Outliers Professionals LtdOutliersProfessionals · Ltd
CFO Excellence Advisory
Advisory practice · svc-fin-trans

Finance Transformation Advisory

Modernise the finance operating model with AI, automation and the AIMM™.

Outliers Finance Transformation Advisory delivers end-to-end finance modernisation — from target operating model design to AI use-case selection — calibrated to the Outliers AI Powered Finance™ framework and the CFO AI Maturity Model™.

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Duration
16–24 weeks
Access tier
enterprise
Pricing
Custom · Programme-priced · Briefing on request

Business problem

Finance is over-reliant on spreadsheets, automation maturity is unclear, and the CFO has no defensible AI roadmap to brief the board.

Ideal client profile

  • CFOs sponsoring finance modernisation or ERP renewal
  • Groups upgrading from spreadsheet-based FP&A
  • Boards demanding an AI roadmap with measurable ROI

Symptoms / trigger events

  • Forecasting and reporting still run on spreadsheets
  • No documented finance target operating model
  • AI experiments exist but value is unclear
  • CFO AI Maturity Model™ position is unknown

Outcomes

  • Documented finance Target Operating Model (TOM)
  • Prioritised AI use-case portfolio with business cases
  • AIMM™ uplift roadmap with quarterly milestones
  • Benefits realisation framework adopted by the CFO

Scope of work

  • Run AI Readiness assessment and AIMM™ scoring
  • Design future-state TOM and capability map
  • Build prioritised AI use-case portfolio
  • Stand up benefits realisation tracking

Delivery phases

  1. Phase 1 · DiagnoseWeeks 1–3

    Score AI Readiness and current AIMM™ level; baseline TOM gaps.

  2. Phase 2 · DesignWeeks 4–7

    Author target TOM, AI use-case portfolio, AIMM™ uplift plan.

  3. Phase 3 · MobiliseWeeks 8–12

    Stand up transformation governance, sequence pilots, deploy AI Dashboard.

  4. Phase 4 · RealiseWeeks 13–24

    Coach steering committee; track benefits realisation; quarterly board update.

Deliverables

  • AI Readiness diagnostic
  • AIMM™ baseline and roadmap
  • Finance Target Operating Model
  • AI use-case portfolio with business cases
  • Benefits realisation tracker

Symptoms this practice addresses

  • FP&A & PlanningForecasting unreliability — variances > 10% or rolling forecast missing
  • ControllershipFinance close delays — > 8 working days from period-end to signed pack
  • TransformationLow automation maturity — finance is spreadsheet-dependent
  • TransformationAI readiness uncertainty — no defensible AI roadmap for the board