In today's rapidly evolving automation and generative AI vendor tools landscape, the choices are indeed endless. Yet, global experts have reported for decades that 70-75% of transformation projects fail. That said, it's absolutely necessary to thoroughly understand their functionalities, limitations, costs, and advantages before selection, and for any finance use case application. Furthermore, using a structured decision-making approach in any development project or platform selection will your support your finance operations and process improvement goals and ensuring scalability.

In this deep dive, collaboration workshop, the speakers and attendees will discuss and work through the below 

• Strategies to curate a tailored suite of automation tools that not only meet current finance objectives but also anticipate future needs while ensuring scalability
• A framework to structure your project decision-making process that can be used with any project management methodology (e.g., Agile, Waterfall, Six Sigma, etc.)
• How to drive true continuous improvement and measure results  

As organizations, most notably enterprise organizations, prioritize their digital transformation initiatives, the spotlight turns to process automation as a means to enhance efficiency across various functional areas. However, before automation can take center stage, it requires a concerted effort involving automation teams, functional departments, governance, IT, audit, and more. Furthermore, before any functional area process or processes can be automated, there are many steps that must be taken between automation teams, the functional area in need of an automation roll-out, as well as many other parties, such as governance and oversight, IT, audit, and much more, so to ensure program feasibility prior to launch.

In this session, topics of discussion will include, yet will not be limited to:

• Working effectively with various areas of the business, so to help identify which processes could, should, or should not be automated
• Identifying, reviewing, and analyzing current and future automation program rollouts
• Challenges and solutions of collaborating with various functional area leaders, with respect to determining if a potential automation program meets the required technical, infrastructure, workforce, audit, governance, and other business requirements