The catalogue FinanceBudgeting & ForecastingTransactional

Service FI2A

Annual Budget Cycle

Runs transactional. Starts when a request lands in the queue. It runs 3,814 times a week across 8 stations. 3 of those stations stop for a person and 5 are done by an agent, 5 of them on the shared spine.

Runs a week

3,814

127 in flight right now.

Stations

3 person · 0 agent · 5 spine

Agent share of steps

63%

Autonomy on this service is set at 72% against a ceiling of 82%.

Decisions a person makes

Held by Director, Budgeting.

Touchless

76%

Share of runs that complete without anybody opening them.

Timetable against actual

1.3h

Actual 1.6h, 0.3h over the timetable.

Operations

The lane diagram

Read it left to right. more

Person3 stations and 60% of the dwellAgent0 stations and 0% of the dwellShared spine5 stations and 40% of the dwell2 crossings between lanes

Human

decides

Agent

does the work

GBS

shared spine

System

attributed by rule

Group ERP — Financials

Click any station to see who does it, what it costs in time, the rule that gates it and the system attributed to it.

Operations

Every station in order

The same stations as a list, with the dwell the estate records against each one and the system a station of that shape would touch.

#	Station	Lane	Who	Layer	Dwell	Target	In flight	System
1	Issue templates	GBS	Budget Build Agent	gbs	1h 46m	3h 50m	40	Group ERP — Financials
2	Chase submissions	GBS	Budget Build Agent	gbs	11m	16m	20	Group ERP — Financials
3	Validate	GBS	Budget Build Agent	gbs	1h 33m	2h 13m	8	Group ERP — Financials
4	Consolidate	GBS	Budget Build Agent	gbs	2h 1m	4h	46	Group ERP — Financials
5	Challenge sessions Held for a named human when the unit exceeds the budget line decision envelope, when confidence falls below the floor, or when a policy clause is engaged.	Human	Director, Budgeting	policy	45m	1h 40m	2	Group ERP — Financials
6	Executive approve Held for a named human when the unit exceeds the budget line decision envelope, when confidence falls below the floor, or when a policy clause is engaged.	Human	Director, Budgeting	policy	4h 14m	5h 7m	6	Group ERP — Financials
7	Board approve Held for a named human when the unit exceeds the budget line decision envelope, when confidence falls below the floor, or when a policy clause is engaged.	Human	Director, Budgeting	policy	6h 23m	15h 4m	3	Group ERP — Financials
8	Load	GBS	Budget Build Agent	gbs	2h 10m	2h 41m	2	Group ERP — Financials

Operations

Run it

Change the volume, move the autonomy line, release a gate, and watch what happens to the hours in each lane and to the time it takes one run to get through. more

Move something

Demand100%

3,814 a week is what the estate records. more

Decisions handed to agents0 of 3

Cheapest decision first. The last gate never moves: something on this service always ends with a person.

People on the gates1239 people

Each one is assumed to have 2,100 productive minutes a week, which is 35 hours.

Agent speed100%

100% is the dwell the estate records today. more

Person time a week

43,352.5h

3,814 items at 682 minutes of decision each.

Agent time a week

29,304.2h

461 minutes an item, which does not compete for a person.

Gate load

100%

Inside capacity, with 12.5h of headroom.

Stations without a person

63%

3 gates left on 8 stations.

Where an item spends its time

60% waiting on a person

40% in the agent lane

An item now takes 1,143 minutes of worked time end to end against 1,143 in the recorded estate, a change of +0%. This is worked time, not calendar time: nothing here models a queue or a weekend.

What this model is, on Annual Budget Cycle

The simulation is arithmetic on the estate, not a queueing model. more

How it runs

Run it again, going wrong

The same unit and the same stations, broken the way the estate already records breaking. more

8 stations, walked twice

Once clean, once with the categories the estate counts

This is the same unit on the same stations, breaking. more

No break below was chosen. more

One play head, two tracks, the same scale. The clean run stops when it runs out of stations; the other one keeps going.

As written

8 stations, nothing waiting, nothing sent back

0 min of 19 hrs

now Issue templates · Budget Build Agent · 1.8 hrs

As the ledger has it

the same stations, plus 5 categories the estate already counts

0 min of 40 hrs

now Issue templates · Budget Build Agent · 1.8 hrs

personagentshared spinework the break addsnobody working it

What breaks, and where it is counted

No break below was chosen. more

What the two runs say together

5 counted categories land on this procedure. more

What this run cannot claim

These breaks are shown together on one unit so the shape of a bad day fits on one screen. more

Attestations on this estate are written against intake items, not against procedures, so a step done off the platform cannot be matched to the attestation that covers it. more

Two clocks run. Worked time is the sum of the time the work is actually being done … more

Live observability

Systems this service would touch

Attributed by rule from the function's system list. more

1 systems attributed

0 of 1 returning records

The system register

Group ERP — Financials

SAP S/4HANA · ledger · bidirectional · critical

modeled

8 of 8 stations attributed here · would write back

System attribution is a rule, not a reading. more

Who runs it

Orchestration and accountability

Orchestrated by: Budget Orchestrator
That orchestrator’s remit: Owns budget line work end to end inside Finance. Runs 3 lines across 18 stations, drains the repeatable share into the P2P tower, and holds 5 human gates.
Accountable person: Director, Budgeting
Sub-function: Budgeting & Forecasting
Shared spine tower: p2p
Hand-over points: None — this service stays inside its function

Other services in this sub-function

2 alongside this one

Rolling ForecastFI2B Reallocation RequestFI2C

What this page is and is not

This is a catalogue of the modeled estate. more