Instance Creator · Verifiable AI Assessments · Beta

Create and sell your
vertical AI assessment

Transform your consulting method into a verifiable instance: skills, guided interviews, evidence collection, structured reports and human-in-the-loop workflow — ready to sell to your clients in white-label.

For IT, cloud, ERP/CRM, legal, cybersecurity, compliance and project management consultants.

// 00 · PROBLEM

Consulting is hard to scale when every assessment starts from scratch

Every consultant has a method, questions, checklists and templates. But this method stays scattered across calls, documents and spreadsheets. Every new client means starting over — and quality always depends on which senior consultant is available.

Unrepeatable delivery

Every assessment starts from scratch and depends on the senior consultant

The method lives in people's heads, not in a process. Change the consultant, change the quality. Hard to delegate, impossible to grow without hiring.

Limited margins, hard to sell at fixed price

Selling only day-rate consulting limits scalability and margin

A fixed-price assessment requires a standardized process. Without it, the risk always falls on the consultant and margins remain unpredictable.

Reports written from scratch, variable quality

Without a template and structured process, every report is a one-off

Structure varies, depth depends on available time, defensibility varies. Impossible to build a sellable digital consulting product on this foundation.

// 01 · OIAR INSTANCE

What is a OIAR Instance

A OIAR Instance is a vertical assessment product configured with skills, stakeholders, guided interviews, analysis criteria, report templates and branding. It's not just a landing page: it's your consulting method codified into a sellable, repeatable process.

Skills & criteria

Questions, signals and analysis criteria

Skills define what to ask stakeholders, what to look for in documents and how to classify evidence. Every red flag and maturity criterion is codified and versioned.

Stakeholders & interviews

Defined roles and guided interviews

Each instance defines who to interview, with what profile and via which agentic question flow. Interviews run in parallel, in isolated scope.

Report & branding

Report template and visual identity

Each instance has a domain-specific report template. It can be branded with the consultant's logo and colors for white-label delivery to the end client.

OIAR Instance examples by sector
Instance
Creator
End client
Odoo Assessment LIVE
Odoo partner / consultant
SMEs evaluating or using Odoo
Cloud Readiness Assessment
Cloud consultant
Companies migrating to the cloud
Software Requirement Assessment
Software house / Business Analyst
Companies that need to build software
Vendor Dispute Review
Legal / procurement consultant
Companies in dispute with a vendor
Project Recovery Assessment
PMO consultant
Companies with a project in crisis

OdooAssessment.com is the first real OIAR Instance. It proves that a consulting domain can become a digital, sellable and repeatable product.

// 02 · BUSINESS MODEL

How you earn with a OIAR Instance

You build the instance with your method. You sell it to your clients under your brand. You set the price. OIAR manages the operational engine and applies a subscription plus a fixed cost per audit run.

Consultant / creator
  • Defines the scenario, skills and branding
  • Sets pricing and packaging
  • Sells the assessment to the end client
  • Reviews and delivers the report
  • Manages the commercial relationship
OIAR Platform
  • Platform and O-I-A-R workflow
  • Agents and guided interviews
  • Evidence gathering and classification
  • Report engine and templates
  • Data Room and audit log
End client
  • Participates in guided interviews
  • Uploads documents to Data Room
  • Receives the final report from the consultant
Economic logic
Item
Flow
Notes
Subscription
Consultant → OIAR
Platform access and instance management
Cost per audit
Consultant → OIAR
Fixed operational cost per audit run
Client price
Client → Consultant
Freely set by the consultant
Margin
Consultant
Difference between final price and OIAR cost

Final subscription and per-audit prices are communicated during onboarding. The goal is a model with predictable margins for the consultant.

You sell the service. OIAR is the operational engine behind your instance.
// WHITE-LABEL & DISTRIBUTION

Your instance, your brand

Every OIAR Instance can be distributed in co-branded or white-label mode: the end client interacts with your brand, not the OIAR mark. You are the commercial point of contact.

Co-branded (beta)

OIAR + your logo

The portal shows both the OIAR logo and yours. Ideal for launching quickly without advanced configuration.

White-label (assisted)

Your brand only

The portal uses your domain, colors and logo. OIAR is invisible to the end client. Assisted configuration from the OIAR team.

