Recommend approving a 4-week scoped diagnostic and process pilot: with evidence gaps unresolved (risk localization, dependency scope, baseline quantification), this path gathers the evidence needed for judgment in a reversible, isolated manner, while explicitly protecting tax, compliance, and historical data from disruption — preferable to committing directly to a technology upgrade before the scope is clear
Decision owner in the teaching simulationGroup CFO in an independent training simulation
Human-controlled next action
Approve launching a 4-week scoped diagnostic and process pilot, limited to isolable finance processes to establish baseline quantitative data, with an explicit requirement not to disrupt tax, compliance, or historical data
What would reverse the recommendation
If, within the 4-week diagnostic period (or earlier), concrete evidence emerges that technology-layer risk has reached a critical threshold (e.g., the vendor fully discontinuing security patches, or an audit finding elevated access risk to tax/compliance data), the 'scoped diagnostic' path should be immediately halted in favor of prioritizing the technology upgrade to avoid irreversible continuity disruption — even if process-layer deficiencies remain unclarified.
Case theme illustration
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Evidence and endorsement boundary：Independent teaching simulation. The named consulting firm supplied the public source only; it did not use, review, endorse, sponsor, certify or commission Minerva Advisor. This evidence does not claim customer results, ROI or a permanent service-level guarantee.
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