249. Financial Transformation Live: Stop Shopping, Start Transforming

Send us your thoughts In this insightful Financial Transformation Live session, Hannah Munro, Managing Director of itas Solutions, challenges the traditional approach to purchasing new technology solutions. Rather than focusing solely on procurement checklists and feature comparisons, Hannah encourages finance leaders to rethink how they approach technology selection — shifting from “shopping” to “transforming.” Drawing on her consultancy experience, she explores how organisations can accelerate time to value, engage suppliers more effectively, and turn the buying process itself into the first step of transformation. 💡 In this episode, Hannah covers:Why the traditional RFP (Request for Proposal) approach often fails to deliver transformational outcomesHow to design a consultative selection cycle that prioritises outcomes over featuresThe importance of sharing problem statements, goals, and process maps with suppliers to drive better recommendationsHow to educate and engage potential partners to uncover innovation and align with your business challengesMethods to evaluate technology solutions based on process efficiency, control, ROI, and real-world use casesPractical steps to ensure suppliers start learning about your organisation before implementation — accelerating time to value Links mentioned in this episode:Previous session: Transformation TroubleshooterConnect with Hannah MunroExplore more Finance Transformation Live sessionsWhich Sage Product is Right For You Quiz!Learn more about Sage Intacct Customer Success StoriesPre Purchase ConsultancyBook a discovery call  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!