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Service Financial Management

Maturity Measures

Documentation

1

No formal financial documentation or policies.

2

Basic financial policies and budget documentation.

3

Comprehensive documentation including full budgeting and forecasting.

4

Dynamic documentation incorporating financial planning and reporting.

5

Fully integrated financial management documentation updated in real time.

Tools and Automation

1

Manual and fragmented financial tracking.

2

Basic financial management software for budget tracking.

3

Integrated financial tools for budgeting, forecasting, and reporting.

4

Advanced tools with automated financial processes and analytics.

5

AI-enhanced tools for predictive financial management and optimisation.

Process Integration

1

Financial management is isolated from other IT processes.

2

Basic linkage of financial management to IT projects.

3

Integrated financial management across IT and business units.

4

Processes fully aligned with strategic business objectives.

5

Seamless and agile financial processes integrated across all business services.

Training and Awareness

1

Minimal awareness of financial implications among staff.

2

Basic financial management training for relevant IT staff.

3

Regular training and updates in financial management practices.

4

Organisational-wide understanding of financial impact and strategic financial training.

5

Continuous learning culture focusing on financial optimisation and strategic alignment.

Performance Measurement

1

No financial performance measurements in place.

2

Basic tracking of IT expenditure and budget adherence.

3

Structured financial KPIs and regular performance reviews.

4

Comprehensive performance management integrating financial data analytics.

5

Predictive and real-time financial performance management with continuous updates.

Stakeholder Communication

1

Lack of communication about financial status or changes.

2

Periodic financial updates to key IT stakeholders.

3

Regular, structured financial reporting to all stakeholders.

4

Proactive financial communication integrated with business planning.

5

Strategic and real-time communication using advanced data visualisation tools.

Continuous Improvement

1

No formal process for improving financial management.

2

Occasional adjustments based on annual reviews.

3

Systematic approach to refining financial management practices.

4

Managed improvements based on performance analysis and feedback.

5

Culture of proactive financial optimisation and strategic foresight.

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