Product Description

Finance Transformation Toolkit is a comprehensive and in-depth set of deliverables which will meet the documentation needs of a significant accounting and finance transformation program in medium and large firms. The finance transformation toolkit deliverables are editable documents in Word, PowerPoint, and Excel formats for easy customization to the unique needs of any enterprise.

Accounting and Finance Transformation Toolkit

What is Finance Transformation (or Record to Report Transformation)?

The accounting and finance function is no longer a keeper of historical records. In today’s complex world, the CFO (Chief Financial Officer) and the finance team are playing the role of strategic advisors, financial alchemists, and enterprise evolvers. Also, the accounting, finance, and controllership functions are redefining the what services they deliver and how they provide to meet the demands of the digital world where real-time business metrics and data-driven decision making are crucial for success.

Furthermore, a set of modern, cloud-based Financial Software solutions offer an opportunity to retire the cumbersome, costly, and complicated platforms of the past and leapfrog to agile and flexible systems that adapt to the needs of the enterprise record to report value stream.

Why do enterprises need a Finance Transformation Toolkit?

For most medium and large enterprises, transforming financial function is a critical endeavor. Record to Report transformation is an invasive and intense program as it affects core processes and systems and impacts every aspect of the organization. In addition to people, process, and system change, the R2R re-platforming often involves changes in operating model and service definition and delivery.

Firms constitute multi-functional project teams to shepherd this massive change. Instead of focusing on weightier matters, project teams often spend countless hours and expend enormous energy on compiling documents, rather than focus on outcomes and managing the program. A Finance Transformation Toolkit from will allow teams to accelerate the development of artifacts and execute the plan more efficiently and effectively.

What are the deliverables in the Finance Transformation Toolkit? Financial Transformation Toolkits comprise a set of in-depth and invaluable deliverables, many of which are PowerPoint presentations, as well as Excel spreadsheets and Word documents.

The following are some of the artifacts included in the Finance and Accounting Transformation Toolkit:

  • Finance Transformation Roadmap and Business Case
  • Record to Report Value Streams
  • Accounting and Finance Business Requirements
  • Finance Transformation Change Management Plan
  • Financial Software Systems Implementation Considerations
  • Enterprise Financials – Software Features
  • Financial Software Vendor Scan and Mini Profiles
  • Finance Transformation Project Plan
  • Finance Transformation program RACI Matrix
  • Finance Transformation – Mini Project Charter
  • Finance Transformation Program Checklist
  • Finance Transformation Program – Work Streams and Roles
  • Finance Transformation Program – Success Metrics
  • Finance Transformation Program – Training Plan
  • Transformation Program Communication Best Practices
  • Finance Transformation Program – Reasons for Failure

What is a Transformation Toolkit? Transformation Toolkits are high-quality deliverables for any enterprise transformation of critical functions, such as finance, supply chain, human resources, marketing, CRM, and business intelligence.
Project teams can quickly customize the deliverables to the unique needs of the enterprise finance transformation.

What is the advantage of buying a Transformation Toolkit?

Finance and Accounting transformation is fraught with challenges. A set of well-thought-out deliverables will help mitigate some of the risks. The following are the key advantages of a CIOPages Transformation Toolkits:

The Time to Value:

Instead of spending months, and expending tons of effort, Transformation Toolkits accelerate time to value.

Focus on Execution:

The goal is to enable project teams to focus on performance and not necessarily artifact creation.

Cost Savings:

Imagine, the amount of money you can save by using transformation toolkits as a straw deliverable and a starting point. Even a lower tier consulting firm will cost tens of thousands of dollars, whereas, for a fraction of that cost, you can get going immediately.

What if we don’t want all the items in a Transformation Toolkit?

The set of deliverables is offered at a very low bundled price to make it incredibly valuable and eminently economical for any firm interested in these deliverables. However, should you want individual items, you are welcome to purchase what you need. Please browse Accelerators for all the separate pieces. Or click on the different items listed on the left.

Can you help us in Customizing the Transformation Toolkit? offers consulting and advisory services to take the Transformation Toolkits as a starting point and customize to a company’s unique needs. The time and cost will depend on the level of customization and the specificity you need from us.
Please Contact Us for further information and a consulting services quote.