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Finance & Operations Workflow Design

Design approvals, controls and system requirements for a defined finance or operations workflow.

Guide price€9,800

Typical duration6 weeks

SCOPE / AMBITO

What this service covers

We redesign one finance or operations workflow around its approvals, control evidence and system responsibilities. The output shows the target process, approval authority, required records and system changes needed before configuration or development starts.

Good fit when

Purchase, expense, stock or service approvals depend on informal messages
Finance and operations disagree about control ownership or evidence
A system change is planned before the target process has been agreed

Included deliverables

Control-point map
Approval matrix
Target process
System requirements

Client inputs

Current policies, forms and examples of completed transactions
Access to finance, operations and system owners
Known audit, segregation or reporting requirements

Outside this scope

Accounting, tax or legal advice
Configuration of ERP or finance platforms
Redesign of processes outside the selected workflow

MILESTONES

Delivery milestones

Review current transactions

Locate controls and exceptions

Agree approval authority

Design the target process

Issue system requirements

PRICE AND SCOPE

Guide prices relate to the published service scope.

Before work begins, the written proposal confirms the selected service, timetable, client inputs, taxes, third-party charges, travel and any requested work outside the published package.