Stage 2 — Rationalize

Evidence-based treatment assessment and approvals. · Finance × United States × Wave 1 (Pilot)

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Pre-Rationalization Template

FinanceUnited StatesWave 1 (Pilot)
Stage
2. Rationalize
Phase
Pre
Owner
Neha P. (Sigmoid)
Updated
29 May 2026
Open actions
2

Object-level Template

Business package
Finance
Domain
Finance
Geography
United States
Asset list in scope
47 objects (15 tables, 26 views, 6 models)
Usage data available
Yes — 90 day NEO audit extract
Criticality inputs available
Yes — AP Finance criticality matrix
Redundancy analysis required
Yes
Complexity analysis required
Yes
Downstream dependency review required
Yes — Qlik + downstream marts
Business review owner
L. Meyer (AP Finance)
Technical review owner
D. Kowalski (AP IT)
Rationalization workshop date
27 May 2026
Status
Completed

Stage Gate Checklist — Rationalize

4/5 approved
Checklist itemStatusOwnerEvidence linkApproval status
Evidence pack complete (usage, criticality, complexity)
Proposed treatment path recorded per asset
Redundancy and overlap analysis reviewed
Final approved path captured from AP business owner
Final approved path captured from AP IT owner

Open Actions & Blockers

2 open
ActionOwnerDueStatus
Confirm allocation rule ownership for cost centre merge
Confirm retirement of AR ageing analytic view
1 blocker(s)
BlockerImpactOwnerRaisedStatus
Retirement of FIN_AR_ANALYTIC not confirmed by businessScope for Wave 2 unconfirmed

Change Log

Current version v1.4
VersionDateChanged bySummary
v1.429 May 2026Neha P. (Sigmoid)Sign-off roles and approval states updated for pre-stage template
v1.304 Jun 2026AP business ownerObject-level metrics refreshed
v1.229 May 2026Sigmoid migration leadGate checklist extended with evidence links
v1.121 May 2026AP IT ownerObject scope aligned to package inventory
v1.012 May 2026Sigmoid migration leadBaseline template published
Sign-off on version v1.4
ApproverRoleDateSign-off status
AP business owner
AP IT owner
Sigmoid migration lead