- Follow a structured, 4-part checklist covering team setup, data readiness, entity structure, and system access.
- Identify all key roles and responsibilities to ensure ownership and accountability from day one.
- Verify your data integrity and multi-entity configurations before implementation begins.
- Align IT, finance, and leadership teams around a clear rollout plan for a faster go-live.
- A comprehensive pre-implementation checklist ready for download and internal use.
- Detailed steps for team, data, entity, and access preparation.
- Practical guidance on common blockers and how to resolve them before rollout.
- A companion 30-day implementation timeline from initial setup to full production.
- Finance transformation leads planning or managing automation projects.
- CFOs and controllers preparing their teams for close automation adoption.
- Implementation managers or project leads coordinating ERP or automation rollouts.
- Finance teams seeking a proactive roadmap for a smooth go-live experience.
The Smartest in Finance are Moving Beyond Spreadsheets
