White paper

Finance Transformation Readiness Checklist

Steps to calculate ROI and advocate for digital transformation


Melanie Gabriel

Co-founder & CMO

Thomas Inhelder​

Co-founder & CFO

Stephan Hebenstreit

Country Manager Austria

Lars Mangelsdorf

Co-founder & CCO

What's inside


The role of the Chief Financial Officer (CFO) is evolving rapidly, demanding a new breed of finance leaders who can drive change and embrace technological advancements.


However, in a 2021 survey by McKinsey & Co., only 25% of CFOs were identified as transformation-driving leaders, highlighting the need for change.


In this white paper, we provide a comprehensive checklist for CFOs and finance leaders to assess their readiness for finance transformation and make a compelling case for it.

Among others, we guide you through:


  • Identifying pain points
  • Understand your transformation goals
  • Quantify time and money costs
  • Assess potential savings 
  • Consider technology landscape
  • Calculate ROI
  • Address change management
  • Skills and talent readiness
  • Data governance and security
  • Resource allocation and leadership commitment

Download the checklist to assess your readiness.

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