CASE STUDY · MAXIMUS

Engagement Continuity Engine

Stop context loss across long engagements. Maintain assumptions, risks, decisions, what changed, and open questions — continuously.

Industry: Advisory / Finance Duration: 12 weeks Outputs: Weekly exec updates

The problem

Engagements drift: decisions happen in calls, changes happen in docs, and assumptions are scattered. When leadership asks “what changed?”, teams scramble.

Update prep

↓ 40%

Less time compiling weekly updates.

Risk visibility

↑

Risks tagged + owned + tracked.

Context loss

↓

Clear “why” behind decisions.

Approach

Define the “truth” objects: assumptions, risks, decisions, changes, open questions.
Capture rhythm: quick daily updates + weekly executive packaging.
Ownership: every item has an owner and next step.
Review clarity: show deltas clearly, not walls of text.

What leadership wanted

What changed since last week?
What are the key risks and who owns them?
What decisions are needed now?

Solution (Maximus)

Engagement brain: persistent log with structured tags.
Change tracking: automatically highlights deltas.
Weekly exec summary: auto-drafted from the live log.
Review notes: decisions + rationale preserved.

Results

Exec updates became consistent and fast. Teams stopped re-explaining history, reviewers got context instantly, and leadership saw decisions and risks clearly.

What to copy

Everything has an owner (assumptions and risks too).
Deltas are the story — show changes first.
Weekly packaging becomes automatic if the log is maintained daily.