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MTCC · My Virtual Consultant

MTCC: packaging a consultant's business diagnostic into a self-serve platform

A diagnostics platform that structures a business assessment across four domains, tracks every invitation through to completion, and returns a circumplex report with strengths, risks, and tailored guidance.

Role
Product Designer & Lead Engineer
Year
2025
Platform
Web · Admin & survey apps
diagnostic domains
4
categories scored
12
diagnostic types
3
report outputs
A4 PDF + CSV

Evidence note: Admin captures come from the working product with contact names, email addresses, business names and diagnostic titles replaced by fictional equivalents. Report visuals use demonstration data, and no client use, completion or business outcome is claimed without supporting evidence.

01 · Context

The problem

A proper business diagnostic is rigorous and valuable, but it lives in one consultant's head and their calendar. MTCC needed to deliver that same rigour as a product: configure a diagnostic, send it to a business, chase the ones that stall, and return a credible, branded report without a consultant in the loop for every run.

02 · Product work

The work

MTCC admin dashboard showing diagnostics sent, completed, in progress, reminders, expiring links and recent invitation activity
The admin opens on the state of every diagnostic in flight: sent, completed, expiring, and the invitations still waiting on someone.

A framework, modelled as data

The core move was treating the consultant's framework as structured. Four domains (Effective Leadership, Customer Focus, Organisational Health, Operational Resilience) fan out into twelve categories of Likert questions, each with weighting, optional reverse-scoring, and narrative guidance for every score band. Modelling all of it as data means MTCC can build and version diagnostics, import a whole question bank from a spreadsheet, and run three assessment types (business, ISO 9001 and sentiment) through the same engine, with no code changes.

MTCC diagnostic builder showing readiness checks above a question table with domain, category, sub-category and question columns
Every question carries its domain, category and sub-category, so the report knows where each answer belongs before anyone answers it.

Publishing is a gate, not a button

A diagnostic missing guidance for a score band still sends perfectly well, and then produces a report with holes in it. So publishing runs a readiness check first: naming and version, every question present and worded, domains and categories joined up, scoring weights and reverse-scoring flags valid, and report coverage confirmed for every domain the circumplex will chart. Level narratives fail as advisory rather than blocking, because a question can legitimately fall back to the standard 1 to 5 maturity scale. Publishing then freezes the question set, so a result recorded against a version always means that exact set of questions.

Built so people actually finish it

A diagnostic delivers nothing if people abandon it halfway. The runner is a single tokenised link (mobile-first, designed against WCAG AA patterns, paginated with a progress indicator) that autosaves and resumes, so a busy operator can answer a few questions, close the tab, and pick up later on the same link. Submit once, done.

Delivery you can chase

Sending is the part that quietly decides whether a diagnostic ever gets finished. Invitations go out one at a time or as a group, where a whole organisation is added at once and each person receives their own personalised link with a chosen lifetime. Every invitation then carries a visible lifecycle: invited, accepted by the email provider, completed, or expired, each with resend in reach. The dashboard rolls the same data up into what needs attention now, including links expiring in the next seven days and invitations still waiting on the consultant.

MTCC transactions list showing each invitation's diagnostic, contact, lifecycle state, invited and expiry dates, with resend actions
Each invitation shows where it actually got to, including whether the email provider accepted it, so a stalled diagnostic is visible rather than assumed.
MTCC domain colour settings showing hex values with contrast ratios against the card and a too pale warning
Domain colours flow into every report, so the picker scores each one for contrast and flags the ones that will not hold up on the page.

From answers to advice

The report is where it becomes a consultant. It opens on a circumplex (radar) of category scores, calls out the top-three strengths and bottom-three risks, and for each category surfaces the narrative tied to the achieved band, so a leader reads guidance rather than numbers. It prints to a clean A4 PDF and exports to CSV. Underneath, a shared, tested scoring engine keeps the admin view, the report, and the export in agreement.

MTCC report: circumplex radar of category scores with strengths and risks
The report opens on a circumplex, every category at a glance, then strengths, risks, and tailored guidance.
MTCC report domain detail showing category scores, strengths, and areas to focus
The report then turns the shape into advice: domain summaries, category scores, strengths, and the areas that need attention.
03 · Result

What changed

As Product Designer and Lead Engineer, I turned the consulting framework into a configurable assessment, a resumable survey, a tracked invitation lifecycle, a shared scoring engine and branded PDF and CSV outputs; client use and business outcomes remain unclaimed without supporting evidence.

04 · Reflection

One scoring engine kept every output aligned

Modelling the framework once prevented the admin view, survey, report and export from interpreting weighting, reverse scoring or guidance bands differently.

The later work was mostly about the gaps between those pieces. A diagnostic that is half configured, an invitation nobody chased, or a domain colour too pale to read all fail quietly, so each one now has a visible state in the interface rather than a note in someone's inbox.

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