SERVICES
FINANCE TRANSFORMATION
The pressure on Finance to do more with less has never been greater. Finance teams are being asked to accelerate close cycles, respond to fast-changing economic conditions, and support the business with improved analytics. With resources stretched thin, teams must find ways to spend less time processing transactions and collecting data and create space for robust analysis and business partnering. To achieve success, finance teams MUST define new ways of working: embracing new technologies, restructuring or eliminating legacy systems, standardizing and automating processes, and reskilling the workforce.
We believe that the collaborative energy of people working together is what drives transformation. We work with your team to assess the people, the process, and the technology components of transformation. We will work with you to develop a strategic transformation roadmap and create actionable plans to realize a bold new future.
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WHAT THIS LOOKS LIKE
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Interactive, hands-on workshops that align your team around a shared vision for the future.
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Working sessions or lean events focused on facilitating the redesign and standardization of critical business processes.
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Evaluating current systems to increase utilization, and the formation of a strategic technology roadmap that aligns with your business objectives.
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Recommendations for a modern finance organization model that incorporates shared services, outsourcing, centers of excellence, and agile finance teams designed to support your growing business demands.
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A step-by-step change management strategy, communication plans, and workshops that equip people to navigate the complexities of transformational change.
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An actionable framework to track progress and measure success.
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OUTCOMES
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An engaged TEAM working together to achieve common goals.
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People and processes that are not just more efficient, but more effective.
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Improved analytics, business partnering, and collaboration.
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Less reliance on spreadsheets, email, and out of system processes and controls.
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Faster business processes and improved time to close – monthly, quarterly, and annually.
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Now is the time to evolve into the Finance organization of the future, are you up to the challenge?
CHANGE LEADERSHIP
Change is no longer a project with a defined start and end. The rapid pace of innovation in today's marketplace means companies must be able to continuously change, adapting with speed and at scale. Change management is no longer enough. Change Leadership means navigating the ambiguity and complexity of transformational change, which requires new levels of leadership engagement, communication, and employee empowerment.
We believe the collaborative energy of people working together creates impactful and lasting change.
We equip teams to navigate change with a myriad of innovative tools and resources adapted specifically to your unique culture.
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WHAT THIS LOOKS LIKE
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Workshops designed to define the future vision, clarify the case for change, and develop the messages and stories that will sustain your change journey.
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Identification, engagement, and mobilization of change leaders, influencers, and early adopters; equipping them all to set the example for embracing change.
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A communication plan that includes audiences, messages, timing, and delivery methods.
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Training and coaching built to enhance your internal change capability.
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Toolkits and on-going access to resources to support continuous change.
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OUTCOMES
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Improved alignment and collaboration.
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Clear, concise, and consistent messages delivered to the right audiences at the right time.
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Confidence in your team's ability to adapt, mobilize, and TAKE ACTION in the face of change.
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Your ability to keep pace with innovation is paramount... is your team equipped to embrace transformational change and execute?
WORKSHOPS AND FACILITATION
Every time employees gather for a meeting there is an investment of time and resources. Successful companies are pro-active about maximizing efficiency and ensuring a return on that investment. The best companies recognize that effective meetings do not happen by themselves; it is with thoughtful planning and facilitation that teams are able to synthesize more data in less time, bring disparate opinions to consensus respectfully, and act quickly. Well-designed sessions unlock a team’s collective knowledge and tap into the creativity, innovation, and inspiration that lead to breakthrough results.
Collaborative Energy excels at bringing people together to change the way work gets done. We design and facilitate in-person and virtual meetings, workshops, and training sessions. These sessions are structured to help teams engage in moonshot thinking, aligning on a common vision, improving processes, and creating plans that lead to success.
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WHAT THIS LOOKS LIKE
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Gaining an in-depth understanding of the desired outcome; what you want people to learn, what you want them to do, and how you want them to feel.
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A thoughtful and proven approach to meeting design, blending tools and techniques for a customized solution.
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Thorough planning and preparation.
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A meeting summary, documentation of recommendations, and action plans.
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Follow up with working groups, ensuring continued progress.
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OUTCOMES
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Increased workforce productivity.
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A collaborative and confident team.
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Improved team alignment and buy-in.
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A culture of creativity and innovation.
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Ideas that translate into action.
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COMMONLY REQUESTED WORKSHOPS INCLUDE
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Visioning
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Goal Setting and Planning
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Team Alignment
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Process Improvement or Lean Kaizens
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Change Leadership
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Design Thinking
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Make the investment to get the most out of your team.