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241. Financial Transformation Live: Planning a Successful Project

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Manage episode 503898820 series 3457329
Content provided by Hannah Munro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hannah Munro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us your thoughts

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:

  continue reading

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

Artwork
iconShare
 
Manage episode 503898820 series 3457329
Content provided by Hannah Munro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hannah Munro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us your thoughts

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:

  continue reading

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

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