Enterprise Advisory
Where does your investigations function actually sit today?
Investigation Advisory diagnoses your current operating level, names the specific gaps, and gives you a roadmap to get to a defensible, method-led investigations function. Anchored on the WZ interview method that holds the whole program together. Built for public-sector agencies, private-sector employers, and HR/ER functions alike.
Book a diagnostic callThe four levels of investigations maturity
Most organizations sit between Level 2 and Level 3. The advisory work is identifying which level you're at today, where you need to be given your industry and risk profile, and the practical changes to close the gap.
- Level 1 Ad-hoc
Every investigation is run differently.
- No consistent intake; complaints land in many inboxes
- Interviewers improvise method per case
- Documentation lives in scattered shared drives
- No reporting up to the executive team
- Level 2 Defined
A method exists — adoption is uneven.
- WZ-trained interviewers anchor the method
- Intake is centralized but escalation is unclear
- Documentation templates exist but aren't always used
- Reporting is reactive, case-by-case
- Level 3 Managed
The program runs as a function.
- Every investigator works inside the WZ method
- Triage routes cases by severity and audience
- Documentation discipline survives leadership turnover
- Quarterly metrics roll up to legal, HR, and audit
- Level 4 Optimized
The program improves itself.
- CFI-credentialed leads run cohort calibration
- Case outcomes feed back into method refinements
- Documentation supports external review without scramble
- The program is a competitive advantage in hiring
How the engagement runs
Four phases. Diagnostic + report typically lands in 3–4 weeks; the roadmap and optional embed run from there.
- 01
Diagnostic week
WZ shadows your current investigations workflow, reads recent case files, and benchmarks against the four-level rail above.
- 02
Gap report
A written report calling out the gaps between your current level and the level you should be at given your industry and size.
- 03
Roadmap
A 90-day to 12-month plan with the specific changes — process, training, tooling, and governance — to level up.
- 04
Embedded execution
Optional embed where WZ stays on as advisor through implementation, joining your weekly investigations stand-ups.
What changes after the engagement
- Consistency One method
Every investigator runs the same WZ-trained interview structure regardless of location.
- Defensibility Outside review-ready
Documentation discipline that holds up to HR, legal, or external auditor scrutiny.
- Speed Faster close
Triage and escalation cut average case-resolution time by removing decision-rights ambiguity.
- Risk reduction Lower exposure
Method-led interviews reduce false-confession risk and the legal exposure that comes with it.
Ready to know where you actually sit?
The diagnostic call is 30 minutes and free. You'll walk away with a clear read on which level you're at today and what an advisory engagement would look like for your organization.