Scope an approval-controls pilot
Scope an approval-controls pilot

Pilot

Start with one finance approval question. Keep the decision with your managers.

A Shomer pilot is a focused management review with agreed boundaries, named participants and a clear readout. It is designed to help stakeholders decide what should happen next.

Discuss a finance pilot

We reply within 2 working days.

What a pilot is

A small, real review of one approval that matters.

We begin with a finance approval question where clearer oversight would support a better decision. The pilot is not a broad transformation programme or a general assessment of employees.

Before work begins, the process owner, manager reviewers and relevant stakeholders agree the purpose, boundaries and success measures. Managers remain responsible for interpreting the outcome and choosing any next step.

Everything outside the written pilot scope remains outside the pilot.

What you get

From the first conversation to the final readout.

  1. Before the pilot

    A focused scoping conversation

    We discuss the approval question, why it matters and who needs confidence in the outcome.

    A one-page pilot scope, in writing

    After the call, the scope sets out:

    • the finance process and approval question
    • the purpose of the pilot
    • the process owner and manager reviewers
    • the people and materials needed for a fair review
    • what is inside and outside the pilot
    • how success will be judged
    • what the final readout will cover

  2. During the pilot

    • A focused review of the agreed finance approval question
    • Regular check-ins with the process owner and manager reviewers
    • Clear records of management views and open questions
    • A final readout that separates findings, limits and recommended next steps

  3. At the end

    A practical readout

    The readout states what the pilot clarified, what remains uncertain, whether the success measures were met and what stakeholders may want to do next.

What we need from you

Four things, and none of them is a big project.

  1. 01

    A finance process owner

    Someone who knows the approval process and can keep the pilot tied to a real business need.

  2. 02

    Named manager reviewers

    People responsible for considering the information and deciding what, if anything, should happen next.

  3. 03

    Representative materials

    Enough context for a fair review of the agreed question, without widening the pilot unnecessarily.

  4. 04

    The right stakeholders

    Finance, management and any governance stakeholders needed to agree the scope before work begins.

Success

Agreed before the pilot starts, not after.

The written scope gives stakeholders one shared basis for judging the pilot.

  1. 01Did the pilot make the approval question clearer?
  2. 02Could managers review the relevant information without losing ownership of the decision?
  3. 03Did stakeholders understand and accept the pilot boundary?
  4. 04Was the review practical enough to fit the team's real work?
  5. 05Did the readout provide enough confidence for an informed next decision?

A useful readout can support a next step or a confident decision to stop.

Questions

Questions stakeholders ask first.

Is this a general workforce programme?
No. The pilot is a focused review of one finance approval process. Its purpose, participants, information and boundaries are agreed in writing. It is not a general productivity or workforce-assessment programme.
Who decides what the review means?
Your named managers do. Shomer supports a structured review, but the responsible people consider the context, record their view and choose any next action.
What information is involved?
Only the information agreed for the pilot. During scoping we identify what is needed, what is excluded and who may take part. Your organisation completes its own privacy, employment and legal review before the pilot begins.
What happens to information after the pilot?
We agree that in writing before the pilot starts. The scope records what is kept, for how long, who is responsible and what happens when the pilot ends.
Do staff need to know?
Yes. Your organisation is responsible for appropriate staff notice, consultation or consent under its own policies and legal review. The written pilot scope is designed to make that conversation specific.
What does our governance team review?
The pilot purpose, boundaries, participants, information handling, review responsibilities and end-of-pilot arrangements. We answer follow-up questions in writing during scoping.
How long does a pilot take, and what does it cost?
We agree both during scoping because they depend on the finance process, the people involved and the review needed. We do not publish a standard fee.
Is government funding available?
It depends on your company and project. We discuss possible options honestly and never promise approval. If a scheme fits, your company applies in its own name.
Does the pilot certify an employee?
No. The pilot is designed to support oversight of one finance approval question. It does not issue an employee judgement or credential.
Can we begin with a wider programme?
The current offer starts with one finance approval process. Anything wider should follow only after stakeholders have reviewed the first pilot readout.

Discuss a finance approval pilot

Tell us about the approval question.

The online request form is still being connected. For now, call us to discuss the process, the decision you need to make and who should join the scoping conversation.

Speak with us about the pilot.

The online request form is not connected yet, so it will not pretend to send your details.

Call Freemansland Holdings to discuss the finance approval question and who should join the scoping conversation.

Call +65 8668 4687