PROGRAM GOVERNANCE

Keep global TP work visible, assigned and moving.

Translate the annual scope into deliverables, deadlines, information requests and review workflows. Coordinate internal stakeholders, Integral professionals and existing providers through one program-level view—regardless of who performs the work.

Workflow & Compliance program workflow: build the global plan, coordinate information, manage delivery and change, govern completion.
WHAT THIS CHANGES FOR YOUR TEAM
  • Clear ownership and accountability
  • Fewer missed deadlines
  • Less follow-up by email
  • Complete visibility across the global program
WORKFLOW & COMPLIANCE IN DETAIL

From individual tasks to
a connected capability.

01

Create a visible global plan

Translate the agreed scope into deliverables with owners, deadlines and dependencies. Keep internal stakeholders, Integral professionals and existing providers aligned on what is required and who is responsible.

A global program plan filtered by region, listing the local files, master file and CbC report due in the next 60 days with each deliverable’s jurisdiction, owner, due date and status.
02

Coordinate requests and submissions

Use structured information requests, uploads and reminders to track open items. Connect incoming materials and provider submissions to the work they support, reducing fragmented email follow-up.

Open information requests tracked by status: an overdue request to a local finance team, a reminder sent to an external provider, and a received agreement register linked on for review.
03

Make review and completion explicit

Track comments, decisions, versions and scope changes as work progresses. Capture approvals and final deliverables so a completed status reflects a reviewable record of the work.

Completion overview across 22 jurisdictions showing deliverables approved, in review, in progress and not started, with the share approved and a feed of recent review activity.
HOW IT WORKS

A connected workflow.
Built for review and control.

Integral keeps the underlying data, supporting evidence, work product and decisions connected from start to finish.

01

Build the global plan

Define jurisdictions, deliverables, due dates, owners, responsibilities and dependencies.

02

Coordinate information

Create structured requests, accept uploads and follow up automatically on open items.

03

Manage delivery and change

Track provider submissions, comments, decisions and scope changes as new information arrives.

04

Govern completion

Capture approvals, final deliverables, access history and a complete audit trail.

CORE CAPABILITIES

Everything your team needs for workflow & compliance.

Use the capability directly, have Integral manage the work, or use it as the control layer across existing providers.

  • ✓Global compliance calendar
  • ✓Information requests, uploads and reminders
  • ✓Owners, assignments and segmented access
  • ✓Provider and local-team coordination
  • ✓Review, comments and approval workflows
  • ✓Program dashboards, versions and audit history
START WITH YOUR EXISTING INFORMATION

What goes in.

  • Jurisdictions, deliverables, deadlines and annual scope
  • Internal owners, provider responsibilities and reviewer assignments
  • Information requests, dependencies and current delivery status
REVIEWABLE RESULTS

What your team gets.

  • Program dashboards and a global compliance calendar
  • Tracked requests, assignments, submissions and outstanding decisions
  • Final deliverables with version, approval and audit history
ILLUSTRATIVE WORKFLOW

Coordinate an annual multi-provider program

The starting point

Local advisers have different delivery dates, and the central tax team needs to track missing inputs and pending approvals.

With Integral

The program view shows responsibilities, requests and submissions together. Owners resolve outstanding items and reviewers approve final work within the same record.

AI + PROFESSIONAL JUDGMENT

Clear support.
Clear accountability.

How AI and the platform help

Works alongside structured request and review workflows, with connected program information available for analysis. Assignments, reminders and status tracking coordinate delivery.

Where people decide

Owners set responsibilities and deadlines, resolve exceptions, manage scope changes and approve completion of each deliverable.

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SEE INTEGRAL IN ACTION

Connect this capability to your global TP program.

We’ll show you how Integral can fit your team, providers and current workflow.

Talk to Integral ↗