How an engagement unfolds
A predictable rhythm so process owners know when we need access, when draft findings appear, and when the remediation workshop lands.
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Scope confirmation
We agree the period, policy families or workflows, and access to exception registers. You receive a short engagement letter with fee, calendar, and exclusions before fieldwork starts.
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Fieldwork
Sampling, document review, and walkthroughs with process owners. We prefer lived exception examples over polished process slides. On-site days are scheduled around your close calendar when possible.
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Draft findings
Management receives a draft for factual comment. Severity ratings stay tied to sample evidence. This is the moment to correct misunderstandings before the final memo.
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Final report and workshop
We issue the final findings and run a remediation workshop — usually half a day — focused on actions your teams can own in the next quarter.
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Optional follow-up
Months later, Remediation Follow-Up re-tests closed items so you have evidence for the audit committee, not only a tracker of good intentions.
What we need from you
- Exception logs or approval exports for the agreed period
- Policy manuals and current approval matrices
- Named process owners who can walk through real examples
- A window that avoids peak close week for the longest interviews
Ready to scope an engagement?
Browse detailed engagement pages, or send a short note with the policy families you want examined.