Current Financial Systems Capabilities Audit
Owner review pending. Retained in the company portfolio after the 2026-09-28 scope review. The commitment dates below have expired; the owner must confirm the current outcome, next milestone, review date, and execution tracker. No renewed commitment is recorded yet.
What this project is
This project audits Datopian's current financial systems and visibility capabilities so that Finance can understand what is already working, what is missing, and what should be improved next.
This project commits to documenting the current state of financial systems and identifying the main capability gaps by 2026-06-30.
Plan of work
| Milestone / checkpoint | ETA | Expected outcome | Done | Completion date |
|---|---|---|---|---|
| Current systems inventory completed | 2026-06-09 | A list exists of the main financial systems, tools, and reporting workflows in use | [ ] | |
| Core visibility gaps identified | 2026-06-16 | The main gaps in financial visibility, controls, and reporting are clearly documented | [ ] | |
| Improvement recommendations drafted | 2026-06-23 | A first set of practical improvement recommendations exists | [ ] | |
| Audit reviewed and next steps agreed | 2026-06-30 | Findings are reviewed and clear follow-on actions are agreed | [ ] |
