245. Financial Transformation Live: Transformation Trouble-shooters September Special

Episode notes

Send us your thoughts In this episode of Financial Transformation Live, Hannah Munro and Neil Lynchehaun tackle real-world transformation challenges submitted by finance leaders. Together, they share practical advice, frameworks, and lessons learned from years of hands-on transformation and consulting experience. Topics covered in this session include: Rethinking requirements gathering – moving away from 1,000-line requirement lists and focusing on outcomes, use cases, and best practices instead of replicating System selection approaches – how to frame your needs, engage vendors effectively, and avoid box-ticking RFP traps. Data migration dilemmas – when to clean data before Go Live, strategies for managing messy supplier and transactional records, and the risks of “garbage in, garbage out.” Simplify before you automate – why tackling root causes and streamlining processes is often more valuable than layering automation on top of inefficiency. Dealing with change fatigue – overcoming eye-rolling resistance to yet another project by contextualising benefits for teams, linking change to day-to-day roles, and building compelling outcomes.