Marketplace (roadmap)

Organic distribution

Approved instances are listed in the OIAR marketplace. Additional visibility for selected creators.

Want to distribute your instance under your brand? Apply as Instance Creator →
// BECOME A CREATOR

Create your first OIAR Instance

No coding required. You need a consulting method and domain expertise. The OIAR team supports you through the initial configuration phases.

01

Apply as Instance Creator

Fill in the form with your domain, assessment type, target client and preferred distribution model. The OIAR team reviews your application.

02

Define scenario and stakeholders

With team support you configure the objective, scope, stakeholder profiles and key questions for your vertical assessment.

03

Write the skills and report template

Skills are Markdown files: you codify your method in questions, signals and analysis criteria. The report template follows the OIAR structure.

04

Configure brand and pricing

Set colors, logo and name for your instance. Choose the end-client sale price and packaging (single audit, bundle, subscription).

05

Launch and sell

Your instance is live. Run the first audit with a real client or prospect. The OIAR flow handles interviews, analysis and report.

// FROM METHOD TO PRODUCT

Traditional consulting vs OIAR Instance

Your method already exists. With a OIAR Instance you codify it into a repeatable, sellable and scalable process.

Element
Traditional consulting
OIAR Instance
Method
In the senior's head, not transferable
Versioned Markdown skills, transferable
Questions
Vary from consultant to consultant
Standardized and improved per version
Interviews
In-person, scattered notes, unstructured
Guided, parallel, isolated scope per agent
Report
Written from scratch, variable quality
Structured template, evidence-based
Sales model
Day-rate or custom project only
Fixed-price package, scalable
Scalability
Limited by senior's availability
Process runs in parallel across multiple clients
// THE OIAR ENGINE

How the engine behind every instance works

OIAR is not a generic chatbot. It's a 4-phase framework that orchestrates structured interviews, isolates sources, classifies evidence and produces operational reports — the same for every instance, whatever the domain.

01 · O
O

Orchestrate

The Orchestrator Agent analyzes the objective, produces the Global Objective and Plan, assigns skills to Interviewer Agents and activates them in parallel.

  • Global Objective (MD)
  • Assessment Plan (MD)
  • Skill assignment
  • HITL-PLAN: plan approval
02 · I
I

Interview

N Interviewer Agents operate in parallel, each segregated in their own scope. They gather documents via MCP channels and produce a structured Interview MD.

  • Parallel interviews (N×)
  • Isolated scope per agent
  • Email · Chat · Voice
  • HITL-CLOSE: close interviews
03 · A
A

Analyze

The Analysis Agent reads all Interview MDs, classifies every statement (Fact, Evidence, Contradiction), detects gaps and assigns confidence scores.

  • Claim classification
  • Evidence linking
  • Contradiction detection
  • HITL-REPLAN: critical gaps
04 · R
R

Report

The Report Agent produces the final document according to the scenario template: Executive Summary, Finding, Evidence Map, Roadmap. Publication only after HITL-REPORT.

  • Executive Summary
  • Finding + Evidence Map
  • Prioritized Roadmap
  • HITL-REPORT: final approval
// 02 · FLOW

5 phases, 4 mandatory gates

Every critical transition requires explicit approval. You can reject with notes: the system returns to the previous phase and incorporates your feedback before re-presenting the result.

01

Conversation with the orchestrator

You start a chat with the orchestrator: define objective, scope, version and stakeholders. The system generates the assessment plan.

Objective Modules in scope Stakeholders
HITL
HITL-PLAN · Plan approval · Mandatory
Review plan, stakeholders and interview skills. Approve or reject with notes — the system incorporates feedback and re-proposes.
HITL-PLAN
HITL
HITL-INTERVIEW · Start interviews · Mandatory
Approve to send email invitations and create dedicated chats. Data Room folders are created only at this point.
HITL-INTERVIEW
02

Parallel interviews via dedicated chat

Each stakeholder receives an email link with a private isolated chat. Agents operate in parallel, each in their own scope and Data Room folder.

Dedicated chat per stakeholder Segregated scope interview.md
HITL
HITL-CLOSE-INTERVIEW · Close interviews · Mandatory
Auto-approves when all interviews are completed. You can force closure manually. Only then does the analysis begin.
HITL-CLOSE
03

MAP-REDUCE analysis of evidence

The Analysis Agent classifies each statement (Fact, Opinion, Hypothesis, Contradiction), detects module gaps and produces a sufficiency score.

