Owners, CFOs, COOs, CIOs, and the people who own the systems. Same problem, different seat. The work starts where the stories split.
01
The split
A short diagnostic. Where the number and the work part company. Which definitions are competing. Which records are conversations wearing an ERP badge. You leave with a map of the join — not another pack.
For the owner or CFO who can feel the meeting but cannot name the break.
02
Taxonomy and flow
Identify unstructured data. Document how work actually moves. Build the business as a tree: entity, program, project, cost, activity. Map who creates the record, who owns it, what it must carry, and where it lands in the financials.
For the CIO or COO who is tired of systems that do not share a language.
03
Gate the lifecycle
Exit criteria. Acceptance. Approvals. Thresholds. Exceptions that stay visible without freezing the field. The trail is produced by the work. SOX, COSO, ITGC, SOD, ITIL follow the gate. They are not a parallel project.
For finance and control leaders who will not assemble evidence after close.
04
The Exec View
Connect the operating events to plan, actual, and forecast. One clock for time, cost, and quality. Two heights from the same facts: a pulse for leaders, a day for teams. Automation and AI only after the input can be trusted.
For the leadership team that wants to predict the miss while the outcome can still change.