InsteadSecure Plus Financial

Internal · Instead CSM

Nominate a Transformation Case

You answer the same questions the firm will answer. Fill in what you actually know — mark everything else “the firm should answer this.” Only the first step is required to nominate.

You own

  • Nomination
  • Prefilling what you know
  • 30-day follow-through

Omar owns

  • Diagnosis
  • Live validation
  • Transformation design

Step 1 of 5

Firm context + problem

20%

Answer every question as you observe it. These are the same questions the firm will answer first-hand. The firm will confirm or correct your answers before Omar validates the case live.

The firm, who will complete the intake, and the problem as you understand it.

Firm context

Name and role at the firm.

Plain language. One problem, described the way the firm would describe it internally.

  • We're constantly chasing missing documents.
  • Review takes too long.
  • The owner is involved in too many steps.
  • We think we need another preparer.
  • Our team isn't adopting AI.
  • Workpapers are inconsistent.
  • Too much work gets redone.
  • Client follow-up consumes too much time.

The business consequence, not the symptom — what happens if it stays as it is.

The value at stake if the transformation lands.

Your rationale. Example: clear owner sponsorship, one workflow, and a real decision attached to it.