Finance Transformation

Leverage finance transformation to maximize business profitability

Finance Transformation Initiatives

What are the keys to transforming the finance function successfully? 

  • Evaluate, prioritize and scope activities in a finance transformation roadmap that focuses on differentiators of success.
  • Create a future-state design with best practices, case studies and tools to support your business case.
  • Implement strategies that create value for business partners.
  • Keep finance transformation projects on schedule, on budget and sustainable.

Download the Finance Transformation Guide

Map your finance transformation from strategy through execution

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    Digital Drives Finance Transformation Strategy

    CFOs need a finance function that enables the strategic ambitions of the enterprise. For most organizations today, those ambitions feature digitalization. 

    The imperative for finance, however, is not just to drive enterprise digital initiatives but to digitalize the finance function itself.

    Watch Alexander Bant, Chief of Research for the Gartner Finance Practice, explain more about this dual transformation mandate for finance leaders.

    And then download the 10 Digital Imperatives for CFO eBook.

    Finance Transformation and the Operating Model

    To drive more business impact, finance functions need to refocus and restructure their operating model, processes and capabilities — and leverage more sophisticated finance analytics and finance IT.

    See these additional Gartner resources for insights on transforming the finance operating model:

    Effective Finance Transformation & Operations

    A driving factor for many finance transformation efforts is to drive productivity and cut costs. The best way to start evaluating the areas that need improvement is to start with benchmarking the metrics that are key to finance operational efficiency.

    For more on the keys to building a more responsive finance function, download this insight: Getting faster in finance where it matters.

    81% of companies have experienced a major reorganization in the past 12 months
    For strategic decisions, top-quartile analysis can increase sales by 1%

    Analytics in Finance Transformation

    Analytics are increasingly key to driving good decisions. Progressive finance leaders stay ahead of — and embrace — data and analytics (D&A) innovations to build a more data-driven finance function able to generate actionable business insights that improve performance.

    Download “Top 4 Data & Analytics Trends in Finance” to learn more.

    A graph showing the Indexed value of decisions driven by bottom-, average-, and top-quality analysis, reported by senior decision makers.

    Talent and Capabilities for Finance Transformation

    Finance talent needs are shifting at a rapid pace, and it is vital to finance transformation success that finance leaders equip the finance function with next-generation skills.

    For more on how to optimize and lead the finance team of the future, download this insights: Leading the Next-Generation Finance Workforce.

    Effective talent managers are 50% more likely to exceed their financial goals
    89% of shared-service organizations have more work to do and 57% have less money to do it with

    Shared Services in Finance Transformation

    Business partnership activities are critical to any finance transformation. Know where, when and how to use business partners like shared services, as well as what to benchmark and how to measure success.

    Watch this 1 minute insight from Gartner expert Cliff Struhar on trends and best practices impacting shared services strategy and structure.

    89% of shared-service organizations have more work to do and 57% have less money to do it with

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    Gartner Finance Transformation Case Studies

    Using Gartner resources, we cut the time needed to restructure the finance organization in half, and we achieved a high-quality outcome.

    Ivan Duvnjak

    CFO, Bariatrix Nutrition
    Case Study

    How does Gartner support finance transformation?

    Listen to the Capital Blue Cross CFO discuss Gartner’s end-to-end management support and expertise in business transformation.

    Also see how Gartner helped the City of Sydney steer large-scale finance transformation and drive continuous improvement.

    Experience Gartner Conferences

    Join your peers for the unveiling of the latest insights at Gartner conferences.

    Gartner’s finance experts are trusted, objective advisors for 1,750+ finance organizations

    Gartner for Finance provides insights, advice and tools to help finance leaders make the right decisions to drive business results.