Curious about how a free 20 min call with me would look like? Here you can read an example.
Don’t hesitate to book your own free meeting with me to discuss how your organization could transform for the future!
Daniela: Hi Customer X, thank you for reaching out. I’m Daniela Forsgård, and I specialize in Finance Transformation and Agile Finance. I understand you’re looking for ways to optimize your financial operations. Could you tell me a bit more about the specific challenges you’re facing?
Customer X: Hi Daniela, thanks for meeting with me today. Sure, our main issue is that our financial processes are quite slow and rigid. This has been causing delays in reporting and decision-making, which is impacting our overall agility as a company.
Daniela: I see, that’s quite common in traditional setups. Agile Finance can definitely help streamline your processes. Have you implemented any elements of Agile methodologies in other areas of your business?
Customer X: Yes, our development teams have been using Agile for a couple of years now, and it has significantly improved their productivity and response times.
Daniela: That’s great to hear. Implementing Agile in your finance operations can similarly transform how you handle financial management. For instance, we can introduce shorter planning cycles and use rolling forecasts to replace annual budgets, which allow for more flexibility and quick adjustments based on current business conditions.
Customer X: That sounds promising. How difficult is it to transition to this kind of system?
Daniela: It involves some changes, but with the right approach, it’s quite manageable. We start with doing a pre-study or a GAP-analysis of your current planning and budgeting process and compare it to your aspired future agile state. Then we prioritize and I propose a step-by-step implementation plan. Once agreed on the plan forward, we start the implementation and move into process redesign. At the same time we will also start training your team on some simple Agile practices tailored to finance to start the mindset change. The key is to iterate and improve incrementally, just like in software development.
Customer X: Will the GAP-analysis include systems and tools evaluation?
Daniela: Yes, definitely. Digital transformation goes hand in hand with Finance transformation and Agile Finance. There are for example several financial planning and analysis tools that are designed for agility. These tools can automate data collection and analysis, making it easier to generate real-time insights and forecasts. Plus, they can integrate with your existing ERP systems to ensure a smooth flow of data.
Customer X: I see. This is definitely something we should look into, I can tell that our organization would benefit by getting more agile in the finance operations. Could you come and meet us in person?
Daniela: Absolutely, I can give you and your team a more thorough presentation and discuss how I could help you on your journey forward.
Customer X: That would be very helpful. I will check with my team and get back to you with some available days to meet at our office.
Daniela: Perfect, looking forward to working with you and your team. Have a great day!