About this resource
Built around a real business decision.
A concise assessment for deciding where workflow automation can improve control, speed and visibility across finance operations. It is structured for cfos, controllers and finance transformation teams who need a useful starting point for internal discussion, evaluation and next-step planning.
- Identify exception-heavy processes
- Protect approval and audit controls
- Sequence automation by readiness and value
How to use it
Use the framework during discovery, a cross-functional workshop or an early vendor review. Adapt the questions to your operating context and evidence requirements.
What it does not replace
This resource is general business information. It does not replace legal, security, financial or procurement advice specific to your organisation.
The complete PDF is available through the form. Its public sources and publication notes appear in the document.

