ADVISORY SERVICES

Advisory Services for the Office of the CFO

Make the Right Decisions Before You Make an Investment

 

Finance transformation does not start with a software implementation. The first step is understanding what is not working, defining what good should look like, and determining the most practical path forward.

CFO Solutions helps finance leaders identify root issues, prioritize initiatives, and define a clear process and technology roadmap.

Our advisory services focus on goals and outcomes, creating an overall operating model for your investments in time and technology.

 
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Gold checkmark icons highlighting the typical reporting and manual process challenges addressed by CFO Solutions.

Connecting People, Processes, and Technology


Take a broader look at your information environment so you can take deliberate action on where you invest time and money. Effective performance management systems address all of the necessary elements for data availability and quality.

An effective technology roadmap establishes key factors up front, so there are no surprises mid-way through deployment.

gold-check A full assessment of all the people and teams involved in and dependent on the financial data 

gold-check An understanding of the data governance owners and procedures to ensure data is clean, accessible, and relevant

gold-check A plan for how the technology enables the business process that matches how your team uniquely operates

gold-check A roadmap that considers related initiatives and is aligned with company strategic objectives

 

Friction slows you down 

X Budgeting cycles that drag on for weeks or months

X  Teams are downloading data to create reports

X  Dependency on spreadsheets 

X  Approval workflows trapped in email chains

X Prolonged close timelines

X  Inconsistent data across systems

 

Software should adapt to your business,
not force your business to adapt to it. We can help.
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Software Evaluations

The market is rich with Enterprise Performance Management solutions. Today, you have access to mature offerings with deep, time-tested best practices built-in and nimble, emerging technology vendors changing the space. 

CFO Solutions can help you assess where your unique challenges and goals align to choose the right fit. We have objective perspectives in multiple solutions and can help you truly differentiate options on what matters most.

   

 


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Phase 0: EPM Readiness Assessment

 

 

Align your teams, processes, technology, and goals before implementation begins. Front-load critical decisions, prepare your organization for change, reduce project risk, and establish a clear path forward.

 

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Software Evaluations

 

 

Make a confident, objective EPM technology decision. CFO Solutions helps you define the criteria that matter most, evaluate solutions against your requirements, and select the right technology for your organization.

 

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Chart of Accounts Redesign

 

Simplify your chart of accounts while supporting the reporting needs of the business. Establish a clean, scalable global structure before implementing a new consolidation or reporting solution.


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Finance Technology Roadmap

 


Evaluate your finance technology landscape and define a practical path toward your future-state vision. Identify gaps, priorities, dependencies, and opportunities to get more value from your technology investments.

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AI Readiness Assessment

 

Determine where AI can create meaningful value for your finance organization and whether your data, processes, and teams are ready. Identify priority use cases, assess data availability and governance, and evaluate technology and integration options.

 

 


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Close Process Acceleration

 

Identify the process and technology changes that can shorten your close. Reduce friction, eliminate unnecessary effort, and create a more efficient and sustainable close process.

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At-Risk User Adoption

 

Recover the value of an EPM investment when adoption falls short. CFO Solutions identifies the barriers to adoption, re-baselines expectations, addresses application and process issues, and helps teams successfully re-engage with the solution.

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Health Checks

 

Identify the root causes behind difficult maintenance, reporting challenges, performance issues, or growing workarounds. CFO Solutions assesses your application and processes, prioritizes improvements, and creates a practical path to recovery.

Start a Planning Session with Our Finance Experts

Spend time with experienced finance professionals to review your current processes and challenges. We’ll help you identify practical improvements across planning, reporting, and performance management.

Schedule a Discovery Call
Jennifer Buchanan, Partner at CFO Solutions and Infor Practice lead, providing strategic leadership in performance management.

Jennifer Buchanan
Partner
CFO Advisory Services