Case study: harmonising delegated authorities across a multi-entity Australian corporate group after acquisitions.
Client context
Subsidiaries operated under conflicting approval limits. Exceptions accumulated in email without expiry.
Problems encountered
Treasury payments occasionally exceeded undocumented limits.
Board papers listed exceptions without owners or renewal dates.
ERP workflow bypassed authority checks during batch jobs.
Our approach
Workshops mapped roles, instruments, and limits per entity.
Central authority service exposed API for ERP and procurement.
Exception register launched with weekly secretariat reporting.
Implementation measures
Migrated active exceptions with expiry within 90 days or board renewal.
Configured composite rules for cross-border delegations.
Training for approvers on mobile-friendly approval app.
Technical challenges
Legacy ERP required custom adapter; we delivered idempotent retry semantics.
Historical payment data scrubbed to baseline authority versions for comparison reports.
Outcomes
Active exceptions reduced after renewal campaign.
Board paper length for authority topics shortened.
Internal audit noted improved evidence in sample testing.
Holdco perspective
Authority harmonisation is as much change management as software—our workshops were critical path.
Client identity and technical environment details are anonymised. Outcomes describe operational improvements—not securities performance.
Collaboration model
Joint steering committees met fortnightly with decision logs published within twenty-four hours.
Product owners from the client had direct access to backlog prioritisation workshops.
Lessons retained
Playbooks updated after go-live incorporated lessons from hypercare tickets.
Internal Holdco knowledge base entries anonymised for future proposals.
Risk management during delivery
Delivery risks—vendor delay, key illness, environment access—tracked in RAID logs shared with steering committee.
Knowledge transfer metrics
Training attendance and runbook exercises measured before hypercare sign-off.
Post-go-live support
Thirty-day hypercare included standard; extension priced in change requests if needed.
Extended outcomes analysis
Group treasury visibility into subsidiary delegations reduced email chains seeking informal confirmations.
Exception renewals dropped after automated expiry reminders went live.
Group harmonisation results
Treasury and secretariat reduced informal email confirmations after roll-up dashboards launched.
Exception inventory decreased quarter-over-quarter as expiries enforced renewal or retirement.
Next steps
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