Post-go-live review

Quantum post-go-live health check

A short, independent review designed to help treasury teams confirm whether their live environment is stable, supportable and audit-ready — and to prioritise practical improvements without re-opening the full programme.

Operating model • Controls & evidence • Reporting • Support readiness
Independent advisory. Clear findings and prioritised actions — without vendor noise.

What this health check is

This is a practical, post-go-live review of how your treasury environment is operating in the real world. It complements vendor-led checks by focusing on day-to-day operating risks, controls, reporting and support readiness. Note: The indicative checklist is available on request. The engagement is tailored to your environment and includes evidence-based findings, prioritisation, and recommendations.

You might recognise this if…

Many treasury teams come to this conversation when nothing is visibly “broken” — but confidence in the live environment feels fragile.

These patterns tend to emerge months after go-live — often during audit, team changes, upgrades, or when treasury is asked to scale.

It is

  • Independent and implementation-informed
  • Risk-based and prioritised
  • Focused on operating reality (not theory)
  • Designed for minimal disruption

It is not

  • A vendor audit or certification
  • A re-implementation
  • A generic “tool assessment” report
  • A replacement for your SI or internal IT

What we review

The scope is tailored to your environment, but typically covers the areas where post-go-live issues surface later — during audit, team changes, upgrades, or scale.

Operating ownership & friction points

Where work happens in-system vs in spreadsheets, and where ownership is unclear.

Controls, evidence & audit readiness

Whether controls exist in practice, and how evidence is produced for audit and governance.

Trust in numbers (reconciliation & reporting)

Where numbers come from, how they’re reconciled, and where fragility exists.

Integration reliability & silent-failure risk

Key feeds, integrations, and “silent failure” risks — plus escalation paths.

BAU support readiness & key-person risk

What happens when something breaks, who can diagnose it, and how knowledge is retained.

Safe change & release confidence

How enhancements are approached without introducing instability or unexpected side effects.

Deliverables

You receive a short, clear pack you can use internally with treasury leadership, IT and procurement. This is not a generic checklist output — it’s a tailored findings pack based on your controls, reports, jobs, runbooks, and operating reality.

Findings summary

A plain-English overview of what is working, what is fragile, and why it matters.

Prioritised actions

A high/medium/low list of recommended fixes and improvements, focused on impact and safety.

Risk & dependency map

Key-person dependencies, manual intervention points, and areas that commonly create audit exposure.

Next-step options

Clear options: internal actions, targeted support, or a light retainer — only if you want it.

FAQ (for procurement and stakeholders)

Are you affiliated with any vendor?

No. Lumin is independent. This review is client-side and focused on operating risk, controls and confidence in live Treasury.

Does this replace a vendor health check?

No. Vendor checks are valuable for product and upgrade readiness; this focuses on operating model, controls, reporting, and BAU support risks.

Do you need system access?

Not always. Many reviews start with stakeholder interviews and document review. Where access is required, it’s agreed in advance and scoped to what is necessary.

Is this a sales pitch for a larger project?

No. The output stands on its own. If you choose to ask for help implementing actions, we can discuss targeted support — but there is no obligation.

Start with a confidential conversation

If you’re post-go-live and want an independent sense-check, book a short call. No deck. No obligation. Just clarity on whether this would help.

Independent treasury technology consulting • UK & Europe