PHASE 01
Pre-Workshop
Ingest the client’s RFPs, contracts and decks. Agents extract entities, gaps and the questions worth asking.
Four phases · one canvas · full traceability
Turn a discovery workshop into a defensible proposal.
BAOrbitz carries a client engagement end to end — ingest their documents, run the workshop live, synthesise the backlog, and produce the SOW, ROI model and risk register from the same evidence. Every artifact traces back to the sentence that produced it.
4phases, one canvas
100%artifact traceability
SSOEntra ID, tenant-scoped
128
requirements
42
epics synced
Capability heat
liveTHE ENGAGEMENT
One canvas, four phases, no re-typing
Each phase hands its output to the next as structured evidence, so the proposal at the end is assembled from the workshop rather than written from memory.
PHASE 02
In-Workshop
Run the session on a live board. Capture requirements as they are said, synthesise on the spot.
PHASE 03
Post-Workshop
Backlog, opportunity register and minutes generated from the transcript, pushed to Jira or Azure DevOps.
PHASE 04
Proposal & Planning
SOW, ROI model, risk register and team plan — every number sourced from a captured requirement.
BUILT FOR CONSULTING TEAMS
Everything a delivery lead needs, governed
Traceable artifacts
Every generated line links back to the document, transcript minute or requirement it came from.
Role-based access
Owner, project admin, editor and viewer — plus platform and super admin, enforced on the server.
Token governance
Quota tiers per user and per project, a request-and-approve workflow, and live spend visibility.
Editable agents
Every agent prompt is versioned, testable before it is saved, and revertable by an admin.
Real integrations
Teams and Granola transcripts in; Jira, Azure DevOps and SharePoint out.
Your tenant
Microsoft Entra sign-in, id_token verified server-side, and an audit trail on every privileged action.
ACCESS
Invitation only, by design
BAOrbitz is provisioned by your platform admin. Sign in with your Microsoft work account — the token is verified server-side, your role is applied from the invitation, and every privileged action is written to an audit trail your admins can read.
Sign inNeed access? Ask your platform admin.