Brownstone Analytics
Compliance Intelligence Workflow
⚠ CMMC 2.0  ·  HIPAA  ·  SOC 2
Engagement Timeline
Week 1 → Month 12+
Revenue at Risk: Non-compliance with CMMC 2.0 can mean disqualification from all DoD contracts. This workflow protects that revenue with financial clarity — not just a technical checklist.
Readiness Score
Week 1
Risk Assessment
Week 1–2
Go/No-Go Model
Week 2–3
Dashboard Build
Week 3–5
Remediation Track
Months 2–11
Certified
Month 12+
Swim Lane
Phase 1
Readiness Score
🕑 Week 1
Phase 2
Risk Assessment
🕑 Weeks 1–2
Phase 3
Go/No-Go Model
🕑 Weeks 2–3
Phase 4
Dashboard Build
🕑 Weeks 3–5
Phase 5
Remediation Track
🕑 Months 2–11
Phase 6
Certified + Ongoing
🕑 Month 12+
👤
You (Client)
Your actions & decisions
Week 1
⚠ Contract Risk Identified
DoD contract or audit pending
A federal contract renewal, new DoD bid, or upcoming audit triggers the engagement. The financial stakes are already defined — Brownstone quantifies them.
📋 Compliance Readiness Score
15-question self-assessment
🕑 ~10 min
5-dimension scored assessment: Governance, Technical Controls, Incident Response, Vendor Management, Documentation. Generates a gap report and financial exposure estimate tied to your specific contracts.
📄 Provide Contract Data
Revenue, renewal dates, CMMC level
🕑 1–2 days
You provide the contract values, renewal dates, and CMMC level required for each DoD contract. This data feeds the Go/No-Go financial model.
✓ Brownstone
builds your
dashboard
📄 Monthly Data Updates
Actual spend, milestone status
🕑 Monthly
Each month you provide actual remediation spend vs. budget, POA&M item status, and any contract changes. Takes ~15 minutes with the checklist.
★ Certified + Protected
Contracts secured, dashboard active
CMMC certification achieved. All target contracts are protected. Brownstone continues as monthly financial oversight partner — surveillance monitoring and annual audit readiness.
📈
Brownstone
Financial oversight + analysis
Weeks 1–5
📞 Discovery Call
Review score + contract stakes
🕑 30 min · Week 1
Paul reviews your Compliance Readiness Score, maps contracts to certification requirements, and establishes what revenue is at stake if compliance isn't achieved by the deadline.
Go/
No-Go?
GODEFER
💲 Go/No-Go Financial Model
Cost to comply vs. revenue at risk
🕑 3–5 days
Brownstone's signature deliverable: quantifies annual revenue protected, estimated remediation cost, C3PAO assessment fee, break-even timeline, and ROI. No other compliance advisor provides this.
🛠 Compliance Dashboard
5-panel intelligence dashboard
🕑 Weeks 3–5
5 panels: Compliance Financial Overview, Budget Tracker, Certification Timeline (12-mo milestones), Risk Heatmap (14 NIST 800-171 families), Revenue Protection Status (contract-by-contract).
🎓 Orientation Session
45 min · Dashboard handoff
"This dashboard sits between you and your CMMC consultant. Their job: close the gaps. Your job: make sure the money is spent wisely and the timeline is met."
🔄 Monthly Dashboard Refresh
Actuals vs. budget, POA&M status
🕑 Monthly · $750/mo
Monthly refresh: actual spend vs. budget, updated milestone tracker, POA&M item status, compliance financial summary shareable with prime contractors or legal counsel.
🔍 Quarterly Strategic Review
Budget reforecast + risk update
Every 90 days Paul reviews the remediation trajectory, reforecasts cost to completion, and identifies any timeline risks that could jeopardize contract renewal dates.
✅ Certification Closeout
Final financial summary
At certification, Brownstone produces a final compliance financial summary — total cost of compliance, contracts protected, ROI achieved — suitable for sharing with board, investors, or prime contractors.
📅 Surveillance Monitoring
Annual audit readiness
Post-certification: ongoing surveillance monitoring, annual audit readiness check, and expansion tracking as new contracts require CMMC coverage.
Tools & Systems
Technology at each stage
Active throughout
Compliance Readiness Score
5-dimension gap assessment
brownstoneanalytics.org
Scored output: Governance, Technical Controls, Incident Response, Vendor Management, Documentation — each dimension rated with a financial exposure estimate.
Calendly + BI Score Results
Pre-loaded discovery context
Discovery call intake pre-populates Paul's view with your score results and contract context — no repeat explanations needed.
Financial Model (Excel/Julius)
Go/No-Go cost-benefit analysis
Built in Excel with Julius.ai analytical support — contract revenue vs. remediation cost vs. break-even timeline. Client receives a branded PDF.
Stripe
Invoice + monthly retainer billing
Compliance Dashboard
5-panel HTML (Netlify hosted)
Julius.ai
Budget + risk analysis back-end
GitHub + Netlify
Private client subdomain
Monthly Intake Checklist
Actual spend + POA&M update form
A lightweight monthly data request — 15 minutes to complete. Keeps the dashboard current without burdening the client.
KPI Email Summary
Monthly compliance brief
Forwarded to prime contractors, legal counsel, or board — summarizes spend, milestone status, and risk flags in plain language.
Final Summary Report
Compliance ROI documentation
Surveillance Dashboard
Annual audit readiness mode
📦
Deliverables
What you receive
Your outputs
Readiness Score Report
Gap analysis + exposure estimate
Tier Proposal
Scope + founding rate pricing
💲 Go/No-Go PDF
Cost vs. revenue at risk model
Signed MSA + Payment
Engagement confirmed
★ 5-Panel Dashboard
Private Netlify URL
Risk Heatmap
14 control families prioritized
Monthly Compliance Brief
Shareable with prime/legal
Quarterly Reforecast
Updated timeline + budget
★ Certification Achieved
Contracts protected
Compliance ROI Summary
Board/investor ready report
Phase 1 · Week 1
The Compliance Readiness Score identifies which of the 5 dimensions are critical gaps — anchoring the discovery conversation in your actual risk profile, not a generic checklist.
Phase 2 · Weeks 1–2
The Go/No-Go decision gate is Brownstone's most important value-add. If the cost to certify exceeds the revenue at stake, you'll know before spending a dollar on remediation.
Phase 3 · Weeks 2–3
The financial model quantifies annual revenue at risk, remediation cost estimate, break-even timeline, and ROI. No other compliance advisor provides this level of financial clarity.
Phase 4 · Weeks 3–5
The 5-panel dashboard gives you financial oversight of the entire remediation effort — you see exactly where the money is going and whether the timeline is on track.
Phase 5 · Months 2–11
Monthly retainer ($750/mo) keeps the dashboard current with actual spend, POA&M progress, and milestone status. The KPI brief is shareable with your prime contractor or legal counsel.
Phase 6 · Month 12+
Certification achieved. Brownstone produces a Compliance ROI Summary — total cost, revenue protected, ROI — and transitions to annual surveillance monitoring and audit readiness mode.
Engagement Economics
Initial engagement (Go/No-Go model + dashboard build): $3,500–$5,000  ·  Clarity Ongoing retainer: $750/mo  ·  12-month engagement total: $12,500–$14,000+  ·  Revenue protected per client: $200K–$2M+
$12,500+
Avg. 12-mo client LTV
Legend:
Start / End
Process Step
Decision Gate
Deliverable
Flow
GO Proceed
DEFER Revenue doesn't justify cost
High risk
Financial model
Retainer phase