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First for corporate & holding companies

Build group-operation apps around intercompany requests, budget reviews, shared services and management packs.

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What you can build

From business-unit request to group review

A business-unit request crosses shared-service teams without preserving ownership and decision context.

  • Shared-service request approvals
    Entity
    North Division
    Request
    Legal review
    Next owner
    Shared services lead

    Shared-service request approvals.

    Connect business-unit requests to scope review, budget decisions and delivery acceptance.

  • Expense approval system
    Expense
    Regional offsite
    Amount
    £840
    Budget approval
    Pending

    Expense approval system.

    Keep expense amounts, currencies and budget decisions clear through review.

  • Operations dashboard
    Reporting period
    November
    Open reviews
    4
    Missing report
    West Division

    Operations dashboard.

    See operating measures alongside their sources, reporting periods and open actions.

Follow one unit through the handoff.

Cedar Group · Shared services is a fictional example. Follow Unit request COR-015 through the decisions and exception that the team needs to resolve.

Cedar Group · Shared servicesUnit request COR-015

Business unit: North division

Business unit
North division
Request
Shared design support

Current stage · business-unit owner

Unit owner raises a request

Unit owner raises a request.

From idea to live

Describe it. Refine it. Publish it.

Start with one workflow, such as shared-service request approvals. Describe what you need, refine the app and review it before sharing it with your team.

  • Build an app for shared-service request approvals.

    Unit request COR-015
    Business unit
    North division
    Request
    Shared design support

    Describe the app you need.

    Start with one workflow, such as shared-service request approvals. Describe the record and what your team needs to track.

  • Add a field for budget owner.

    Unit request COR-015
    Budget owner
    Unit director
    Review
    Scope clarification needed

    Refine it around your team.

    Ask for the fields and views people need for the next handoff.

  • Unit request COR-015
    Completion
    Work recorded
    Outstanding
    Unit acceptance
    Handled by
    Group operations lead

    Review, then publish.

    Try the workflow in preview and check who needs access. Publish when you’re ready to share it.

Workflows for corporate & holding companies

Start with one workflow. Each page gives you a relevant example and a starting brief you can adapt.

Make this workflow yours.

Coordinate a defined request and its review matrix first. Consolidation, accounting entries and underlying systems remain separate from the request workflow.

Questions about building for corporate & holding companies

Build an app for corporate & holding companies.

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