Assess Your Automation Needs

Although automation is often positioned as the “ultimate solution” for ensuring accurate reporting and access to predictive insights, process standardization is key to its success. A disorganized, flawed process that is automated still incurs errors and increases an organization’s risk profile. Before automation is implemented in your Office of Finance, finance leadership needs to organize and refine processes.​

There are four key steps your organization needs to take before automation is put into place. Learn the first step in the video below. If you want to hear steps 2-4, watch the full webinar here.