Examples
Adteco Example
Services-oriented company walkthrough for setup and reporting.
Company context
Adteco operates as a services-led company with monthly operating and trust reporting needs.
Profile setup choices
- Operator profile emphasizes finance + operations ownership.
- Evidence links focus on delivery and governance history.
Entity setup choices
- Entity:
Adteco - Roles: Operator, Reviewer, External Viewer
- Cadence: monthly reporting with weekly internal checkpoints
Reporting stack
- Monthly Operating Summary
- Monthly Trust/Verification Summary
- Exception report when variance thresholds are exceeded
Distribution model
- Internal reports to operations and leadership
- External trust summary to selected partners
Validation checklist
- Adteco entity configured with expected roles
- Monthly report set generated and reviewed
- External trust summary shared with scoped access