: it organizes, summarizes, compares, prepares the diagnostic, suggests hypotheses, structures recommendations, flags gaps and prepares documents. The consultant decides.
“AI speeds up the reasoning. The consultant answers for the decision.”
What the AI does
- Organizes, summarizes and compares the project's information
- Prepares the diagnostic and suggests hypotheses — labeled as hypotheses
- Structures recommendations by theme and flags gaps
- Prepares documents: proposals, meeting summaries and closure
What the AI does not do
- Does not approve strategy nor change scope
- Does not issue a diagnostic as truth
- Does not accept a proposal on the client's behalf nor record a decision that did not happen
- Does not replace the consultant and does not promise results
Literal guardrails
The AI's instructions state, in writing: "Never promise results. Never treat a hypothesis as fact. Never invent data." — with protection against instruction injection.
An allowance per organization
AI use has a monthly allowance per organization and, when it runs out, the system declines — instead of surprise charges. Without an AI key, the platform runs in template mode, labeled as such.
Access under verification
MFA with extra verification for sensitive actions, API keys with scopes and expiry, signed webhooks in both directions and request limits on two layers.
Trail and LGPD
An audit trail per organization and per project at every relevant step. Export and deletion requests per project with reinforced authentication — and personal data is masked before anything is sent to the AI.
The post-meeting AI analysis is live in production: a structured summary, validated against a contract and persisted with a trail. The other AI fronts suggest — the decision always belongs to the consultant.
Why it is not just another tool
The differential is the connected operation — not an isolated feature
Project managers, proposal editors, meeting platforms and dashboards solve pieces. Oracle connects the same operation: immersion → diagnostic → plan → proposal → meetings → decisions → indicators → portal → closure — with a trail.
Not a project manager
Task tools organize any kind of work. In Oracle, the phases, the diagnostic, the plan and the decisions live in the same dossier — each action carries the context it was born from.
Not a proposal editor
The proposal is born from the diagnostic, versions with a reason and, once accepted, becomes a project — without starting over in another tool or losing the history of what changed.
Not a meeting platform
The meeting does not end at the invite: agenda, minutes, decisions as their own record, actions with an owner and deadline, and indicator review — all tied to the project.
Not a generic dashboard
Indicators exist for the consulting conversation: target, source, confidence and interpretation, reviewed meeting by meeting — not a loose panel of numbers.
Before → with Oracle
- A briefing lost in a formAn immersion linked to the project
- Loose documentsVersioned proposals, with the reason for each change
- A meeting without a recordMinutes, decisions and action items
- A forgotten decisionAn action with an owner and a confirmed deadline
- A KPI in a spreadsheetAn indicator reviewed in the meeting
- A client with no visibilityA portal with a published scope
- Knowledge in the consultant's headA method embedded in the operation
Ecosystem
What the meeting decided does not get lost
The Continuity Center takes approved decisions to where the work happens: items with an owner, a confirmed deadline and dependencies can become records in Orbit and Run — with validation and duplicate protection in the database.
Oracle × Orbit
An approved continuity item can become an activity or an opportunity in Orbit's pipeline — with organization and pipeline validation. The approval is human; the record, traceable.
Learn moreConfirmed integrationOracle × Run
The same approved item can become a demand or an assignment in Run — the meeting's decision reaches the operation as work with an owner, without re-copying anything.
Learn moreNot everything talks to everything. The two confirmed exchanges are born in the Continuity Center: after human review and approval, an item can become an activity or an opportunity in Orbit and a demand or an assignment in Run — with organization validation and duplicate protection. If your operation depends on another specific connection, talk to us before contracting.
Who it is for
For whoever delivers consulting projects — and lives on trust
Oracle comes in where the consulting delivery needs method, records and a client who follows along.
Consultancies and agencies
Recurring projects with the same method: a standardized diagnostic, versioned proposals and a portfolio with a health reading — client by client.
