User Education and Process Mapping Technology alone won’t drive transformation—people will. Engaging and educating your team, and mapping processes thoughtfully, builds buy-in, uncovers hidden opportunities, and sets the stage for sustainable automation and analytics success. Involve and educate the team We have all been “informed” that we will be performing tasks a new and “better” …
Month: June 2025
The first step in leading automation & analytics is to define the landscape. What is automation? What are analytics? What is automation? In the context of accounting, automation refers to the use of technology to perform routine, rules-based tasks with minimal human intervention. This is a broad definition and can range from basic manual tasks …
For as long as I can remember, the accounting profession has traditionally focused on compliance, control, and closing the books—often reduced to “counting beans.” We were the gatekeepers—tasked with making sure the numbers were accurate and the boxes checked.But the profession has evolved, and so have expectations. Today, accounting professionals are increasingly being seen as …