Delivery model

Implementation before access. Evidence before expansion.

Finovant is delivered as an enterprise decision capability. Scope, data, controls and acceptance measures are agreed before a customer workspace is opened.

Dedicated customer tenant Named decision and data owners Acceptance recorded against the SOW

Decision owners reviewing implementation evidence at a table, shown without identifiable faces — Executive diagnostic and operating design

A controlled path to production

One plan across value, data, intelligence, controls and adoption.

The schedule is tailored to scope and customer readiness. Each workstream has an owner, dependencies, evidence requirements and a defined review gate.

ValueDecision economics and expected operating impact.

DataSource access, quality, reconciliation and lineage.

ControlsIdentity, security, review, override and audit design.

AdoptionAdministrator readiness, user roles and operating cadence.

Implementation control roomDecision intelligence delivery plan

14-week reference plan

W1W3W5W7W9W11W13

Executive and value

1 / 7

Data and integration

2 / 10

Model and workflow

5 / 12

Controls and security

3 / 11

Acceptance and rollout

9 / 14

Scope approvedW2

First connected viewW6

Acceptance reviewW12

Admin rolloutW14

Six delivery gates

Every phase produces evidence for the next decision.

The implementation does not advance on presentation alone. Scope, source access, controls, model performance and workflow readiness are documented and reviewed.

01Executive diagnostic

Establish the decision to improve, the current operating friction, the accountable owner and the financial or risk consequence of delay.

Participants: Executive sponsor, finance lead, decision owner and relevant operating stakeholders.
Deliverables: Decision statement, current-state map, value hypothesis and priority use-case shortlist.
Review gate: A clearly owned decision with enough expected value to justify assessment.

02Data, operating and risk assessment

Review source systems, data quality, business definitions, identity, controls, hosting requirements and the operating process around the decision.

Participants: Data owners, technology, security, risk, finance and process owners.
Deliverables: Source map, readiness findings, control requirements and integration assumptions.
Review gate: A practical path to approved data access, implementation and measurable validation.

03Decision intelligence SOW

Convert the opportunity into a contracted delivery plan with scope, responsibilities, milestones, controls, dependencies and acceptance measures.

Participants: Customer sponsor, procurement, legal, technology and Finovant delivery leads.
Deliverables: Executed SOW, delivery plan, governance model and acceptance schedule.
Review gate: Commercial, technical and control expectations agreed before workspace access.

04Dedicated workspace and integration

Provision the customer workspace, configure roles and decision domains, connect approved sources and implement the agreed forecast, anomaly and workflow logic.

Participants: Implementation team, customer administrators, data and identity owners.
Deliverables: Configured tenant, source connections, initial models, workflows and runbooks.
Review gate: Data refreshes, controls and core workflows operate in the agreed environment.

05Metric validation and operating acceptance

Evaluate forecast performance, explanation quality, exception precision, workflow usability and the business measures defined for the use case.

Participants: Decision owners, finance, risk, operations, technology and Finovant delivery.
Deliverables: Validation results, open-item log, procedures and acceptance record.
Review gate: Agreed technical, control and business thresholds are met or formally dispositioned.

06Administrator-led rollout and improvement

Customer administrators invite approved users, assign access and expand adoption through the agreed operating and change-management plan.

Participants: Customer administrators, team leads, users and Finovant success personnel.
Deliverables: User access, adoption support, review cadence and improvement backlog.
Review gate: The customer can operate the workflow with accountable ownership and measured outcomes.

Financial analysis materials prepared for an implementation working session — Working sessionBusiness definitions, controls and acceptance criteria are resolved with the people who own them.

Modern office environment prepared for administrator handover and operating review — Operating handoverCustomer administrators receive roles, runbooks, review cadence and a controlled improvement backlog.

Operating acceptance

A platform is not accepted because the screens load.

Each statement of work defines the technical, operational and business evidence required before a use case enters customer rollout.

DataRefresh success, quality thresholds, reconciliation and lineage.

IntelligenceForecast error, stability, exception precision and explanation quality.

WorkflowRouting, approvals, overrides, evidence capture and audit history.

OutcomeAdoption, cycle time, risk reduction and expected versus realized value.

Acceptance record13-week cash outlook

87%criteria accepted

Source refresh99.8%Target met

Forecast review4 / 4Horizon checks

Evidence completeness94%Above threshold

Open items03Owners assigned

Next gateFinance owner approval and administrator rollout

First conversation

Bring one decision, the owner and the consequence of delay.

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