FINANCE SYSTEMS CHANGE
New systems.
Same business.
Keep it moving.
Your finance system is changing. Your customers still need invoices. Your people still need paying.
Leanpro connects the systems project to the business that has to run through it.
ERP implementation · Finance separation · Operational readiness
A new company needs more than a new ledger.
Entity details, bank accounts and approval ownership need to align before transactions can flow.
Illustrative dependency map. Select a topic to explore.
01 / CONNECT THE WORK
The software is one part.
Here’s what surrounds it.
We help finance leaders, systems teams and implementation partners work to the same practical plan.
Define what must work.
Agree the critical transactions, entities and business processes for the first operating day.
Connect the dependencies.
Bring together data, banking, access, integrations and decisions owned outside the systems team.
Prove the business is ready.
Test real scenarios. Prepare people. Establish the evidence for a go-live decision.
Land the change.
Coordinate cutover, contingency, communications and support through the first operating cycle.
02 / FIND YOUR STARTING POINT
What’s still
unresolved?
Three questions. A clearer next conversation.
This quick exercise highlights areas to explore. Your answers create a working brief you can download and bring to your team.
A discussion aid. A full readiness review also considers testing, controls, contingency and operational evidence.
Read the full readiness checklist& migration
on Monday?
- Invoice customers
- Approve payments
- Support our people
03 / EXPERIENCE IN PRACTICE
Working across
the gaps.
Our finance separation work at CDP connected systems delivery with business inputs, regional requirements and operational readiness.
The work included integrated planning, dependency management and communications across finance and specialist teams.
Explore the finance separation experienceFinance systems delivery · Business readiness · International coordination
A PRACTICAL TAKEAWAY
Your next meeting.
Better prepared.
The Finance Readiness Starter Pack gives you a structure to work through with your team.
- 01 Critical transaction checklist
- 02 Dependency and ownership register
- 03 Go-live discussion agenda
- 04 First-cycle support planner
Printable HTML workbook · Opens in your browser · No sign-up
Finance readiness.
A working start.
Clarity before cutover.
THE QUESTIONS THAT MATTER
Before you
make the move.
What does a finance systems implementation need beyond configuration?
A defined operating scope, reliable data, agreed process ownership, tested integrations, appropriate access and a prepared finance team. Leanpro helps coordinate those business requirements alongside the implementation partner’s technical plan.
Can Leanpro work with our existing software partner?
Yes. We can provide client-side programme and project support, connecting your finance and operational teams with the partner delivering the system. Specialist configuration and technical delivery remain with the appropriate specialists.
How do we know whether we are ready to go live?
Agree evidence for the critical business scenarios, reconcile migrated information, confirm ownership and access, and rehearse cutover and contingency. Decision makers need a clear view of unresolved issues and their consequences. Start with the finance systems readiness checklist.
Can you support a carve-out or acquisition?
Leanpro’s focus includes finance systems separation and acquisition integration. The delivery plan needs to connect legal and organisational changes to the processes, systems and people required to operate.
LET’S CONNECT THE WORK
What’s changing
in your business?
Tell us what is moving, when it needs to happen and where you need a clearer plan.
Discuss your finance changewebsite@leanpro.co.uk