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The Transformation Roadmap

Four phases.
Two pillars.
One outcome.

The difference between a business that's surviving and one that's thriving is rarely the product, the market, or the team. It's whether the founder can see clearly — where cash is made, where it's leaking, and what the next move should be.

We don't sell hours. We build capability — a finance function, and the AI that works around it — structured around a proven roadmap, adapted to where your business is today.

Typical duration
12–24 months
Engagement style
Fractional CFO
+ AI Transformation
Outcome
Capability you own
The roadmap at a glance
The full picture

Structured in phases.
Measured in outcomes.

Each phase has clear deliverables and a defined outcome — click any to see what's inside.
The sequence matters: you can't predict what you can't measure, and you can't measure what you haven't structured.

The roadmap and the AI Transformation Programme aren't alternatives — they're one sequence. First, a foundation you can trust. Then, capacity without the headcount. Both doors are valid: start where it hurts — the sequence is the same; only the entry point moves.

✦ AI in every phase — not just the last one
Year 1 — Build the function
1

Foundation

Finance Operations ✦ AI · First wins 3 months

Getting the house in order — clean data, proper controls, and a structure you can build on.

Chart of Accounts & General Ledger
Restructured into intuitive groupings that mirror how your business operates
Controls & Risk Framework
Preventive, detective, and corrective controls with Delegation of Authority
Systems & Processes
Accounting software, payroll integrations, AP/AR/GL/P2P workflows, SFRS compliance
People — Staffing & Skills
Gap assessment and right-sizing your finance function for the business you're building
AI Skills — First Wins
Transaction processing, reconciliation, and close acceleration — AI skills your team keeps, proven where the data is cleanest
Outcome
A finance function that can be trusted.

Close happens on time. Numbers reconcile. Controls catch errors before they become problems. You've stopped firefighting and started building.

Knowledge Management
Business model mapping, process walkthroughs, industry dynamics, 1-on-1s with management
Dashboards & Visualisation
Bespoke performance views designed for how your team thinks — not generic templates
Management Reporting Packs
Structured reports for management review — variance, waterfall, and trend analysis
Budgeting & Forecasting Process
Driver-based, zero-based budgets grounded in real seasonality — not last year plus 5%
AI Skills — Talk to Your Data
Natural-language queries over your dashboards — answers in minutes, not meetings
Outcome
Decisions made with clarity.

Every month your management team sees the same view of reality. Decisions stop being debates about what happened and start being debates about what to do next.

Custom Finance + Business Dashboards
Financial metrics blended with operational KPIs — revenue from any angle, profitability by any dimension
Data Democratisation
"Insights for all" — self-service analytics tools for management and business unit heads
Simulations & Scenario Analysis
M&A modelling, wargaming, what-if scenarios — a range of outcomes, not a single guess
Mid-Term Plan (3–5 Years)
A vision for the company backed by real drivers and tested assumptions — not wishful targets
AI Skills — Intelligence on Tap
AI-built market, competitor, and pricing briefs feeding every scenario
Outcome
A business that can plan ahead.

You can answer hard questions before they matter. What if a key customer leaves? What if we double the team? What's the acquisition worth? The answers are modelled, not guessed.

Year 2 — Look ahead
External Intelligence
Competitor tracking, industry benchmarks, macro data — context for every internal number
Predictive Analytics
ML-assisted forecasting for revenue, churn, working capital — trained on your actual history
Rolling Forecasts
12-month forward view, refreshed every month — the budget becomes a living document, not an annual ritual
AI-Augmented Operations
Automated month-end, anomaly detection, and AI-assisted analyst workflows built around your team
Skills Library
A permanent, documented library of AI capabilities — compounding across the business, owned by your team
Outcome
A finance function that looks forward.

You stop asking "what happened last month" and start asking "what's likely next quarter". The finance team shifts from reporting history to shaping the future — and the business gains a proving ground the rest of the transformation can scale from.

The two pillars

Every phase sits on the same two ideas.

Accelerating growth through systems leadership

We build systems — not one-off reports, not temporary fixes. Every deliverable is designed to compound: clean data feeds clean dashboards; clean dashboards feed confident decisions; confident decisions feed a better plan. The function gets stronger as the business grows.

Empowering teams through financial & AI leadership

We transfer capability. Your team learns the frameworks, owns the dashboards, runs the process. We're deliberately working ourselves out of a job — because a finance function that depends on an outside advisor isn't really yours. By the end, you have a team that can carry the work forward without us.

Where the roadmap leads

Phase 04 is a doorway.

✦ Roadmap Phase 04 = Programme Workstream 01

The roadmap's last phase is the programme's first workstream — one motion, two tempos. AI-augmented finance is the proving ground where the AI Transformation Programme begins, and by the time you reach it, your business has the one thing most AI projects never get: a finance function that can audit the returns. From there, the same discipline scales across all five functions — 100 permanent AI skills in twelve months, eligible for up to 50% EDG co-funding.

Explore the programme
Phase by phase

Scope before we start

Each phase begins with a short scoping conversation and a one-page brief: what we'll deliver, what you'll get, and what "done" looks like.

If the fit isn't right, we say so — and we stop.

Pricing

Fixed fee, not hourly

We don't sell hours, so you don't pay for them. Each phase has a fixed fee tied to the deliverables — you can budget for it, and we can't pad it.

Fees are quoted after scoping, not before.

Handover

We work ourselves out

Every engagement is designed with a handover in mind. Your team owns the dashboards, the process, the playbook.

We stay as long as you need us — and no longer.

Ready to map yours?

Let's figure out which phase
your business is actually in.

A 30-minute call. We'll ask about your current setup, listen to what's working and what isn't, and tell you which phase is the right place to start — or whether we're not the right fit.

Start a conversation See the results first