Trace the business flows
Identify how sales, purchasing, payroll and operations generate accounting and financial information.
Connect operating activity with a clearer financial picture.
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Identify how sales, purchasing, payroll and operations generate accounting and financial information.
Agree the information, timing and ownership needed for management reporting. Establish data quality checks and reconciliation responsibilities.
Track reporting latency, reconciliation effort and the number of disconnected sources required to prepare a reliable view.