CT Demand Management Application ( DMA) Ideas Portal
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Status Planned
Categories Enhancement
Created by Phil Sproston
Created on Oct 28, 2021

RELATED IDEAS

Automate Governance process for RTH UK/I

[SB]

  1. Each Service Line (SL) has a COO (Chief Operating Officer) who is responsible for the respective SL's profit and loss accounts in RTH UK/I. Therefore the respective SL COO must provide sign off for any investment.

  2. If it is over £250K it goes to a separate form of governance. However, there aren't many demands that need approval over £250K in the UK, so UK/I is fine to manage them manually for now.

  3. Therefore, the primary ask is to get sign off from SL COO irrespective of any amount of investment. In order to do that, SL COO’s online (in CT DMA) approval will be required on top of sponsoring PPEDD’s approval. Sponsoring PPEDD’s approval will happen as usual.

Click here to view SL COO Matrix.


[PS] In UKI we need PPEDD sign off to be the PPEDD - at the moment there are multiple workarounds where EYT resource have delegated however we need a business PPEDD to sign off irrespective of the demand. This is because our downstream governance processes are built around this approval - any cost will ultimately be picked up by the business therefore we need that approval.



[PS] We now have sign off for a new UKI approval process. To keep it simple we require SL COO sign off for each investment.

We would like to embed this into the workflow for UKI. Can you advise on how we enable this please?

There are some subtleties to this depending on SL and for investments over £250k however I think we are best managing this manually.

Thks

Phil


  • Attach files
  • Shubhra Bar
    Reply
    |     Dec 15, 2021

    Hi Phil,

    A dev activity for finding a suitable solution will start from Q3 Sprint 1 (end date 17th Jan). Afterwards, the solution will go for Platform governance and DA approval. We will keep you posted.


    If the solution and requirement are approved, we are targetting to implement it in Sprint 4 i.e. prod live date end of February.

  • Shubhra Bar
    Reply
    |     Dec 7, 2021

    Hi Phil,

    As discussed, please find below the clarifications you suggested.

    1. When Portfolio is not NA, and RTH UK/I is true then what will happen?

      1. COO Approval is not applicable.


    2. Tax has a group approval process in place. What will happen for the below scenarios?

      1. What if the COO approves but tax governance does not approve? [Phil] it won't go ahead if required.

      2. What if the tax governance approves but the COO does not approve? [Phil] it won't go ahead if required.


    Thanks.

  • Shubhra Bar
    Reply
    |     Nov 18, 2021

    Reply from Sasi/RTH Canada when the idea was shared with all RTH:


    Shubhra,

    Thanks for sharing the idea.

    For Canada, this is definitely on the cards as I’ve received similar idea from the SL teams.

    From a timing perspective, we would want to activate a process like this only in end of FY22 Q3 (March / April 2022). Hence, my only request at this point is to be able to turn this workflow ON/OFF as needed for Canada RTH.

    Unable to join the meeting due to timing of the call, but can chat offline.

    Thanks,

    Sasi Akkiraju |

  • Shubhra Bar
    Reply
    |     Nov 16, 2021

    Hi Phil, Sunitha,

    Thanks for your time yesterday.

    Please find the process as discussed.

    1. Each Service Line (SL) has a COO (Chief Operating Officer) who is responsible for the respective SL's profit and loss accounts in RTH UK/I. Therefore the respective SL COO must provide sign off for any investment.

    2. If it is over £250K it goes to a separate form of governance. However, there aren't many demands that need approval over £250K in the UK, so UK/I is fine to manage them manually for now.

    3. Therefore, the primary ask is to get sign off from SL COO irrespective of any amount of investment. In order to do that, SL COO’s online (in CT DMA) approval will be required on top of sponsoring PPEDD’s approval. Sponsoring PPEDD’s approval will happen as usual.

    Phil/Sunitha, as discussed in our first meet, request you to take approval manually for now using ‘Approvers’ tab which also triggers approval email to the requested approver. Also, CT DMA already has provision as if the SL COO does not take action on the approval request, a PdM won’t be able to Complete a demand.

    Meanwhile, let us conduct the below steps as mentioned. We will keep you posted.

    Next Steps:

    1. Bring this as an agenda in the WG session on 23rd of Nov to get feedback.

    2. Discuss with other RTHs to know if they follow similar process in order to standardize if possible. Shubhra to schedule meetings.

    3. Discuss with portfolio domains if they want to bring in or already have similar governance in place. Shubhra to schedule meetings.

    Afterwards below steps will be carried out:

    1. Solutioning

    2. Platform Governance Approval on the solution

    3. Design Authority Approval on the solution

    4. WG Approval on the solution

  • Shubhra Bar
    Reply
    |     Oct 29, 2021

    Hi Phil,

    Please send us the governance process. You can also type it over here.