Engagement Models with you
Pick the shape that fits the work
Every engagement has a written scope, named outputs, governance and a clear fee. Clients set required outcomes, deadlines and acceptance criteria. Serana allocates work and supervises delivery.
Full Management
Serana owns an agreed function or roadmap area end to end.
Best for: businesses that need complete operational ownership. →Co-Source
Serana owns defined workstreams alongside your internal leads.
Best for: teams that need accountable delivery for part of a wider function. →Project-Based
A fixed scope, timeline and acceptance process.
Best for: defined finance or engineering outcomes. →Full Management
An agreed function or roadmap area, managed end to end.
Serana takes responsibility for the agreed scope across Finance or Tech. One Serana engagement manager allocates work, supervises day-to-day delivery and remains accountable for quality, continuity and completion.
How it works
Define outcomes
We agree the required outputs, deadlines, service levels and acceptance criteria.
Set the service plan
Serana defines the delivery approach, controls, cadence and required capability.
Establish access
We configure controlled access to the systems, data or repositories needed for delivery.
Run delivery
Serana allocates work, supervises execution and reports against the agreed timetable.
Review and improve
We review outcomes and revise the written scope as priorities change.
Define outcomes
We agree the required outputs, deadlines, service levels and acceptance criteria.
Set the service plan
Serana defines the delivery approach, controls, cadence and required capability.
Establish access
We configure controlled access to the systems, data or repositories needed for delivery.
Run delivery
Serana allocates work, supervises execution and reports against the agreed timetable.
Review and improve
We review outcomes and revise the written scope as priorities change.
What is typically included
Best for
- A complete finance function with defined reporting and control outputs.
- A managed engineering roadmap area with agreed milestones and acceptance criteria.
- Businesses that want one provider accountable for delivery end to end.
"A growing business asks Serana to own a defined finance function or engineering roadmap area. We agree outputs and deadlines, establish access and governance, then run delivery through one accountable Serana engagement manager who allocates work and supervises execution."
Co-Source
Defined workstreams under Serana management.
Serana owns specific Finance or Tech workstreams while collaborating with your internal leads for context and decisions. The client defines outcomes and acceptance criteria. Serana directs and supervises the day-to-day work.
How it works
Identify the workstream
We define the boundary, dependencies, outputs and deadlines.
Agree responsibilities
We document what Serana owns, what remains internal and where decisions connect.
Set collaboration points
We establish controlled access and a practical reporting cadence.
Execute
Serana allocates work and delivers the agreed outputs under its own supervision.
Adjust scope
Changes are agreed through the engagement manager and recorded in the service plan.
Identify the workstream
We define the boundary, dependencies, outputs and deadlines.
Agree responsibilities
We document what Serana owns, what remains internal and where decisions connect.
Set collaboration points
We establish controlled access and a practical reporting cadence.
Execute
Serana allocates work and delivers the agreed outputs under its own supervision.
Adjust scope
Changes are agreed through the engagement manager and recorded in the service plan.
What is typically included
Best for
- Finance leaders who want Serana to own recurring operational workstreams.
- Product and engineering leaders who need a managed workstream delivered in their codebase.
- Businesses that need additional delivery without transferring supervision to internal managers.
"A client retains strategic ownership while Serana takes responsibility for defined reporting, close, platform or product work. The engagement manager directs execution and reports progress against agreed outputs."
Project-Based
Defined scope. Defined timeline. Clear acceptance.
Serana delivers a specific Finance or Tech project against a Statement of Work. Scope, milestones, deliverables, acceptance criteria and fees are agreed before execution begins.
How it works
Briefing
You define the business outcome, constraints and required deadline.
Scope and proposal
We provide a written scope, milestones, deliverables and fixed or capped fee.
Set up delivery
Serana allocates the required capability and establishes access and controls.
Execute and report
We manage the work and report progress at agreed checkpoints.
Accept and hand over
We complete documentation, acceptance and the agreed handover process.
Briefing
You define the business outcome, constraints and required deadline.
Scope and proposal
We provide a written scope, milestones, deliverables and fixed or capped fee.
Set up delivery
Serana allocates the required capability and establishes access and controls.
Execute and report
We manage the work and report progress at agreed checkpoints.
Accept and hand over
We complete documentation, acceptance and the agreed handover process.
What is typically included
Best for
- Systems implementations and finance process redesign.
- Software builds, migrations and platform modernisation.
- Audits, models, discovery work and other time-bound outcomes.
"A client needs a reporting process redesigned or a platform capability delivered by a fixed date. Serana defines the plan, runs execution and completes documented acceptance and handover."
Month-end close in less than 7 working days
Accuracy on all deliverables
Weekly cash visibility updates