Consultant Platform Guide

For RippleCore Consultants and Partners

Overview

The RippleCore Consultant Platform enables ESG consultants, sustainability advisors, and partner organizations to manage multiple client portfolios with white-label capabilities, strategic insights, and comprehensive audit trails.

PRD Reference: Lines 125-130 (Consultant Persona)

Getting Started

Platform Access

URL: https://consultant.ripplecore.co.uk (or localhost:3008 for development)

Account Setup:

Receive invitation from RippleCore team
Complete consultant profile
Connect first client organization
Configure white-label settings (optional)

Key Features

Portfolio Overview: Multi-client dashboard with benchmarking
Strategic Recommendations: AI-powered insights across portfolio
White-Label Exports: Branded reports with consultant branding
Audit Trails: Complete activity logging for compliance
Client Management: Invitation and relationship management
Onboarding Tracking: TOMs calculator and questionnaire progress

Portfolio Management

Multi-Client Dashboard

Access: Dashboard → Portfolio Overview

Features:

Real-time metrics across all clients
Comparative benchmarking
Portfolio-wide trends
Risk indicators
Compliance status

Key Metrics:

Total clients managed
Aggregate evidence count (kindness, volunteer, donation, wellbeing)
Average compliance readiness score
Portfolio health indicator
Social value delivered (TOMs framework)

Adding New Clients

Process:

Navigate to Clients → Invite Client
Enter client organization details:
- Organization name
- Primary contact email
- Industry sector
- Employee count range
Send invitation
Client receives onboarding link
Track onboarding progress in dashboard

Invitation Expiry: 7 days (can resend if expired)

White-Label Configuration

Branding Setup

Access: Settings → White-Label Configuration

Customization Options:

Logo Upload
- Format: PNG or SVG
- Size: Recommended 200x50px
- Max file size: 2MB
Brand Colors
- Primary color (hex code)
- Secondary color (hex code)
- Accent color (hex code)
Custom Domain (Enterprise tier)
- Subdomain: your-brand.ripplecore.co.uk
- Custom domain: compliance.your-company.com
- SSL certificate auto-provisioned
Email Templates
- Custom header/footer
- Branded email signature
- Logo in email communications

Branded Export Generation

Process:

Navigate to client dashboard
Click Generate Report
Select framework (B-Corp, CSRD, TOMs, etc.)
Choose period (current year, custom range)
Enable white-label branding toggle
Generate report

Output: PDF report with:

Your consultant branding (logo, colors)
Client evidence data
Your strategic commentary (optional)
Compliance framework mapping
Audit trail with your verification

Strategic Recommendations

AI-Powered Insights

Access: Portfolio → Strategic Recommendations

Recommendation Types:

Compliance Gaps
- Missing evidence areas
- Verification level improvements
- Framework-specific requirements
Engagement Opportunities
- Low-participation departments
- Underutilized modules
- Employee activation strategies
Benchmarking Insights
- Portfolio comparison
- Industry benchmarks
- Best practice identification
Social Value Optimization
- TOMs value enhancement
- Volunteer skills matching
- Donation strategy improvements

Using Recommendations:

Export as PDF for client presentations
Share via email (integrated with @repo/email)
Include in quarterly reviews
Track implementation progress

Client Management

Client Relationship Tracking

Features:

Client contact details
Service tier tracking
Engagement history
Revenue tracking (10% goes to All We Can)
Contract renewal dates

Client Insights

Access: Clients → [Client Name] → Insights

Available Insights:

Evidence Health
- Module utilization rates
- Verification quality scores
- Employee participation metrics
Compliance Readiness
- Framework completion status
- Gap analysis
- Risk assessment
Social Impact
- All We Can contribution
- Schools supported
- Global impact metrics
License Efficiency
- Active vs. inactive users
- Cost optimization opportunities
- Tier recommendations

Audit Trails

Activity Logging

Automatically Logged:

Client additions/removals
White-label configuration changes
Report generations
Strategic recommendation views
Data exports
System access

Audit Log Fields:

Timestamp
Action type
User (consultant)
Client organization
IP address
Details/metadata

Access: Settings → Audit Logs

Retention: 7 years (compliance requirement)

Onboarding Tracking

TOMs Calculator Progress

Access: Clients → [Client Name] → Onboarding → TOMs

Tracking:

Questionnaire completion status
Proxy value selections
Council-specific configurations
Calculation validation
Final TOMs value

Stages:

⏳ Not Started
🔄 In Progress (partial completion)
✅ Completed (ready for social value reporting)

General Onboarding Status

Tracks:

Better-auth organization setup
License tier selection
User invitations sent/accepted
Evidence module activation
Initial data collection

