Assessment & roadmap

Before the next investment,
understand the problem.

A slow close, unreliable reporting or an overextended team can have several causes. An assessment connects what people are experiencing with the processes, data and systems behind it.

Discuss an assessment

An assessment can focus on one part of finance, such as close, payables, receivables or reporting. It can also examine the structure your finance function needs at its current stage and as the business grows: accountabilities, capabilities, capacity and the transition between today’s organization and its future needs.

We agree the questions to investigate, who needs to be involved and what evidence to review.

Which problems are creating the most rework or risk?
What structure and accountabilities does the business need now and at its next stage?
Where do data quality and handoffs break down?
What can improve now, and what needs a larger investment?

Findings and a roadmap

Current operations

The work, responsibilities, systems and dependencies behind the problem, with findings grounded in the evidence reviewed.

Priorities

Issues and opportunities weighed against business impact, risk, dependencies and the effort required.

Roadmap

Recommended next steps, sequencing and ownership, including the transition from current to future needs, agreed progress measures and open decisions.

Agree the question

Define the business concern, boundaries and decisions the assessment should support.

Review how work gets done

Talk with the people involved and review the relevant processes, data, controls and system touchpoints.

Test the findings together

Work through root causes and tradeoffs with your team. Distinguish evidence from assumptions and surface what remains unknown.

Agree the next steps

Review the recommendations with decision-makers and agree the priorities, owners and next steps.

From assessment to delivery

The assessment produces findings and a roadmap. System selection and implementation are planned as separate stages.

Start a conversation

What would you like
to improve?

Tell us what’s happening in your business and what you need help with.

Book a conversation

A 30-minute discovery call.

We’ll talk about what you need help with, your priorities and possible next steps.