The Pre-Transformation Checklist for Finance
An 11-Step Risk Reduction Tool for CFOs and CAOs Who Aren’t Sure Where to Start
Time to Transform Finance But Not Sure Where to Start?
You’re not alone.
Every finance transformation journey is unique, but they all start with similar questions:
What if I’m not cut out for leading a transformation this complex?
What if we finish this transformation and find out business needs have changed again?
What if we invest all this time and money, and we still can’t deliver the insights the business needs?
What if the rest of leadership doesn’t support the changes we need to make?
How do I manage expectations?
How do I get everyone on board?
Sound familiar?
Tap into lessons learned through 500+ finance transformations to uncover answers to the questions you have and those you should.
How do we spot data quality and infrastructure risks before they threaten our results?
p. 8
How do we make sure new processes are designed for how work actually gets done vs. how we think it gets done?
p. 10
How will we design reports so that business units can actually use them to make decisions?
p. 15
How will we know which systems to keep, fix, or replace?
p. 17
How will we know which transformation opportunities have legs and which don’t?
p. 22
Does it matter how we sequence the changes?
p. 24
How do we make sure the gains we realize don’t fall apart when key people leave?
p. 30
How do we test the alignment of our transformation’s objectives with the organization’s strategy?
p. 6
How do we determine who should be accountable for keeping the changes made in place?
p. 28
Find all the answers and questions you need to move forward with confidence in The Pre-Transformation Checklist for Finance.
25+ years of experience transforming finance operations in this one free checklist.
Comprehensive
Includes every task, question, insight, and lesson learned through 500+ finance transformations.
Step-by-Step
Every step is explained in plain English, organized in the order of execution, and includes examples.
Practical
Equipped to help you set timelines, organize stakeholders, and keep track of your progress.
