Trust
A defined scope, manager-led review and an honest readout.
This page explains the trust principles for a focused finance approval pilot. The purpose is to give finance, management and governance stakeholders a shared basis for deciding whether to proceed.
Written scope
Agree the boundary before the pilot begins.
The one-page scope records the shared understanding of:
- 01why the pilot is being run
- 02which finance process is included
- 03who takes part
- 04what information is relevant
- 05who reviews the outcome
- 06how success is judged
- 07what happens when the pilot ends
Anything outside that written scope remains outside the pilot unless stakeholders agree a new scope.
People and notice
People should know what the pilot is for.
Your organisation is responsible for appropriate staff notice, consultation or consent under its own policies and legal review. The pilot scope is designed to make that conversation specific and understandable.
The scope names the purpose, participants, relevant information and decision responsibilities. It should be clear enough for affected stakeholders to ask questions and raise concerns before work begins.
A pilot should never quietly become a broader programme.
Manager-led review
Shomer supports the review. People make the decision.
- Question
- Review
- Decision
Named managers consider the information, decide whether context is missing and record what they believe should happen next. The pilot does not remove that judgement or responsibility.
Uncertainty is not hidden. If the available information does not support a clear conclusion, the readout says so. Stakeholders can challenge the scope, the interpretation and the proposed next step.
The final readout separates what the pilot clarified from what remains uncertain, so leadership can make an informed decision rather than receiving a confident-looking answer without context.
Information handling
Use only what the pilot needs. Agree what happens afterwards.
The written scope identifies the information needed for the finance approval review and excludes material that is not relevant to that purpose.
Only the agreed participants should see pilot material. The scope records who is responsible for handling it and what happens when the pilot ends.
Retention, deletion, location and any sharing are confirmed in writing during scoping and remain subject to your organisation's privacy, employment and legal review.
The public website does not replace the written terms for a real pilot.
Current offer
What the focused pilot includes today.
This table describes only the current public pilot offer.
| Area | Status | What that means today |
|---|---|---|
| Focused finance approval pilot | Open for discussion | The current offer begins with one finance process and one approval question. |
| Written pilot scope | Included | Purpose, participants, boundaries and success measures are agreed before work begins. |
| Manager-led review | Included | Named managers consider the context and remain responsible for the decision. |
| Stakeholder readout | Included | The readout covers findings, limits and possible next steps. |
| Broader programmes | Outside current scope | Any wider work requires a separate decision after the first pilot is reviewed. |
Plain statements
What we do not claim.
A trustworthy pilot is as clear about its limits as it is about its intended value.
- 01
We do not claim that using Shomer, on its own, meets any legal, regulatory or compliance obligation.
- 02
We do not hold a formal accreditation for the pilot described on this site.
- 03
We do not take management decisions away from the people responsible for them.
- 04
We do not offer the current pilot as a general workforce or broad employee-assessment programme.
- 05
We do not claim that a focused approval review certifies an employee.
- 06
We do not publish customer names, results or testimonials without evidence and written permission.
- 07
We do not guarantee government funding, commercial outcomes or a wider rollout.
Shared responsibility
The pilot works when the right people stay involved.
Each stakeholder group has a clear role before, during and after the review.
Finance and process owners
- Choose the approval question and explain why it matters.
- Confirm that the proposed scope reflects the real process.
- Stay accountable for the business response.
Manager reviewers
- Consider the relevant information and context.
- Record their view, including uncertainty or missing context.
- Decide whether any action is appropriate.
Governance stakeholders
- Review the purpose, boundaries and responsibilities before work begins.
- Confirm what notice, consultation or legal review is required.
- Challenge the readout before any wider decision is made.
This page is general information, not legal advice. A real pilot requires its own written scope, terms and appropriate professional review.
Bring finance, management and governance stakeholders to the scoping conversation.
The fastest way to build confidence is to agree the purpose and boundary together.