Claim & Evidence Contradiction detection Sufficiency score
HITL
HITL-REPLAN · Insufficient data · Optional
If evidence is insufficient, the system suspends. Approve to reopen interviews, reject to proceed with available data.
HITL-REPLAN
04

Structured report generation

The Report Agent produces Executive Summary, Gap Analysis per module, Claim Evidence Map and remediation Roadmap. Written in Markdown, downloadable.

Executive Summary Evidence Map Roadmap
HITL
HITL-REPORT · Publication approval · Mandatory
Read the report before publication. Reject with notes: the system regenerates incorporating feedback, without losing previous work.
HITL-REPORT
05

Publication in Data Room

The approved report is published in reports/final-report.md. The audit log of every HITL decision is retained and consultable.

final-report.md Audit Log Download MD
// 03 · PRINCIPLES

Designed for conflicting information

OIAR assumes sources are partial, biased or incomplete. It doesn't seek consensus: it seeks triangulation, evidence and transparency about gaps.

Evidence-first

Every claim is classified

Declared fact, opinion, hypothesis, documentary evidence, contradiction. The classification is preserved in the data model and in the report.

Least Knowledge

Each agent sees only its scope

The Interviewer Agent receives no statements from other stakeholders. Cross-source contamination bias is eliminated structurally.

Human-in-the-loop

5 HITL gates (4 mandatory)

HITL-PLAN, HITL-INTERVIEW, HITL-CLOSE, HITL-REPLAN (opt.) and HITL-REPORT. The system never advances alone at critical transitions.

Byzantine-resilient

Numerical consensus is not truth

A minority with strong evidence can be more relevant than a majority without documentary support. Contradictions are made explicit, not suppressed.

// 04 · OIAR INSTANCE

One framework. Every scenario is an instance.

OIAR is not a single portal. It's a template instantiated once per scenario. Every instance has the same screens, panels, logic — only the color theme and loaded skills change.

OIAR Core — shared structure
menu · panels · agentic graphs · HITL gates · audit log · Data Room · Skill Repository
shared · never forked
LIVE · BETA
Odoo Assessment
Live beta — gap analysis · pre-implementation · project review
Gap Analysis ERP Maturity Remediation
Try the live instance →
Project Recovery
coming soon · IT projects · blocked or out-of-control
Root Cause Risk Map Recovery Plan
M&A / Due Diligence
coming soon · vendor assessment · technical diligence
Tech Assessment Vendor Risk Maturity
Golden rule

Shared structure, color per instance

If a change touches layout, panels, menu or behavior → it belongs to the shared layer. If it touches color or font → it belongs to the instance theme file.

Single accent

"Single signal accent" discipline

Each instance has one accent color (--signal). A second color (--accent-2) is defined but not wired — only for scenarios that explicitly require it.

Create a new instance

Duplicate · change 4 tokens · touch nothing else

Duplicate the reference scenario folder. Change only the 4 accent tokens and neutral tint in the theme file. No panels are touched.

// SKILL REPOSITORY

Skills are your consulting method, codified

Every question, every signal to look for, every analysis criterion: all of it lives in versioned Markdown files. Your method becomes transferable, improvable and scalable — without depending on a single senior consultant.

agents/skills/ · Skill Repository
📁 agents/skills/
├── 📂 interview/
├── technical-stakeholder.mdIT Manager · DevOps
├── executive-sponsor.mdCIO · Business Owner
├── vendor-representative.mdPartner · Fornitore
└── key-user.mdUtente operativo
├── 📂 analysis/
├── contradiction-detection.md
└── confidence-scoring.md
└── 📂 report/
├── project-recovery.md
├── odoo-assessment.md
└── vendor-dispute.md

Git-versioned Markdown files

Skills are MD files in the repository, not runtime configurations. They change via PR with review, not through an interface. Versioning is free.

Selected by the Orchestrator

The Orchestrator picks skills from the Skill Repository suited to each stakeholder's profile and injects them into the assigned Interviewer Agent's prompt.

One skill per stakeholder profile

Technical stakeholder, executive sponsor, vendor representative, operational key user. Each profile has dedicated questions, signals and output format.

