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Standardizing Financial Services Across Business Areas
The client sought to gain full visibility over its Record-to-Report (RTR) financial services by creating a structured service catalogue. However, finance leadership and business units were already at near-full capacity with daily operations, leaving limited bandwidth to design and align such a comprehensive view.
The problem
Existing practices were fragmented across units, with some services tracked in the finance tool but as much as 40% of requests arriving ad-hoc through chats and emails. Without a unified framework, services lacked clear definitions, ownership, and consistency across business areas.
Without intervention, the client risked ongoing inefficiencies, duplication of effort, and missed opportunities to optimize finance services, threatening alignment across 10+ business areas.
What the sprint set out to do
Map RTR services, identifying gaps, overlaps, and inconsistencies in current practices
Engage stakeholders, gathering inputs to define ownership, frequency, and outcomes
Deliver service catalogue, providing a standardized tool to unify finance services across units
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