It's imperative to understand that even when a finance automation pilot program was a huge success, that doesn’t necessarily mean moving over to implementation mode will be easy or have the same successes the pilot program did. Finance automation implementations presents its own unique set of challenges and opportunities. That said, as finance automation programs transition from pilot mode to widescale deployment, meticulous planning, strategic alignment, and effective change management become imperative for success.

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

• Developing detailed automation implementation plans that address scaling challenges, to clearly define roles, responsibilities, and timelines to ensure smooth execution of the transition process
• Monitoring KPIs to identify areas for optimization and implement adjustments as needed to enhance efficiency and effectiveness
• Ensuring necessary resource, staffing, and budgetary buy-in and allocation

Preparing workforces for the change brought forth from automation - and providing robust workforce training and upskilling

There’s certainly a wide array of automation and generative AI tools to choose from these days and having a keen understanding of their capabilities, restrictions, costs, and benefits is of utmost importance prior to selection and usage. Furthermore, considering automation tool selection must be hyper-aligned with business objectives and provide scalability, navigating the complexities of selecting and integrating finance automation tools can be quite overwhelming.

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

• Strategies to select the right mix of automation tools that align with specific finance processes and objectives now and into the future - and are also scalable
• Choosing automation tools that put into account your organization’s data ecosystem, technology infrastructure, workforce and resource allocations, and ability to seamlessly integrate new automation software with existing tools, as well as legacy systems
• Evaluating various vendor software licensing options and implementation partnership contract terms that align with your evolving organizational needs and budgets
• Selecting automation tools that are user-friendly - and are in sync with your finance culture, talent management, and change management initiatives