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Finance Transformation Strategy and Roadmap


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Accounting and Finance Transformation Strategy and Roadmap: Finance and Accounting Systems transformation is an important and invasive endeavor, as finance and accounting functions are a core foundation of the value and viability of an enterprise. The Finance and Accounting system transformation can be consequential, complex and cumbersome. The CIOPages.com Finance Transformation Strategy Roadmap is a proforma deliverable customizable to the specific needs of any company.

Finance Transformation Strategy and Roadmap
Finance Transformation Strategy and Roadmap

What is Finance Transformation?

The current state of Finance and Accounting (F&A) processes and systems in many large firms are complicated and convoluted by the number and range of technology solutions and other feeder systems supporting new and legacy business processes. Consequently, this technological complexity will drive up the operational costs and the required resources to maintain a large infrastructure footprint and a patchwork of systems. Furthermore, the current interface complexity and structural limitations may not lend itself well to the future growth aspirations of any enterprise.

The advent of new generation cloud-based SAAS (Software-as-a-Service) offerings in Finance and Accounting space – covering every facet of Finance and Accounting capabilities imaginable – are making F&A transformation a corporate imperative.

What is Accounting and Finance Transformation Strategy and Roadmap?

The Finance Transformation Strategy and Roadmap envisages that the transformation project would aim at simplifying and modernizing Finance and Accounting systems and solutions to help improve the efficiency of finance and accounting operations. The proposed enterprise-wide solution would significantly strengthen the transparency, accuracy, and timeliness of finance and accounting services while moderating technology costs.

The scope of the deliverable includes all the Finance and Accounting processes spanning Strategic Planning, Budgeting, Forecasting, Performance Management, General Ledger, Financial Reporting, Tax, and Treasury, among others. The deliverable also provides a preliminary scan of the Finance and Accounting vendor landscape and technology trends to identify appropriate choice alternatives for further evaluations against the business criteria.

The fundamental guiding principles in developing the Finance Transformation Strategy and Roadmap is to enable a systematic convergence of efforts across process, people, and technology. On this basis, the F&A Transformation is a business imperative which is expected to create a higher return on investment.

  • The Finance Transformation Strategy and Roadmap is a sample deliverable representative of a typical Global 2000 firm and is in a PowerPoint format.
  • The content is both in-depth and broad with ~30 well structured and information-rich slides, which you can reuse with or without modifications.

What does it not include?

  • No primary research or original forecasts.
  • No in-depth vendor evaluations or rankings.
  • No quantitative business case.

Finance Transformation Strategy and Roadmap: Content Outline

  1. Transformation imperatives – Why we should change the Finance and Accounting Systems
  2. The future state vision of Finance and Accounting functions
  3. Gaps between current & future state
  4. Alternative Approaches to Transformation of Finance and Accounting
  5. The Transformation Roadmap
  6. Transformed Finance Function – What it means for the business


  • As the Accounting and Finance Transformation Strategy and Roadmap is a digital product, there are absolutely NO Returns.
  • Depending on your industry, the type of Finance and Accounting needs you’ve, some or all of the content may or may not be relevant to you.
  • If you are a consultant or a consulting company, there is a different pricing, license, and terms.
  • It is sold on an as-is basis and without any warranties.
  • This sale does not include implementation help or support. If you need professional services assistance, please contact us.
  • Our terms of service bind the sale of this item.

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What is the Finance Strategy and Transformation Roadmap Deliverable?

CIOPages.com finance and accounting strategy and transformation roadmap is a sample/proforma deliverable outlining the finance transformation needs of a fictitious firm which is large and complex and needs to revamp the accounting and finance function.

More often than not, teams tasked with creating a business case, and a transformation roadmap has to start with a blank slate and spend a lot of time in figuring out the basics. When the team spends 100% of the time in creating the 80% general stuff, the 20% which is core and unique is often than not missed out. With a CIOPages sample/proforma deliverable, the ratios flip by affording the teams to spend 20% on the 80% general stuff and 80% on the 20% items that matter!

How do I use Finance Strategy and Transformation Roadmap?

  • Leverage the content outline to formulate your thoughts and ideas
  • Use the content with or without modifications.
  • Let the slide formats and layout help you in creating compelling and content-rich decks
  • Use the content as a cross reference, validation, and a checklist.

But our Company is unique. Will it fit our needs?

Of course, each company is unique in some respects. But you’d be surprised to know that there is a lot of commonality between firms about the reasons why current state unsustainable, as well as what a potential future state might entail. So the idea is if the content in this deck helps anywhere between 50-75% of your needs, it will accelerate your time to value.

Who writes these Transformation Business Case and Roadmaps?

CIOPages.com has access to a talented team of contributors and consultants who are industry practitioners and subject matter experts. Finance transformation experts have conceptualized and created the Accounting and Finance Strategy, Business Case, and Transformation Roadmap deliverable.

Can you customize the deliverable to our needs?

Of course! We’d love to take the proforma/sample deliverable as a springboard and help you create a concise and compelling deliverable that is based on your unique needs and wants.

Our typical offerings include different strokes for different folks:

  • Customize the Business Case and Roadmap to your needs.
  • Craft a full-fledged set of business requirements
  • Conduct a vendor scan and fit-for-purpose analysis.
  • Manage an RFP process and assist with vendor selection.
  • Provide project/program management help for implementation

Contact Us for more details on our Offerings

Finance Transformation Strategy and Roadmap


Licensing Options
Product FAQs

Licensing Options:

We keep the licensing options – clean and straightforward.

Individual License: Where we offer an individual license, you can use the deliverable for personal use. You pay only once for using the deliverable forever. You are entitled any new updates within 12 months.

Enterprise License: If you are representing a company, irrespective of size, and intend to use the deliverables as a part of your enterprise transformation, the enterprise license is applicable in your situation. You pay only once for using the deliverable forever. You are entitled any new updates within 12 months.

Consultancy License: A consulting or professional services or IT services company that intends to use the deliverables for their client work need to pay the consultancy license fee. You pay only once for using the deliverable forever. You are entitled any new updates within 12 months.

Product FAQs:

Can I see a Sample Deliverable?

We are sorry, but we cannot send or show sample deliverables. There are two reasons: A) The deliverables are our intellectual property, and we cannot share the same. B) While you may be a genuine buyer, our experience in the past has not been great with too many browsers and not many buyers. We believe the depth of the information in the product description and the snippets we provide are sufficient to understand the scope and quality of our products.

When can I access my deliverables?

We process each transaction manually and hence, processing a deliverable may take anywhere from a few minutes to up to a day. The reason is to ensure appropriate licensing and also validating the deliverables.

Where can I access my deliverables?

Your best bet is to log in to the portal and download the products from the included links. The links do not expire.

Are there any restrictions on Downloads?

Yes. You can only download the products three times. We believe that is sufficient for any genuine usage situation. Of course, once you download, you can save electronic copies to your computer or a cloud drive.

Can I share or sell the deliverables with anyone?

You can share the deliverables within a company for proper use. You cannot share the deliverables outside your company. Selling or giving away free is prohibited, as well.

Can we talk to you on the phone?

Not generally. Compared to our professional services fee, the price of our products is a fraction of what we charge for custom work. Hence, our business model does not support pre-sales support.

Do you offer orientation or support to understand and use your deliverables?

Yes, for a separate fee. You can hire our consultants for remote help and in some cases for onsite assistance. Please Contact Us.