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Multi-account and portfolio reviews

A consistent physical lens helps an agency compare multiple accounts or locations.

Best when

The agency needs to prioritize where deeper account research may be most useful.

Example industries

Agency books · Multi-location operators · Program portfolios · Commercial account teams

Operating anatomy

Follow the physical system.

How value is physically createdComparable account screens reveal recurring physical dependencies, concentration patterns, and evidence gaps.
Critical sitesAccount locations · Regional clusters · Shared infrastructure · Shared suppliers
MachineryAccount-specific critical equipment · Recurring equipment categories
UtilitiesShared grids · Water systems · Fuel corridors · Regional infrastructure
Inputs and materialsCommon materials · Shared vendors · Concentrated commodities
SuppliersShared suppliers · Regional distributors · Common service providers
StorageRegional warehouses · Shared cold chain · Concentrated inventory nodes
TransportationShared ports · Road corridors · Rail networks · Regional carriers
Customer channelsShared markets · Regional demand · Common customer segments

Interruption pathways

  • Geographic concentration
  • Supplier concentration
  • Infrastructure overlap
  • Repeated evidence gaps

What Mandjet may review

  • Consistency
  • Concentration
  • Screening priority
  • Common questions
  • Escalation criteria

Producer questions

  • Which accounts share the same physical dependency?
  • Where is evidence weakest?
  • Which accounts warrant deeper review first?
  • What changed since the last screen?

Example Mandjet output

A screen built around the operating model.

A comparable set of account screens with shared dependency themes and a documented basis for deeper review.

Ready to see Mandjet in action?

Start with a pilot or send one example account. Mandjet will show how the workflow fits your agency.