Getting It Approved

Approval assets

• Reporting Improvement Business Case
• Reporting Baseline and Benefits Worksheet
• Multi ERP Consolidation Roadmap
• CRM Data Access and Rollback Checklist
• Account Growth Pilot Success Criteria
• AI Deployment Approval Pack

Who has to agree before this is signed

• Reporting or FP&A manager asks Will this reduce the work without creating new errors? and needs Workflow walkthrough, reconciliation controls, an exception handling example.
• CFO or executive sponsor asks Is the improvement worth the investment? and needs A business case with stated assumptions and measurable outcomes.
• IT or data leader asks Will this integrate safely and stay maintainable? and needs Architecture overview, access requirements, monitoring and support approach.
• Procurement or legal asks Are the scope, obligations, and risks clear? and needs Deliverables, acceptance criteria, data handling terms, support boundaries.

Where this sits in a buying decision

• Awareness, What is going wrong, and why? Served by Diagnostic article, checklist.
• Consideration, What are the ways to fix this? Served by Comparison, implementation guide, assessment.
• Decision, Who can solve this, and what will the project involve? Served by Service page, case study, scoping guide.
• Approval, Can we justify the spend and manage the risks? Served by Business case, security overview, cost model, project plan.

When do I get comparable numbers, and what has to happen first?

Worksheets, checklists and roadmaps for the stage after you have decided you want the work and have to get it signed by finance, IT, and procurement.

Four people usually have to agree, and they are not asking the same question. Finance wants a number, IT wants an architecture answer, procurement wants scope, and the team who will live with it wants to know what changes on Monday. These are the worksheets for each of them. Take them, fill them in, and use them whether or not you hire us.