Before introducing automation and generative AI into finance, it’s imperative to develop well-thought out PoC (proof of concept) and pilot roadmaps. When doing so, it’s essential to establish clear objectives, define the scope of the automation initiative, allocate resources effectively, develop realistic and agile project management strategies, and track and resolve any roadblocks that come up along the way, so to increase the odds of program success now and into the future.

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

• Essential components of finance automation PoC (proof of concept) and pilot program roadmaps, including clearly defining program objectives, outlining technical and cross-functional team collaboration requirements, establishing deadlines, and defining KPIs and ROI metrics tailored to finance
• Critical aspects of governance, oversight, data privacy, security, and compliance within finance automation initiatives, ensuring adherence to regulatory frameworks and industry standards
• Identifying and mitigating potential risks and program disruptions inherent to finance automation program rollouts