The Magic Change Management Playbook | Weel episode artwork

EPISODE · Sep 27, 2023 · 44 MIN

The Magic Change Management Playbook | Weel

from Accounting Apps Podcast · host Heather Smith | CAANZ | ACCA | Xero | QBO | MYOB

Today I’m sharing a panel discussion from the Weel CFO Summit ‘23. This discussion covered key considerations for finance technology procurement strategies, including expense management solutions, revenue collection processes, and spreadsheet vs reporting apps. The panellists provided advice on touching multiple solutions, negotiating pricing, and engaging stakeholders to understand pain points and maximise existing tools.   The topic was Finance Technology ROI 2023: Where to invest?   The panel participants were: Alex Miller Co-founder & CEO of Hudled  Jun Yan Director at Ravit Insights Laurel Grey National Manager, Digital Advisory at RSM Australia Tyler Caskey Partner The Bean Counters   In this episode, we talk about . . .   The typical procurement strategies The key elements to developing a procurement strategy. Challenges in the B2B market. Procurement process for larger purchases. Navigating step-up costs as part of a procurement strategy. The state of the fragmented expense management space. Dealing with painful is the expense reimbursement processes Challenges businesses face when implementing expense management solutions. The Magic Change Management Playbook. How to convince the board to make a change   Read more at https://heathersmithsmallbusiness.com/blog/ Read more about Weel here : https://letsweel.com From here, I suggest you join the Xero Mastermind group on Facebook for advanced conversations around the ecosystem. I suggest you  subscribe to the informative Accounting Apps newsletter which gives you a great overview of the ecosystem space.  I encourage you to connect with me on LinkedIn and subscribe to the Cloud Stories podcast.

Today I’m sharing a panel discussion from the Weel CFO Summit ‘23. This discussion covered key considerations for finance technology procurement strategies, including expense management solutions, revenue collection processes, and spreadsheet vs reporting apps. The panellists provided advice on touching multiple solutions, negotiating pricing, and engaging stakeholders to understand pain points and maximise existing tools.   The topic was Finance Technology ROI 2023: Where to invest?   The panel participants were: Alex Miller Co-founder & CEO of Hudled  Jun Yan Director at Ravit Insights Laurel Grey National Manager, Digital Advisory at RSM Australia Tyler Caskey Partner The Bean Counters   In this episode, we talk about . . .   The typical procurement strategies The key elements to developing a procurement strategy. Challenges in the B2B market. Procurement process for larger purchases. Navigating step-up costs as part of a procurement strategy. The state of the fragmented expense management space. Dealing with painful is the expense reimbursement processes Challenges businesses face when implementing expense management solutions. The Magic Change Management Playbook. How to convince the board to make a change   Read more at https://heathersmithsmallbusiness.com/blog/ Read more about Weel here : https://letsweel.com From here, I suggest you join the Xero Mastermind group on Facebook for advanced conversations around the ecosystem. I suggest you  subscribe to the informative Accounting Apps newsletter which gives you a great overview of the ecosystem space.  I encourage you to connect with me on LinkedIn and subscribe to the Cloud Stories podcast.

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The Magic Change Management Playbook | Weel

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This episode was published on September 27, 2023.

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Today I’m sharing a panel discussion from the Weel CFO Summit ‘23. This discussion covered key considerations for finance technology procurement strategies, including expense management solutions, revenue collection processes, and spreadsheet vs...

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