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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.
• Practical controls and safeguards – validation techniques, duplicate supplier detection, and post-implementation clean-up strategies.

Links mentioned:

• Previous session: Planning a Successful Project
• Connect with Hannah Munro
• Connect with Neil Lynchehaun
• Explore more Finance Transformation Live sessions
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• Learn more about Sage Intacct
• Customer Success Stories
• Book a discovery call

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