Explore/The work in each role
Tasks
Tasks are the real pieces of work people do, such as answering a question from a manager or checking a report. Each of the 138 tasks names the result it should produce and the skills it takes, so you can see why a skill matters.
Data, Analytics & AI26
- Define and govern a KPI metric contractBusiness owners receive an agreed metric definition (grain, filters, owner, change process) that reports must implement.
- Investigate inconsistent BI reportingA report consumer receives an explanation of why two reports disagree (definition, grain, filter, timing, defect) and which figure to use.
- Diagnose a data pipeline failure and recover safelyData consumers receive restored, verified data with root cause, blast radius and a recurrence control.
- Monitor a deployed model or AI system in use and recommend retraining, recalibration, change or retirementThe model or AI system owner receives a monitoring finding with drift or quality evidence, business impact and a recommended action (retrain,...
- Prepare a model or AI system release decision with evaluation evidence, monitoring and rollbackThe model or AI system owner receives a release decision record with fitness or evaluation evidence against the agreed bar, a monitoring plan and...
- Deliver and sustain a trusted BI report or dashboardConsumers receive a verified report or dashboard implementing agreed metrics, with ownership and refresh controls.
- Design and build a tested, governed analytical data modelConsumers receive a documented, version-controlled analytical or semantic model with explicit grain and keys, tested transformations and an agreed...
- Architect a bounded data and analytics serviceA delivery team and owner receive an architecture decision record with options, constraints, cost and governance.
- Develop and document a fit-for-purpose analytical or ML modelThe model owner receives a validated, documented model fit for the stated decision.
- Design and review governed data-access entitlement policyData owners receive an enforceable entitlement policy (roles, approvals, reviews) and review findings.
- Build a tested batch or streaming data pipelineConsumers receive a pipeline with validated ingestion, tests, monitoring and a documented recovery procedure, reviewed by a Platform Engineer.
- Design and govern the operating model for data, analytics and AI work in a functionA function receives decision rights, roles, service model (central, hub-and-spoke), standards adoption and an exception process.
- Evaluate and recommend a data, analytics or AI product or vendorA buyer receives a due-diligence evaluation (fit, security, data protection, AI risk, cost, lock-in, exit) and a recommendation feeding procurement.
- Define a data product's consumers, contract and roadmap and decide its next increment or retirementData consumers receive a data product specification (consumers, contract, service levels, adoption measures) and a prioritised roadmap including...
- Agree a data contract with source and consumer owners and assess the impact of upstream changesSource system owners and data consumers receive an agreed data contract (schema, meaning, quality expectations, delivery service level and change...
- Fulfil a data subject rights request with a lawful, redacted responseThe data subject receives a complete, correctly redacted response to an access, erasure, rectification or objection request within the statutory time...
- Map personal data processing and maintain the record of processing activitiesThe controller and the Data Protection Officer receive a current record of processing activities with purposes, lawful bases, data categories,...
- Classify an AI system's risk and assure its documentation, evaluation and oversight evidenceThe AI system owner and the risk committee receive a recorded risk classification under the EU AI Act and internal policy, the controls and...
- Define the target data architecture, principles and roadmapData, engineering and investment owners receive a target-state data architecture with principles for shared entities and integration, a current-state...
- Build and secure the infrastructure for a data or AI service as reviewed codeA service owner receives infrastructure defined as reviewed code, sized within cost limits, meeting the security baseline and monitored, ready for...
- Set engineering standards for testing, change, data handling and AI-assisted codeEngineering teams receive a documented, adopted standard for testing, change gates, data handling at interfaces and review of AI-assisted code, with...
- Model the workforce plan and organisation design options with cost and people impactA business leader and HR leadership receive organisation or headcount scenarios (structure, spans and layers, roles affected, cost, capability and...
- Set and maintain working standards for a team's analytical, reporting and modelling work productsThe team and its reviewers receive agreed conventions for queries, models, reports, research or planning models (naming, validation, documentation,...
- Set and review the organisation's AI use policy and AI literacy requirementsEvery Function receives an approved AI use policy (permitted, restricted and prohibited uses, approval route and literacy expectations), reviewed at...
- Maintain the AI use register and AI management system evidence across all AI systemsThe risk committee receives a complete inventory of AI systems with owners, risk class, evaluation and monitoring evidence and overdue actions.
- Set disclosure control rules for sensitive data outputs and review exceptionsAnalysts receive documented minimum group sizes, suppression and rounding rules and release criteria for people, survey and customer research outputs.
