CFO 4.0 - The Future of Finance

241. Financial Transformation Live: Planning a Successful Project


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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!
...more
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CFO 4.0 - The Future of FinanceBy Hannah Munro

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