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Change across products and services.
Delivered as one governed portfolio.

New products, client change requests and incident remediation in one place — every item with its stage, RAG status, gates, decisions and actions in view, red and amber first, and the status updates and packs your stakeholders receive produced from the same record.

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Portfolio · All open by stage
Headline counts first, then every open item grouped by stage — red and amber first, a summary on every group
Illustrative
Red
2
Amber
4
Gates due · 14 days
3
Decisions · need you
2
Actions overdue
2
No update · 7 days
1
Going live · 30 days
3
View All open by stage Group Stage Filter Region · Service · Priority
Table Board Timeline Export

Illustrative recreation in Veracis styling. Clients, items, references and dates are fictitious — not client data and not a screenshot of the application.

The gap it closes

Change run from trackers.
Reported by hand.

A new product, a client's change request and the fix for an incident compete for the same people and the same systems. They are rarely seen together — and the weekly picture of where they stand is assembled by hand.

Three kinds of change, three lists
Product development, client requests and incident remediation sit in separate trackers owned by separate teams, with no single view of what is in flight.
The pack is rebuilt every week
Status is copied from the tracker into slides and emails, so the update becomes a second record — out of date the moment it is sent.
Slippage is found late
A gate falling due, a decision nobody has taken, an overdue action, an item nobody has updated — each is visible only to whoever goes looking.
What it does

One portfolio.
Every update drawn from it.

One record per item
Product development, client change requests and incident remediation, each held as an item with a reference, owner, department, client, region, service and priority — and its stage, RAG status, next-due date, delivery date and latest update.
  • Stages from backlog through to live and closed
  • Gates, decisions and actions on every item
  • Raise an item, or bring it in through intake and triage
A portfolio that leads with exceptions
Headline counts first: red, amber, gates due in 14 days, decisions that need you, actions overdue, items with no update in 7 days, and what goes live in the next 30. Then every item, grouped and collapsed, red and amber first.
  • Group by stage, RAG, type, client, service, owner, department, region, status or priority
  • A summary on every collapsed group
  • Filters, saved views and Export
Work that reaches its owner
My work shows each person what is theirs. Intake and triage brings new requests in, and an owner check-in keeps every item current.
  • Saved views such as My items, Needs update and Gates due in 14 days
  • Table, Board and Timeline layouts
Views across the portfolio
A roadmap, a view by client and a gate calendar — all drawn from the same items.
Updates and packs from the record
Status updates and packs produced from the items themselves, with a shared prompt library and weekly snapshots of where the portfolio stood.
Communications in your environment
An outbox, automation rules and personal notifications, with a Microsoft 365 connection for mail.
Whole workflows, straight through

Change is a workflow too.

Veracis greenfields whole workflows end to end, with 100% straight-through processing as the goal. Change Delivery applies that to change itself: an item is raised once and carried from backlog to closed on one record. The portfolio, the roadmap, the gate calendar, the owner check-in and the weekly pack all read from it — nobody re-keys a status into a slide.

It fits the environment you already run: one front door and one sign-on with the other Veracis applications, and a Microsoft 365 connection for mail.

CD-0144 · Item record Illustrative
TypeProduct development
Client · regionFlintrock · EMEA
StageBuild
RAGAmber
Next gate28 Oct
Decisions open1
Actions open · overdue4 · 0
Delivery18 Nov
Fictitious item. Gates, decisions and actions are tracked on the item itself.
Where it fits

The change around
the platform you run on.

Change Delivery stands on its own. Alongside it, the other Veracis applications hold what a change touches — the fund record, the operating model and the dealing calendar.

Live
Fund Master
One governed record for every fund and class — with the launch-readiness checks and go-live gate a new fund has to pass.
Live
Operating Model Design
Who does what, in which system, by when — kept as one model and published as a board, Word and Excel.
Live
Fund Calendars
Dealing and settlement calendars, generated and watched for change.
Talk to us

Every change,
one portfolio.

Change Delivery is live. If your change portfolio lives in separate trackers and your packs are rebuilt by hand each week, we'd like to show you the alternative.

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