Independent consultants and specialists
The structured method makes it possible to operate with the standard of a larger consultancy — from briefing to closure, client portal included.
In-house strategy and transformation teams
Internal projects with the same discipline: a diagnostic with evidence, a prioritized plan, recorded decisions and reviewed indicators.
Diagnostic and commercial-planning operations
A block-based diagnostic, a channel audit and a plan by transparent formula — the basis for proposals that stand on recorded data.
System plans
Three tiers that unlock more as you grow. On Max, you get access to everything.
Starter
Essentials to start
- Consulting project management by phases
- Structured project immersion and briefing
- Meeting agenda, minutes and decisions
- Client portal via link with curated areas and expiry
- Supervised consulting AI with a monthly allowance
Pro
Full operation
- Consulting project management by phases
- Structured project immersion and briefing
- Meeting agenda, minutes and decisions
- Client portal via link with curated areas and expiry
- Supervised consulting AI with a monthly allowance
- Proposal editor with versioning
- Acceptance record with consent and audit trail
- KPIs with history, confidence and source
- Indicator review meeting by meeting
Max
EverythingEverything unlocked
- Consulting project management by phases
- Structured project immersion and briefing
- Meeting agenda, minutes and decisions
- Client portal via link with curated areas and expiry
- Supervised consulting AI with a monthly allowance
- Proposal editor with versioning
- Acceptance record with consent and audit trail
- KPIs with history, confidence and source
- Indicator review meeting by meeting
- Audit trail per organization and project
- TOTP MFA and step-up authentication
- API keys, HMAC webhooks and rate limiting
Questions
Frequently asked questions
What is Centriu Oracle?
It is Centriu's consulting-operations platform: consulting projects by phases, structured immersion, an 11-block diagnostic, a 14-channel audit, a plan prioritized by a transparent formula, versioned proposals, meetings with minutes and decisions, reviewed indicators, a client portal and closure with a handoff — with an audit trail at every step.
Does Oracle replace a project manager?
It is not a generic task manager. Oracle organizes the consulting delivery: the phases, the diagnostic, the plan, the proposals and the decisions live in the same dossier. If your operation only needs a task board, there are simpler tools; if it delivers consulting, Oracle connects the whole method.
Is it only for marketing consulting?
The method was born in marketing — hence the 11-block diagnostic and the 14-channel audit — but it serves consulting operations with a similar method: diagnostic, plan, proposal, meetings, indicators and delivery.
How does the consultative AI work?
The AI (Anthropic Claude) is supervised: it supports the diagnostic, recommendations, proposals, meetings and closure, under literal instructions — never promise results, never treat a hypothesis as fact, never invent data. Use has a monthly allowance per organization; when it runs out, the system declines instead of charging by surprise. Without an AI key, the platform continues in a labeled template mode. The consultant always decides.
Can the client follow the project?
Yes, through the client portal: a link with expiry and revocation, with the visible areas chosen by the consultant. The client sees what was published — never margin, cost or internal notes — and can record decisions with name and role.
Are meetings and decisions recorded?
Yes. Every meeting has an agenda, minutes, decisions as their own record and action items with an owner and status — plus the KPI review. The post-meeting AI analysis, live in production, produces a structured summary, validated and persisted with a trail.
Can proposals be created and accepted inside the system?
Yes. The editor creates proposals with commercial options, optional items and price ranges with a calculator; every change creates a version with its reason. The acceptance is an internal record led by the consultant, with mandatory consent and a trail — and the accepted proposal becomes a project.
How is data from different clients kept separate?
Each organization operates within its own scope, with access controls and an audit trail per organization and per project. Sensitive actions require extra verification, and the platform handles data export and deletion requests per project, with reinforced authentication.
Put your consultancy under governance
From immersion to closure: a diagnostic with evidence, a plan by transparent formula, versioned proposals, meetings with minutes and decisions, reviewed indicators and a portal the client follows. Request a demo.