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241. Financial Transformation Live: Planning a Successful Project
Manage episode 503898820 series 3457329
In this episode of Financial Transformation Live, host Hannah Munro shares what it really takes to deliver a successful finance system implementation. From preparing your team to managing risks and ensuring a smooth go-live, Hannah offers practical insights and lessons learned from real-world projects.
You’ll learn:
- How to prepare your team and build urgency using the change cycle
- The critical stages of a finance implementation – from planning to go-live
- The role of stakeholders and how to use a RACI matrix to clarify responsibilities
- Why proof of concept and thorough testing are key to stress-free delivery
- Best practices for training, capacity planning, and super-user support
- Tips to avoid common pitfalls like scope creep, poor data migration, and resistance to change
Links mentioned:
- Previous session: Transformation Troubleshooter
- Connect with Hannah Munro
- Explore more Finance Transformation Live sessions
- Which Sage Product is Right For You Quiz!
- How to Map Out Your Finance Integration Project
- How to Assess Your Current Finance System
- Customer Success Stories
- Book a discovery call
- Explore other CFO 4.0 Podcast episodes here.
- Subscribe to our Podcast!
Chapters
1. Introduction to Financial Transformation (00:00:00)
2. Leading Change in Finance (00:01:46)
3. Key Stages of Successful Implementation (00:03:12)
4. Stakeholder Engagement and Capacity Planning (00:04:15)
5. Managing Project Risks Effectively (00:09:45)
6. Scoping Your Finance Implementation (00:16:35)
7. Proof of Concept Importance (00:27:12)
8. Training Your Finance Team (00:29:15)
9. Testing For Implementation Success (00:32:20)
10. Data Migration Considerations (00:36:50)
11. Go-Live Preparation and Execution (00:40:30)
12. Common Questions and Top Tips (00:43:00)
247 episodes
Manage episode 503898820 series 3457329
In this episode of Financial Transformation Live, host Hannah Munro shares what it really takes to deliver a successful finance system implementation. From preparing your team to managing risks and ensuring a smooth go-live, Hannah offers practical insights and lessons learned from real-world projects.
You’ll learn:
- How to prepare your team and build urgency using the change cycle
- The critical stages of a finance implementation – from planning to go-live
- The role of stakeholders and how to use a RACI matrix to clarify responsibilities
- Why proof of concept and thorough testing are key to stress-free delivery
- Best practices for training, capacity planning, and super-user support
- Tips to avoid common pitfalls like scope creep, poor data migration, and resistance to change
Links mentioned:
- Previous session: Transformation Troubleshooter
- Connect with Hannah Munro
- Explore more Finance Transformation Live sessions
- Which Sage Product is Right For You Quiz!
- How to Map Out Your Finance Integration Project
- How to Assess Your Current Finance System
- Customer Success Stories
- Book a discovery call
- Explore other CFO 4.0 Podcast episodes here.
- Subscribe to our Podcast!
Chapters
1. Introduction to Financial Transformation (00:00:00)
2. Leading Change in Finance (00:01:46)
3. Key Stages of Successful Implementation (00:03:12)
4. Stakeholder Engagement and Capacity Planning (00:04:15)
5. Managing Project Risks Effectively (00:09:45)
6. Scoping Your Finance Implementation (00:16:35)
7. Proof of Concept Importance (00:27:12)
8. Training Your Finance Team (00:29:15)
9. Testing For Implementation Success (00:32:20)
10. Data Migration Considerations (00:36:50)
11. Go-Live Preparation and Execution (00:40:30)
12. Common Questions and Top Tips (00:43:00)
247 episodes
All episodes
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