Overview
Embedded Innovation · Program Front Door
Program overview · The whole program at a glance
The single-page enterprise view of the program: the two operating arms (AI Enablement and Embedded Innovation Teams), supported tools, training and Champions, scale metrics, accomplishments and in-flight value, and who is building the work across Product, Technology, Finance, Customer Operations, and Sales & Customer Success.
Finance & Customer Operations · Roadmap & Progress
Delivery roadmap · Where each initiative sits, Concept through Production
The delivery roadmap for the Finance and Customer Operations portfolio — what's in flight, what's on the horizon, and how far each initiative has moved along the pipeline (Concept → Discovery → Prototype → Alpha → Beta → Production), plus how the team partners to deliver it.
Prototypes
Cash Management Exception Intelligence
Phase 1 prototype · Validated with finance team
A focused workflow accelerator for daily cash reconciliation. Layers on top of Oracle Fusion to surface failed payments, duplicates, and amount variances without replacing the system of record.
PPM Workflow Hub
Stage 3 prototype · Resource management surface
A role-aware workflow layer over Oracle Fusion for resource managers and finance partners. Surfaces unassigned people, open requisitions missing project codes, and allocation drift — closing the loop without putting Finance in the action path.
CER Track A Net POS
Stage 3 prototype · Net POS alpha
A Track A CER working surface for preparing, validating, releasing, and questioning Net POS analysis across Kris / Andy F and Mike / Sean views.
Legal Research Copilot
Stage 3 · Customer Operations · concept + delivery overview
A chat-first, human-in-the-loop copilot that helps CSRs answer legal-research questions on Lexis Advance / Lexis+ — suggesting the source, a Boolean search, and an Ask prompt for the CSR to review. Never auto-sends; the CSR stays in control.