- Business outcome
- Accurate monthly reports approved without manual rework.
- Users
- Operations team (5), approvers (2), one report owner.
- Inputs
- Monthly exports from two systems, plus a reference price list.
- Outputs
- Approved report pack, distributed to three internal recipients.
- Rules
- Validation rules, tiered calculations, big-change flagging.
- Exceptions
- Unmatched records and out-of-range values need a person.
- Data sensitivity
- Internal commercial data. No personal or payment data.
- External systems
- One export today; writing results back is desirable, not required.
- Volume
- Roughly 40,000 rows per month, once a month.
- Timing
- Would like it running before the next financial year.
- Procurement
- A written proposal and a signed agreement are required.
- Support
- Corrections for an agreed period; no 24/7 expectation.