Finance27
- Investigate variance of actuals against budget or forecastA budget holder or FP&A lead receives an explained variance bridge against budget or the latest forecast (volume, price, mix, timing, error) showing...
- Build a scenario-based financial forecastFinance leadership receives a driver-based forecast with base, upside and downside scenarios, stated assumptions and sensitivity.
- Reconcile and substantiate balance sheet accounts at period closeThe Financial Controller receives supported reconciliations for accruals, prepayments, fixed asset, payables and receivables control and suspense...
- Investigate invoice matching exceptionsAP lead receives each blocked invoice resolved or routed: price/quantity/receipt mismatch cause, correction owner and payment hold decision.
- Build a defensible business caseAn investment committee receives a business case with costs, benefits, risks, sensitivity and benefit measures.
- Review supplier performance against contract obligations and recommend renewal or remedyProcurement leadership receives obligation and service level evidence for a supplier with a renewal, renegotiation or remedy recommendation:...
- Run controlled competitive-sourcing evaluation and award handoffA sourcing board receives a governed evaluation, award recommendation and handoff to contract.
- Investigate procurement spend leakage and duplicate commitmentsFinance and procurement receive quantified leakage (off-contract, duplicate, price variance) with recovery and control actions.
- Produce an accountable operating budgetBudget holders receive an agreed, driver-based budget with owners and assumptions.
- Model cash needs and defend a liquidity actionFinance leadership receives a cash forecast and a recommended liquidity action with headroom and triggers.
- Evaluate receivables exposure and prioritise authorised collection actionFinance leadership receives an aged-debt exposure view, provision recommendation and prioritised collection actions: performed by the Credit...
- Test the design and operating effectiveness of a data-dependent controlA control owner or audit committee receives test evidence that a key report, access review, reconciliation or automated control works, with...
- Verify a supplier payment run before releaseThe authorised approver receives a checked payment proposal: holds, duplicates, new or changed supplier bank details verified independently, and...
- Set and review cost allocation rules and costing methodsThe Financial Controller and budget holders receive documented allocation keys and costing methods for an area, tested against ledger and driver...
- Assess forecast accuracy and bias and recommend which forecast methods to rely onThe FP&A Manager receives an accuracy, bias and persistence assessment of forecasts by line and model (statistical, driver-based or judgemental)...
- Consolidate entity results into group accounts and decide which entity data the group relies onThe Group Financial Controller receives consolidated results with entity submissions approved, mappings and intercompany balances reconciled and...
- Design data-dependent controls for a new or changed finance or people process, system or automationThe control owner receives a control design (risk, control, evidence, data and report relied on, frequency, owner) for a new or changed process,...
- Assure the data behind statutory and sustainability disclosures before sign-offThe board or audit committee receives statutory and sustainability disclosures with each figure traced to controlled source data, open issues and...
- Assess supplier risk and maintain the supplier risk registerThe Head of Procurement receives a rated supplier risk register (financial health, dependency, delivery, ESG and compliance) with treatments and the...
- Develop a category strategy from spend, market and supplier evidenceThe Procurement Manager receives a category strategy with a spend baseline, market and supplier analysis, sourcing route options, savings targets and...
- Assess a customer's creditworthiness and set or recommend a credit limitThe Credit Manager receives a credit assessment for a new or existing customer (credit agency data, payment behaviour, exposure, commercial value)...
- Model and recommend the annual pay and benefits review budget and guidelinesFinance and HR leadership receive a costed pay review proposal: budget, guideline matrix by performance and position in range, equity impact and the...
- Verify supplier master data and bank detail changes against fraud controlsOnly independently verified supplier changes reach the payment run, with evidence of the call-back and segregation checks.
- Assess expected credit loss and recommend the bad debt provisionThe Financial Controller receives an evidenced provision proposal by ageing band and named exposure.
- Set and review credit policy rules, scorecard cut-offs and segment credit limitsCredit controllers apply segment limits and check rules that are evidenced against payment and loss history.
- Investigate customer disputes and deductions and resolve them with root cause and routed correctionsEach disputed or short-paid balance is resolved, credited or collected with a recorded root cause and the owning function notified.
- Classify spend to the category taxonomy and maintain a trusted spend baselineCategory owners receive a reconciled, classified spend baseline with stated coverage and quality.
Commercial & Sales14
- Investigate pipeline conversion and challenge the sales forecastSales leadership receives a stage-conversion diagnosis and an evidence-tested forecast call (commit, best case) with deals whose stage evidence is...
