CFO 4.0 Podcast

241. Financial Transformation Live: Planning a Successful Project


Listen Later

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: 

  • 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
View all episodesView all episodes
Download on the App Store

CFO 4.0 PodcastBy Hannah Munro

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings


More shows like CFO 4.0 Podcast

View all
Accounting Best Practices with Steve Bragg by Steve Bragg

Accounting Best Practices with Steve Bragg

260 Listeners

The Rich Roll Podcast by Rich Roll

The Rich Roll Podcast

11,862 Listeners

CFO THOUGHT LEADER by The Future of Finance is Listening

CFO THOUGHT LEADER

127 Listeners

Casefile True Crime by Casefile Presents

Casefile True Crime

37,752 Listeners

Mamamia Out Loud by Mamamia Podcasts

Mamamia Out Loud

573 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,655 Listeners

Inside the Strategy Room by McKinsey & Company

Inside the Strategy Room

169 Listeners

FT News Briefing by Financial Times

FT News Briefing

651 Listeners

Dateline NBC by NBC News

Dateline NBC

47,765 Listeners

CFO Weekly by Personiv

CFO Weekly

45 Listeners

HBR On Leadership by Harvard Business Review

HBR On Leadership

174 Listeners