Finance / Microsoft 365
Finance Process Digitalization
Organize budget, close and collections information around defined finance processes and reporting responsibilities.
Participants
Who it is for
Finance directors, controllers, accounting managers and financial analysts.
Illustrative exercise
Keeping financial close tasks visible
Organize close activities, assign responsibilities and make outstanding inputs visible to the finance team.
The practical exercise and prerequisites are agreed with your organization during scoping.
Learning Objectives
Map a finance process and the information it requires; structure working records; configure an alert or approval exercise and prepare a finance reporting view.
Main Topics
Budgeting, reporting, close, invoicing and collections; finance reports, invoice records and close archives in SharePoint; overspend alerts, follow-up reminders, close notifications and payment validation with Power Automate; budget versus actual, cash flow, receivables and cost-centre reporting in Power BI.
Practical Learning Outputs
A finance process map; a finance SharePoint workspace; an alert or validation exercise; a finance dashboard exercise; a 30-day action plan.
Three days, one practical progression
- Day 1
Understand
Map the process, responsibilities and points of friction.
- Day 2
Build
Structure SharePoint information and configure an automated workflow.
- Day 3
Operate
Develop reporting and prepare a 30-day action plan.