Provide leadership to ensure the creation of the vision and charter of the cross functional Finance Technology organization to accelerateInformation SharingTechnology Adoption ongoingNeeds AssessmentProblem Solving and deeper engagement on technology related solutions across Finance.



More Uses of the Finance Technology Toolkit:




• Ensure you standardize; lead Finance TechnologyContinuous Deliveryteam through process/application enhancements delivery utilizing a modified KanbanAgile Methodology
  
  

• Organize: functional ownership in Finance Technology, specifically leading the implementation of financial and regulatory reporting functions onto the corporate technologyData Lakeand leveraging platform services / financeAs A Serviceto performData Management
  
  

• Manage the Finance Technology control framework.
  
  

• Do something meaningful; Be a part of the future of Finance Technology and the no.
  
  

• Manage to date, yourTransformation Effortsin the Finance Technology space have been opportunistic.
  
  

• Be accountable for designing of Finance Technology architectures, financeData Modelsthat are part ofTechnology Modernizationinitiatives and benchmarking/standard industry practices.
  
  




 



Save time,, empower your teams and effectively upgrade your processes with access to this practical Finance Technology Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Finance Technology related project.



Download the Toolkit and in Three Steps you will be guided from idea to implementation results.



The Toolkit contains the following practical and powerful enablers with new and updated Finance Technology specific requirements:



STEP 1: Get your bearings



Start with...




• The latest quick edition of the Finance Technology Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.




Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…




• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation




Then find your goals...



STEP 2: Set concrete goals, tasks, dates and numbers you can track



Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Finance Technology improvements can be made.



Examples; 10 of the 999 standard requirements:




1. How are costs allocated?
   
   

2. How do you recognize an objection?
   
   

3. What are the requirements for audit information?
   
   

4. The political context: who holds power?
   
   

5. Act/Adjust: What Do you Need to Do Differently?
   
   

6. Why should people listen to you?
   
   

7. How do you prevent mis-estimating cost?
   
   

8. How can skill-level changes improve Finance Technology?
   
   

9. What are the implications of the one critical Finance Technology decision 10 minutes, 10 months, and 10 years from now?
   
   

10. How do you focus on what is right -not who is right?
    
    




Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:




• The workbook is the latest in-depth complete edition of the Finance Technology book in PDF containing 994 requirements, which criteria correspond to the criteria in...




Your Finance Technology self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:




• The Self-Assessment Excel Dashboard; with the Finance Technology Self-Assessment and Scorecard you will develop a clear picture of which Finance Technology areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Finance Technology Self-Assessment

• Is secure: Ensures offline Data Protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:





 



STEP 3: Implement, Track, follow up and revise strategy



The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Finance Technology projects with the 62 implementation resources:




• 62 step-by-step Finance Technology Project Management Form Templates covering over 1500 Finance Technology project requirements and success criteria:




Examples; 10 of the check box criteria:




1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?
   
   

2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?
   
   

3. Project Scope Statement: Will all Finance Technology project issues be unconditionally tracked through the Issue Resolution process?
   
   

4. Closing Process Group: Did the Finance Technology Project Team have enough people to execute the Finance Technology Project Plan?
   
   

5. Source Selection Criteria: What are the guidelines regarding award without considerations?
   
   

6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Finance Technology Project Plan (variances)?
   
   

7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?
   
   

8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?
   
   

9. Procurement Audit: Was a formal review of tenders received undertaken?
   
   

10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?




 
Step-by-step and complete Finance Technology Project Management Forms and Templates including check box criteria and templates.



1.0 Initiating Process Group:




• 1.1 Finance Technology project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix




2.0 Planning Process Group:




• 2.1 Finance Technology Project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Finance Technology Project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Finance Technology project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan




3.0 Executing Process Group:




• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log




4.0 Monitoring and Controlling Process Group:




• 4.1 Finance Technology project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance




5.0 Closing Process Group:




• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Finance Technology project or Phase Close-Out

• 5.4 Lessons Learned




 



Results



With this Three Step process you will have all the tools you need for any Finance Technology project with this in-depth Finance Technology Toolkit.



In using the Toolkit you will be better able to:




• Diagnose Finance Technology projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based Best Practice strategies aligned with overall goals

• Integrate recent advances in Finance Technology and put Process Design strategies into practice according to Best Practice guidelines




Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.



Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'



This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Finance Technology Investments work better.



This Finance Technology All-Inclusive Toolkit enables You to be that person.



 



Includes lifetime updates



Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.