220. Financial Transformation Live: Improving the Quote-to-Cash Process

CFO 4.0 - The Future of Finance

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In this episode of Financial Transformation Live, Hannah Munro dives into the critical steps for effective process mapping and how it can drive successful financial transformation. Discover practical insights on simplifying complexity and ensuring your processes are future-ready.
Key takeaways include:

The importance of involving sales, CRM, and IT leadership in process evaluations.
How to identify, map, and validate use cases before redesigning processes.
Strategies to prioritise high-impact areas and manage process exceptions.
Why future-proofing your processes is essential for growth and scalability.
Best practices for facilitating and documenting process mapping sessions.
Tools for effective digital documentation and why real-time collaboration matters.

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Chapters

1. Introduction to CFO 4.0 and Quote-to-Cash (00:00:00)

2. The Case for Process Excellence (00:01:58)

3. Six Key Steps to Process Re-engineering (00:05:32)

4. Understanding Use Cases and Scenarios (00:10:47)

5. Technology Integration and Automation (00:18:18)

6. Common Mistakes and Top Tips for Success (00:26:11)

7. Session Wrap-up and Additional Resources (00:38:39)

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