A structured, end-to-end approach to assessing and improving your finance capability.
Structured. Proven. Repeatable.
01 Mobilise
Focus
Define scope, objectives & stakeholders
What We Do
- Confirm business objectives, transformation drivers and success criteria
- Identify key stakeholders across Finance, FP&A, IT and Data
- Define scope across Planning, Consolidation, Data and Analytics
- Agree timelines, governance and engagement approach
Output
- Engagement plan
- Stakeholder map
- Agreed scope & success criteria
02 Discover
Focus
Understand current processes, systems & pain points
What We Do
- Conduct structured stakeholder interviews across finance functions
- Review planning models, consolidation processes and reporting outputs
- Map end-to-end processes (planning, close, reporting cycles)
- Assess system landscape including EPM tools, ERP and data flows
- Identify manual workarounds, inefficiencies and control gaps
Output
- Current state process maps
- System landscape overview
- Pain points & inefficiencies log
03 Assess
Focus
Quantify maturity across process, data & technology
What We Do
- Score each capability across defined criteria (process, data, technology, governance)
- Evaluate planning cycle time, forecast accuracy and scenario capability
- Assess consolidation speed, controls and intercompany processes
- Review data quality, integration architecture and ownership
- Analyse reporting effectiveness, insight generation and decision support
- Benchmark against best practice and peer organisations
Output
- Detailed maturity scores (by capability)
- Capability heatmap
- Gap analysis with root causes
- Benchmark comparison
04 Identify
Focus
Define improvement opportunities
& value drivers
What We Do
- Translate assessment findings into targeted improvement initiatives
- Identify quick wins (process optimisation, automation, reporting improvements)
- Define structural changes (data model, integration, operating model)
- Assess impact vs effort for each initiative
- Align opportunities to business outcomes (speed, accuracy, insight)
Output
- Opportunity backlog
- Prioritised initiatives
- Value drivers & impact assessment
05 Roadmap
Focus
Structure a phased transformation plan
What We Do
- Sequence initiatives into logical delivery phases
- Define dependencies across systems, data and processes
- Align roadmap to business priorities and resource constraints
- Identify quick wins vs longer-term transformation items
- Outline delivery approach (agile, phased, parallel streams)
Output
- Transformation roadmap
- Phased delivery plan
- Timeline & key milestones
06 Align
Focus
Confirm direction & secure
executive buy-in
What We Do
- Present maturity assessment, key findings and insights.
- Walk through prioritised roadmap and expected outcomes.
- Validate assumptions and refine based on stakeholder feedback.
- Align on priorities, sequencing and next steps.
- Define transition into delivery or further design phases.
Output
- Executive-ready report
- Agreed priorities & next steps
- Transformation starting point
