What changes
A clearly scoped improvement
Repeatable transformations, validation rules, reconciliation evidence and source-linked reporting.
Data, Finance & Executive Reporting
Stop rebuilding the same report every week.
Connect recurring inputs to validation, exceptions and a source-linked management report. Make the figures traceable before making the slide deck prettier.
A number needs a traceable source.
SourceReport treatment
Matched identifierInclude in reviewed period
Conflicting recordHold for finance review
Missing approvalExclude until resolved
Illustrative validation states, not actual financial records.
Finance / Owners / Operations
The engagement
What changes. What you receive. How we check it.
What to measure
Compare before and after
Measure report preparation time, data freshness and unresolved reconciliation exceptions.
How we start
One owner, one workflow
Bring a representative example. Together we confirm scope, access, acceptance criteria and pricing before implementation.
ExploreCurrent vs controlled / Reference workflow
The same work. A clearer route through it.
StageCurrent / frictionControlled / accountable
01Export
CurrentDownload separate snapshots
ControlledIngest a versioned source snapshot
02Clean
CurrentFix names and dates manually
ControlledApply repeatable transformations
03Merge
CurrentJoin records with uncertain identifiers
ControlledMatch stable identifiers and hold conflicts
04Validate
CurrentFind mismatches after distribution
ControlledRoute unreconciled rows to the owner
05Report
CurrentCopy values into another workbook
ControlledPublish figures with drill-back evidence
06Review
CurrentAsk which version is correct
ControlledApprove the reconciled report and its period
Finance approves adjustments, reconciliations, accounting treatment and the released report.
Source-linked reporting / Synthetic example
Inspect the record behind the status.
Fictional operating record
EXAMPLE-104 / Awaiting approval
Reported status: ready for billing. Validation: held because the approval reference is missing.
Trace the source
Inspect the example inputs
- Source record
- EXAMPLE-104 / revision 3
- Delivery status
- Complete / entered by operations
- Approval reference
- Missing / requires owner confirmation
- Report decision
- Hold from approved billing total
A summary never fills in the missing approval. The source owner resolves the exception.
Automation / AI / Your team
Give each kind of work the right owner.
Automation
Moves and checks
Move records, validate schemas, reconcile identifiers and refresh approved reports.
AI assistance
Interprets and prepares
Explain variances and prepare narratives using permitted source records; never invent a missing value.
Human accountability
Approves and decides
Finance approves adjustments, reconciliations, accounting treatment and the released report.
Modelled impact / Calculator
Put numbers on the administrative load.
Illustrative assumptions / editable
Recovered time is capacity, not reduced payroll. Implementation, software, training and ongoing review costs are excluded.
Use this scenario in my assessment ↗Formula and sensitivity
Annual hours = people × hours per week × working weeks. Labour equivalent = hours × loaded cost. Capacity = baseline × recovery share. Optional investment / capacity ratio = investment ÷ monthly capacity value; shown only for positive values.
Practical starting points
Start small enough to verify.
Bounded workflow
Recurring management report
Inspect export: Download separate snapshots. Agree the owner and acceptance evidence before changing the live process.
ExploreBounded workflow
Invoice exception review
Inspect clean: Fix names and dates manually. Agree the owner and acceptance evidence before changing the live process.
ExploreBounded workflow
Source reconciliation
Inspect merge: Join records with uncertain identifiers. Agree the owner and acceptance evidence before changing the live process.
ExploreLaunchSoloAI engineering evidence
Inspect the artifact and its boundary.
REFERENCE ARCHITECTURE
Multi-location configuration
A published configuration pattern demonstrates design intent. It is not a measured customer rollout.
Open the evidence record- 01Shared standard
Version the agreed operating rules
- 02Local configuration
Keep permitted location differences explicit
- 03Rollout decision
Review conflicts before expanding
Decision owner
Reference architecture. A configuration pattern is not evidence of a measured customer rollout.
Implementation / Evidence before expansion
A bounded engagement, with a decision at each stage.
- 01
Map
Confirm the workflow, owner and baseline.
- 02
Bound
Agree data, permissions, scope and unacceptable failures.
- 03
Build
Implement the smallest useful intervention.
- 04
Verify
Measure report preparation time, data freshness and unresolved reconciliation exceptions.
- 05
Hand over
Train the owner, document recovery and decide whether to expand.
What you receive
Repeatable transformations, validation rules, reconciliation evidence and source-linked reporting.
A practical next step
Bring one workflow. Find the next useful move.
Start with the process, the current tools and the person who owns the next decision. No system access needed.
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