This edition of The AP Arms is all about how to measure success in Finance Transformation projects. David Willis, Regional Director at OJC Consulting, joins Xelix Partnerships Lead Fred Leeming to have a conversation about the challenges finance teams face, how to define success and why user adoption and change management are critical for long-term success.
At OJC, a top consulting firm supporting businesses through their digital transformation, David draws on his 20 years of experience to drive operational efficiency. He strategises with his clients to help them design and implement tailored, automation-driven solutions that streamline workflows, enhance efficiency and drive commercial success.
Lucky for us, he’s no stranger to the occasional pub trip with fond memories of karaoke nights in his hometown and the 2003 rugby world cup.
As businesses automate, finance teams are under pressure. David highlights how these teams are being asked to do more with less.
“There’s pressure to manage growth and stay compliant, and automation is central to alleviating this burden,” David explains. “But the real challenge is aligning technology with business goals.”
While technology is crucial, the real measure of success isn’t only about whether or not you’ve installed new systems. It’s about how much these systems serve your company’s unique objectives.
“We work with stakeholders from the start to ensure we align the transformation with their goals,” says David. “Having clear objectives helps guide the project and deliver real value.”
A common obstacle in Finance Transformation projects is user adoption. Resistance to new technology is common amongst teams, especially if users are comfortable with legacy systems.
“Technology should make life easier,” he says. “If we engage users early, they’re more likely to embrace the system. Understanding a company’s culture helps ensure the new system fits the way employees work.”
Having internal champions who understand the new technology and can support their colleagues also boosts adoption.
Crucially, in today’s digital age, employees expect the same intuitive user experiences they get from the apps on their phone.
“People expect apps to be fast and easy to use,” David notes. “We ensure our finance systems provide the same seamless, efficient experience.”
By focusing on user-friendliness, finance teams can ensure smoother transitions and higher adoption rates.
A successful Finance Transformation goes beyond the initial implementation with continuous support and change management. David explains how important it is to address how teams will reallocate their newly freed-up time.
“If we automate tasks, what will your team do with that time?” he asks. “The focus should shift to high-value activities like supplier relationship management or strategic work.”
This approach ensures the transformation delivers sustained value over the long term.
After the system goes live, it’s important to track performance and gather user feedback. David’s team works with clients long after the project is completed to ensure ongoing success.
A key trend set to influence projects is the rise of regulatory compliance, particularly in Europe, where mandatory e-invoicing is pushing businesses to upgrade their systems.
“These regulatory shifts create an opportunity to modernise financial processes,” says David. “It’s not just about staying compliant. It’s about improving your overall system.”
Finance Transformation isn’t just about finding new technology. It’s about aligning systems with business goals, ensuring user adoption and providing ongoing support. By focusing on clear objectives, user experience and continuous improvement, organisations can achieve long-lasting, meaningful change.
With the right approach, finance teams can not only streamline operations but also focus on strategic tasks that drive growth and success.
A huge thank you to David for sharing his insights on measuring the success of Finance Transformation.
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