We applied the BeyondFS methodology – Understand, Define, Mobilise, Embed and QA – to deliver rapid results that would last.
Understand
We began by interviewing every team member who interacted with the ongoing risk scoring process, reviewing documentation and observing the process in application. We also mapped regulatory policy changes that had occurred since the last review, identifying where existing processes needed to be updated to align with requirements. Finally, we designed a performance metrics suite to help track model performance more effectively.
Define
Through a series of short, focused workshops, we created plain-English SOPs, crisp flowcharts and clear RACI tables to bring clarity to who does what, when – and how.
Mobilise
We set up a bi-weekly working group that quickly became the engine room of the project. The structure we introduced helped unblock funding and sped up decision-making.
We ran a review of the risk scoring methodology, identifying areas of improvement. We then supported a rebuild of the ongoing risk scoring process as a controlled Jira workflow, with Confluence templates, ticket checkpoints, and auditable artefacts.
Embed
A central governance repository was created in Confluence to house SOPs, artefacts and version histories, making it straightforward for anyone in the team to run the process with confidence. This documentation was coupled with a series of detailed walkthroughs, with the team involved in each process to ensure there was clarity in the enhancements made and a shared understanding of not just what had changed, but why.
Quality Assurance
All deliverables were peer-reviewed by BeyondFS and signed off by the process owner, creating a double layer of assurance and a regulator-ready audit trail.
