245. Financial Transformation Live: Transformation Trouble-shooters September Special
Update: 2025-09-30
Description
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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