API Integration

Authentication

Method: Bearer token authentication

Getting API Key:

Navigate to Settings → API Keys
Click Generate New Key
Copy key (shown once)
Use in Authorization header

Example:

curl -H "Authorization: Bearer YOUR_API_KEY" \
  https://api.ripplecore.co.uk/api/consultant/portfolio

Available Endpoints

Portfolio:

GET /api/consultant/portfolio - Portfolio overview
GET /api/consultant/clients - List all clients
GET /api/consultant/benchmarks - Portfolio benchmarks

Client Management:

POST /api/consultant/clients/invite - Invite new client
PATCH /api/consultant/clients/:id - Update client relationship
DELETE /api/consultant/clients/:id - Remove client

Insights:

GET /api/consultant/insights/:clientId - Client-specific insights
GET /api/consultant/recommendations - Portfolio recommendations

White-Label:

GET /api/consultant/white-label - Get branding config
PUT /api/consultant/white-label - Update branding
POST /api/consultant/reports/branded - Generate branded report

Full API documentation: https://docs.ripplecore.co.uk/api-reference

Benchmarking

Portfolio Benchmarking

Metrics Compared:

Evidence quantity by module
Verification quality scores
Employee engagement rates
Compliance readiness levels
Social value delivered (TOMs)

Benchmark Types:

Your Portfolio: Across all your clients
Industry: Similar-sized organizations
Best-in-Class: Top performers

Using Benchmarks:

Identify underperforming clients
Set improvement targets
Demonstrate client progress
Support pricing conversations

Best Practices

Portfolio Management

Regular Reviews: Monthly client check-ins
Proactive Recommendations: Weekly insight reviews
Benchmarking: Quarterly portfolio analysis
Client Engagement: Monthly strategic recommendations
Compliance Tracking: Monitor framework deadlines

Client Success

Onboarding: Complete setup within 2 weeks
Activation: 80% employee participation target
Quality: Aim for verification levels 3-5
Engagement: Weekly evidence creation habit
Compliance: Quarterly evidence package reviews

White-Label Branding

Professional Presentation: High-quality logos and colors
Consistent Messaging: Align with your brand voice
Value Addition: Include strategic commentary
Regular Updates: Refresh branding annually
Client Alignment: Match client's brand expectations

Support & Resources

Getting Help

Email: consultants@ripplecore.co.uk
Slack: #consultants channel (invited on onboarding)
Documentation: https://docs.ripplecore.co.uk
API Support: api@ripplecore.co.uk

Training Resources

Webinars: Monthly consultant training sessions
Certification: RippleCore Consultant Certification program
Case Studies: Success stories and implementation guides
Templates: Report templates and presentation decks

Community

Consultant Network: Monthly meetups and knowledge sharing
Partner Events: Quarterly conferences
Best Practice Sharing: Consultant community forum

Pricing & Revenue

Consultant Pricing Model

Per-Client Fee: Based on client's license tier
Revenue Share: 10% of client revenue goes to All We Can
White-Label Premium: Additional fee for custom branding
Enterprise Features: Advanced analytics and multi-user consultant teams

Payment

Monthly Billing: Automatic invoicing on 1st of month
Annual Discount: 2 months free with annual commitment
Client Direct: Option for clients to pay directly

Compliance & Data Protection

Data Access

Consultant Permissions:

✅ View aggregated client data
✅ Generate compliance reports
✅ Access audit trails
❌ Cannot access individual employee PII (anonymized only)
❌ Cannot modify client evidence data

Data Processing Agreement: Required for all consultants
Data Retention: 7 years for audit logs
Data Export: Clients can request full data export
Right to Erasure: Clients can delete data with 30-day notice

Security

2FA Required: Multi-factor authentication mandatory
IP Whitelisting: Optional for enterprise consultants
Session Management: 8-hour session expiry
Audit Logging: All actions logged and immutable

Troubleshooting

Common Issues

Cannot Access Client Data

Verify client has accepted invitation
Check client license is active
Ensure you have consultant role assigned

White-Label Not Showing

Confirm Enterprise tier license
Verify branding configuration saved
Clear browser cache
Check logo file format/size

Reports Not Generating

Verify client has sufficient evidence data
Check selected period has data
Ensure compliance framework is supported
Contact support if issue persists

What's Next?

Complete Onboarding: Set up profile and first client
Explore Dashboard: Familiarize yourself with portfolio view
Configure Branding: Set up white-label if applicable
Generate Report: Create first branded compliance report
Join Community: Connect with other consultants in network

Welcome to the RippleCore Consultant Platform!

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