- Evaluate a pricing changeCommercial leadership receives a price-change recommendation with volume, margin and churn sensitivity and a monitoring plan.
- Diagnose CRM record and lifecycle integrity across marketing-to-sales handoffs, including consentRevOps or marketing operations receives a diagnosis of broken lifecycle states, duplicate or orphaned records and lost or non-permitted handoffs,...
- Reconcile booked, fulfilled, billed and recognised revenue across CRM, ERP and finance recordsFinance and RevOps receive a revenue bridge across states with breaks explained, owners assigned and recognised-revenue disputes resolved.
- Monitor and correct data quality in a domain or system of record and drive remediation at sourceThe data owner and data consumers of a domain (customer, supplier, product, employee) receive a quality scorecard against agreed rules and a managed...
- Define master data match and survivorship rules and recommend golden-record changes for the data owner's approvalData owners and consuming systems receive a governed golden record set for a domain (customers, suppliers, products or employees) with documented...
- Configure, test and release a change to a business system of record under change controlThe process owner receives a configured and tested change (posting rule, mapping, workflow or report) with test evidence, reconciled data before and...
- Analyse a current business process from event and operational data and define the future-state processA change sponsor receives an evidenced current-state process model (volumes, cycle times, rework and failure points from event and case data), a...
- Design and calibrate lead scoring and routing rules for the marketing-to-sales handoffMarketing and sales leadership receive documented fit and engagement scoring, qualification thresholds and routing rules, tested against conversion...
- Build an evidence-based plan for a strategic customer accountThe account team and sales leadership receive a multi-year account plan with revenue history, whitespace, buying-group map, risk signals (credit,...
- Set discount guardrails and review price realisation and exceptionsCommercial leadership receives a price waterfall showing leakage from list to pocket price by segment and customer, recommended floors, discount...
- Design sales territories, coverage and quotas from account potential and seller capacitySales leadership receives a territory and coverage model with account potential by segment or region, seller capacity (ramp, attrition, leave),...
- Qualify and prioritise own opportunities from account, credit and engagement evidence and record them for forecastingThe Sales Manager receives a pipeline whose stages are backed by recorded evidence and a prioritised account list.
- Calculate and verify sales incentive payouts against plan rules and booked revenueSellers and Finance receive checked commission statements with exceptions resolved.
Human Resources14
- Assess workforce movement and attritionHR leadership receives a cohort-correct attrition and movement analysis with drivers, uncertainty and disclosure-safe outputs.
- Reconcile payroll to finance postingsFinance and payroll receive a payroll-to-GL reconciliation with unexplained differences assigned and corrected.
- Diagnose recruitment funnel constraintsTalent acquisition leadership receives stage conversion and time-to-fill diagnosis by role family and source with the binding constraint named.
- Assess data and AI capability gaps in a function and plan their developmentA Function head or L&D Manager receives a prioritised data, analytics and AI capability gap assessment with a development plan and the measures that...
- Run a controlled payroll calculation and payment readiness checkPayroll lead receives a verified gross-to-net run with variances explained, statutory payroll submissions reconciled to the run, and a readiness...
- Investigate and resolve an individual payroll exceptionAn employee and payroll lead receive a corrected or explained pay outcome with remedy and prevention.
- Evaluate structured candidate evidence and recommend a fair selectionA hiring manager receives a recommendation grounded in structured, job-relevant evidence with adverse-impact checks.
- Govern employment joiner, mover and leaver changesHR operations receives effective-dated record changes with downstream payroll and access consequences verified.
- Evaluate whether workplace learning changed performanceL&D and the sponsor receive evidence of transfer to work and performance, with attribution limits.
- Analyse compensation equity with controlled disclosure and answer individual pay transparency requestsHR and leadership receive a pay-gap analysis by comparable work with explained and unexplained gaps and disclosure-safe outputs for statutory or pay...
- Benchmark jobs and set pay ranges using objective job evaluationHR leadership receives a pay structure: jobs evaluated on objective, gender-neutral criteria, matched to market benchmarks, with pay ranges, the cost...
- Analyse absence patterns and recommend interventionsHR and line leaders receive absence rates, patterns, cost and drivers with disclosure-safe outputs and recommended interventions.
- Assess succession cover and talent pipeline risk for critical rolesHR leadership and the board receive cover and readiness for critical roles, pipeline diversity and the risks that need action.
- Analyse health and safety incidents and inspection data and track corrective actions to closureLeadership receives incident and near-miss trends, root causes and verified corrective actions with statutory reporting status.
