PRACTICAL TOOLS / USEFUL KNOWLEDGE
Leave with something
you can use.
Working packs for your next meeting. Guides for the decisions behind it.
Free working packs
Finance Readiness Starter Pack
Critical transactions, dependencies, go-live decisions and support through the first operating cycle.
EDITABLE / PRINTABLEAcquisition Integration Starter Pack
Define the operating move, connect workstreams and plan the first 100 days.
EDITABLE / PRINTABLEShared Services Assessment Workbook
Assess activity, retained responsibilities, mobilisation and service acceptance.
EDITABLE / PRINTABLEERP Selection & Implementation Pack
Requirements, demonstration questions, option assessment and adoption planning.
EDITABLE / PRINTABLEGo-Live Decision Pack
Make readiness evidence, conditions, contingency and handover visible.
EDITABLE / PRINTABLEBusiness Improvement Workbook
Understand friction, assess opportunities and choose a manageable first phase.
EDITABLE / PRINTABLEAI Opportunity Workbook
Choose useful opportunities, prepare controls and define pilot success.
Practical guides
Finance systems readiness checklist
Six areas to review before the operating move.
WORKING KNOWLEDGEWhat should an acquisition integration plan include?
Practical questions, operating considerations and a related working pack.
WORKING KNOWLEDGEWhat should be agreed before moving work into shared services?
Practical questions, operating considerations and a related working pack.
WORKING KNOWLEDGEOperational readiness checklist before go-live
Practical questions, operating considerations and a related working pack.
WORKING KNOWLEDGEWhat should a pilot prove before rollout?
Practical questions, operating considerations and a related working pack.
LET’S CONNECT THE WORK
What needs to move forward?
Tell us what is changing, where you are in the process and where you need a clearer plan.
Start a conversationwebsite@leanpro.co.uk