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Consulting & customer successPackage reusable client work

Consulting deliverables with clearer source files

Build reports, presentations, notebooks, diagrams, and handoff material in open, versionable files with review history.

Build a deliverable set

The delivery problem

  • Findings, architecture diagrams, analysis, and presentations drift when each has a different source.
  • Clients need an approved output and a clear record of what changed.
  • Reusable methods become hard to maintain when they are copied between closed files.

A GPDoc deliverable set

  • Open, versionable files for the narrative, slides, notebooks, diagrams, scripts, and datasets.
  • Comments and suggestions for questions and proposed changes on supported Markdown files.
  • Version checkpoints and Git history for inspecting the source used to create a client output.
  • Local and provider exports for supported PDF, HTML, Word, PowerPoint, Google Docs, Google Slides, notebook, CSV, SVG, and PNG destinations.
  • Website output through standalone HTML or a supported GitHub Pages path when the client needs an easy-to-share page.

Separate source from delivery

Keep the reviewed GPDoc file as the working source. Treat every client file, provider copy, or hosted page as a separate destination with its own access and retention policy.

Suggested workflow

Create the report, decision log, presentation, analysis notebook, and diagrams needed for the engagement. Record the client, owner, scope, and source revision in the files or repository conventions your team already uses.

Put code, tables, Mermaid diagrams, LaTeX math, and notebook output next to the finding they support. Label assumptions and external data sources.

Capture questions in comments and proposed text changes as suggestions. Use file history or Git review for the source set before creating a delivery copy.

Create the required PDF, HTML, office, provider, or open-format outputs. Open each destination file and verify links, diagrams, tables, and confidential content.

Deliver through the client-approved system. GPDoc does not set the destination's expiration, download, identity, or retention policy.

Start with structured documents, or review publishing and exports.

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