01
Finance owners
A focused question tied to a process that already matters to the team.
How it works
A focused route from an approval question to an informed decision.
Shomer starts with one finance process and a written scope. Managers review the relevant information, record their view and decide what should happen next.
The pilot path
Four steps. One clear decision point.
The first pilot is deliberately narrow so finance, management and governance stakeholders can judge it on a shared basis.
- 01
Choose one approval question
Start with a finance process where clearer oversight would help managers make a better decision.
- 02
Agree the scope
Set the purpose, participants, boundaries and success measures together before the pilot begins.
- 03
Run the manager review
Bring the relevant information into a focused review and keep judgement with the people responsible.
- 04
Record the outcome
Finish with a clear readout of what was learned, what remains uncertain and what should happen next.
The pilot supports a management decision. It does not replace one.
Illustrative review
See how one approval question moves through the pilot.
This example shows the business conversation and decision points. It is not a customer case.
One approval question, from agreed scope to manager readout
The example stays at decision level so stakeholders can judge the pilot on its purpose, review and outcome.
Step 1 of 4Illustrative example, not customer data
One finance approval question
The team chooses an approval question where clearer oversight would support a better decision.
ProcessInvoice approval
QuestionWas the required approval recorded?
ParticipantsFinance owner and manager reviewers
StatusAgreed
Step 2 of 4Illustrative example, not customer data
Relevant information, one shared purpose
The agreed materials are organised around the approval question so the review stays focused.
PurposeClarify the approval outcome
BoundaryThe agreed finance process
Manager reviewReady
Step 3 of 4Illustrative example, not customer data
Managers consider the context
The reviewers decide whether the information is sufficient, whether context is missing and whether any action is appropriate.
ReviewerFinance manager
JudgementKept with the responsible manager
DecisionRecorded
Step 4 of 4Illustrative example, not customer data
A clear basis for the next decision
The readout states what the pilot clarified, what remains uncertain and whether a further step is worthwhile.
FindingWritten in plain language
LimitsStated alongside the finding
Next stepInformed decision
Step 1 of 4
Shared confidence
The right people see the same scope.
A useful pilot aligns the people who own the process, review the outcome and decide whether to continue.
02
Manager reviewers
A clear review purpose, the relevant context and responsibility for the decision.
03
Governance stakeholders
A written scope they can assess before the pilot starts and a readout they can challenge.
04
Leadership
A practical basis for deciding whether the pilot created enough value to continue.
Deliberately small
Enough scope to learn. Not enough to sprawl.
The pilot stays focused so its outcome is understandable and useful.
- 01One finance process
- 02One approval question
- 03Named participants
- 04A manager-led decision
- 05A written pilot readout
Anything wider needs a separate decision after the first readout.
Bring one finance approval question to the scoping conversation.
We will help you define a focused pilot that managers and stakeholders can assess with confidence.