Workflow example
Month end close coordination
Illustrative workflow example. Explore how this work could be organized around clearer inputs, ownership and review.
The close checklist shows many activities, but supporting files and reviewer confirmations are dispersed. A completed checkbox does not necessarily mean the preparer and reviewer agree that the work is finished.
A possible workflow
How the work could flow.
Define recurring tasks, dependencies and responsible roles.
Collect or link approved source inputs.
Record preparation status separately from review status.
Surface missing evidence or unresolved reconciliation questions.
Prepare an owner-reviewed close status summary.
What your team would receive.
A close record that distinguishes work prepared, awaiting review, blocked and accepted, with traceable supporting material.
Who makes the decision.
Finance staff approve entries, reconciliations and financial reporting. Status automation does not certify the accuracy of the underlying accounts.
What to measure.
Measure preparation effort, late dependencies, reopened tasks and time spent chasing review status.
Where to begin.
Start with a subset of close activities. Verify source ownership and the review sequence before adding automated data preparation.
Bring your version of this workflow
You do not need a complete process map.
Tell us where the work becomes difficult and what would be useful to change. We will start from your situation, not from this example.