Engagement rhythm
How we run a variance dashboard commission
From first export to handover, the sequence stays predictable so finance can plan around close week rather than around us.
Typical sequence
- Intake. You send a recent close pack, budget file, and list of cost centre owners. We confirm entity scope and whether an on-site kickoff in Bangkok helps.
- Pilot view. One department or cost centre becomes the draft. Thresholds and labels are tested with the controller before wider rollout.
- Rollout. Agreed departments receive the same structure with their own exceptions. Shared allocations are documented once.
- Handover. Finance runs a supervised close using the new views. We adjust for two weeks after go-live.
- Optional retainer. If the team wants ongoing exception prep, we align to your close calendar under a separate monthly agreement.
What you provide
- GL or trial balance exports for recent periods
- Current budget and forecast files
- Named contacts for finance and each pilot department
- Access windows that respect your security policy
What we return
- Working variance views matched to your dimensions
- Threshold and ownership notes
- Handover session for the finance team
- Clear list of items outside scope
Place your close on the calendar
Share preferred start month and department count. We will propose a realistic window around your next close.
Request timing advice