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BUILDING A FINANCE TRANSFORMATION ROADMAP
In today’s data-driven, fast-paced business environment, finance leaders must evolve beyond traditional reporting functions. True finance transformation aligns technology, processes, and people to enable strategic decision-making, operational efficiency, and scalable growth.
Our structured approach to Finance Transformation helps organisations modernise their finance function, ensuring your systems, reporting, and teams are ready to deliver greater insight and value to the business.
Our structured approach to Finance Transformation helps organisations modernise their finance function, ensuring your systems, reporting, and teams are ready to deliver greater insight and value to the business.
HOW FINANCE TRANSFORMATION WORKS
Finance Transformation isn’t just about implementing a new system – it’s about reimagining how the finance function delivers value. From process automation to advanced analytics and organisational redesign, we help finance teams identify inefficiencies, set clear priorities, and choose the right tools and talent to lead change.
Through our deep network and hands-on advisory, we guide clients from initial recognition of the need for change through to full implementation and adoption.
From Business System Strategy selection through to implementation, stabilisation and optimisation, our specialist talent and project-resourcing solutions maximise our clients’ investments in Financial Systems, ERP, EPM and Analytics.
85%
of finance leaders say outdated systems are limiting their team’s strategic impact
THE FINANCE TRANSFORMATION IMPLEMENTATION CYCLE
considering finance transforma
THE FINANCE TRANSFORMATION ROADMAP
Phase 1: Recognition of need
Activities:
- Assess pain points in current processes, reporting, and systems
- Align leadership around strategic drivers for change (e.g., M&A, scaling, automation needs)
Timeframe:
- 2 – 4 week
Phase 2: DEFINITION OF REQUIREMENTS
Activities:
- Map existing finance architecture and data flows
- Engage stakeholders to define functional and technical requirements for the future state
Timeframe:
- 4 – 12 weeks
Phase 3: Market Investigation
Activities:
- Explore available solutions (ERP, EPM, BI tools, etc.) and vendors
- Conduct demos, RFI/RFP processes, and assess fit vs. business requirements
Timeframe:
- 6 – 12 weeks
Phase 4: choosing the solution
Activities:
- Score and compare vendor proposals
- Align IT, finance, and procurement on selected platform or suite
Timeframe:
- 4 – 8 weeks
Phase 5: establishing terms
Activities:
- Negotiate commercial terms, SLAs, and implementation scope
- Define internal resourcing model and external delivery partners
Timeframe:
- 6 weeks
Phase 6: Project definition
Activities:
- Develop implementation roadmap, governance structure, and change management plan
- Mobilise project team, assign roles, and initiate onboarding/training
Timeframe:
- Business dependent (typically 8 – 16 weeks)
What our clients say
We are now 9 months into the project and I could not be happier with the individual we chose from SystemsAccountants, she has adapted really well and embedded herself into the company and her work so far and her knowledge base are exceptional.
CFO Educatius
SystemsAccountants have helped us resource a particularly challenging ERP project where the scope included both Financial and HR functionality. What makes SystemsAccountants particularly easy to work with, is their professional approach to the supplier/customer relationship.
CIO - Brunel University
SystemsAccountants have been an instrumental partner for Softcat in connection to our NetSuite ERP implementation and I would not hesitate to engage them again for their specialist recruitment services in Finance Systems & Digital Transformation.
Programme Delivery Director - Softcat
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