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Your finance team won’t adopt new technology… and that’s your problem to solve

Your finance team won’t adopt new technology… and that’s your problem to solve

carole, Finance Streamlining

Key TakeawaysSkills gaps and poor change management are the real reasons finance teams fail to adopt new technology. Over 77% of CFOs say they need digital skills they don’t have. The fix starts with process redesign, upskilling, and visible leadership....
How the right analytical dimensions cut financial reporting time by 30%

How the right analytical dimensions cut financial reporting time by 30%

carole, Finance Streamlining

Key TakeawaysPoorly designed analytical dimensions are one of the most underestimated causes of slow financial closes. According to Gartner, standardizing chart-of-accounts and reporting structures can cut period-end close time by 20-30%. Selecting a minimum viable...
Hidden Cost of Fragmented Record-to-Report in Multi-Entity Finance

Hidden Cost of Fragmented Record-to-Report in Multi-Entity Finance

carole, Finance Streamlining

The hidden cost of an unstructured Record-to-Report process in multi-entity finance operations Key TakeawaysAn unstructured Record-to-Report process in a multi-entity environment creates inefficiencies, delays, and unreliable data. Top-performing finance teams spend...
5 Mistakes I Made with Claude on Excel (and How to Avoid Them)

5 Mistakes I Made with Claude on Excel (and How to Avoid Them)

carole, Finance Streamlining

Key Takeaways I tested Claude on a mission tracking Excel model. Result: visually perfect but unusable: hardcoded numbers, no dynamic logic, 4 to 5 iterations required. According to McKinsey (2024), 58% of generative AI users report a longer learning curve than...
2023 Most Promising Digital Transformation Services Provider 
 | Penon Partners
2023 Most Promising Digital Transformation Services Provider 
 | Penon Partners
2023 Most Promising Digital Transformation Services Provider 
 | Penon Partners

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