Simplified, Guided Evidence Workflow

Customers found the evidence preparation and upload process more complex and time-consuming than necessary, particularly the step where evidence is packaged for the auditor. This was the single biggest driver of a customer abandoning the platform mid-project in favor of a manual system (folders + spreadsheet).

Proposed Solutions:

• Introduce bulk upload and drag-and-drop support for evidence files.

• Organize evidence storage per-control/clause to mirror how customers naturally structure their files.

• Simplify the evidence-to-auditor hand-off step to reduce manual preparation work.

Acceptance Criteria:

• Users can upload multiple evidence files at once via drag-and-drop.

• Evidence is automatically associated with the correct control/clause folder structure.

• The auditor hand-off package can be generated without manual reformatting by the user.

• Time-to-complete for evidence upload/hand-off is measurably reduced in user testing versus the current flow.