220. Financial Transformation Live: Improving the Quote-to-Cash Process

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In this episode of Financial Transformation Live, Hannah Munro dives into the critical steps for effective process mapping and how it can drive successful financial transformation. Discover practical insights on simplifying complexity and ensuring your processes are future-ready.

Key takeaways include:

• The importance of involving sales, CRM, and IT leadership in process evaluations.
• How to identify, map, and validate use cases before redesigning processes.
• Strategies to prioritise high-impact areas and manage process exceptions.
• Why future-proofing your processes is essential for growth and scalability.
• Best practices for facilitating and documenting process mapping sessions.
• Tools for effective digital documentation and why real-time collaboration matters.

Links mentioned:

• March FTL: Financial Transformation Live: Improving the Quote-to-Cash Process
• Revisit previous Financial Transformation Live  sessions 
• Getting started with mapping out your finance processes
• Why Salesforce Users Love Sage Intacct | On-Demand Webinar
• The Getting Started Guide: Streamlining your Finance Processes 
• Automate your finance processes with Sage Intacct | On-Demand Webinar
• CFO 4.0 Monthly Briefing
• Financial Transformation Live Feedback survey

• Explore other CFO 4.0 Podcast episodes here.
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