Operations5
- Assess customer account health and churn risk, calibrate the health score and prioritise interventionCustomer success leadership receives an account risk ranking from usage, service, payment and commercial signals, with intervention and renewal...
- Diagnose operational and fulfilment exceptions and agree corrective ownershipOperations leadership receives root causes for recurring process or fulfilment exceptions with corrective owners and a control to prevent recurrence.
- Forecast demand statistically, test accuracy and agree the demand planSupply, finance, sales or service leadership receive a statistical demand forecast with accuracy and bias measures, justified overrides and an agreed...
- Plan service capacity, schedules and routing against service levelsService leadership receives backlog drivers, a staffing and schedule plan with shrinkage assumptions, intraday rules and routing with service-level...
- Run service quality assurance on sampled cases and calibrate quality scoringThe Customer Service Manager receives calibrated quality scores with coaching and process actions.
Marketing & Communications7
- Audit and set campaign attribution and measurement rulesMarketing leadership receives a judgement on whether the attribution model and rules credit channels defensibly, with known biases and a decision on...
- Define and repair a tracking plan and event taxonomy and restore reporting reliabilityA marketing or product team receives corrected tracking conventions (event plan, naming, UTM and consent conditions) and a reconciled report showing...
- Investigate customer-experience evidenceCustomer or product leadership receives an evidenced account of experience problems combining feedback, behaviour and segment data.
- Plan and evaluate a consent-aware CRM lifecycle interventionMarketing leadership receives a permitted lifecycle intervention plan with measures and an evaluation.
- Plan and reallocate marketing spend across channels on measured returnA marketing budget holder receives a channel allocation plan with expected return by channel, the attribution, test or mix-model evidence it rests on...
- Monitor coverage, assess reputational risk and decide the communications response during an emerging issueCommunications leadership receives a timed assessment of an issue: spread, sentiment, audiences and outlets reached, comparison with earlier issues,...
- Build and verify a permitted campaign audienceThe campaign owner receives an audience selection that meets the brief criteria, with consent, preference and suppression checks evidenced, counts...
Technology14
- Investigate application or API faultsA service owner receives the root cause of a data-affecting application or API fault and a verified fix path.
- Evaluate platform performance and costThe platform owner receives a cost and performance analysis with workload attribution and optimisation options.
- Diagnose a database integrity or performance problem and verify the correctionA data or service owner receives the root cause of an integrity or performance defect, the correction applied through change control and evidence...
- Triage a suspected data security or personal data breach and preserve evidenceThe incident owner receives a severity and scope assessment, preserved evidence, and a recommendation on whether breach notification duties are...
- Prepare and verify a data-service release or migration for change approvalA change authority receives a release or migration with test evidence, readiness checks and a rehearsed rollback, and records the approval decision.
- Lead an incident through containment, restoration and communicationStakeholders receive a contained and restored service, timely communication and a post-incident review.
- Define, monitor and review data-service reliability objectivesService owners receive SLOs tied to consumer needs with monitoring and an error-budget decision process.
- Assess continuity and third-party dependency risk for a data or AI serviceThe service owner receives a dependency map, impact assessment and continuity treatments for supplier or platform failure.
- Apply an approved data access grant or revocation and prove its effectThe data owner receives an applied grant or revocation with evidence that the effect is real across systems and derived copies, reviewed by the Data...
- Deliver a tested software or API change to a data or AI serviceA service owner receives a reviewed, tested change with data-integrity checks and rollback.
- Plan and demonstrate controlled data-service restorationThe service owner receives a tested restoration plan with achieved recovery times and data verification.
- Design and bound a tool-using agentic AI workflowThe owner receives a bounded agent design with tool permissions, evaluation and failure handling.
- Develop and evaluate an LLM-based application against an agreed evaluation barThe owner receives an LLM-based application (prompted, retrieval-augmented or fine-tuned) with an evaluation set, grounding and safety results...
- Measure engineering delivery performance and set improvement prioritiesEngineering leadership receives delivery flow and stability measures by team (lead time, deployment frequency, change failure rate, time to restore)...
Product4
- Prioritise product outcomesA product team receives an evidence-ordered backlog or roadmap with expected outcomes and stated uncertainty.
- Design a user research investigationA product team receives a research plan (question, method, sample, ethics, analysis) that can change a decision.
- Design an ethical decision-relevant experimentA product or marketing team receives an experiment design with hypothesis, power, guardrails and decision rule.
- Diagnose product adoption, funnel and retention behaviourA Product Manager receives a diagnosis of where users drop out, which features drive adoption and retention by cohort and segment, the tracking...
