
191. Financial Transformation Live: Presenting The Business Case
08/28/24 • 45 min
In this episode of CFO 4.0, Hannah Munro talks about the art of presenting a compelling business case for financial transformation. Whether you're aiming to gain executive buy-in or refine your strategy, this session is packed with actionable insights to help you succeed.
Key topics covered:
- Learn the essential components that make a business case compelling and effective.
- Explore the importance of justifying the need for transformation, especially in today's volatile environment.
- Discover how to present multiple options, including the risks of inaction, to ensure informed decision-making.
- Get insights on calculating the total cost of ownership and the importance of including resourcing costs in your proposal.
- Understand the benefits of a phased implementation approach and how to set realistic timelines and expectations.
- Learn how to identify and mitigate risks associated with financial transformation projects to build confidence in your plan.
- Find out how to plan out an effective technology implementation project and ensure a smooth transition.
Links mentioned:
In this episode of CFO 4.0, Hannah Munro talks about the art of presenting a compelling business case for financial transformation. Whether you're aiming to gain executive buy-in or refine your strategy, this session is packed with actionable insights to help you succeed.
Key topics covered:
- Learn the essential components that make a business case compelling and effective.
- Explore the importance of justifying the need for transformation, especially in today's volatile environment.
- Discover how to present multiple options, including the risks of inaction, to ensure informed decision-making.
- Get insights on calculating the total cost of ownership and the importance of including resourcing costs in your proposal.
- Understand the benefits of a phased implementation approach and how to set realistic timelines and expectations.
- Learn how to identify and mitigate risks associated with financial transformation projects to build confidence in your plan.
- Find out how to plan out an effective technology implementation project and ensure a smooth transition.
Links mentioned:
Previous Episode

190. Building Trust in AI: A Conversation with Sage CTO Aaron Harris
In this episode of CFO 4.0, host Hannah Munro is joined by Aaron Harris, Global CTO of Sage, to explore the transformative power of AI and technology in the finance sector.
This insightful conversation covers:
- How technology is shifting CFOs from record-keepers to strategic leaders.
- The role of AI in automating workflows and enabling digital transformation.
- How to ensure confidence in AI-driven systems
- Beyond AI, what other innovations are shaping the future of finance?
- The rise of digital networks and the global shift towards e-invoicing.
- Where AI excels and where human judgment remains crucial.
Links mentioned:
- Aaron’s Linkedin
- Learn more about Sage
- Sage’s report: The secrets of successful CFOs
- Explore other CFO 4.0 Podcast episodes here.
- Subscribe to our Podcast!
Next Episode

192. Why Technology Projects Fail: 10 Pitfalls to Avoid in Your Finance Transformation with Hannah Munro
In this episode of CFO 4.0, host Hannah Munro highlights the common reasons why finance technology projects often fail. With insights from years of experience in financial transformation, Hannah shares real-world examples and practical advice to help you navigate your next project successfully.
Key topics covered include:
- How to avoid heading in the wrong direction by setting the right goals.
- Why breaking your project into manageable phases leads to better success.
- Why it’s essential to optimise your processes, not just automate them.
- Understanding how different attitudes towards change impact your project.
- Why clean data is critical for your project's success.
Links mentioned:
- Hannah's Linkedin
- Learn more about itas solutions
- Explore other CFO 4.0 Podcast episodes here.
- Subscribe to our Podcast!
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