The Magic Change Management Playbook | Weel

Accounting Apps Podcast| formerly Cloud Stories | Accounting Technology

Today I’m sharing a panel discussion from the Weel CFO Summit ‘23.

This discussion covered key considerations for finance technology procurement strategies, including expense management solutions, revenue collection processes, and spreadsheet vs reporting apps. The panellists provided advice on touching multiple solutions, negotiating pricing, and engaging stakeholders to understand pain points and maximise existing tools.

The topic was Finance Technology ROI 2023: Where to invest?

The panel participants were:

Alex Miller Co-founder & CEO of Hudled

Jun Yan Director at Ravit Insights

Laurel Grey National Manager, Digital Advisory at RSM Australia

Tyler Caskey Partner The Bean Counters

In this episode, we talk about . . .

• The typical procurement strategies

• The key elements to developing a procurement strategy.

• Challenges in the B2B market.

• Procurement process for larger purchases.

• Navigating step-up costs as part of a procurement strategy.

• The state of the fragmented expense management space.

• Dealing with painful is the expense reimbursement processes

• Challenges businesses face when implementing expense management solutions.

• The Magic Change Management Playbook.

• How to convince the board to make a change

Read more at https://heathersmithsmallbusiness.com/blog/

Read more about Weel here : https://letsweel.com

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