Creating an instance = writing its skills

New scenario (SAP Migration, Vendor Dispute, …): duplicate the most similar instance folder, write the specific skills, modify the theme file. Zero code.

// 06 · USE CASES

Every scenario is an OIAR instance

Same framework, different skills, different theme. Every use case originates from duplicating the base instance with the appropriate skills loaded in the repository.

Odoo Assessment · live

ERP Assessment (Odoo)

Gap analysis of Odoo implementation by module, ERP maturity, stakeholder misalignments, prioritized remediation roadmap.

IT ManagerBusiness OwnerKey UserOdoo Partner
Prova l'istanza live →
IT Assessment · coming soon

Project Recovery

Late, blocked or out-of-control IT project. Root cause diagnosis, risk map, dependencies, missing decisions, recovery plan with evidence.

SponsorPM · PMODev TeamVendor
Due Diligence · coming soon

M&A / Vendor Due Diligence

Rapid evaluation of a vendor, system or technical asset before a major commitment. Key risks, maturity assessment, gaps and prioritized recommendations.

AcquirenteTeam tecnicoLegalConsulenti
// OIAR INSTANCE LIVE

OdooAssessment: the first real OIAR Instance

Built with certified Odoo consultants. It proves what a vertical consulting method can become with OIAR: from individual expertise to a sellable digital product.

Domain
ERP Odoo — gap analysis, pre-implementation, project review
Creator
Certified Odoo consultants and partners
Target
SMEs evaluating, implementing or reviewing Odoo
Stakeholders
IT Manager · Business Owner · Key User · Odoo Partner
Output
Gap analysis by module · maturity score · remediation roadmap
Status
LIVE · BETA
Explore OdooAssessment →
// RELIABILITY

Verifiable AI assessments, not just generative outputs

Every OIAR mechanism is designed to be defensible: every claim has a source, every transition has an approval gate, every report has an audit log.

Mechanism
What it guarantees
Commercial benefit
HITL gates (4 mandatory)
No phase advances without explicit approval
Consultant remains responsible for the report
Claim & Evidence
Every statement classified and linked to source
Defensible report with documentary evidence
Data Room
Documents isolated per stakeholder
No cross-contamination between sources
Audit log
Every HITL decision tracked with timestamp
Demonstrable after the fact to the client
Versioned skills
Consulting method versioned with git
Continuous improvement and method traceability
Scope control
Each agent operates only within its perimeter
More precise analysis, more reliable report
// FAQ

Frequently asked questions

What exactly is a OIAR Instance?

A OIAR Instance is a vertical assessment configured on a specific consulting domain: skills, stakeholders, questions, analysis criteria, report template and branding. It's not a generic chatbot: it's your method codified into a structured and repeatable process.

Do I need to know how to code to create an instance?

No. Skills are Markdown files: if you can write a structured document, you can create a skill. The OIAR team supports you during initial configuration. No code required.

Can I sell my instance under my own brand?

Yes. OIAR supports co-branded (beta) and white-label (assisted) modes. In white-label mode the end client sees only your brand, not OIAR.

How much does it cost to create and manage an instance?

The model includes a subscription for platform access plus a fixed cost per audit run. Prices are communicated during onboarding. You choose the sale price to your client and manage the margin.

Does OIAR replace the consultant?

No. OIAR is the operational engine: it handles interviews, evidence gathering, analysis and reports. The consultant defines the method, reviews the report and manages the client relationship. OIAR amplifies the consultant's capacity, it doesn't replace them.

Which sectors are supported?

Any domain where a consultant does structured assessments: IT, cloud, ERP/CRM, legal, procurement, cybersecurity, compliance, project management, M&A. If you have a method, you can create an instance.

// MARKETPLACE

A marketplace for OIAR Instances

The product roadmap includes a marketplace where selected creators can publish their instances. The beta phase is reserved for a small group of Instance Creators.

Want to be part of the first Instance Creator group? Apply now →

Apply as
Instance Creator

Fill in the form: the OIAR team reviews your application and contacts you to define your first instance together.

No spam. Your data is never shared with third parties.

Application submitted

The OIAR team will review your application and contact you shortly to start building your instance.

OIAR · Orchestrate · Interview · Analyze · Report