Enterprise Planning Platform
Nadia — the pilot scope and evaluation criteria we agreed are here, plus the two items we need from your side.
- Discovery
- Evaluation
- Business Case
- Security & Legal
- Closing
- Closed Won
Approve the pilot scope for two service lines
Nadia Farrow · Due Mar 13
Where we are together
- Feb 4
Discovery
Service-line planning pain mapped.
- In progress
Evaluation
Pilot scope pending approval.
Business case
Model built from pilot results.
What we need from you
Approve the two-service-line pilot scope
Nadia Farrow · Mar 13
Send the pilot success criteria
Priya Raman · Mar 2
What this needs to deliver
Standardise service-line planning
Nine sites plan differently today.
Target: one shared template
Shorten the reforecast cycle
Quarterly reforecast takes three weeks.
Target: one week
Evaluation criteria workshop
Feb 20 · completed
Nadia Farrow
Director, Clinical Finance
Jordan Lee
Account Executive
Priya Raman
Solutions Engineer