How engagements work
Five steps, a 90-day transition and a matrix agreed line by line.
How an engagement runs
Five steps, in this order. Nothing moves to us until both teams have closed a month together.
1
Scoping call
45 minutes, free
We ask what you want to hand over, which systems you use and what has to stay with you.
2
Proposal
Within 10 working days
A written scope, the responsibility matrix, the service levels and a fixed monthly fee.
3
Transition
90 days
We map your process, write it down and close two months alongside your team.
4
Run
Every month
We do the agreed work and send a service report against every target.
5
Review
Once a year
Scope, matrix and fee are checked against what the work really took.
Who does what during the transition
Ninety days from the signed proposal to go-live. Your team closes two months alongside ours before anything moves.
The 90-day transition
Typical engagement
Step
Your companyHalden Rowe
Your leadYour teamOur leadOur team
Map the current process
Days 1 to 20
C (your lead is asked first)R (your team does the work)A (the Halden Rowe lead signs it off)R (the Halden Rowe team does the work)
Access to systems and bank portals
Days 10 to 30
A (your lead signs it off)R (your team does the work)C (the Halden Rowe lead is asked first)I (the Halden Rowe team is told after)
Write the procedures we will follow
Days 20 to 45
C (your lead is asked first)C (your team is asked first)A (the Halden Rowe lead signs it off)R (the Halden Rowe team does the work)
Parallel run: both teams close the month
Days 45 to 75
A (your lead signs it off)R (your team does the work)C (the Halden Rowe lead is asked first)R (the Halden Rowe team does the work)
Go-live sign-off
Day 90
A (your lead signs it off)C (your team is asked first)R (the Halden Rowe lead does the work)I (the Halden Rowe team is told after)
R does the work A signs it off C is asked first I is told after
Ask for a proposal
Tell us what you would like to hand over. After a 45-minute scoping call we send a written proposal with the matrix, the service levels and a fixed monthly fee within ten working days.