Documentation
How Steerpoint works
A structured reference for evaluators and practitioners who want to understand the system before requesting access.
The engagement object model
Every engagement in Steerpoint is built on a connected chain of objects. Each object exists as a distinct type because it carries different evidence, different lifecycle, and different ownership.
Domain → Domain State → Gap → Value Case → Decision → Deliverable → Artifact
Domain
A capability area mapped from a framework dimension. Domains anchor the knowledge structure of the engagement. Each domain represents a distinct strategic area with its own maturity trajectory, value at stake, and linked work.
Connects to: Domain States, Deliverables, Decisions, Artifacts, Initiatives
Domain State
A point-in-time maturity snapshot for a domain. Captures current score, target score, assessment confidence, and effort shape. Multiple domain states over time create a longitudinal record of movement.
Connects to: Domain (parent), Gaps (computed from deltas)
Gap
The computed distance between current maturity and target state for a domain. Gaps are not stored as standalone records. They are produced from domain state deltas, target state, dependency rules, and optional human annotation. Gaps drive sequencing, value case creation, and prioritisation.
Connects to: Domain States (source), Value Cases, Deliverables
Value Case
A commercial hypothesis connecting a diagnostic gap to a measurable business outcome. Carries a hypothesis statement, conditions that must be true, confidence level, measurement approach, and linked evidence. Value cases force the engagement to justify action in business terms.
Connects to: Gaps (source), Deliverables, Decisions, Domains
Decision
A resolved fork with system impact. Records the context, available options, chosen option, rationale, consequences, and affected domains. Decisions prevent reasoning from getting trapped in conversations or slide decks.
Connects to: Domains (affected), Initiatives, Value Cases
Deliverable
A scoped unit of work with a status lifecycle from suggested through to complete. Deliverables carry domain ownership, initiative alignment, value case linkage, and optional artifact output. They are grouped by workstreams and tracked through the workspace.
Connects to: Workstreams (parent), Domains, Initiatives, Value Cases, Artifacts
Artifact
A persistent, versioned strategic work product. May take the form of a document, matrix, diagram, register, map, or briefing. Sections are context-hydrated from engagement objects. Can stand alone, support a decision, or compose into a deliverable. Carries provenance: what data informed it and when it was generated.
Connects to: Domains, Domain States, Gaps, Decisions, Value Cases, Deliverables (optional linkage)
Features
One section per major product surface. What it does, why it exists, and what engagement value it creates.
Assessment Engine
Question flow that captures respondent answers against a selected strategic framework. Supports individual sessions and group assessments with shareable invite links. Each framework defines its own dimensions, question sets, and interpretation logic. Public invite links allow respondent capture without authentication.
Starts every assessment-led engagement. Captures structured evidence that seeds the rest of the engagement.
Individual Diagnostic
Current-state reading from one respondent's assessment. Produces a radar visualisation, maturity vector cards, cross-dimensional tension detection, target state panel, gap analysis with effort classification, dependency detection and mapping, phased sequencing, and AI-generated strategic narrative.
Where assessment data becomes an engagement hypothesis. The first surface where the strategist can argue for action.
Group Diagnostic
Multi-respondent view with respondent overlay on radar, perception gap analysis, consensus vs contested dimension classification, and group-level target setting. Supports repeat waves for longitudinal tracking.
Turns stakeholder disagreement into productised evidence. Alignment failure is visible before work begins.
Workspace Formation
Three paths into a workspace: assessment-led (diagnostic evidence seeds the shape), brief-led (AI generates from a client brief), or blank (strategist builds with guided setup). Assessment and brief paths include a review-and-curate screen where the strategist accepts, edits, or dismisses each suggested element.
The formation point where starting evidence becomes an engagement workspace. All three paths produce the same connected model.
Workspace Overview
Main operating surface with progress tracking, workstream health, next actions, activity feed, and AI strategic briefing. Surfaces what matters now, what is blocked, and where the engagement is drifting.
The command layer for the engagement.
Domains
Knowledge anchor per strategic dimension. Includes maturity state panel with current and target scores, gap, effort shape, confidence, and maturity bar. Summary metrics, value at stake section, linked initiatives, AI-generated principles, and strategist interpretation.
Most complete single-screen expression of the engagement object model. Keeps the strategic problem visible after delivery work begins.
Value Cases
Commercial hypothesis layer with confidence tracking, impact metrics, evidence linkage, measurement plan, and linked deliverables. AI can generate initial value cases from diagnostic evidence or challenge existing ones against current workspace state.
Forces the workspace to justify action in business terms. Bridges consulting insight to client value.
Decisions
ADR-style decision records with context, options, rationale, consequences, status, and domain impact tracking.
Creates a reusable record of why the engagement moved a certain way. Stops reasoning from being trapped in conversations.
Artifacts and Templates
Template-backed knowledge outputs with typed sections, edit and preview modes, AI section population, and deliverable linkage. Nineteen templates across architecture blueprints, current state maps, value case registers, and more.
Where the engagement produces durable client-facing value. Deliverables progress to done. Artifacts keep compounding.
AI Strategic Briefing
Four-part workspace summary (situation, key insight, next steps, risk signals) generated from live workspace objects. Cached with freshness tracking. Delta awareness signals when the workspace has changed since the last generation.
Synthesises the engagement state into an actionable reading. Staleness tracking keeps the briefing honest.
AI in Steerpoint
Every AI function receives only the engagement objects relevant to its specific job. Structured context in, specific output out.
AI output is proposed, not applied. The strategist reviews what the AI was given and what it produced before anything enters the engagement. Named roles define the job. The engagement object graph defines the context. The strategist defines what gets accepted.
The quality of AI output is determined by the quality of AI input. Each role receives a specific package of engagement objects: the relevant domains, their maturity states, linked value cases, active decisions, and connected deliverables. This is only possible because Steerpoint has the engagement object graph. That is why the output is specific to the engagement, not generic to the industry.
What Steerpoint is not
Not a project management tool. Steerpoint does not replace Jira, Asana, or Monday. It operates at the strategic layer above task management.
Not a presentation builder. The output is structured engagement data, not slides. Artifacts are evidence-linked documents, not decks.
Not a generic AI assistant. Every AI function operates against structured engagement data through defined roles. There is no open prompt interface.
Not a CRM or pipeline tool. Steerpoint operates inside the engagement, not around it. It does not track sales pipeline or client relationships.
Not a replacement for strategic judgment. The system surfaces evidence, computes gaps, and generates drafts. The strategist makes the decisions.