245. Financial Transformation Live: Transformation Trouble-shooters September Special
CFO 4.0 PodcastShow Notes
Send us your thoughts In this episode of Financial Transformation Live, Hannah Munro and Neil Lynchehaun tackle real-world transformation challenges submitted by finance leaders. Together, they share practical advice, frameworks, and lessons learned from years of hands-on transformation and consulting experience. 💡 Topics covered in this session include: Rethinking requirements gathering – moving away from 1,000-line requirement lists and focusing on outcomes, use cases, and best practices instead of replicating System selection approaches – how to frame your needs, engage vendors effectively, and avoid box-ticking RFP traps. Data migration dilemmas – when to clean data before Go Live, strategies for managing messy supplier and transactional records, and the risks of “garbage in, garbage out.” Simplify before you automate – why tackling root causes and streamlining processes is often more valuable than layering automation on top of inefficiency. Dealing with change fatigue – overcoming eye-rolling resistance to yet another project by contextualising benefits for teams, linking change to day-to-day roles, and building compelling outcomes. Practical controls and safeguards – validation techniques, duplicate supplier detection, and post-implementation clean-up strategies. Links mentioned: Previous session: Planning a Successful Project Connect with Hannah Munro Connect with Neil Lynchehaun Explore more Finance Transformation Live sessions Which Sage Product is Right For You Quiz! Learn more about Sage Intacct Customer Success Stories Book a discovery call Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!
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