Built for every role
Built for the people who own how work gets done.
From the CEO who needs operational confidence to the analyst who needs clear steps - D2R serves every role in the organisation differently, with the same platform.
D2RThe platform
Click a role for details - click anywhere outside to close.
- Operates - Inside the work, every day
- Governs - Answer for how work is done
- Sponsors - Own the outcome
CEO
CEO / Managing Director
You're accountable for operations you can't see inside.
What keeps you up at night
- Board and regulators expect demonstrable operational resilience - but your evidence is based on what people tell you, not what the system shows
- AI investment is on the agenda but you can't justify scaling what you haven't measured
- Resourcing and improvement decisions are based on estimates, not execution data
What D2R gives you
- Dashboards showing how critical processes actually perform - cycle times, completion rates, variance
- Completion Certificates and audit trails that exist before anyone asks for them
- A governed path to automation and AI adoption - execution intelligence first, automation where the data supports it
- Confidence that your operations are visible, measured, and defensible
COO
COO / Head of Operations
You know how processes should run. D2R shows you how they actually do.
What keeps you up at night
- Processes run differently across teams and you can't pinpoint where or why
- Improvement initiatives are based on assumptions - there's no step-level execution data
- Audit preparation, quality reviews, and compliance reporting consume disproportionate time
What D2R gives you
- Live visibility into every process run - step-level tracking with timestamps and ownership
- Run Timeline comparing every instance side by side to spot variance and bottlenecks
- Completion Certificates that make audit evidence automatic, not retrospective
- The execution intelligence to make the resourcing, improvement, and AI and automation case with data
CRO
Chief Risk Officer / Head of Compliance
When the auditor asks, you need more than confidence. You need evidence.
What keeps you up at night
- Audit evidence is assembled retrospectively from emails and manual records - unreliable by design
- You can't prove processes were followed consistently without step-level execution records
- AI adoption is creating governance questions you don't have frameworks to answer yet
What D2R gives you
- Completion Certificates with full Material Changes audit logs - generated automatically
- Stakeholder sign-offs tracked and recorded against each process version
- Version control with complete design change history
- A governance-first approach to AI - execution visibility before automation
CIO
CIO / CTO / Head of IT
Your team evaluates the technology. D2R is built so operations can run it without you.
What keeps you up at night
- Operations teams keep asking for process tools - but enterprise BPM platforms require significant IT involvement
- You need to assess vendor stability, security, and integration capability before approving
- AI governance is becoming your responsibility but you lack visibility into process execution
What D2R gives you
- A platform operations teams use without IT involvement - no-code design, AI Process Builder, self-service analytics
- Technology agnostic - works alongside existing systems without integration dependency
- Enterprise features when needed: SSO/SAML, API access, custom audit log exports, multi-entity separation
- AI Insights as a governed, evidence-based capability - not an uncontrolled experiment
PM
Program/Project Manager
You manage projects with rigour. Your recurring processes deserve the same discipline.
What keeps you up at night
- Recurring processes - onboarding, reviews, reporting - don't get the same structure as projects
- Your PM tool shows task completion but not process execution - who did what, in what order, how long each step took
- When you want to improve a process, you're working from anecdote, not data
What D2R gives you
- Structured, runnable processes that track execution at the step level
- Cycle time analytics and Run Timeline to identify where processes are slow or inconsistent
- Completion Certificates that prove the process was followed - for client reporting and governance
- AI Process Builder to formalise processes that currently live in your head or scattered documentation
OPS
Operations Manager / Team Lead
You can finally show leadership where the bottlenecks are - with real data, not estimates.
What keeps you up at night
- Your team runs the same process differently every time - cycle times vary by 300% and you can't explain why
- When someone leaves or is away, the process knowledge goes with them
- You need to make the case for more resources or process changes but don't have data
What D2R gives you
- Live execution visibility - see who's doing what, when, and how long each step takes
- My Actions giving every team member a clear personal work queue
- Dashboard data that backs up the resourcing and improvement conversation
- New staff following structured processes from day one - no more relying on memory
QM
Quality / Compliance Manager
Stop preparing for audits. Start running processes that are audit-ready by default.
What keeps you up at night
- You spend weeks before every quality review gathering evidence from email threads and shared drives
- You can describe the process but cannot prove it was followed - for every instance, every time
- Maintaining documentation and ensuring it matches execution is a constant manual effort
What D2R gives you
- Processes that generate their own evidence - every run creates a Completion Certificate
- References linking regulatory guidance directly to the process steps where they apply
- Version control so you always know which process version was active when a run occurred
- SLA tracking that flags overdue items before they become compliance issues
PTR
Practice Partner / Branch Manager
Your specialist software knows the numbers are right. D2R proves the process was right.
What keeps you up at night
- Critical processes run on Word templates, email, and institutional memory
- Quality reviewers and PI insurers are asking questions you can't answer with evidence
- Staff turnover means the process walks out the door with the person who knew it
What D2R gives you
- AI Process Builder to go from zero documented processes to running in minutes
- Completion Certificates for every client file - evidence for quality reviewers and PI insurers
- Works alongside your specialist software - governs the process around the work
- New staff follow the same structured process from day one
IC
Specialist / Analyst
Clear steps. Clear ownership. No more guessing what happens next.
What keeps you up at night
- You're asked to follow processes that aren't documented clearly or change depending on who you ask
- You don't always know what's expected at each step, or what's been done before yours
- When something goes wrong, there's no record of what you actually did
What D2R gives you
- Every step shows exactly what's expected - description, checklist, references, and ownership
- My Actions gives you a clear view of what needs your attention across all processes
- Your work is recorded with timestamps - if you followed the process, the record proves it
- Process Chat lets you ask questions or flag issues in context, not in a separate channel
Ready to see how your processes
actually run?
Designed to run. Built to prove it.