Program overview
Automation Opportunity Review
We turn process optimization into a calm journey with growing efficiency at each step.
First week activities
- Leadership alignment and current state sharing
- Initial process walkthrough
- Systematic agenda confirmation
90 min
Calm leadership update
Key processes
Mapped per program
1 owner
Per streamlined workflow
Map
Current processes clearly.
Review
Identify simplification opportunities.
Redesign
Streamline for calm execution.
Signals we monitor
- Processes mapped clearly
- Opportunities prioritized
- Team running streamlined operations
Systematic Progress Updates
Each phase shows growing simplicity and calm.
“Finance now runs calmer with stronger controls and more time for insight.”
Core Components
Mapping, review, redesign, and support form a systematic sequence.
Mapping Sessions
Calm documentation of current reality.
Implementation Guidance
Support for team-led rollout.
Opportunity Workshops
Prioritization of simplification potential.
Redesign Sessions
Streamlining controls and workflows.
Sustainability Resources
Materials support ongoing process evolution.
- Recorded sessions
- Process maintenance guide
Efficiency Indicators
Progress tracked across effort reduction and control strength.
- Capability: teams can explain the new way of working.
- Assets: templates, briefs, and dashboards are versioned and shared.
- Cadence: recurring ceremonies lock in the habit.
Engagement Scope
Programs combine systematic mapping, opportunity review, and control redesign tailored to heads of finance and methodology departments.
- Process Mapping
End-to-end documentation of current workflows. - Effort Analysis
Measurement of manual time and error points. - Control Assessment
Evaluation of risk coverage versus complexity. - Automation Prioritization
Ranking of opportunities by impact and feasibility.
Deliverables
Outputs enable calm implementation and sustained efficiency.
- Executive summary for Finance Process Mapping
- Optimized process documentation
- Control redesign package
Key Efficiency Signals
Control coverage
Maintained or improved
Hours saved
Manual processing reduction
We monitor reduced manual time and maintained control.
Discuss Automation Opportunity Review
Share context about current initiatives and we will suggest the right sprint format.
Talk to us