Executive summary

Finance transformation modernises the finance function to be faster, leaner, and more insight-driven, across process, technology, data, and operating model. This is the Finance Transformation from the Stratenity Library, a governed consulting deliverable that is already built for you. It gives your team the full working method for finance transformation, and it walks through everything from from transactional to value-adding to automation, RPA, and AI. Every asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend, so your team adapts it to a live client engagement instead of starting from a blank page.

What is inside

What this asset covers

This is a preview of the full deliverable. Inside the Stratenity Library, this asset walks a consultant through the complete method, section by section, with a worked client example threaded throughout.

  • Why Finance Transformation
  • The Finance Operating Model
  • From Transactional to Value-Adding
  • Close, Consolidate, Report: the Faster Close
  • Planning, Budgeting, and Forecasting
  • Data, Systems, and the Single Source of Truth
  • Automation, RPA, and AI
  • FP and A and Business Partnering
  • Controls and Compliance
  • Talent and Capability
  • Roadmap and Business Case
  • Applying Finance Transformation to a Real Company
  • Common Pitfalls and the Deliverable Pack
How to use it

Review, download, and activate in 48 hours

Stratenity Library subscribers can review this asset in full, download it, and activate it into a governed, client-ready deliverable in 48 hours rather than weeks. Each asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend.

Read the full asset on the Stratenity Library › Not a member yet? Start a free trial to unlock and activate it, or sign in if you already have an account.