The Magic Change Management Playbook | Weel

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 From here, I suggest you join the Xero Mastermind group on Facebook for advanced conversations around the ecosystem. I suggest you  subscribe to the informative Accounting Apps newsletter which gives you a great overview of the ecosystem space.  I encourage you to connect with me on LinkedIn and subscribe to the Cloud Stories podcast.

Om Podcasten

Heather Smith interviews special guests from the AccounTech ecosystem. Explore how accountants and bookkeepers can optimally use Accounting Apps amd Accounting Technology in their practice and their clients business. Your host, Heather Smith, is obsessed with the power of effective automation, integration, accounting technology and App Advisory. Join her and expert guests as they share their stories from this exciting world. Connect with HeatherSmithAU on your favourite platform. Cloud Stories is suited to Management Accountants, Accountants, Bookkeepers, Developers, Cloud enthusiasts, data experts, Virtual Chief Financial Officers VCFO, advisors and business people who are keen to learn about online cloud business solutions and platforms, that connect with Xero, MYOB and/or QBO and the associated community stories. An independently produced podcast.