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Finance Transformation Roadmap
Clarify priorities, expected benefits, dependencies and
transformation sequencing before major changes are launched.
BI ADVISORY · FINANCE TRANSFORMATION & SYSTEMS
Transform Finance without losing control of operations.
BI ADVISORY supports Finance functions when changes to processes,
organisation or systems must deliver measurable results — without
compromising close, reporting or control.
For CFOs · Finance Directors · Transformation Leads ·
ERP/EPM Programmes · Group Finance
The need
When a technology programme becomes a Finance issue.
01
ERP or EPM replacement.
The organisation must migrate without losing business rules, controls or the ability to close and report reliably.
The organisation must migrate without losing business rules, controls or the ability to close and report reliably.
02
Processes are too manual or fragmented.
Finance teams spend too much time reconciling, correcting and reprocessing data between multiple systems.
Finance teams spend too much time reconciling, correcting and reprocessing data between multiple systems.
03
Finance and IT do not speak the same language.
Functional requirements are not translated clearly enough into data, business rules, workflows and acceptance criteria.
Functional requirements are not translated clearly enough into data, business rules, workflows and acceptance criteria.
04
The programme progresses, but business value remains unclear.
New functionality is delivered without necessarily improving speed, reliability, control or decision-making.
New functionality is delivered without necessarily improving speed, reliability, control or decision-making.
Our role:
connect Finance requirements, processes, data and systems so that
transformation delivers measurable and verifiable outcomes.
connect Finance requirements, processes, data and systems so that
transformation delivers measurable and verifiable outcomes.
Ways we can support
From Finance vision to implementation.
BI ADVISORY can address a critical stage of the programme or support
the transformation end-to-end, with a strong focus on Finance
requirements and execution.
Three levels of support
Transformation design, functional delivery and programme assurance.
Transformation Design
Define the Finance target, priorities, business case,
operating model and transformation roadmap.
Functional Delivery
Translate Finance requirements into processes, business rules,
data, workflows, tests and acceptance criteria that IT teams
and implementation partners can execute.
Programme Assurance
Identify functional risks, support critical decisions and verify
that the programme is delivering the expected outcomes for Finance.
What BI ADVISORY brings
Finance-led transformation — not technology-led transformation.
Finance expertise
Understanding of financial close, reporting, consolidation,
controlling and performance management requirements.
Systems understanding
Ability to work across ERP, EPM, consolidation, BI and data
platforms without being tied to a single software vendor.
Business–IT translation
Translate business requirements into specifications and acceptance
criteria precise enough to be implemented and tested.
Senior execution
Direct senior involvement in critical decisions, trade-offs,
risks and programme deliverables.
Our principle
Process first. System second. Value always.
A Finance system creates value only when it improves data quality,
control, speed, visibility or decision-making. Transformation must
ultimately be measurable in the underlying business process.
Our approach
From business objective to production outcome.
1
Assess
Identify pain points, dependencies, risks and constraints
in the current Finance process.
2
Define the target
Clarify target processes, responsibilities, data,
systems and expected business outcomes.
3
Translate
Convert Finance requirements into functional requirements,
business rules and acceptance criteria.
4
Test
Validate data, workflows, calculations and outputs using
representative Finance business scenarios.
5
Deploy
Secure cutover, go-live, responsibilities and communication
around critical Finance deadlines.
6
Stabilise
Resolve gaps, measure improvements and transfer a controlled
process to the Finance organisation.
Technology with governance
ERP, EPM, automation and AI are enablers — not the starting point.
BI ADVISORY favours transformation where business rules, controls
and outputs remain explainable. Automation and AI are applied where
they genuinely improve Finance’s ability to produce, control,
analyse or make decisions.
Finance Transformation & Systems
A Finance programme to transform or secure?
Whether the challenge is an ERP, EPM, a new operating model
or a more targeted transformation, the starting point remains
the same: define precisely what Finance should be able to do
better after the change.