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My approach

Transformation cannot wait until the company is exhausted. It must start early, with a clear, pragmatic path that delivers visible results within twelve months.

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Months 1–3

Expose the inefficiencies

  • Map how overhead functions really operate (finance as the pilot case).

  • Surface manual processes, Excel dependencies, scattered expertise, and approval bottlenecks.

  • Translate these inefficiencies into hard numbers: cost of overhead, hours lost, delays in decision-making.

  • Make pain visible for the executive team.

Months 4–6

Identify and unlock hidden capabilities

  • Spot the "data and automation specialists" already in the company - often buried in local IT or underutilized.

  • Pair them with process experts to prototype quick wins in automation.

  • Show leadership that transformation is not only about cutting cost, but redeploying talent into future-focused roles.

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Months 7–9

Scale automation, standardization, and data flow

  • Replace fragmented reporting with a consistent information flow.

  • Standardize key processes (O2C, P2P, reporting) to eliminate redundant local variations.

  • Automate repetitive tasks, freeing teams from low-value manual work.

  • Deliver the first end-to-end automated workflows that reduce cycle times and errors.

Months 10–12

Embed transparency and decision speed

  • Build lean reporting pipelines where data is reliable, fast, and decision-ready.

  • Reduce reliance on “hero experts” and Excel patches; institutionalize knowledge in systems.

  • Redeploy freed capacity to strengthen business partnering and scenario planning.

  • Demonstrate measurable results: overhead reduction, faster close, and ability to cover more revenue with unchanged overheads.

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Outcome


Within one year, the company sees tangible results: automation in place, overhead costs reduced, and faster, more reliable reporting. More importantly, the groundwork is laid for a multi-year transformation journey (two to three years) - one that scales automation, embeds digital capabilities, and permanently shifts the mindset from manual firefighting to decision-ready insight generation.

 

This is not only cost transformation. It is building the muscle for survival and competitive advantage in markets where margins are razor-thin.

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