245. Financial Transformation Live: Transformation Trouble-shooters September Special

Send us your thoughtsIn 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 replicatingSystem 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 ProjectConnect with Hannah MunroConnect with Neil LynchehaunExplore more Finance Transformation Live sessionsWhich Sage Product is Right For You Quiz!Learn more about Sage Intacct Customer Success StoriesBook a discovery call Explore other CFO 4.0 Podcast episodes here.Subscribe to our Podcast!