03 – (Part 1 of 4) Beyond the Box: Who you need to Be

November 9, 2015

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

  1. Assess the initial outcomes you desire
  2. Document this first iteration of desired outcomes
  3. Engage Subject Matter Experts to begin exploring possibilities
  4. Pursue a solution via a Request for Proposal process
  5. Evaluate with internal leaders
  6. Select vendor that we feel can best meet our needs
  7. Assemble implementation team
  8. Prepare schedule for design, integration, and implementation
  9. Communicate methodically about change
  10. Roll-out solution through phased in approach
  11. Monitor and fine-tune
  12. Celebrate accomplishment

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