What does your business need?
Describe the business activity, the team or process involved and the management question you want to address.
Help us understand your business context, the process you want to improve and the information your decisions depend on.
Prepare and copy or download your project outline. This tool does not send a message.
An initial outline should establish the question, not expose confidential records.
Describe the business activity, the team or process involved and the management question you want to address.
Outline relevant systems, manual handovers, reporting difficulties or data-quality issues, without attaching account details or personal records.
Explain the deliverable or improvement you want to explore, any constraints and your preferred timing. Requirements and feasibility are discussed before a project is agreed.
Initial discussions help clarify whether the requested work fits our financial technology and digital business service areas. A project begins only when the parties agree its scope, responsibilities, deliverables and commercial terms in writing.
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Review the engagement processSelect a service and describe the priorities you want to discuss.