Governance
Governance: quotes, projects and the project stage, people and hours, the governance profile and the decision ledger.
Getting started with Governance
Governance brings quotes, projects, people and decisions together, next to your environments in Flow. It is on or off per organisation, and only the owner switches it on in the portal; after that everyone in the organisation opens it from the menu, with their own portal account. You start on My work, with a short list ‘Getting started’: four steps that tick themselves off. The left bar grows with what you use.
Governance as an app
You can install Governance as an app on your computer or phone: in a window of its own, with its own icon and a quick start. The app keeps only the fixed parts of the screen; your data always stays on the server and is never stored on the device. There is nothing extra to install or manage.
Roles, teams and rights
In Governance a role sets what someone sees and may do: Owner, Board, Project lead, Team member, Auditor or Client reader. You give someone a role, or you put people in a team that holds roles and duties. The Rights page shows per person and per part what they may do, and where that right comes from.
Making a quote with the AI team
A quote starts with the client's question. Paste that question into a new quote and six AI Colleagues write a first version: summary, scope, work and hours, risks, planning and why you. Everything they write is a proposal: you accept, adjust or reject. Then you tune the hours in the lines, change something in one sentence, and make the quote final. A final quote is fixed; you keep working in a copy.
Decision ledger and evidence
Every decision in Governance goes into the decision ledger: who decided, in which role, about what and why. Decisions are only added, never changed, and each decision carries the fingerprint of the one before it. That way the ledger checks itself, and an accountant or auditor can recompute that themselves with an export and a small script.
Governance in Claude Desktop (MCP)
Connect Claude Desktop to Governance with just an address: you paste it as a connector, sign in through the portal and choose what the app may do. Then you ask Claude, for example, what is waiting for you today, or have it prepare a quote from a brief. The app works on your behalf, with exactly your rights, in one organisation. It never decides, and you revoke the access again with one click.
From quote to live: the project stage
A final quote becomes a project. The project runs through the chain of your governance profile: at every gate the people with the right duty approve, always two different people where the profile asks for it. Whoever must be consulted gets the request for advice by themselves. The work from the quote lands on the board in Flow as epics, features and items, and every decision is in the decision ledger. You follow it in 2D or in 3D.
Governance profile and RACI
The governance profile sets down how projects run with you: the stages from request to evidence, who approves at which gate, which controls apply and who does what per stage (RACI). You change it in a draft, see straight away what changes and what goes wrong, and have the draft approved by security and management: two different people. Only then does the new version apply, and every decision is in the decision ledger.