About This Course
This 2-day leadership program enables Finance GBS/SSC leaders and transformation heads to design an Al-first transformation strategy and an 18-36 month roadmap. Participants align literacy (Course 1), automation (Course 2), and analytics (Course 3) into a coherent portfolio, supported by a Target Operating Model (TOM), governance cadence, and stage-gated risk/control checkpoints. The workshop is highly applied: teams leave with a strategy pack, prioritized use-case portfolio, roadmap, and a 90-day execution charter.
Learning Objectives
By the end of this program, participants will be able to:
- Run an Al readiness diagnostic (People, Process, Data, Tech, Risk/Controls)
- Prioritize initiatives using SCQA framing and a value/feasibility/ risk matrix
- Define the TOM (roles, CoE model, decision rights, governance cadence, standards)
- Build an 18-36 month phased roadmap with milestones, dependencies and KPIs
- Stress-test top initiatives using an Al "pre-mortem" (risks, dependencies, mitigations)
- Define a governed "Finance GBS Knowledge Stack" (documents, owners, update cadence)
- Produce a 90-day execution charter for pilots and KPI tracking
Prerequisites
Courses 1–3 or equivalent experience in GenAI adoption, automation design and finance analytics.
Target Audience
Finance GBS/SSC leaders, CoE/transformation heads, PMO leads, senior process owners (P2P/02C/R2R). governance/compliance leads. Suitable for Level 3+ organisations.
Training Outline
Direction, Readiness & Portfolio
- Executive framing: Define AI-first finance GBS outcomes, including SLA, cycle time, productivity, quality, and risk.
- Readiness diagnostic workshop: Assess people, process, data, technology, and risk.
- SCQA problem framing: Structure and prioritize key initiatives using the SCQA method.
- Use-case and value matrix: Rank inititatives, select pilot projects, and assign owners
TOM,Roadmap & Execution
- Taret Operating Model: Define CoE roles, governance cadence, standars, and decision rights
- Control checkpoints: Set boundaries for AI, approvals, and evidence/audit trail requirements.
- Roadmap build: Develop and 18–36 month roadmap from foundations to scale and optimization.
- Strategic Sparring: Conduct AI pre-mortem on top initiatives and identify mitigations.
- Knowledge Stack Blueprint: Design SOPs policies, limits, SLA definitions, and controls.