What Will Your Scorecard Reveal?
Upon completion, you’ll receive a tailored profile showing where your finance function stands today, plus targeted steps to strengthen transformation ROI and readiness for AI, EPM, and connected planning.

High Risk Finance Foundation
Your finance function is at risk due to weak data quality, limited ownership, governance gaps, or high spreadsheet dependency. Transformation initiatives may increase costs and complexity without addressing core issues. Immediate focus on foundational improvements is critical for future success.

Emerging Transformation Readiness
Your finance function is building momentum but still faces foundational risks. Progress is being made, yet gaps in governance, data, or process could undermine adoption of AI and EPM. Targeted remediation will help unlock greater transformation value.

EPM Ready, Adoption Needs Focus
You have the technical foundations for EPM and automation but may be struggling with adoption, change management, or post-go-live optimisation. Strengthen user buy-in, refine workflows, and ensure new tools deliver sustainable business outcomes.

Strategic Finance Operating Model
Your finance function operates at a strategic level, with strong data, controls, and adoption of advanced tools. You’re positioned to scale AI, EPM, and connected planning for measurable business impact. Focus on continuous improvement to maintain your lead.
Assess Your Finance Transformation Readiness Today
