195. Financial Transformation Live: Ensuring a Successful Finance Systems Implementation Project

CFO 4.0

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In this episode of CFO 4.0, Hannah Munro, Managing Director of itas, shares her extensive experience in financial transformation and project implementation. Learn how to ensure the success of your next financial transformation project by following best practices and avoiding common pitfalls.
Here’s what you’ll discover in this episode:

• A refresher on Kotter’s Change Cycle and how it applies to financial transformation projects.
• Pre-implementation activities
• Insights on dealing with team resistance, capacity management, and team buy-in.
• Key phases of successful financial system implementation
• Training and testing tips to ensure smooth onboarding and successful adoption of new systems.
• The importance of data migration and how to ensure accuracy in your new system.
• How to navigate the go-live phase with a proactive approach and risk management.
• FAQs on common concerns like hiring external resources, testing schedules, and building super users.

Links mentioned:

• September FTL: Ensuring a Successful Finance Systems Implementation Project
• Revisit previous Financial Transformation Live sessions
• CFO 4.0 Monthly Briefing
• Financial Transformation Live Feedback survey

• Explore other CFO 4.0 Podcast episodes here.
• Subscribe to our Podcast!

บท

1. Financial Transformation Live With Hannah Munro (00:00:00)

2. Effective Project Phasing and Planning (00:11:02)

3. Maximizing Financial Transformation Success (00:24:53)

4. Effective User Training and Testing (00:33:05)

5. Testing and Data Migration Best Practices (00:37:41)

6. Building Team Buy-in for Change (00:51:22)

7. Choosing the Right Finance Software (00:57:29)