1-2-3 Newsletter - Read Time - 3 Mins
Hello, and welcome to a another edition of the Tech for Finance Newsletter we're switching things up a bit with a 2-1-3:
This is a 76 page PDF that'll help you map your digital strategy with actionable steps + process flows on how to put the framework into practice.
CONTENTS:
1. Define objectives
2. Optimise existing systems
3. Upskill digital expertise
4. Implement new systems
5. Consider future technologies
6. BONUS - Communication framework
All chapter include real-life examples and use cases for each step.
Get your FREE copy on this link.
1. Podcast Interview
Last week, I interviewed Tejas Parikh, Founder/Director at Akshar Business Consulting. Podcast Ep.026 'Become a Finance ‘Doctor’ to Identify Your Pain and Stop Killing Time.'
We talk about:
- Why you need to review a process if it takes you more than 45 mintes
- The STAR framework for producing results
- A pain driven approach to identifying your challenges with a view of freeing up time for higher value activities.
2. Financial reporting masterclass
My friend Christian Wattig - Founder and MD at FP&A Prep - released a free masterclass on financial reporting recently. In the masterclass he will help you address:
#1 Too Many Slides
#2 Last-minute requests
#3 Data availability issues
#4 Analysis takes too long
#5 Consolidation is inefficient
#6 Creating the slides takes too long
You can find it here.
IMPORTANT - Always read the data policy for any tools you try. If you’re ever unsure. Make sure your data, and any customer or supplier data is anonymised.
NOTE - I am not affiliated with any of the tools in this e-mail.
So that’s it for this week.
Until next time.
Adam
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When you’re ready, there’re 2 ways I can help you:
1. Get yourself a copy of ‘The Ultimate GPT Framework for Finance: ChatGPT, AutoGPT, Python and Beyond here. (use the code NEWS25 at checkout for 25% off)
PLUS - I'm now offering a free 30 minute consulting session on how to put
the guide into practise with every purchase.
2. If you’re looking to learn more from industry experts - Subscribe to the Tech for Finance Podcast here, and the YouTube channel here.
Know someone else that'll like this? It'd mean a lot to me if you could forward on 🙂
tech for finance
©2022 by Adam Shilton. Privacy Policy - Terms of Use
©2022 by Adam Shilton. Privacy Policy - Terms of Use