Académique Documents
Professionnel Documents
Culture Documents
Number Urgency Category Topic Description Comment Submission Return by Note the level of urgency that the information is required to be returned. Organization Structure <Enter response and/or attach <dd.mm.yy> <Select Urgency> Category> <Select <dd.mm.yy> 1 (reporting lines and spans of file> control) About the company Business units / functions Key stakeholders Facilities/Locations Business model of the Understanding on 2 company - Services / Revenue streams (Validate and build up on the - Customers preliminary understanding) - Partners - Vendors - Channel Financials (Current and P&L (Revenue streams, cost 3 Historical) streams) Cash flow Financial ratios On going and planned Not applicable 4 business initiatives Management reviews KRAs 5 (monthly, quarterly, annually) Operational and financial KPIs (Overall, LoB wise, Location wise) Other monitored parameters Existing Contracts SLAs and penalty clauses, 6 Commercial models
Name <Name>
Telephone
Name <Name>
Telephone <Phone>
<Phone>
7 8 9 10 11 12
SLAs and penalty clauses, Commercial models Existing process documentation(operating model etc) High level only
Applications, tools etc (User manuals) History of changes New Platform development
13
DTAC
<dd.mm.yy>
<Name>
<Email>
<Phone>
<Name>
<Email>
<Phone>
<Date>
<Select RAG>
[insert member firm's legal name] 200[9]. All rights reserved. Confidential and proprietary. Field descriptions Urgency - Note the level of urgency that the information is required to be returned (e.g., Low - one week; Med - three days; High - one day) Category - Note the type of information being requested - data, meetings, system access Description - Provide a brief description of information being requested (e.g., approval authority listing for accounts payable) Purpose - Provide a brief purpose for the request (e.g., to understand level of approval authority) Comments - Any additional comments e.g., how the request was made - e-mail, phone, etc Submission - Date the request was submitted to the client Return by - Date the data is requested to be sent to EY
EY contacts - The name, email and telephone number of the EY contact requesting the information Client contacts - The client name, email and telephone number of the client contact who the request was sent to Follow-up Date - Use this field to record follow-up request dates, if required Status - Status of the request - Outstanding (information not received); Incomplete (partial or incorrect information received); Confirmed (information received and is what was requested)