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Listen in more detail to the three key perspectives you need to pursue in order to serve well as a CFO.
As I discuss on the podcast, here are the 12 key steps we have pursued in our exploration and implementation processes
- Assess the initial outcomes you desire
- Document this first iteration of desired outcomes
- Engage Subject Matter Experts to begin exploring possibilities
- Pursue a solution via a Request for Proposal process
- Evaluate with internal leaders
- Select vendor that we feel can best meet our needs
- Assemble implementation team
- Prepare schedule for design, integration, and implementation
- Communicate methodically about change
- Roll-out solution through phased in approach
- Monitor and fine-tune
- Celebrate accomplishment