241. Financial Transformation Live: Planning a Successful Project
Update: 2025-09-02
Description
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!
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