Policy and operating review
An advisory engagement to clarify responsibilities and translate selected requirements into options the institution can assess.
Institutions need technology to reflect their mandate without taking policy decisions out of their hands. The work may involve examining an operating requirement, clarifying responsibilities or developing software around rules the institution has authorised.
Understand how authority is assigned across the institution and where delegation needs limits.
Who should decide, and who needs to be consulted?
Examine where software can support consistency and where professional judgement must remain.
Which decisions should a system check, and which belong with people?
Consider how approved policy changes and legitimate exceptions are recorded and reviewed.
How should a new rule take effect without obscuring earlier decisions?