Running It For Real
What it would take to run this inside the firm, for one team, on real engagements.
Inside the firm's environment.
The firm's single sign-on instead of View As; its document system as the place every file lives, referenced by the items; hosting and models approved by the firm. Nothing of the demonstration's hosting carries over.
The practice's rules.
The practice confirms the rules library line by line and owns it after; the quartile definition, the adjustment point and the house template become its settings.
Its data sources.
The licensed comparables database through its export or API into the benchmarking study; the trial balances from the client's extracts; market data as here.
What a partner will ask for next.
Each is a pilot item, on the same spine as everything here:
- The Local File in the firm's house Word template, and as a PDF.
- Every year of an engagement, with last year's file opened from the archive for the roll-forward.
- The Master File, produced and tracked like the Local File.
- The country-by-country notification drafted; the report itself stays with the parent.
- The working attached to a sign-off, hashed with it, so the evidence is exactly what was signed.
One team, one season.
A handful of engagements end to end, measured against last year's hours on the same clients, and against the quality reviewer's findings.