Strategy & Transformation11
- Plan a data, AI or system-enabled change with measurable adoption outcomesA sponsor receives an implementable change plan (impacts, readiness, adoption measures, risks) for a data, AI or system change.
- Control project or programme risks, issues, dependencies and change requestsA project or programme board receives a maintained RAID and change control log with impact-assessed change requests, escalations and decisions...
- Verify project deliverables and accept a controlled handoffA sponsor or product owner receives acceptance evidence against agreed criteria and a controlled handoff to operations.
- Evaluate a communications or change campaign against its objectivesA sponsor receives evidence of whether people understood and changed behaviour after a change, with corrective actions.
- Elicit, analyse and manage requirements for a data, analytics or system changeA sponsor and delivery team receive validated, traceable requirements and managed changes to them, with solution validation against need.
- Forecast project cost and schedule against the baseline and explain varianceA project sponsor or programme board receives a cost-to-complete and schedule forecast against the approved baseline, with variance explained from...
- Size a market and assess the competitive landscapeStrategy or product leadership receives a market size and growth estimate with stated sources and assumptions, competitor positions and the...
- Assess the combined change load on affected groups and recommend sequencingThe Head of Transformation or portfolio board receives a view of concurrent changes landing on each group, with load measured from impact...
- Assess a project or programme at a stage gate and recommend proceed, hold or stopThe sponsor or portfolio board receives a gate assessment with evidence completeness, delivery and benefit position and a recommendation.
- Forecast delivery capacity against portfolio demand and recommend allocation of people and supplier capacityA portfolio lead receives a demand and capacity view by skill and period with gaps, conflicts and an allocation recommendation.
- Translate a strategic choice into measurable objectives and targets and track strategic KPIs through the planning cycleThe executive receives objectives with owners, baselines and targets, and a tracking scorecard with variance and actions.
Across Functions16
- Assess data quality and fitness for a stated useA data consumer receives a fitness verdict with the quality dimensions tested, the limits found and whether the data can support the stated use;...
- Review a proposed use, reuse, disclosure of or access to data and record the permitted-use decisionA requester receives a recorded decision on whether a proposed use, reuse, disclosure or access is lawful, proportionate and within policy, with...
- Evaluate an AI use case for suitability, value and risk before adoptionA Function lead receives a go, conditional-go or no-go on an AI use case with value estimate, failure modes and data protection advice, using the AI...
- Evaluate strategic options with market and performance evidenceStrategy leadership receives a comparison of strategic options against explicit criteria, evidence quality and second-order effects.
- Prioritise and rebalance an investment portfolio against value, capacity and benefit evidenceA Head or executive committee receives a ranked, sequenced portfolio with benefit measures and stop or continue recommendations at each review,...
- Answer a commissioned business question with reproducible query-based analysisA stakeholder receives an answer with reproducible queries, stated grain, data limits and a checked result.
- Design, administer and quality-check a professional surveyA sponsor receives a valid survey instrument, sample and quality-checked results.
- Prepare a periodic performance or risk report for a management or governance committeeA board or governance committee receives a periodic performance or risk report with evidence, uncertainty, risks and the decision or action asked...
- Automate a recurring reporting or data task with controls and a named ownerA team receives an automated recurring task (report, reconciliation, extract) with tests, failure alerts and an owner.
- Evaluate statistical and causal evidence for an intervention's impactA decision-maker receives an impact estimate with design validity, uncertainty and a decision on whether to act.
- Maintain a data and AI risk register and record risk treatment and acceptanceA risk committee receives a maintained data and AI risk register with treatments, acceptance decisions and incident lessons, prepared by the Data...
- Assign data ownership and stewardship and decide a domain's data standardsA data domain receives named owners and stewards, critical data elements, classification and retention rules, and a dispute route.
- Conduct or review a data protection impact assessment for a data, analytics or AI processingThe controller's owner receives a DPIA with necessity, proportionality, risks and measures, and DPO advice recorded.
- Track and verify benefits realisation against the business caseA programme or portfolio board receives a benefits realisation report comparing realised benefits with the business case baseline, evidence that each...
- Oversee an automated or AI system in operational use and correct, restrict or withdraw faulty outputsThe accountable business owner receives a periodic oversight record for an automated or AI system in use.
- Present data, AI, risk and performance evidence to the executive committee or board and record the decisions takenThe executive committee or board receives evidence with stated uncertainty, the options and the decision required, and the decisions and actions are...